Against Consensus

By Angelo Calvello, PhD

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Category: Investing

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Episodes: 16

Description

Consensus thinking is often the enemy of better investment outcomes. Against Consensus brings together asset owners, allocators, asset managers, service providers, and innovators to challenge it — one conversation at a time. Against Consensus is built on a simple recognition: institutional investing is an ecosystem. Every principal in that ecosystem — asset owners, asset managers, allocators, service providers, and the innovators pushing them all — has something worth hearing and something worth challenging. The premise is unchanged. The ambition is larger.

Episode Date
Tokenization Is Coming: Why Asset Owners Need a Seat
Oct 27, 2026
Building L Squared: Leslie K. Lenzo on Fractional CIO Work and Serving Mission-Driven Investors
Oct 20, 2026
"Don't Tell Us Your Mom Was a Teacher" - Vicki Kurzydlo, CTPF
Oct 13, 2026
Liquid Alts, TPA & Emerging Managers: Ranjan Bhaduri
Oct 06, 2026
Arizona PSPRS’ CIO Mark Steed's AI Scorecard: One Year Later
Sep 22, 2026
NAIC's Bob Greene on Why Diversity Isn't a Trade-Off, It's an Edge
Sep 15, 2026
MiddleMark’s Luke Hinshelwood: What Emerging Managers Should Expect From Placement Agents
Sep 08, 2026
Chris Schelling's Dog's Breakfast: AI, Defense Tech & Democratizing Private Markets
Aug 25, 2026
CAIA’s John Bowman on TPA and Tokenization
Aug 18, 2026
Looking Around the Corner: CAIA CEO John Bowman's Case for Rethinking Investing (PART I)
Aug 11, 2026
Beyond Predictions: Seb Owen on Machine-Native Capital Allocation.
Aug 04, 2026
The Immeasurables: What Really Drives Long-Term Manager Success
Jul 28, 2026
Business First: Waymond Harris on Managing Capital at Blue Cross Blue Shield of Michigan
Jul 21, 2026
NPPFA’s CIO Gerald Chen-Young on the Paradox of Democratizing 401(k)
Jul 14, 2026
Trust, But Verify: Inside San Jose Federated's AI Playbook
Jul 09, 2026
Introducing: Against Consensus - Because Agreement is Not an Edge
Jul 07, 2026