AI Meets Investing: Risk, Strategy & the Future | Brave New Edge

Impact of AI on small cap investing: With Mario Tufano and Mark Roach

The conversation delves into the intersection of behavioral finance and small cap portfolio management, exploring the impact of AI on small cap investing. It covers the background and role at CS McKee, the approach to micro and small cap portfolio construction, behavioral philosophy in day-to-day decision-making, structural inefficiencies and persistent alpha in small cap investing, sentiment extremes and liquidity in small cap investing, AI's role in the investment process and workflow, AI's impact on narrative risk in micro and small cap investing, AI's use in reducing narrative risk, and concerns about AI's impact on work ethic and skill in investing. The views expressed in this podcast are those of the speakers as of the recording date and are subject to change. This discussion is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Any references to specific securities or market performance are provided for illustrative purposes only and may not be representative of investments made by CS McKee or its clients. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal.

Harnessing AI for Multifamily Investments: Insights from Zach Haptonstall of Rise 48 Equity

In this conversation, Zach Haptonstall, CEO of Rise 48 Equity, discusses the transformative impact of AI on multifamily investment and property management. He shares insights on how AI tools are being integrated into various aspects of their operations, from underwriting to leasing, and emphasizes the importance of adopting technology to stay competitive. The discussion also touches on the future of AI in real estate, investor perspectives on technology adoption, and the potential for alternative data sources to enhance decision-making. Zach proposed The AI-Driven Leader by Geoff Woods - https://a.co/d/9dvKy1z [https://a.co/d/9dvKy1z]

Inside AI, Big Tech & Markets: Gil Luria on the Future of Tech Research | Brave New Edge

In this episode of Brave New Edge, hosts Nikola Legetic, CFA and Sinisa Stanojlovic sit down with Gil Luria of D.A. Davidson — one of the few analysts covering the entire tech ecosystem, from hyperscalers to AI leaders like Nvidia, Microsoft, Amazon, Palantir, and more. Gil shares how AI transformed his workflow, the rise of alternative data, how analysts must adapt, and what truly gives an edge in today’s information-saturated market. A must-watch for anyone in tech, investing, or AI research.

Decoding Markets: Bridgeway’s Systematic Edge with Seema Ackerman & Jacob Pozharny

On this episode of Brave New Edge, host Nikola Legetic sits down with Seema Ackerman and Jacob Pozharny of Bridgeway Capital Management to explore the firm’s distinctive approach to investing. They unpack how systematic fundamental analysis and cutting-edge NLP techniques shape their stock selection process. The discussion spans the complexities of valuing stocks across market regimes, the role of client feedback in strategy refinement, and Bridgeway’s unwavering commitment to transparency and alignment. The episode also highlights the power of alternative data in global markets and the growing importance of explainability in modern investment strategies.

AI Meets Investing: Risk, Strategy & the Future | Brave New Edge

In this compelling episode of Brave New Edge, hosts Nikola Legetic and Sinisa Stanojlovic sit down with Glenn Caldicott (Empirical Asset Management) and Manish Jhunjhunwala (Trefis) to unpack the transformation of rules-based investing through AI. Discover how explainability, data innovation, and risk awareness are reshaping portfolio management and what the future holds for their partnership and the broader investment landscape.