The Long-Short
Brought to you by the Alternative Investment Management Association (AIMA), this podcast provides a window into the world of alternative investments. It offers insights and discussions on hedge funds, private equity, and other alternative asset classes. The content is intended as indicative guidance only and not a substitute for professional advice.
Episodes
143. Stacking Up: What does it take for emerging hedge fund managers to scale?
Investors are backing emerging hedge fund managers earlier – but earlier doesn’t mean easier. Marex’s Lawrence Obertelli joins The Long-Short team to discuss what investors now expect from smaller managers and what it takes to build and scale a successful hedge fund business. Hosted on Acast. See acast.com/privacy for more information.
142. The world according to Goldman Sachs
Freddie Parker, Co-Head of Prime Insights and Analytics at Goldman Sachs, returns to The Long-Short to unpack the first half of the year: where hedge funds made money, which trades became crowded, how performance varied across strategies and regions - and what could come next. Hosted on Acast. See acast.com/privacy for more information.
From the archive: How to survive and thrive as a buy side analyst
As summer interns wrap up their placements on Wall Street and look toward full-time roles, standing out in an increasingly competitive hedge fund job market has never been more vital. In this episode of The Long-Short, we revisit a standout conversation with Brett Caughran, founder of analyst training firm Fundamental Edge. Whether you're cutting your teeth in finance or looking to make the leap t
141. Why are allocators increasing their hedge fund exposure?
In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to discuss the latest Hedgeweek and AIMA allocator sentiment report and how investors are responding to a more fragmented market. Together, they look at why allocators are increasing their hedge fund exposure, with diversification, downside protection and uncorrelated returns high on the agenda, and why multi-strateg
140. Competing for capital: Strengthening Asia-Pacific's asset management ecosystem
Competition between Asia-Pacific's leading financial centres is intensifying, but what does it take to remain competitive in today's global investment landscape?Hosts Tom Kehoe and Drew Nicol are joined by Kher Sheng Lee, Co-Head of AIMA Asia Pacific, to discuss AIMA's latest advocacy work in Singapore, the lessons from Hong Kong's recent reforms, and the broader strategy to strengthen the region'
139. Can private capital help build a more climate resilient world?
In this episode of The Long-Short, hosts Tom Kehoe and Drew Nicol speak with Leslie Maasdorp, Chief Executive of British International Investment (BII), about the growing role of institutional investors in financing climate resilience. From blended finance and emerging markets to adaptation and long-term investment, they explore how public and private capital can work together to address one of th
138. The UK is rewriting the rulebook for hedge funds
The FCA and HM Treasury have unveiled the biggest overhaul of UK rules for alternative investment managers since Brexit. From reporting and remuneration to risk management, the proposals could reshape how hedge funds, private credit managers and other alternative investment firms are regulated.What exactly is changing and why? In this episode, AIMA's Jennifer Wood, Global Head of Asset Management
137. From Korean hedge funds to quantum threats to Bitcoin, the conversations that stayed with us (Q2 2026)
What do Korean hedge funds, Hong Kong tax reform, football managers, SMAs and quantum computing have in common? They all featured in the conversations that The Long-Short hosts Tom Kehoe and Drew Nicol couldn't stop talking about long after the microphones were put away. Peter Kim explains why hedge funds are gaining traction in South Korea and why investors are paying attention.Darren Bowder
From the archive: Catastrophe bonds - where finance meets the forces of nature
This week, we're revisiting a standout episode from 2025 whose themes are even more relevant today. As climate change and El Niño-driven weather events continue to influence global catastrophe risks, Tom and Drew explore one of the most fascinating and fast-evolving areas of alternative investing: insurance-linked securities and catastrophe bonds, where finance meets the forces of nature. Joi
