The Allocators Playbook

Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams

46 min · I går
episode Top Decile CIO Mark Steed on Sports investing, AI and tracking high convictions for pension teams cover

Description

What's better at predicting markets, quant, practiced intuition or deep analysis? How would you track it? Similar to what was seen on the hit show Billions, CIO Mark Steed discusses his proven, high conviction method for pension fund investment teams that has gotten the team to top decile returns and one of the fastest growing funds in the USA. The New Strategy Award winner also discusses due diligence for sports investing, AI applications and how he brought his team together collectively. #Billions #institutionalinvestor #allocator #chiefinvestmentofficer #pensionfund #highconvictioninvesting

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episode Navigating Inflationary Cycles and Geopolitics with Nordic Allocators artwork

Navigating Inflationary Cycles and Geopolitics with Nordic Allocators

Inflation isn't the anomaly, it's the norm. Defense is getting a new seat at the ESG table. And private equity may be finding its edge again. Recorded onsite at our Nordic allocator roundtable in Denmark, this episode features Cecilia Kellner and Jakob Carlsson on how one of Sweden's largest investors is positioning for what comes next: navigating inflationary cycles and geopolitical risk, building climate-smart indices and green bonds without sacrificing returns, and finding private equity's edge again. Request the Nordics Investors Retreat (June 16-18, 2026) agenda for the full speaker lineup and sessions: https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3 [https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3]

3. juni 202614 min