Michael Recce: The goldilocks approach to neuroscience, AI and investing

Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops.

I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving into specific companies and industries and how these sets allow us to look at the world in a richer and more immediate fashion than ever before.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activitiy should be undertaken without first seeking qualified and professional advice.

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New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

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.

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What does the future look like

Given the disruption and chaos currently facing the world, society and economies, this session looks at what an imagined future would look like.

The vaccine

This session looks at the development of a vaccine for COVID-19 and what cooperation is needed to fight the virus.

Ways to change the world

In conversation with the current recipient of the Nobel Prize in Economics, Esther Duflo, this session looks at the phenomenon of inequality and the way in which economics and finance can help meet the challenge for a better, more equal, world.

Leadership for a sustainable recovery

What does a sustainable recovery look like and how can institutional investors collaborate to make sure it happens?

Operational risks and supply chain issue

This session highlights the need for resilience and robust continuity planning.

China’s economic position in the world

This session examines the impact of the crisis on China, the likely projection of its recovery and the role for the private sector.

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