Videos, webinars and podcasts for institutional investors. These will be of interest to asset owners, fund managers, investment consultants, investment marketers and many others.
AI isn't just changing technology—it is reshaping how investment firms create value, evaluate managers, and generate alpha. David sits down with Thomas Scriven, Managing Director University of Pennsylvania Office of Investments, institutional investor with experience across private equity, endowment management, and…
Join Amundi on Thursday, 3 September 2026 for a webinar during which experts will examine the major developments shaping 2026 and explore the scenarios most likely to define global markets.
Wharton's Nikolai Roussanov explains how 401(k)s are exposed to market volatility, the likelihood of government intervention, and what investors should expect in a crisis.
For decades, fundraising was driven by relationships. Today, it increasingly starts with AI. David sits down with Lex Suvanto, Global CEO of Edelman Smithfield, to discuss how artificial intelligence is changing fundraising, why reputation is becoming one of the most valuable assets for investment firms, how GPs can…
MacroVoices Erik Townsend & Patrick Ceresna welcome, Michael Howell. They discuss the 65-month global liquidity cycle, where we stand currently, and what comes next.
In this monthly video series, Fidelity's Multi Asset team break down what’s driving markets, how positioning is evolving, and what they’re watching next. This update looks at why they have increased exposure to U.S. mid-cap companies and how a broader range of return drivers could help create more resilient portfolios.…
In an era of AI, data centers and electrification, rising power demand presents a range of challenges and investment opportunities across the energy sector. Bottlenecks in the supply chain, such as the backlog in gas turbine production, have grabbed headlines while the power-hungry digital infrastructure buildout lifts energy…
This month, Market Matters is pressing replay on some of its greatest hits from the first half of 2026. Originally recorded on January 20, 2026, this episode explores how the Fed is structured, why independence matters, and how risks to Fed independence could show up in markets. Some developments may have changed since…
Michelle Knudsen is Chief Investment Officer of NYU, where she oversees the university's $8 billion endowment. The conversation begins with the investment philosophy Michelle developed across those institutions — lessons in portfolio construction, risk management, and manager selection that shaped how she thinks about capital…
Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resilience in an uncertain environment, and how the strategy pursues attractive income potential without reaching for added risk.
Apex Group's upcoming webinar brings together technology, operations, and regulatory experts to explore where AI is creating measurable value and the practical challenges private credit firms face as they scale. The discussion will examine why clean, connected, and accessible data has become the foundation for successful AI…
Memory prices have surged, and no one can say where they will be in 2029 or 2030. Equity analyst Shan Rui Yeo explains how the team values SK Hynix when the range of outcomes is that wide: a Monte Carlo framework that runs a discounted cash flow through thousands of scenarios and prices the business on a distribution of…
Global uncertainty is creating new risks and opportunities. Julia Hermann and Michael LoGalbo discuss how tariffs, energy pressures, and regional policy shifts are shaping international markets, and why global exposure can complement, rather than compete with, U.S. returns.
As CIO of the Kansas State University Foundation, Paul explains how disciplined asset allocation, thoughtful manager selection and strong governance create resilient long-term results. The conversation explores endowment investing, private markets, hedge funds, portfolio construction and the importance of building a decision…
Explore Nuveen's latest Private Capital Call episode featuring KBRA's Chief Rating Officer, Bill Cox, and Head of Default Research, Eric Rosenthal, unpacking 2026 private credit default forecasts, why recovery rates are declining and what investors should know about separating market noise from data-driven analysis…
