I chat with John, the founder of Quantopian, on how he got started in quantitative finance, where he sees the industry evolving and how he created a global community of intrinsically motivated coders to create unique solutions to the greatest intellectual game on earth.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
The idea of referendums setting the agenda for institutional investors may be a frightening pipe dream in much of the world, but Switzerland’s unique brand of direct democracy is set to revolutionise its funds’ priorities. Swiss funds are due to be anointed as no less than the country’s official guardians against “rip-off” executive salaries. That
As the world and companies globalise, George Siguler, managing director and founding partner of private equity firm, Siguler Guff, has a simple recommendation for investors. “My recommendation for stock investors is to look at great global companies,” he says. “Look at companies like Johnson and Johnson, Unilever or Boeing. They all have great balance sheets
It is easy for long-term investors to avoid short termism, and the solution lies in avoiding momentum and conducting risk analysis using cash flows – not market pricing. “Diversification is a joke. Diversification and risk analysis relies on pricing, but pricing is distorted because it’s driven by momentum,” says Paul Woolley, chairman of the Paul
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