136. Is quantum computing coming for crypto — and what happens next?
Quantum computing promises breakthroughs that could transform life as we know it – but what happens when the technology becomes powerful enough to crack the cryptography underpinning billions of dollars in digital assets?In this episode of The Long-Short, we speak with Bill Laboon, Vice President, Technical Operations at Web3 Foundation, to explore the looming collision between quantum computing a
135. A landmark moment for Hong Kong asset management industry
A major milestone for Hong Kong's asset management industry is now within reach. After more than six years of sustained advocacy, engagement and collaboration led by AIMA alongside industry leaders, long-awaited reforms to Hong Kong's carried interest and performance fee regimes are edging closer to reality.In this episode of The Long-Short Tom Kehoe and Drew Nicol are joined by Darren Bowdern, He
134. What hedge fund allocators want in 2026: Inside AIMCo’s investment playbook
After a decade of relative stability, the investment landscape is changing fast. Higher interest rates, geopolitical fragmentation and persistent market volatility are forcing institutional investors to rethink how they allocate capital, construct portfolios and manage risk.In this episode of The Long-Short, we speak with Brandon Gill-New, Managing Director and Head of External Partnerships at the
133. Why European distressed debt is back in focus
Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right? Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades. Shah a
132. Searching for Alpha in Football
Why are football clubs - volatile, emotionally driven businesses - attracting billions from private equity firms, celebrities, and sovereign wealth funds? In this episode, football finance expert Kieran Maguire joins The Long-Short to unpack the economics of the global game: where investors find alpha, the true financial cost of relegation from the Premier League, the rise of multi-club ownership,
131. Why global hedge funds are turning to South Korea
South Korea is having a capital markets moment.Home to global leaders in semiconductors, automotive manufacturing and advanced technology, Korea’s markets have delivered extraordinary returns in recent years, fuelled by a powerful combination of market momentum, policy reform and shifting global capital flows. As a result, the country is increasingly attracting the attention of some of the world’s
130. Allocators at the gates
This episode tackles one of the most misunderstood, and, frankly, misrepresented topics in private markets right now: gating. Often painted as a crisis measure, gating is in fact a tool designed to match investor liquidity with inherently illiquid assets.Joe Morrissey, a Partner at Seward & Kissel, joins Tom Kehoe and Drew Nicol to explain why gates exist, the difference between fund-level and
129. How the UK plans to stand out
The UK has already seen a significant push of regulatory reform affecting alternative investments this year, with much more still to come.Aniqah Rao, Associate Director of Markets, Governance and Innovation at AIMA, joins The Long-Short to analyse last week’s FCA publication on short selling, the ongoing consultation around a potential ban on non-competes and highlight the key proposals that shoul
128. What Actually Mattered (Q1 2026)
After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t a recap, it’s our read on what mattered for alternative investments, and where markets go next.We’re
127. Decoding quant: Why systematic strategies matter for modern investment portfolios
As part of our ongoing series revisiting timely and relevant conversations, we’re republishing this episode for listeners who may have missed it the first time around ,a clear, practical look at why quant matters more than ever.In June 2025, Philip Seager, Head of Portfolio Strategy at Capital Fund Management (CFM), joined The Long-Short to demystify quantitative multi-strategy hedge funds. From n
126. Iran’s Chokepoint Strategy: Oil Market’s Breaking Point?
As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge funds, energy markets, and macro positioning. Damien Bruckard, Co-Founder and Chair of Geopolitical Strategy, explains why the Strait of Hormuz, a critical artery for roughly 20% of global oil supply, is central to the investment outlook, how disr
125. Hedge funds just had their best year in decades. But, why and what's next?
Last year, hedge funds delivered their strongest performance since the 1990s. In this episode, Freddie Parker, Goldman Sachs’ Managing Director and Co-Head of Prime Insights and Analytics, explains what drove the surge, which investment strategies did best, and how investors are reacting. Freddie also highlights the rebound in quant, why Asia is becoming a growing focus for managers, and what
124. Understanding the Evolution of Private Credit
In this episode of The Long-Short, Chenavari Chief Co-Investments Officer & Head of Investment Solutions Edward Smalley unpacks structural credit, bank–private credit dynamics and mispriced risk. He also explores whether private credit is truly “untested,” and how AI and data are reshaping modern credit investing. Hosted on Acast. See acast.com/privacy for more information.
123. What HBO’s Industry gets right (and wrong) about short selling and investigative journalism
Financial Times investigative journalist, Dan McCrum, joins The Long-Short to explore the striking parallels between the HBO/BBC drama Industry and the real-world collapse of Wirecard. Drawing on his experience exposing one of Europe’s biggest corporate frauds, Wirecard, Dan explains how accurately the series captures the mechanics of accounting scandals, the controversial but often misunderstood
122. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
In this episode, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt - an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape. Hosted on Acast.
