David Weisburd

AlphaSense is redefining channel research.

Instead of static point-in-time reports, AlphaSense channel checks delivers a continuously refreshed view of demand, pricing, and competitive dynamics powered by interviews with real operators, suppliers, distributors, and channel partners across the value chain.

Thousands of consistent channel conversations every month deliver clean, comparable signals, helping investors spot inflection points weeks before they show up in earnings or consensus estimates.

The best part?

These proprietary channel checks integrate directly into AlphaSense's research platform, trusted by 75% of the world's top hedge funds, with access to over 500 million premium sources, from company filings and brokerage research to news, trade journals, and more than 240,000 expert call transcripts.

That context turns raw signal into conviction.

The first to see wins, the rest follow.

Check it out for yourself at alpha-sense.com slash how I invest.

So really you had...

You borrowed from the Canadian pension plans in terms of having in-house, having some of those costs in-house.

You used your scale to drive down fees with Co-Invest, which Professor Steve Kaplan, with the Kaplan-Shore Index, quantified that.

It's about 600 basis points, 220, 600 basis points.

So doing one-to-one, you're basically only paying 300 basis points versus 600 basis points.

And then you also look to have stakes of the manager, essentially.

And you said that you stayed away from chasing shiny objects when it comes to asset allocation.

Why is that upstream of paying more fees or getting worse returns?

Give me maybe a concrete example of that.

How does a CIO build a world class culture?

There may not be a objectively good or objectively bad culture, but that doesn't seem to be the case with governance.

There does seem to be a right model, which is decentralized versus a wrong model versus centralized.