INDUSTRY INSIGHTS
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Hedgies Eye Three Biopharma IPOs
A number of prominent hedge funds hope to duplicate the success of the most recent biopharma offerings.
MARKET INTELLIGENCE
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Your CapEx Is My Opportunity: The Benchmark Arbitrage of the AI Buildout
Investors need to stop viewing AI only through the lens of applications and start viewing it through the lens of constraints, says Jordi Visser.
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Miyuki Zeniya, Head of Sustainable Finance, The Dai-ichi Life Insurance Company Limited: Putting Things in Perspective
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Angela Rodell, Chief Executive Officer, Alaska Permanent Fund: Glacial Changes
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Sophia Cheng, CIO, Cathay Financial Holdings: A Masterclass in the Art of Patience
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Organization AAAIMs Spotlight on Asian American Investment Managers
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Paul Yox, Vice President, External Investing Group, Goldman Sachs
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SPONSORED
Commercial Real Estate – Navigating the Brave New World of AI
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SPONSORED
Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market
EVENTS
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Jul22
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Sep8-11
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Sep9
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Sep9-10
FEATURED EVENTS
FEATURED ARTICLES
Churchill’s Ken Kencel on Private Credit’s Second Act
From the myth of “semi-liquid” private credit to why the highest returns can be misleading, Kencel challenges some of the industry’s most widely held assumptions.
Discovery’s Strong June Reinforces Its Bet on a More Selective AI Boom
Robert Citrone’s hedge fund is positioning itself for second half of 2026, finding opportunities in AI infrastructure, emerging markets, and a weaker U.S. dollar.
Why Top Pensions Like Verizon and Lockheed Martin are Outsourcing to Goldman
Even the largest pensions are outsourcing. Still, “There is a very strong case for keeping management of the pension plan in-house, especially for plans more than $5 billion.”
Why Infrastructure Holds Up Amid Inflation Pressures
Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.
UPCOMING EVENTS
Explore our upcoming events to stay ahead in the investment industry. Join us for exclusive forums, symposiums, and roundtables where leading experts and professionals gather to discuss the latest trends and strategies.
- Exclusive Forums: Engage with top professionals and experts.
- Symposiums: Gain insights into the latest industry trends.
- Roundtables: Discuss strategies and network with peers.
- Networking Opportunities: Connect with industry leaders.
Whether you're looking to network, gain insights, or stay informed, our events offer valuable opportunities to connect with peers and industry leaders.
CIO Lab: Minnesota
July 22, 2026 | Landings Hotel
2nd Annual RPAI Retirement Leaders Roundtable
July 23, 2026 | Fan Pier Campus, MassMutual | Boston, MA
한국 글로벌 투자 포럼 2026 Korea Global Investment Forum 2026
September 9, 2026 | Four Seasons Hotel | Seoul 포시즌스 호텔 서울
第21回年次日本投資フォーラム 21st Annual Japan Investment Forum
September 17, 2026 | Tokyo | Japan
As Private Credit Surges, Banks and Alternative Asset Managers Turn Frenemies Rather Than Foes
Wall Street settles for less underwriting in return for lucrative advisory fees.