121. Why Japan is back in focus for alternative investments
With Japan’s recent election results bringing markets and policy back into the spotlight, this episode of The Long-Short is worth a revisit. Tom Kehoe is joined by Masaki Taniguchi, Founder and COO of Pleiad Investment Advisors, to unpack how Japan’s asset management landscape has evolved from the 1997 deregulation era to today’s “double asset income” policy, and what it means for Japan’s amb
120. Inside the UAE job market: Trends, tips, and talent shifts
The UAE is one of the world’s fastest-expanding hubs for hedge funds and other alternative investment firms, attracting people from around the world. Not long ago, we spoke with recruiter Oscar Orellana-Hyder of Cordell Partners to get the inside track on hiring trends, the most in-demand roles, and what it takes to land a job in the rapidly evolving financial centre. Hosted on Acast. See acast.co
119. What do allocators want from hedge funds in 2026?
Hedge funds delivered in 2025 and investors are happy but aren’t exactly throwing more money on the table. In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to unpack the latest AIMA research on why investors still prize hedge funds for uncorrelated returns and capital preservation yet remain cautious on increasing allocations or backing new managers. They break dow
118. AI is no longer a future concept, it’s reshaping asset management right now
In this episode of The Long-Short, McKinsey’s Global Head of Technology and AI Kate Smaje cuts through the hype to explain where AI is delivering real value, what agentic AI could change next, and how asset management firms should think about talent, risk, and strategy as AI scales. A practical, forward-looking conversation for leaders navigating the AI moment. Additional resources:
117. Digital assets in focus: Reflections on 2025 and predictions for 2026
From crypto ETFs and institutional adoption to tokenisation, DeFi and on-chain markets, we unpack the biggest shifts from 2025 — and what they mean for the future. Henri Arslanian joins us to share his key predictions for the digital assets landscape in 2026. Hosted on Acast. See acast.com/privacy for more information.
116. AIMA's Year in Review 2025
As 2025 draws to a close, The Long-Short team delivers its annual year in review episode. Host Tom Kehoe unpacks a transformative year marked by seismic geopolitical shifts, the rise of private credit as a defining industry narrative, and landmark legal wins for the industry. Joining him is AIMA CEO Jack Inglis, who reflects on hedge fund performance, a whirlwind year of global advocacy, and what
115. An Insider's guide to Abu Dhabi Finance Week
This week on The Long-Short, Chris Hughes, Editor-in-Chief of Abu Dhabi Finance Week, joins us to preview a record-setting edition of the event, now drawing more than 40,000 attendees and institutions representing over half of global GDP. With more than 70 sessions on the agenda, including the inaugural AIMA Private Credit Summit, we explore how this year’s theme reflects the tightening links betw
114. What does the future hedge fund workforce expect?
This week on The Long-Short, we sit down with David Cartwright Forbes, Head of Specialist Markets, Gallagher Reward & Benefits Consulting, to talk about an asset manager’s most overlooked competitive edge: people. From attracting top talent to keeping teams motivated in an era of rapid tech change and generational shifts, David shares why a forward-looking people strategy is no longer a “
113. Where could geopolitical shocks hit portfolios next?
This week on The Long-Short, Tom and Drew are joined by Damien Bruckard, Founder of Geopolitical Strategy, for a trip around the world to map out the economic and political fault lines reshaping global markets, from Trump-era trade shifts and the rise of regional trading blocs to recent record-breaking gold prices and the artificial intelligence capex surge. Damien also charts how I
112. Where do funds live and why does it matter?
In this episode of The Long-Short, Drew Nicol is joined by Elliot Refson, Head of Funds at Jersey Finance to unpack the relationship between managers and their underlying funds, which operate out of different places around the world. Jersey is one fund domicile among several that has become a key hub in the global investment landscape, from its tax-neutral framework and flexible regulation to its
111. Catastrophe bonds - where finance meets the forces of nature
This week, Tom and Drew dive into one of the most fascinating and fast-evolving areas of alternative investing, insurance-linked securities and catastrophe bonds, where finance meets the forces of nature. Joined by Tim Yip of ILS Advisers and Steve Smith of Maybole Capital, they explore how investors manage disaster risk, earn uncorrelated returns, and build resilience in a changing cli
110. Why Japan is back in focus for alternative investments
Japan is back in focus. The Long-Short welcomes Masaki Taniguchi, Founder and COO of Pleiad Investment Advisors, to explore Japan’s evolving asset management landscape — from 1997 deregulation to today’s double asset income policy — and the opportunities and risks shaping its future as a hub for alternatives. Hosted on Acast. See acast.com/privacy for more information.
