Avsnitt
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Industry commentators have suggested that as much as 95% of the hedge fund industry's total assets are in the hands of a few super asset managers, leaving very little to be invested in early-stage firms. It only gets trickier for start-up hedge funds with the rising barrier to entry as regulatory and operational costs continue to mount.
Thankfully, there is help on hand as Chris Winiarz, CIO of Stable, a multi-billion-dollar investment firm dedicated to helping ambitious fund founders, joins Tom and Drew to offer invaluable guidance to upcoming hedge fund managers aiming to navigate this competitive landscape.
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The Financial Times was at the forefront of uncovering the $2 billion fraud at the centre of Wirecard’s accounts, leading to the German payment processing giant’s collapse in 2020.
Two years on, the lead investigative journalist Dan McCrum sat down with The Long-Short to discuss his new book, Money Men, which details how his team, assisted by a cast of committed short sellers, exposed the truth.
To hear the full conversation, search for episode 32 of The Long-Short on your preferred podcast platform or visit AIMA.org and search for The Long-Short.
If you found this episode interesting, please like and subscribe to stay up to date and help others find the podcast.
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Saknas det avsnitt?
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It's been almost two years to the day since global central banks embarked on one of the most synchronized rapid monetary tightening cycles in modern-day economic history, to tame runaway higher levels of inflation following the COVID pandemic.
While the worst may be over, central banks caution that with rising government debt and geopolitical tensions all stirring the pot, global financial markets will continue to face mounting challenges.
Amid this period of uncertainty, Anna McCutcheon, co-founder of Shikuma Capital joins Drew and Tom to talk through what is likely to be another fascinating year in global markets.
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With its economy among the global top performers and poised to enter the world's top three within the next few years, India's asset management industry stands on the brink of extraordinary growth. Shiv Sehgal of Nuvama Capital Markets shares his insights on the booming potential for alternative assets in India.
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The biggest event of the year so far for hedge funds was the US SEC's recent finalisation of its new definition of a securities dealer. After a year of waiting, the final text is now available, confirming that private funds would be in scope, throwing our industry into uncharted territory by undermining the century-old understanding that hedge funds were customers of dealers, not dealers themselves. So, what exactly does this mean for the industry? Where do we go next?
Joining us to answer these questions and unpack this seismic shift in the definition of a dealer is AIMA's Head of US Markets Policy and Regulation, Daniel Austin. Daniel joins us from AIMA's Washington office to break down the US SEC's final rule text, its implications for hedge funds, and what comes next.
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With the dust well and truly settled now on 2023, there has been plenty of talk about the value of active investments. So how did hedge funds do? How active will investors be in 2024 in the hedge fund space? Join us as we sit down with Roark Stahler, co-author of Barclays Capital Solutions 2024 Hedge Fund Outlook, to dissect the latest trends and predictions shaping the hedge fund landscape. From assessing the performance of hedge funds in 2023 to forecasting investor activity in the year ahead, Roark shares invaluable insights that every investor needs to hear.
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Dive into the latest Long-Short Podcast episode, where Henri Arslanian, renowned crypto commentator, and Co-Founder of Nine Blocks Capital, unpacks the year's biggest stories. From the US's landmark Bitcoin ETF approval to the seismic shifts in NFTs and Solana, get the inside scoop on what's shaping the future of digital assets. Tune in for a no-holds-barred look into crypto's thrilling journey over the coming 12 months!
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The multi-manager model is being billed as the fastest growing sector in the hedge fund industry with media and investors alike enamoured by the major players in the space.
Freddie Parker, Managing Director and Co-Head of Prime Insights and Analytics at Goldman Sachs, joins us to explain what is behind the rise of the multi-manager model and signposts some key trends that must be navigated to sustain the growth amid rising interest rates and an intense talent war.
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Over 10 interviews with industry leaders representing close to 250 years of leadership in the alternative asset management space and over 250 billion in assets under management, Tom Kehoe and John Budzyna reflect on the Perspectives podcast series that explored what the future of the alternative asset management industry looks like.
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Episode 10 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Graham Goldsmith, CEO and Co-CIO of Cross Ocean Partners.
The surge of private credit has been fuelled by various factors, including a decreasing reliance on traditional banks. This shift, although not entirely new, has gained renewed attention in the past year. To gain deeper insights into this phenomenon, we're joined by Graham Goldsmith, a seasoned expert with over three decades of experience in credit markets. Graham shares his experiences through the private credit revolution, as well as how leveraging regulatory changes has helped Cross Ocean grow into a multi-billion dollar investment firm.
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Episode 9 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Doug Monticciolo, CEO, CIO and Co-Founder of Brevet Capital Management.
