Alternative Fund Insight

Political turbulence and macroeconomic volatility make it a great environment for active fixed-income investors, says Mark Dowding, CIO of RBC BlueBay's $130bn fixed-income unit. Joining episode 32 of the AFI podcast, Dowding explains why relative value investing is well suited to the volatility and dissects the implications of Trump's second term for markets and macroeconomics. It is a fascinatin...

In a special episode recorded at the start of 2025, AFI founder and podcast host Will Wainewright is joined by Richard Quigley and Jon Caplis, industry leaders from Goldman Sachs Asset Management and PivotalPath, to review hedge fund performance and look ahead to key trends in asset allocation, launches and other key areas which will shape 2025. See show notes and bios below. Discover the 25 most...

Discover the 25 most influential global hedge fund allocators: https://alternativefundinsight.com/power25-hedge-fund-allocator-ranking-2024/ In episode 6 of the second series of the AFI podcast, host Will Wainewright is joined by Christian Dery, head of macro strategy at CFM, the Paris-based firm - one of the ten largest quantitative hedge fund managers in the world: https://alternativefundinsight...

Discover the 25 most influential global hedge fund allocators: https://alternativefundinsight.com/power25-hedge-fund-allocator-ranking-2024/ In episode 5 of the second series of the AFI podcast, host Will Wainewright is joined by Sina Toussi, founder and CIO at US event-driven manager Two Seas Capital, which trades on legal and regulatory catalysts. See topics covered in the notes at the bottom of...

Start by signing up to AFI's FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/ In episode 4 of the second series of the AFI podcast, founder and host Will Wainewright brings you the first "Hedge Fund Explainer" - focused on why 2024 has been the year of the managed account. This trend has been driven by changing LP/GP power dynamics and the increased use of external allo...

Start by signing up to AFI's FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/ In episode 3 of the second series of the AFI podcast, host Will Wainewright is joined by Brad Wickens, a veteran emerging markets-focused hedge fund manager and founder of Broad Reach Investment Management, a $2bn firm based in London. See topics covered in the notes at the bottom of this sect...

Start by signing up to AFI's FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/* In episode 2 of the second series of the AFI podcast, host Will Wainewright is joined by Fabian Chrobog, founder of North Wall Capital, a near-€2bn private credit manager based in London. See topics covered in the notes at the bottom of this section. You can subscribe to the AFI podcast on iT...

Start by signing up to AFI's FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/* In the first episode of the second series of the AFI podcast, host Will Wainewright is joined by Simon Judes, co-CIO at Winton, a $13bn systematic specialist hedge fund in London. See topics covered in the notes below. You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or...

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Start by signing up to the FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/*In today's episode, Will is joined by Ken Heinz, president at HFR, for a conversation about the hedge fund industry outlook for performance, flows, fees and more. On the agenda: 2...

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Start by signing up to the FREE weekly intel newsletter: https://alternativefundinsight.com/newsletter-sign-up/*In today's episode, Will is joined by Shiloh Bates, CIO at Flat Rock Global and author of new book, CLO Investing: With an Emphasis on CLO Equity & BB Notes: https://www.a...

Will is joined by Jon Caplis, founder at PivotalPath in New York, to dissect hedge fund performance trends and LP priorities heading into 2024. On the agenda:- Jon's industry background and how he came to start PivotalPath, which empowers institutional investors with the ability to conduct the full cycle of hedge fund investment due diligence- Analysis of hedge fund performance this year- How high...

Will is joined by Sona Menon, partner at Cambridge Associates in Boston, for an invaluable insight into the work of outsourced CIOs and current trends in asset allocation. As head of Cambridge Associates' Pension Practice for North America she is responsible for over $20bn in institutional assets. We explore her work making investment decisions for endowments, foundations, healthcare institutions...

Jack Inglis, CEO of industry trade group AIMA, the Alternative Investment Management Association, joined the AFI podcast for a fascinating briefing on the regulatory environment facing hedge funds and other asset managers. Describing the "existential threat" posed by changes to the broker-dealer definition, he explains why it is now the most challenging outlook on a regulatory level since he took...

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*Dave Fishwick, manager of the long-running Episode global macro strategy at M&G Investments, joins the podcast for a live conversation in Frankfurt, recorded at the inaugural Alternative Investment Congress, staged b...

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*Alex Band, partner and CIO at Partners Capital in Boston, an outsourced investment office for endowments, foundations and family offices, shared his views on the asset allocation outlook across private and public mar...

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*This episode is brought to you in association with SCALE Global Summit, a new event shaping the future of capital, innovation and the global economy, held from May 22nd – 25th at the Bellagio in Las Vegas. AFI is proud...

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*Activist short-seller Carson Block joined episode 16 of the AFI podcast, giving his views on the UK’s post-Brexit review of short-selling regulation, why he thinks Europe was wrong to intervene after the crisis and the...

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*Maiya Keidan, who covered the hedge fund industry in London for HFM and Thomson Reuters before taking up her current role as Canada M&A and funds correspondent in Toronto, joined the AFI podcast to discuss the outlook f...

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership-options for more information*In episode 14 of the AFI podcast, Will Wainewright is joined by Kier Boley, co-head and CIO of the Alternative Investment Solutions business at Union Bancaire Privée, which has about $16bn in alternatives. He ga...

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership-options for more information*In the latest AFI episode, Will Wainewright is joined by Salvatore Cordaro and Lionel Erdely, co-CEOs at Investcorp-Tages, the seasoned hedge fund allocators and seeding specialists. They explain why they are bu...

In the twelfth episode of Alternative Fund Insight, Will Wainewright is joined by Anthony Todd, CEO and co-founder at Aspect Capital in London. He discussed the stunning performance by CTAs last year, which coincided with Aspect's 25th anniversary, and shared the firm's main research priorities going forward in the first AFI episode of 2023.You can subscribe to the AFI podcast on iTunes, Apple Pod...

In the eleventh episode of Alternative Fund Insight, Will Wainewright is joined by Pia-Ramona Wojtinnek, head of strategy at GSA Capital in London. She discussed her journey into quantitative finance and GSA's own change in strategy in the final AFI episode of 2022.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.*The AFI podcast is building an engag...

In the tenth episode of Alternative Fund Insight, Will Wainewright is joined by Jean-Philippe Bouchaud, co-founder and chairman at $10bn quant firm Capital Fund Management. A physicist by training and a pioneer in the world of quantitative finance, Bouchaud has overseen the growth of Paris-based CFM to one of the world's largest quant hedge funds. He discusses his career in finance, the shape of C...

In the ninth episode of Alternative Fund Insight, Will Wainewright is joined by Stuart Fiertz, co-founder and president at $10bn London firm Cheyne Capital Management. One of the leading figures in the European alternatives industry, Fiertz co-founded Cheyne Capital with Jonathan Lourie in 2000. Since the financial crisis the firm has pivoted towards private credit and other areas of alternatives,...

In the eighth episode of Alternative Fund Insight, Will Wainewright is joined by James Jampel and Matt Niblack, co-CIOs at energy-focused firm HITE Hedge Asset Management. In this exclusive interview, the pair give an insight into trading this year’s historic market turbulence; explain how hedge funds can contribute to the climate transition; argue that shorting companies should count as ESG; and...