institutional-investing
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Mick McLaughlin Is Selling Crypto’s Least Crypto Idea: Own the Index
After helping ETFs become ordinary, Mick McLaughlin has taken on a stranger assignment: making crypto boring enough for a portfolio meeting - without pretending the risk has disappeared.
Jon Caplis Is Fixing the Hedge Fund Industry’s Missing-Data Problem
After a decade inside hedge funds, Jon Caplis built PivotalPath around a stubborn idea: before you judge performance, make sure the right funds are in the room.
Tony Mackenzie
Tony Mackenzie is the Co-Founder and CEO of Jacobi, a San Francisco-based investment technology platform he built after watching the world's largest institutional investors still manage portfolio processes in spreadsheets. Drawing on a PhD in Applied Mathematics and a career managing over $45 billion in assets at QIC, he co-founded Jacobi in 2014 to modernize multi-asset portfolio design, analytics, and client engagement. Today the platform serves clients including T. Rowe Price, Franklin Templeton, and LGIM, representing over $7 trillion in assets under management, and has raised $27.6 million in total funding.
Ben Carlson
Ben Carlson is a CFA charterholder, Director of Institutional Asset Management at Ritholtz Wealth Management, and one of the most widely-read finance writers in the United States. Through his blog A Wealth of Common Sense, co-hosted podcast Animal Spirits, and six books, Carlson has built a reputation for translating Wall Street complexity into plain-English wisdom that ordinary investors can actually use - advocating for simplicity, patience, and behavioral discipline over market-timing and stock-picking.