Work With Me

I work with a small number of institutional clients on problems where AI expertise and investment knowledge must intersect. If AI is shaping your allocation decisions, governance, or manager selection, I can help you make better-informed decisions.

Engagement Models

Retained Advisory: Ongoing strategic support for institutions navigating AI integration across their investment process.
Project-Based: Focused engagements around specific decisions: manager evaluation, AI governance framework development, portfolio construction review.
Board Advisory: Supporting investment committees and boards with AI oversight, education, and decision-making frameworks.
Speaking and Workshops: Tailored sessions for investment teams, boards, or industry events on AI in institutional investing.

Case Studies

Sovereign Wealth Fund GCC Manager Evaluation & AI Due Diligence

Evaluating AI Claims Across a Manager Universe

A sovereign wealth fund in the Gulf was expanding its allocation to quantitative equity strategies.

Pension Fund Nordic AI Governance & Board Oversight

Building AI Oversight for an Investment Board

A Nordic pension fund had, over three years, increased its allocation to AI-driven quantitative strategies from under 5% to nearly 15% of its total portfolio.

Public Pension Fund North America Comprehensive Review

Comprehensive AI Review Across a Quant Portfolio

A large North American public pension fund with a multi-billion dollar allocation to quantitative strategies initiated a comprehensive review of AI integration across its entire portfolio.

See all case studies

Get in Touch

If you are an institutional allocator looking for rigorous, independent AI expertise, I would welcome a conversation.