AI is everywhere – where are the profits?
Companies are spending billions on artificial intelligence. But are they making any money from it? IMD's Karl Schmedders on hidden costs, vibe coding and how companies can turn AI into business value....
January 30, 2025 • by Karl Schmedders, Raphaël Grieco in Capital Conversations • Podcast available
The CIO at Portfolio Advisors discusses the challenges of realising returns in an increasingly sophisticated VC market...
Apple SpotifyFounded in 1994, Portfolio Advisors is an experienced private markets manager with dedicated primary, secondary, co-investment, real estate and direct credit teams. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, they manage over $82 billion in assets.
In this episode of Capital Conversations, Portfolio Advisors CIO Liz Campbell focuses on the complex and evolving landscape of venture capital liquidity options, underscoring the importance of patience and long-term thinking in assessing when liquidity is truly warranted.
Professor of Finance and Strategy
Karl Schmedders is a Professor of Finance and Strategy, with research and teaching centered on sustainability and the economics of climate change. He directs the Strategic Finance (SF) program and teaches in the Executive MBA programs. Passionate about sustainable finance, Schmedders believes that more attention needs to be paid to on the social (S) and governance (G) aspects of ESG to ensure a fair transition and tackle inequality.
Research Associate at the IMD Venture Asset Management Initiative
Raphaël Grieco is a former Research Associate at IMD for the Venture Asset Management Initiative, drawing on over 15 years of leadership experience at the intersection of cross-asset wealth management and technology. Raphael specializes in early-stage venture investing, multi-support educational content creation spanning written and audio formats, as well as building entrepreneurial ecosystems focusing on technology (including crypto and web3).
October 27, 2026 • by Tim Quigley in Podcasts
Companies are spending billions on artificial intelligence. But are they making any money from it? IMD's Karl Schmedders on hidden costs, vibe coding and how companies can turn AI into business value....
October 20, 2026 • by Tim Quigley in Podcasts
Living longer is changing business. Carlos Cordon, Professor of Strategy and Supply Chain Management at IMD, explores longevity, retirement, workforce health – and what leaders need to rethink....
August 20, 2026 • by David Bach in Podcasts
IEA chief Fatih Birol on the age of electricity, Europe’s strategic energy mistakes, the Hormuz shock – and why trust is now an energy asset....
June 18, 2026 • by Murat Tarakci in Podcasts
Former ING and UBS CEO Ralph Hamers on leading “banking’s biggest digital transformation” – and why AI may redefine financial advice....
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