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Oliver Simon, Head of AI & ML Investment Strategy, was recognized as a next-generation leader reshaping the industry for his work building AIA Labs and defining what investing looks like in an AI-driven future.

At the 2026 Fiduciary Investors Symposium at Harvard, Co-CIO Karen Karniol-Tambour explains how modern mercantilism and AI are reshaping the investment landscape—and what institutional portfolios need to do differently. See important disclosures and other information.

Jasjeet (Jas) Sekhon is Chief Strategy Officer at Google DeepMind, where he leads cross-cutting initiatives spanning technical research, commercialization, and policy. Previously, Jas served as Bridgewater Associates’ Chief Scientist and Head of AI, where he co-founded AIA Labs, Bridgewater’s dedicated artificial intelligence research and investment lab, alongside co-CIO Greg Jensen. Jas serves on Bridgewater’s Board of Directors.

Investor Judgement

Nina Lozinski, Co-Head of AI & ML Investment Strategy at Bridgewater, was selected for the Aspen Institute's inaugural Technology Leaders Initiative—a fellowship convening leaders shaping the future of technology and its role in society.

Reinforcement learning with verifiable rewards (RLVR) has become a critical tool for modern large language model (LLM) development. RLVR is used to improve the general-purpose reasoning abilities of frontier language models, and has proven particularly critical for mathematical problem solving and agentic coding. Beyond the frontier, a model which is trained via RLVR can outperform much larger frontier models in specialized domains, making this approach especially attractive for enterprise tasks involving proprietary data. For example, Databricks uses RLVR to train a text-to-SQL specialist that outperforms much larger frontier models in this domain.

Since we identified AI and modern mercantilism as the key forces defining the new paradigm, they have accelerated and now increasingly dominate the global economy and markets. In our recent quarterly letter to clients, we discussed (1) how the current economic cycle is evolving, shaped by these forces, and (2) the questions they are prompting us to wrestle with in portfolios