109. Training the next generation: 10 years of the Point72 Academy
Ten years ago, Point72 launched a bold initiative to reimagine talent development in the hedge fund world. The result? The Point72 Academy—a programme that’s transformed how buy-side firms find, train, and support future investment professionals.In this episode, Jaimi Goodfriend shares the Academy’s origin story, how it balances theory with hands-on learning, and what makes its approach unique in
108. AIMA meets the new SEC Chair
AIMA CEO Jack Inglis joins us fresh from a series of high-level meetings in Washington, D.C. - including one of the first with newly appointed SEC Chair Paul Atkins. Jack shares insights from these critical conversations with US regulators and policymakers, covering key industry priorities such as private credit, digital assets, and regulatory reform.We also look beyond the US, discussing how AIMA
107. Decoding quant: Why systematic strategies matter for modern investment portfolios
Philip Seager, Head of Portfolio Strategy at Capital Fund Management (CFM), joins The Long Short to demystify quantitative multi-strategy hedge funds. From navigating volatile markets to building resilient, data-driven portfolios, this episode explores the science behind systematic investing and its role in diversifying risk, enhancing returns, and future-proofing allocations. A clear, practical l
106. Thriving in the UAE: How hedge funds are adapting to regulatory change
In the final episode of our UAE mini-series, we’re joined by Muneer Khan, Head of Middle East financial services and regulatory practice at Simmons and Simmons. Muneer breaks down the rapid growth of hedge funds in the UAE, the evolving regulatory landscape, how tax benefits are attracting global asset managers to Dubai and Abu Dhabi, and what’s to come for the alternatives and fintech space over
105. Inside the UAE job market: Trends, tips, and talent shifts
In part two of our UAE mini-series, we’re joined by recruiter Oscar Orellana-Hyder of Cordell Partners to get the inside scoop on hiring trends, in-demand roles, and what it takes to land a job in the UAE's fast evolving financial hub. Hosted on Acast. See acast.com/privacy for more information.
104. Navigating the UAE: How do you succeed in the UAE financial sector?
We’re delighted to announce the first of three podcast specials which focuses on one of the most dynamic regions in global finance - the UAE.In the first of these episodes, we’re joined by Clare Curtis, Head of ACA Effecta, and a true expert on the UAE’s regulatory and compliance landscape. With over a decade of experience, Clare shares her insights on the hedge fund boom, fintech momentum, and wh
103. What Chinese high net worth investors want in 2025
What’s driving China’s elite investors in 2025? In this must-listen episode, Jeff Li, CEO of Olive Asset Management, reveals how high-net-worth individuals are navigating hedge funds, private markets, ESG, and global diversification. From Hong Kong to global capital flows—get insider insights on how Chinese high net worth investors are thinking. Hosted on Acast. See acast.com/privacy for more info
102. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
This week on The Long-Short, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt—an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape. Hosted
101. Beyond ChatGPT – the real-world impact of AI in asset management
In the latest episode of The Long Short, Tom and Drew revisit the generative AI revolution and its impact on asset management. We welcome back Dr. Mohammad Rasouli, CEO of AIX2 to discuss how hedge funds are deploying generative AI, whether machines can make asset allocation decisions, and how his firm is helping investors future-proof their strategies.Dr. Rasouli first joined The Long-Short in 20
100. Family Fortunes
Family offices are some of the most influential yet often overlooked players in the hedge fund world. Managing the wealth of ultra-high-net-worth individuals and multi-generational dynasties, they quietly shape markets behind the scenes.In this episode of The Long-Short, co-hosts Tom and Drew sit down with AIMA Global Investor Board member Chloe Duanshi, Head of Macro & Investment Strategy at
99. Hedge funds and the media: Friends or foes?
The hedge fund industry has always intrigued the general public, making eye-catching headlines and inspiring bestselling books and hit TV shows. But, when it comes to media engagement, many fund managers remain hesitant. In this episode of The Long-Short, host Drew explores the complex and sometimes fraught relationship between the financial press and hedge fund managers. Our gues
