Nalu Finance

Most investors write Japan off. Too slow. Too opaque. Too different. Gabriel Colominas Bigorra has spent over a decade finding deeply undervalued companies in Japan's small-cap market, trading at 2, 3, sometimes 5 times free cash flow while the rest of the world looked the other way. In this episode, we get into why Japan is still one of the most mispriced markets, how a landmark governance reform...

Nikki Varanasi, CEO of Parrot Finance, breaks down how everyday investors can now mirror real portfolios from hedge funds, asset managers and top investors. Stop guessing. Start mirroring the pros!

Stefan Wagner is joined by Charles Sunnucks of Oldfield Partners to discuss how valuation really works in emerging markets. Drawing on The Company Valuation Playbook , Charles explains his COURT, CASTLE, and MOAT framework, the practical use of DCF and reverse DCF, and how investors can separate good companies from good investments while managing risk and uncertainty.

Private Mortgage Investing in Paradise with Reed Myers In this episode of the Nalu Finance Podcast , Stefan Wagner interviews Reed Kawai Myers , Principal of Myers Capital Hawaii . They discuss private mortgage and bridge loan investing, and examine why Hawaii is a uniquely attractive yet underbanked market. They explore how private lending operates outside of traditional banks, detailing how inve...

Joe Sarachek shares real-world lessons from decades in distressed investing—how to value troubled assets, avoid bad deals, and navigate bankruptcy with confidence. A concise masterclass on buying right.

In this episode, Tiago Fernandes , Head of Structured Products at SPi , joins Stefan Wagner to discuss the evolution of structured product markets across Europe, Asia, and North America, and what will shape their future. From capital protection and tax incentives to data transparency, regulation, and lifecycle automation , Tiago provides a rare global perspective on how structured products are des...

In this conversation with Corey Hoffstein , CEO and CIO of Newfound Research , portfolio manager for Return Stacked® ETFs, and host of one of my favourite podcasts, “ Flirting with Models ”, we explore why the structure you choose can determine whether a good idea actually works . We dive into the origins of return stacking , the power of capital efficiency , and how behavioural frictions like “ l...

In this conversation with André Buck, one of Switzerland’s most recognised structured product experts, we trace the evolution of an industry shaped by technology, tax policy, and client demand. With stories from UBS to SIX and insights into everything from cold calls to capital protection, André offers both nostalgia and hard-won clarity on where structured investing must go next.

Nick Parcharidis reflects on his 30-year journey through structured products and private wealth, starting at the American Stock Exchange and later launching global businesses at Citigroup. He shares insights on the growth of alternatives, platform innovation at iCapital , and adapting to client needs across the U.S., LATAM, and Europe, highlighting the role of education, technology, and clear port...

In this episode of Nalu Finance , we sit down with Andrew Glantz , at Xclaim , to explore the $40-50 billion market of bankruptcy claims trading . Andrew dives deep into the risks and rewards of investing in bankruptcy claims , including why this asset class remains largely uncorrelated to traditional markets , the four key risks investors must assess, and how careful research can uncover signific...

In this episode of Nalu Finance , we welcome Andy Constan , CEO and CIO of Damped Spring Advisors , to explore the fascinating world of macroeconomic investing. Andy shares his journey from working at renowned firms like Bridgewater and Brevan Howard to founding Damped Spring, a research firm that has garnered an impressive following among top institutional investors. We discuss his unique investm...

Navigating FinTech Partnerships in a Regulated World As the possible combination of digital features increases, financial services become more complex and regulated than ever. At the same time, the rapid growth of Fintech expands the options to build, buy, invest, or partner. This interview between Frank Krings (Financial Servies) and Stefan Wagner (FinTech & Nalu Finance Host) addresses what...

One of the industry's most significant trends is the increasing integration of artificial intelligence (AI) and machine learning (ML) into financial services. These technologies are revolutionising areas like personalised investment advice , data optimisation , and operational efficiency. However, navigating AI in a highly regulated financial environment presents unique challenges. Our latest podc...

