INVESTOLOGY: re-think investment management

George Aliferis, CAIA - reformed banker turned podcast producer
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INVESTOLOGY: re-think investment management

Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferis-caia-60078312/ YouTube: https://www.youtube.com/@investology_podcast A podcast by http://orama.tv

  1. Rethinking Pension Outcomes (For Retirees - not the Industry) | Doug Brodie - Chancery Lane

    APR 14

    Rethinking Pension Outcomes (For Retirees - not the Industry) | Doug Brodie - Chancery Lane

    Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mechanics of investment trusts, a lesser-known instrument that could bypass complex asset allocation challenges for retirees. LINKS Doug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-planners Chancery Lane: https://www.chancerylane.net/ Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcast This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT DOUG BRODIE (GUEST) Doug has worked with personal investing since 1989, specialising in income investing for the last fifteen years, firstly with Old Mutual and running his own award winning business since 1995. Doug is chartered with two professional institutes, CISI and CII, and certified by the Institute of Financial Planning. ABOUT THE INVESTOLOGY PODCAST Conversations that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers. ABOUT GEORGE ALIFERIS (HOST) George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/ Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs Founder of Orama a podcast and video agency working with the finance industry CAIA Charterholder (Chartered Alternative Investment Analyst Association) Masters from HEC, Paris & UTDT, Buenos Aires Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2 TIMESTAMPS 00:00 Doug Brodie - rethink pensions 01:08 Early Career and Industry Evolution 06:37 Marketing Strategies and Client Insights 10:54 Financial Planning 22:57 Income Focused Investment Strategies 31:35 Understanding Investment Trusts 42:44 The Future of Pension Schemes

    45 min
  2. Ex-CAIA CEO Bill Kellly on Investment Democratization, Education, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha

    APR 10

    Ex-CAIA CEO Bill Kellly on Investment Democratization, Education, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha

    Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors. My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756 My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905 RESOURCES William J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/ Educational Alpha: https://educationalalpha.com/ CAIA: https://caia.org/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio version of the Podcast: https://pod.link/1511595070 📹Subscribe on YouTube: https://www.youtube.com/@investology_podcast This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT William J. Kelly, CAIA has over four decades of experience in the financial services industry as a CEO, a leader in alternative investments education, and an Independent Director. My common denominator has always been to put the client first. ABOUT THE INVESTOLOGY PODCAST A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers. ABOUT GEORGE ALIFERIS (HOST) George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/ Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs Founder of Orama a podcast and video agency working with the finance industry CAIA Charterholder (Chartered Alternative Investment Analyst Association) Masters from HEC, Paris & UTDT, Buenos Aires Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2 TIMESTAMPS (00:00) Bill Kelly's New Venture: Educational Alpha (01:56) The Importance of Financial Literacy and Education (03:20) Bill Kelly's Podcasting Journey (04:54) Challenges in Educating Investors (09:11) Democratization of Financial Education (12:55) Mind the education gap (22:07) Larry Fink's Investor Letter (27:15) The Evolution of Retirement Planning (32:02) The Importance of Long-Term Investing (35:51) Mindset or Education? (39:48) Conclusion and Final Thoughts

    41 min
  3. Retirement Technology to Improve Pension Education, Innovation, Attention & Outcomes | Eve Read - Smart Pension

    APR 7

    Retirement Technology to Improve Pension Education, Innovation, Attention & Outcomes | Eve Read - Smart Pension

