Michael Waldron is an energy investment analyst in the economics and investment office of the International Energy Agency. He was previously the project leader and lead author of the IEA’s Medium-Term Renewable Energy Market Report, which assesses market trends of renewables in the electricity, transport and heat sectors. At the IEA he has also worked as an oil demand and biofuels analyst. Prior to joining the IEA, Waldron worked as a senior energy markets analyst at Lehman Brothers in New York and London. Waldron obtained his Masters in International Energy Policy & International Economics at Johns Hopkins University, School of Advanced International Studies (SAIS) and his Bachelors degree in Economics & Government at Cornell University.
Michael Waldron
FIS Stanford 2024
The trait that will define ‘the California model’, according to CalPERS
Allocation to climate solutions and the ability to generate alpha from that across asset classes are what will define the future “California model”, according to CalPERS managing director of sustainable investment, Peter Cashion.
Darcy SongSeptember 27, 2024
FIS Stanford 2024
How AI ‘allows you to be the investor that you grew up wanting to be’
Success in AI integration may vary for different investors, as some asset owners are reaping alpha benefits while others look for administrative excellence. The Fiduciary Investors Symposium heard how three major institutional asset owners define and measure AI success.
Darcy SongSeptember 24, 2024
FIS Stanford 2024
Real growth opportunities in evolving AI sector still to come
The biggest paradigm shifts in technology history - the internet and cloud computing - both had common characteristics: an initial cycle of investment in infrastructure before the applications were delivered to consumers. the Fiduciary Investors Symposium has heard that artificial intelligence is unlikely to be any different.
Prashant MehraSeptember 24, 2024
FIS Stanford 2024
Unified view boosting appeal of total portfolio approach
The changing nature of volatility in financial markets and a more client-centric approach that allows allocations to be tailored is helping more institutions adopt a total portfolio approach (TPA) to investment management, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraSeptember 22, 2024
FIS Stanford 2024
Policy framework, private capital key to financing energy transition
Public authorities need to develop regulatory frameworks that create incentives and provide policy support in order to attract long-term private capital for infrastructure needed for the ongoing energy transition, the Fiduciary investors Symposium at Stanford University has heard.
Prashant MehraSeptember 22, 2024
FIS Stanford 2024
Figuring out the big trends to uncover global investment opportunities
Former US Secretary of State Condoleezza Rice and Franklin Templeton Investments president Jenny Johnson told the Fiduciary Investors Symposium that the big trends of demographics, digitisation and de-globalisation are creating plenty of opportunities for investors, and cautioned on major global geopolitical risks, specifically, the ongoing Russia-Ukraine conflict.
Prashant MehraSeptember 22, 2024
FIS Stanford 2024
Machine learning ‘overcoming key challenges’ in stock picking
Once regarded as a black-box approach to supporting asset management, AI and machine learning is becoming increasingly effective and transparent, now more of a "crystal box" and a useful tool for stock-picking and explaining performance attribution to clients, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraSeptember 19, 2024