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Valiant’s Chris Hansen Bullish on AI Spending

The Tiger Grandcub argues that hyperscaler spending will “prove more durable than the market is forecasting for the next several years.”

Alternatives in Wealth Management Forum | West Coast

September 29-30, 2026 | The Langham Huntington

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

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Institutional Asset Owners are Rethinking ETFs

Mandel Turns Over Lone Pine’s Biggest Positions

In the second quarter, Tiger Cub Stephen Mandel Jr. sold out of its largest holding and added five new investments that now rank among its top U.S. long positions.

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5th Annual Retirement Plan Advisor Summit

September 29-30, 2026 | Fairmont Miramar Hotel

1270 Avenue of the Americas, Suite 1100

New York, NY 10020

 

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