    How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping to achieve better retirement outcomes for all. LINKS Eve Read on Linkedin: https://www.linkedin.com/in/everead/ Smart Pension: https://www.smartpension.co.uk/ Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio version of the Podcast: https://pod.link/1511595070📹 YouTube: https://www.youtube.com/@investology_podcast We discussed this publication Delivery 2030: https://www.smartpension.co.uk/reports/2030-vision This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT EVE READ (GUEST) Eve is a well-known and respected figure in the retirement savings sector. She spent two decades focused on pensions at employee benefits consultancy Mercer, which included setting up and running the firm’s UK DC consulting business. More recently she worked at the government DC scheme NEST, where she led on business delivery and customer engagement. Eve leads the UK Proposition Team as it builds new features for the Smart Pension Master Trust as well as contributing to the development of Keystone, Smart's global Platform-as-a-Service offering. ABOUT THE INVESTOLOGY PODCAST A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers. ABOUT GEORGE ALIFERIS (HOST) George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2 TIMESTAMPS00:00 Understanding Smart Pension02:16 Keystone Platform and Technology04:51 Client Experience and Transition08:57 Employer and Employee Perspectives14:57 Engagement and Education in Pensions19:06 Challenges in Pension Engagement22:28 Making Pension Information Accessible24:23 Government's Role in Pension Reforms27:09 Challenges and Solutions for Future Retirees29:33 Industry and Government Collaboration35:20 Fantasy FinTech: The Ideal Pension System42:13 Concluding Thoughts and Future Discussions

    43 min
  4. The Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC)

    MAR 31

    The Business of Financial Markets Data | Matt Ober - General Partner, Social Leverage (ex-Bloomberg, ex-HF, now VC)

    Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity to rethink the business of financial market data.LINKSMatt on Linkedin: https://www.linkedin.com/in/obermattj/Matt's Newsletter: https://www.mattober.co/Social Leverage: https://www.socialleverage.com/Initial Data Offering: https://initialdataoffering.com/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio version of the Podcast: https://pod.link/1511595070📹Subscribe on YouTube: https://www.youtube.com/@investology_podcastThis episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ABOUT MATT OBER (GUEST)Matt is a general partner at Social Leverage. Matt was most recently the Chief Data Scientist at Third Point where he built the data analytics and technology platform used to enhance the firm’s investment capabilities in equity, structured credit, venture capital and cryptocurrency. Prior to joining Third Point, Matt was the Head of Data Strategy at WorldQuant and part of the WorldQuant Ventures founding team focused on private investments in fintech, data, and technology companies. As an active angel investor for over 10 years, Matt brings his data and analytics expertise to each company with whom he partners. Matt holds a Chartered Alternative Investment Analyst (CAIA) designation and sits on the board of governors for his alma mater, California State University Chico.ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 A unique data perspective01:07 Matt Ober's Career Journey01:42 Hedge Fund Experience and Data Strategy03:51 Venture Capital and Social Leverage05:15 The Importance of Data Quality06:37 Understanding the Data Value Chain10:01 StockTwits and Community Data14:54 Alternative Data and Its Expansion16:16 Revenue Opportunities from Data19:11 The Value of Informational Edges in Data20:44 AI and Data Processing in Finance24:30 Branding and Marketing in Data Companies29:36 The Future of Data in Investment Management37:32 The Role of Hedge Funds in Modern Portfolios

    40 min
  5. A Reality Check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser

    MAR 24

    A Reality Check on AI: Hype & Applications | Dr. Richard Saldanha - ex. Hedge Fund, University Lecturer in Machine Learning, Board Member & Adviser

    A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha. "I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition." LINKS Richard on Linkedin: https://www.linkedin.com/in/oxquant-richard-saldanha/ Richard's AI webinars: https://youtube.com/playlist?list=PL7U0Sdn6Aq2fLnu_XikcmGMzlBaAfDtZj&si=Nbu51oTMFD76d3CB 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 📹Find us on YouTube: https://www.youtube.com/@investology_podcast This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT DR RICHARD SALDANHA I teach statistical machine learning as part of the MSc programmes in economics and finance at Queen Mary University of London. I also supervise MSc students for their operations research and analytics industrial projects in the Department of Mathematics at the London School of Economics.I have worked in quantitative finance for over two decades at major institutions in the City of London. ABOUT THE INVESTOLOGY PODCAST A podcast that helps you think about critical topics and principles of investment management. ABOUT GEORGE ALIFERIS (HOST) George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/ Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs Founder of Orama.tv a podcast and video agency working with the finance industry CAIA Charterholder (Chartered Alternative Investment Analyst Association) Masters from HEC, Paris & UTDT, Buenos Aires Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2 TIMESTAMPS00:00 Richard Saldanha's Background 01:29 Defining Artificial Intelligence03:29 Understanding ChatGPT and Language Models06:31 The Limitations of AI16:17 AI in Finance and Investment20:21 Challenges and Opportunities in Financial Data26:22 Future of Computing and AI28:54 Concluding Thoughts on AI and Quantum Computing