98. Has multi-manager mania peaked?
This week on The Long-Short, hosts Tom Kehoe and Drew Nicol are joined by Sean McGould, CEO and CIO of Lighthouse Group, for an insightful conversation on the future of multi-manager platforms. Sean unpacks the key differences between multi-manager and multi-strategy, highlighting what the model offers and how Lighthouse fits into the constellation of mega managers.Sean also gives his perspective
97. Breaking Down Crypto’s Big Year: Henri Arslanian Talks 2024 and Beyond
Amid the surge of Bitcoin ETFs and institutional adoption, 2024 was a game-changing year for digital assets. In this episode of The Long-Short, host Tom Kehoe sits down with crypto industry expert Henri Arslanian to unpack the year’s top developments, including record-breaking market performance, regulatory milestones, as well as how to tackle the issue of debanking. Plus, Henri shares his bold pr
96. 2024 Year in Review
As 2024 draws to a close, the Long Short team delivers its annual year in review episode. Hosts Tom Kehoe and Drew Nicol unpack a transformative year marked by seismic political shifts, groundbreaking legal victories for the alternative investment industry, and the resurgence of key markets like crypto and APAC. Joining them is AIMA CEO Jack Inglis, who shares insights from a whirlwind year o
95. Back to the Future – Why Portable Alpha is back making headlines again
On this episode of The Long-Short, we dive into the resurgence of Portable Alpha. Once a go-to strategy for institutional investors like pension funds and endowments, it became a cautionary tale after the 2008 financial crisis. Now, nearly two decades later, it’s back in the spotlight. What’s driving its revival? How has the strategy evolved, and why are investors rekindling their interest? This w
94. Trump 2.0: What will happen next?
This week, Daniel Austin, Head of US Markets Policy and Regulation, and Joe Engelhard, Head of Private Credit and Asset Management Policy, Americas, join The Long-Short from Washington to give their initial reaction on how the Trump Administration will impact the private funds industry. Hosted on Acast. See acast.com/privacy for more information.
93. Exploring the next generation of hedge funds
In this episode of The Long-Short, we dive into the often-overlooked world of smaller and emerging hedge funds. While 75% of global hedge funds manage less than $500m in assets, these entrepreneurial managers are rarely highlighted in mainstream media, which tends to focus on multi-billion-dollar firms.For nearly a decade, AIMA has tracked the growth and challenges of this sector, and our latest r
92. How better data will shape the future of private markets
The growth in private markets has exploded over the past decade to a record $13 trillion AUM and the runaway growth shows no signs of stopping. As such, the asset class is under increasing scrutiny from a variety of stakeholders, including investors, governments, and the media. Leon Sinclair, Executive Vice President at Preqin joins The Long-Short team to discuss all of this, and how better data w
91. Inside Hedge Funds: Strategy shifts, Market Influence and What’s Next
Today’s episode of The Long-Short explores the current state of the hedge fund industry, examining which hedge fund strategies have thrived and which have faced challenges this year. The Long-Short host Tom Kehoe is joined by Roark Stahler, the US head of strategic consulting at Barclays Capital Solutions to discuss hedge funds' market influence, crowded trades, and their impact on key markets lik
90. Regulatory rumble: The US SEC’s latest shakeups in asset management
What happens when a court strikes down a US SEC rule? What's next on the SEC’s agenda for asset managers? And how are AIMA’s key legal challenges evolving? The Long-Short returns from its summer hiatus to answer these questions and more as host Tom Kehoe is joined by Daniel Austin, Head of US Markets Policy and Regulation at AIMA, to dissect the most recent regulatory storms sweeping through
89. Championing Net Zero – the power of private investment in tackling climate change
Fresh from his appearance at AIMA’s annual ESG conference, the Long Short team was delighted to sit down with The Rt Hon Chris Skidmore, former Minister for Energy and Chair of the UK Net Zero review. Skidmore offers his thoughts on the new labour government and how private investment can play a critical part to combat climate change. Hosted on Acast. See acast.com/privacy for more information.
88. Hedge Funds 2024 – Half-Time Report
What an eventful year it has been already, stock markets have defied expectations despite election turmoil and geopolitical tensions. But how are hedge funds faring? Join us as Ken Heinz, President of HFR delivers his much-anticipated half-time report for the hedge fund industry. Hosted on Acast. See acast.com/privacy for more information.
