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Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)

Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)

FromCapital Allocators – Inside the Institutional Investment Industry


Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)

FromCapital Allocators – Inside the Institutional Investment Industry

ratings:
Length:
60 minutes
Released:
Jul 29, 2021
Format:
Podcast episode

Description

On today’s manager meeting, Jim Dunn speaks with Julia Bonafede. Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose anchor client is Wake Forest University.  Jim previously served as CIO of Wake Forest and before that, was CIO of investment consultant Wilshire Associates, where he worked with Julia.  Julia was at Wilshire for 24-years, capped by serving as President of Wilshire Consulting and as a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. In 2016, she co-founded Rosetta Analytics, an investment manager reinventing active management by creating advanced artificial intelligence strategies. Their conversation includes a discussion of the past, present and future of investment consulting, the application of neutral networks and reinforced learning to investing, and the challenges for allocators in adopting an AI approach. Before we dive in, Jim and I discuss why he chose to invest in Rosetta and how the strategy fits into Verger’s portfolios. Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 
Released:
Jul 29, 2021
Format:
Podcast episode

Titles in the series (100)

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital. New episodes release on Monday's