    30 min
  6. [REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022)

    MAR 21

    [REPOSTED: Nvidia GTC special] AI in Investment Management | Pahal Patangia - Nvidia (recorded in March 2022)

    A conversation between George Aliferis and Pahal Patangia, Global Developer Relations Lead, Consumer Fintech at NVIDIA recorded at the same time as Nvidia's 2022 GTC conference Pahal explains how fintech startups can evolve their data science program. We also go through various applications with real-life examples from Square, Venmo, Ping An, Allianz, and more. Listen to The Fintech Files your favourite podcast app or watch on YouTube. TO GO FURTHER NVIDIA Developer Hub for financial services https://developer.nvidia.com/industries/financial-services The GTC Conference https://www.nvidia.com/gtc/ Pahal on Linkedin https://www.linkedin.com/in/pahal/ WATCH CLIPS FROM THE INTERVIEW ►TikTok ►Instagram CONNECT ►Twitter ►Substack ►Linkedin #datascience #fintech

    41 min
  7. [Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply

    MAR 17

    [Finovate Special 4/4] Navigating Financial Promotions in the Finfluencer Era with AI | Sage Franch - PromoComply

    Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and regulators. LINKSPromoComply https://www.promocomply.com/📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)🎧 Audio Podcast: https://pod.link/1511595070📹Find us on YouTube: https://www.youtube.com/@investology_podcastFinovate: https://finovate.com/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT SAGE FRANCH Sage Franch has over a decade of experience in artificial intelligence and business leadership, working with organizations of all sizes to drive business growth through digital transformation. ABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.ABOUT GEORGE ALIFERIS (HOST)George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/ Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs Founder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association) Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2TIMESTAMPS00:00 The Financial Promotion Challenge02:04 How Promo Comply Works03:23 The Regulatory Landscape in the UK04:09 Marketing and Compliance Collaboration08:23 The Role of Influencers in Compliance09:17 Future of Financial Promotions Compliance

    10 min
  8. [Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI

    MAR 14

    [Finovate Special 3/4] Create Investment Memos in Minutes with your own AI | Sachin Rege - Moonjelly AI

    We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups. LINKS Moonjelly AIhttps://www.jellyfishlabs.ai/ 📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free) 🎧 Audio Podcast: https://pod.link/1511595070 📹Find us on YouTube: https://www.youtube.com/@investology_podcast Finovate: https://finovate.com/ This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/ ABOUT MOONJELLY A team of passionate engineers and makers whose expertise lies in artificial intelligence, machine learning, natural language processing and bringing value from data, bridging the gap between AI research and its practical applications ABOUT THE INVESTOLOGY PODCAST A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers. ABOUT GEORGE ALIFERIS (HOST) George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of Orama a podcast and video agency working with the finance industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2 TIMESTAMPS 00:00 Introduction to AI and Moon Jelly 00:43 Meet the Innovators Behind Moon Jelly 00:56 Understanding Moon Jelly's Unique AI Capabilities 01:27 Moon Jelly in Investment Management 02:54 Demo: How Moon Jelly Works 05:00 Implementation and Customization 06:31 Future Roadmap and Applications 07:30 Reflections and Closing Remarks

    9 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Conversations that help you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with an eclectic mix of guests: acclaimed authors, startup founders, thought leaders, and industry pioneers. Hosted by George Aliferis, a reformed investment banker and founder of Orama: a podcast and video studio for financial brands. https://www.linkedin.com/in/george-aliferis-caia-60078312/ YouTube: https://www.youtube.com/@investology_podcast A podcast by http://orama.tv

Information

  • Creator
    George Aliferis, CAIA - reformed banker turned podcast producer
  • Years Active
    2020 - 2025
  • Episodes
    104
  • Rating
    Clean
  • Copyright
    © George Aliferis, CAIA - reformed banker turned podcast producer
  • Show Website
    INVESTOLOGY: re-think investment management

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