87. How a humble fish has changed the face of US lawmaking
US government agencies now face greater scrutiny in the rulemaking process with the Supreme Court overturning the landmark Chevron Doctrine. Will this new dynamic usher in a new age of cooperation between industry representatives and rule makers? AIMA hopes so. Nick Morgan, founder of ICAN, walks us through this substantial change to the US regulatory landscape? Hosted on Acast. See ac
86. How to build your hedge fund network
This week, we're diving into the hot topic of the wars of talent, and specifically, new talent, in the financial services and asset management industries. Everyone has a take on it, whether they're employers or employees. The big question: how do we attract and keep the brightest minds and the leaders of tomorrow, who are also being wooed by banks, tech firms, consultants, and more? Building
85. Are hedge funds safe from PFAR now?
The SEC’s Private Fund Adviser Rule (PFAR) was struck down decisively by the US Court of Appeals for the Fifth Circuit following a suit by AIMA and other trade bodies to protect the private funds industry from unlawful regulatory overreach.The story is not over, however. The SEC still has cards to play, including requesting a re-hearing and an appeal to the Supreme Court. Until those options are e
84. Beyond the hype: Uncovering the real value of digital asset technology
Everyone is talking about how cryptocurrencies have come roaring back this year, but are we missing an even bigger story in the digital asset universe? Beyond the buzz of Bored Apes and Bitcoin, tokenization and blockchain technology has the potential to radically transform traditional finance infrastructure, according to Annalise Osborne, the Chief Business Officer at Kadena, and soon-to-be autho
ICYMI - Unpacking the reality of Gen AI
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 joined AIMA's Tom Kehoe and Drew Nicol us to delve into the transformative potential of AI in our d
82. Explained: US & UK elections' historical impact on markets
New research into the past 100 years’ worth of elections in the US and UK has revealed how equity, fixed income, and commodity markets may react when people head to the polls later this year. In this episode, Tom Kehoe and Drew Nicol sit down with Henry Neville, portfolio manager at Man Group and regular guest on The Long-Short podcast. Together, they explore how this year's possible election
81. UK 'name and shame' proposal and US non-compete ban unpacked
This week, we discuss two highly controversial regulatory developments shaking up the financial industry that you need to be aware of. First, we'll explore the UK financial watchdog's highly contentious 'name and shame' proposal. Then, we'll cross over to the US, where a new ban on non-compete agreements has sent shockwaves through the financial markets. Joining The Long-Short podcast host, D
ICYMI - A hedge fund launch roadmap
Last year, fresh from speaking at AIMA's Next Generation Manager Forum, Elissa von Broembsen-Kluever, Partner & MD at Omni Partners, spoke to The Long-Short's co-host Drew Nicol about the lessons and insights she learned as her firm grew, including how to hire the right people, engage with prospective allocators, and keep investors happy. This year, AIMA's annual Next Generation Man
80. From start-up to standout: A guide for emerging managers
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-ups 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,
ICYMI - What’s it like trying to take down a multi-billion-dollar financial giant?
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 th
79. Higher for Longer – Navigating geopolitical and other global macro trends in 2024
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
78. Is India the next big play for alternative assets?
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. Hosted on Acast. See acast.com/privacy for more information.
77. The SEC still thinks hedge funds are dealers. What happens next?
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 themselve
76. What’s on the horizon for hedge fund investors in 2024?
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
75. The crypto revolution continues!
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 ov
74. Understanding multi-manager mania
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
73. AIMA's Global Review of the Year 2023, in conversation with AIMA CEO, Jack Inglis
In the last episode of The Long-Short of 2023, AIMA CEO, Jack Inglis, looks back at one of the busiest-ever years for the association and the alternative investment industry, and sets out AIMA's stall for what to expect in 2024. Hosted on Acast. See acast.com/privacy for more information.
Perspectives: Season 1 Wrap-up
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. Hosted on Acast. See acast.com/privacy for more information.
Perspectives: Graham Goldsmith, Cross Ocean Partners
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 ga
Perspectives: Doug Monticciolo, Brevet Capital Management
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 e
72. Full steam ahead or just hype – Unpacking the reality of Gen AI
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
71. What’s coming next from the US SEC?
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
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McKinsey on Consumer and Retail
megahired.com
