The Essential

Flight Deck Posts Blowout May on Global Chip Positions

The Tiger grandcub’s focus on AI infrastructure is delivering a breakout year, with gains exceeding 90 percent.

Sponsored by Franklin Templeton

Rethinking Diversification in a New Risk Regime

Institutions face shifting correlations and heightened volatility across markets. Hear from CalPERS, the State of Connecticut and Graystone Consulting on dynamic approaches to mitigate volatility, manage drawdowns and strengthen resilience.

Coatue Ramps Up Venture Activity With Flurry of Deals

The Tiger Cub backed data centers, AI infrastructure, and fintech as it leans further into private markets.

Sponsored

What’s Really Moving Commodity Markets in 2026? 

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test

In this episode, Cheyne’s co-founder discusses what’s prolonging the credit cycle — including payment‑in‑kind loans — and why that may be delaying, rather than preventing, a reckoning in private credit.

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Michelle Celarier

Job Board – For Investors Only

Chief Investment Officer (CIO) - Office of the Treasurer & Tax Collector
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City and County of San Francisco

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Investment Officer (Private Equity), P3
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United Nations Joint Staff Pension Fund (UNJSPF)

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Director, Pension Accounting and Reporting-Hybrid Schedule
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Columbia University

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Institutional Investment Consulting Associate
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Mercer

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