Castuner

Against Consensus

Angelo Calvello, PhD

Consensus thinking is often the enemy of better investment outcomes. Against Consensus brings together asset owners, allocators, asset managers, service providers, and innovators to challenge it — one conversation at a time.Against Consensus is built on a simple recognition: institutional investing is an ecosystem. Every principal in that ecosystem — asset owners, asset managers, allocators, service providers, and the innovators pushing them all — has something worth hearing and something worth challenging.The premise is unchanged. The ambition is larger.

Sito del podcast

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Episodi

18 episodi

  1. New Tech, Old Organization: Finding the North Star in AI Adoption 46:34
  2. Tokenization, Decoded: Callan's Alvaro Vega on Complexity 41:06
  3. Tokenization Is Coming: Why Asset Owners Need a Seat 45:21
  4. Building L Squared: Leslie K. Lenzo on Fractional CIO Work and Serving Mission-Driven Investors 32:09
  5. "Don't Tell Us Your Mom Was a Teacher" - Vicki Kurzydlo, CTPF 43:43
  6. Liquid Alts, TPA & Emerging Managers: Ranjan Bhaduri 44:31
  7. Arizona PSPRS’ CIO Mark Steed's AI Scorecard: One Year Later 40:43
  8. NAIC's Bob Greene on Why Diversity Isn't a Trade-Off, It's an Edge 43:46
  9. MiddleMark’s Luke Hinshelwood: What Emerging Managers Should Expect From Placement Agents 45:12
  10. Chris Schelling's Dog's Breakfast: AI, Defense Tech & Democratizing Private Markets 46:40
  11. CAIA’s John Bowman on TPA and Tokenization 21:00
  12. Looking Around the Corner: CAIA CEO John Bowman's Case for Rethinking Investing (PART I) 37:55
  13. Beyond Predictions: Seb Owen on Machine-Native Capital Allocation. 49:16
  14. The Immeasurables: What Really Drives Long-Term Manager Success 38:22
  15. Business First: Waymond Harris on Managing Capital at Blue Cross Blue Shield of Michigan 36:09
  16. NPPFA’s CIO Gerald Chen-Young on the Paradox of Democratizing 401(k) 44:05
  17. Trust, But Verify: Inside San Jose Federated's AI Playbook 44:54
  18. Introducing: Against Consensus - Because Agreement is Not an Edge 2:43