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The Essential

Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Three months ago, I found a manager who has been doing just this for two decades without LLMs

Alternatives in Wealth Management Forum | West Coast

September 29-30, 2026 | The Langham Huntington

CTAs Hit Trouble as Market Trends Reverse

While the average fund was down, there were some winners, including Quantedge Global Fund, which posted a nearly 8 percent gain last month.

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Evaluate Your Manager’s Use of AI Models

PGIM’s Greg Peters: AI’s Debt Boom Is Giving Credit Investors Rare Leverage.

Podcast: Peters says there is an “endless buffet” of real opportunities — and market quirks. Elon Musk “is talking about going to Mars. Data centers in space. Do you think he cares about the kind of rate he’s paying to do that?”

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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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