The Institutional Edge: Real allocators. Real alpha.
Welcome to The Institutional Edge: Real allocators. Real alpha! Dr. Angelo Calvello hosts this exciting new podcast partnership with Pensions & Investments, designed to cut through the noise in institutional investing. Unlike other investment podcasts filled with vendor pitches and rambling biographical stories, this series delivers focused 30-minute episodes featuring real asset owners who actually deploy capital. Get ready for authentic insights that challenge conventional thinking and help you make smarter investment decisions. About the Host: Dr. Angelo Calvello is a serial innovator and co-founder of multiple investment firms, including Rosetta Analytics and Blue Diamond Asset Management. He leverages his extensive professional network and reputation for authentic thought leadership to curate conversations with genuinely innovative allocators. As the "Dissident" columnist for Institutional Investor and former "Doctor Is In" columnist for Chief Investment Officer (winner of the 2016 Jesse H. Neal Award), Calvello has become a leading voice challenging conventional investment wisdom. Beyond his professional pursuits, Calvello serves as Chairman of the Maryland State Retirement and Pension System's Climate Advisory Panel, Chairman of the Board of Outreach with Lacrosse and Schools (OWLS Lacrosse), a nonprofit organization creating opportunities for at-risk youths in Chicago, and trustee for a Chicago-area police pension fund. His career-long focus on leveraging innovation to deliver superior client outcomes makes him the ideal host for cutting-edge institutional investing conversations.
Episodes
How did LACERA stay positive in fiscal 2022 when most pension funds were down—and what does their "functional framework" have to do with it?
Some nvestment consultants are promoting Total Portfolio Approach (TPA) as the next evolution in institutional investing. But what if sophisticated asset owners have been doing this work all along—without the capital letters?
Jon Grabel, CIO of Los A...
Why does IPERS say NO to 95% of co-investment deals? Their CIO reveals the disciplined approach that attracts top practitioners to public service.
In Episode 13 of “The Institutional EDge,” host Angelo Calvello explores an innovative co-investment approach with IPERS' CIO Sriram Lakshminarayanan and Senior Investment Officer Craig Payne. Managing $47 billion with a nine-person team, IPE...
Can "onerous disclosure" actually protect 401(k) participants from alternative investment losses?
In Episode 4 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Gerald Alain Chen-Young, Chief Investment Officer of the National Public Pension Funds Association and Principal at GCY Associates LLC. They examine President Trump's August 2025 executive orde...
Is Total Portfolio Approach the next Portable Alpha—brilliant innovation or overhyped rebranding?
Justina Lee, senior reporter at Bloomberg News covering global markets and quant strategies, joins the show to dissect the Total Portfolio Approach phenomenon sweeping through institutional investing. Fresh off covering CalPERS's historic shift from 11 asset class benchmarks to a single 75/25...
How do you mitigate the J-curve while getting your capital back 2 years faster than traditional funds?
Andy Greene, CIO of the $10 billion Toronto Transit Commission Pension Plan, discusses how his team has successfully increased its private markets allocation from 20% to 41% since 2017, with a notable focus on using secondaries as a strategic tool. Andy outlines the key benefits of secon...
"We don't have to invest in privates"—When does a CIO managing $11 billion say no to alternative investments?
In our 16th episode of our Private Markets Series, Joe Eppers (CIO) and Vaib Kalia (Head of Fixed Income) from Selective Insurance explain how P&C insurance companies benefit from private market investing. The key advantages include diversification, the ability to capture liqu...
What if enterprise software as we know it is dead in five years? A family office insider explains why AI might make traditional SaaS obsolete.
In the 8th installment of our Private Markets Series, host Angelo Calvello interviews Brad Bryndal, Sen...
How does a $20B+ pension fund generate $1 billion in gains from rebalancing alone?
In Episode 14 of “The Institutional Edge,” host Angelo Calvello sits down with Don Pierce, Chief Investment Officer at San Bernardino County Employees' Retirement ...
Why does IPERS say NO to 95% of co-investment deals? Their CIO reveals the disciplined approach that attracts top practitioners to public service.
In Episode 13 of “The Institutional EDge,” host Angelo Calvello explores an innovative co-investme...
Are you still chasing crowded private equity deals, or have you discovered the niche sectors banks won't touch?
In Episode 5 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Eric Farls, Senior Portfolio Manag...
How are insurance companies unlocking yield premiums that public markets can't deliver?
In episode 2 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Leo Svoboda, Head of Enterprise Portfolio Management at Na...
Can "onerous disclosure" actually protect 401(k) participants from alternative investment losses?
In Episode 4 of the Private Markets Series, Angelo Calvello, host of Institutional Edge, interviews Gerald Alain Chen-Young, Chief Investment Office...
What if 35 years of data prove venture capital's high returns aren't worth the risk?
In Episode 2 of the Private Markets Series, Angelo Calvello interviews Professor Greg Brown from the Institute for Private Capital and the University of North Ca...
Is diversification dead in private markets?
Welcome to the first episode of our Private Markets Series, featuring Venus Phillips, Managing Director at the Kresge Foundation. Venus discusses building portfolio resiliency through strategic private ...
What if your pension fund could outperform peers while cutting operational costs in half?
In this episode of The Institutional Edge, host Angelo Calvello interviews Antonio Rodriguez, Director of Investments at Building Service 32BJ Benefit Funds...
Which three attributes separate AI winners from losers in asset management—and does your firm have them?
Angelo Calvello, host of Institutional Edge, interviews Ajmal (AJ) Hachim, Vice President and co-lead of Berkshire Global Advisors' Financial...
How do you distinguish substance from hype when managers claim AI implementation advantages?
In this week's The Institutional Edge, Angelo welcomes Chris Walvoord, recently the Global Head of Liquid Alternatives Research and Portfolio Management ...
What methodological breakthrough is helping institutional investors solve the AI-ESG paradox?
This week, host Angelo Calvello interviews Dr. Liming Zhu, Research Director at CSIRO's Data61 and a leading voice in responsible AI development. Dr. Zh...
"I feel like the adoption of an AI tool could potentially eliminate the need for other existing tools - it might not be a net add, it could be a net efficiency gain." - Melissa Lopez
In this episode, Angelo C...
What happens when a retirement fund's AI models start outperforming human investment decisions?
In this episode of The Institutional Edge, host Angelo Calvello, CEO of Rosetta Analytics, interviews Mark Steed, Chief Investment Officer of the Ariz...
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