Learn the appeal structured products have for investors seeking a balance between equity risk and capital protection Discover different options for investors based on their market, risk profile and portfolio size Debunk common myths about structured products Realize the advantage of defined outcome

Join us in this Nalu FM Finance podcast episode as we speak with Rajesh Amin , Founder of 2RSquared , on how to harness the overwhelming amount of growing data to create efficient and effective investment solutions. Learn how advanced front office systems enable smaller and medium-sized firms to compete. Discover how technology enables personalized investment products on a large scale. Understand...

Join us in this Nalu FM Finance podcast episode as we speak with Sean Adler , CEO of GZI , about the practical aspects of quantitative investment strategies and alternative financial data . In this episode, Sean demystifies smart beta, factor investing, and quantitative finance, explaining their real-world applications. He emphasizes the importance of not relying solely on backtests and discusses...

Dear Friends and Colleagues, In a captivating podcast episode, Stefan sits down with Andreas Loetscher , Managing Director of ABBL , a boutique consultancy specializing in reputation protection. Andreas shares intriguing insights from his extensive career in financial auditing and crisis management, including his time at major firms like Ernst & Young and Deutsche Bank. He recounts his firstha...

Dear Friends and Colleagues, In this in-depth podcast episode, Bruce Traan , Global Head of Indices at dxFeed , unpacks the intricacies of index management, emphasising the importance of creating tailored indices to meet specific investment strategies. He underscores the critical nature of data quality and the need for transparency in the processes involved. Bruce also touches on utilising AI and...

t Dear Friends and Colleagues, I'm excited to share this podcast episode featuring Chris Corcino , the CEO behind AlphaNotes , with you. In this interview, Chris discusses the company's inception and its response to the evolving financial landscape post-2008 crisis, focusing on technology and private market shifts. Alpha Notes, a securitisation platform for private market fund managers, specialise...

Dear Friends and Colleagues, I hope you a great start to 2024! The latest Nalu FM Finance Podcast episode features Rico Blaser , CEO of vestr A.G. , offering unique insights into investing, speculating, and betting. Rico challenges conventional wisdom with finesse, providing a thought-provoking perspective that will leave you contemplating your outlook. Rico is the CEO of vestr A.G ., a fintech co...

Dear Friends and Colleagues, In this informative interview with Daniel Knoblach, we discussed how to develop, setup and implement custom indices. Traditional and custom indexes follow distinct methodologies for investment and rebalancing. However, the personalized nature of Custom Indexes sets them apart by tailoring methodologies to individual investor preferences. Despite this, many investments...

Dear Friends and Colleagues, In this insightful interview with Jacob Ayres-Thomson and Hassan Salamony , we discussed how Artificial Intelligence can leverage vast amounts of public data to empower investors.  Jacob is the Founder and CEO of 3AI , a machine learning company dedicated to unlocking alpha in large data sets. Previously, he represented PwC as their asset & risk modelling expert, a...

Dear Friends and Colleagues, In this interview with Pathmajan Rasan , we discussed how the SmartRiskAlpha technology helps investors and investment managers to consistently achieve better performances. In this interview, we discuss: How to time exposure to Risk Premia. A way to combine quantitative models and discretionary management.   Examples on how to reduce volatility and draw downs while mai...

Dear Friends and Colleagues, In this interview with Volodymyr Gubskyi , we discussed how to best approach the design of Structured Products and how tools can help in this process. Volodymyr Gubskyi , Co-Founder and CEO of IVM Markets , has 17 years of derivatives solutions and structured product experience. He was head of strategic solutions and derivatives at Deutsche Bank and, prior to that, Roy...

Dear Friends and Colleagues, In this interview with Béatrice Guez , we discuss how Artificial Intelligence (AI) can help financial professionals build resilient portfolio allocations and understand key market drivers in any market situation. Béatrice Guez , CEO of Ai For Alpha , has more than 20 years of experience in financial markets. She worked in the structuring departments of various investme...