Capital Allocators – Inside the Institutional Investment Industry Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
Jul 29, 2021
Julia Bonafede, Co-founder of Rosetta Analytics and former President of Wilshire Consulting, joins Jim Dunn, CEO and CIO of Verger Capital. They discuss the transformative impact of AI in investment strategies, focusing on neural networks and reinforcement learning. Julia shares insights on the challenges in adopting AI for asset management and the evolution of investment consulting. Jim reveals why he invested in Rosetta and how it fits into Verger’s portfolio. Their conversation also touches on the importance of adaptive strategies in managing risk and optimizing returns.
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Unconventional Start
- Julia Bonafede's career began unconventionally, growing up on a cattle ranch and participating in rodeo.
- Her path to finance started with a quantitative investing course at USC and led to Wilshire Associates.
Wilshire's Pioneering Role
- Wilshire Associates pioneered investment software and consulting, including performance measurement and risk models.
- Julia Bonafede's international experience provided unique insights into global investment perspectives.
Navigating a Male-Dominated Field
- As a woman in a male-dominated field, Julia Bonafede faced unique challenges, such as navigating the workplace while pregnant.
- She adapted and persisted, even training clients the day before giving birth.