Bridging AI research and institutional investment strategy.
I advise sovereign wealth funds, central banks, and pension funds on:
- Manager evaluation & AI due diligence
- AI governance & board oversight
- Research & proprietary frameworks
What I Do
Manager Evaluation and Due Diligence
Quantitative managers increasingly claim to use AI. Most allocators lack the tools to verify those claims. I help institutional investors ask the right questions and interpret the answers, distinguishing genuine machine learning integration from repackaged factor models with an AI label.
AI Governance and Board Oversight
Boards and investment committees face a growing challenge: overseeing AI-driven strategies they may not fully understand. I work with governance bodies to build the knowledge frameworks and oversight processes needed to make informed decisions about AI integration in their portfolios.
Proprietary Frameworks and Tools
I develop practical instruments that translate academic AI research into actionable guidance for allocators. These frameworks, starting with SPEC, are designed for the meeting room, not the research lab. Each one addresses a specific gap in how institutions evaluate and integrate AI.
Research and Thought Leadership
I publish at the intersection of causal inference, machine learning, and institutional investment strategy. My work bridges the gap between what AI researchers develop and what allocators need to know, with a focus on what is practically relevant for capital allocation decisions.
SPEC Framework
Every quant manager says they use AI. Most allocators have no structured way to test that claim.
Standard due diligence focuses on what a model does: returns, Sharpe ratios, attribution. It rarely tests why the model is built the way it is. That gap is where the largest undiagnosed risks hide. The SPEC Process Assessment diagnoses your evaluation process in five minutes, identifies your structural blind spots, and gives you specific questions to use in your next manager meeting.
11 questions. No registration required.
Featured
The SPEC Test
A four-part diagnostic for evaluating AI claims in quantitative investment strategies. No technical background required.
Read moreThe Question That Exposes Weak Quant Models
CFA Institute Enterprising Investor
One due diligence question that reveals whether a quant manager's variable selection is grounded in economic reasoning or statistical fit alone. No technical background required.
Read moreThe EU AI Act and Institutional Investors: What You Need to Know
Allnews
How the EU AI Act's risk classification framework affects institutional portfolios, from compliance costs to new investment opportunities in AI governance technology.
Read moreMaking allocation decisions where AI is a factor?
I work with a small number of institutional clients. If AI is shaping your allocation decisions, governance, or manager selection, let's talk.
Work With Me