From the glory of standing on the podium at the endurance road biking world championship to helming a multi-billion dollar investment firm, Doug shares his extraordinary journey into finance and how he is now helping government agencies solve complex problems and drive a positive social impact.
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What would you ask an AI investment guru, seasoned in activating AI for elite private equities at McKinsey, now guiding hedge funds in leveraging AI to invest in alternative assets, transforming both their core operations and back-office activities?
Dr. Mohammad Rasouli, a Stanford AI researcher joins us to delve into the transformative potential of AI in our daily lives and answer whether AI is going to be evolutionary or revolutionary in how we do business.
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Several major open files on the SEC’s regulatory proposal agenda are expected to see updates in the coming weeks. The Long-Short welcomes back AIMA’s Daniel Austin, Director of US Policy and Regulation in Washington D.C., who gives a timely update on the SEC’s Dealer Rule proposal and Treasury Clearing proposal, while also providing the latest on AIMA’s legal challenge to the Private Fund Advisor Rule.
Expect to learn why these issues are a top priority for AIMA’s advocacy team and membership, along with the key dates for your diary in Q4 and beyond.
Please note, these issues remain highly fluid and we plan to release an update to this episode later in November, to address expected updates to these files in the coming weeks.
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New analysts at hedge funds often have to learn on the job, and fast! One former portfolio manager who went through it the hard way is lowering the ladder to those behind him through an intensive hedge fund boot camp that teaches the fundamental survival skills needed to make it as a buy-side analyst. We hear from Brett Caughran, who brings experience from his time at major hedge funds including Two Sigma, Citadel, and Schonfeld, to his new training firm Fundamental Edge, on how he’s bringing much-needed structure to the buy-side training process.
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Episode 8 of Perspectives, our dedicated series where AIMA, in partnership with KPMG, speak to alternative investment industry leaders from around the world, continues with a fascinating conversation with the Founder, CEO and CIO of Lighthouse Investment Partners, LLC (Lighthouse) Sean McGould.
Sean shares with listeners the lessons he's learned as both the CEO and CIO of Lighthouse, which currently manages over US$15 billion of assets. From the need to roll with the punches in the dynamic world of alternative investments, to the importance of succession planning as the industry embarks upon a “generational change”, he also cautions why starting a fund today is harder than ever, and what daring entrepreneurs can do to rise to the challenge of setting up their own business.
Any Lighthouse Investment Partners, LLC (Lighthouse) views presented in this podcast are for educational purposes only. Information is based on the thoughts and opinions of Lighthouse which is subject to change based on the markets or other conditions. Any information provided is not intended as investment advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation, or sponsorship of any company, security, advisory service or fund. This podcast does not purport to address the financial objectives or specific investment needs of any investor or organization and should not be relied upon for investment decisions. All investments are subject to risks, including fluctuation in value and total loss of principal investment.
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Episode 7 of Perspectives, our dedicated series where AIMA, in partnership with KPMG hears from alternative investment industry leaders from around the world, welcomes Jane Buchan, CEO of Martlet Asset Management.
Jane’s career path is a truly remarkable one, from being an elite sportswoman in the field of US college athletics to co-founding one of the world’s largest fund of funds. Jane opines on a wide range of evolving market trends such as the rise of AI and ESG, the evolving GP/LP dynamic as well as the growing influence of digital assets and how this all impacts the alternative asset management industry.
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Episode 6 of Perspectives, our dedicated series where AIMA, in partnership with KPMG, speak to alternative investment industry leaders from around the world, begins with the new CEO of Man Group, Robyn Grew.
From her beginnings as a barrister to leading the world's largest publicly traded hedge fund, Robyn shares the invaluable insights she gathered on her journey. She emphasises viewing AI as an ally rather than an adversary and passionately labels it the "tech story of forever." While outlining her optimism about the future of the alternative investment industry, Robyn firmly believes in actively championing diversity, equity, and inclusion, highlighting the sector's need to truly "walk the walk."
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INOKS Capital is one of the oldest impact investing firms and focuses on the agriculture, energy and metals sectors. Content & Public Relations Manager Giulia Schuck joins The Long-Short to explain what impact investing can achieve, the nuts and bolts of building a portfolio of loans in emerging markets, and why the sector is so attractive to investors right now.
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Episode 5 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Robert Koenigsberger, Founder, Chief Investment Officer and Managing Partner at Gramercy.
Dive into Robert's captivating journey over the last 25 years, from launching Gramercy—a multi-billion dollar investment powerhouse—to navigating the intricacies of emerging markets across the globe. He passionately argues that ESG is more than just a checkbox—it's an ethos. As he addresses the complexities introduced by globalisation, he cautions about the challenges it presents today. Join him as he unveils the keys to success.
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- Visa fler