Nalu Finance

Dear Friends and Colleagues, In this interview with Richard Waddington , we discussed how to enhance investment returns through data-driven decision-making. In 2013 Richard founded Sherpa Funds Technology , a Singapore based technology-enabled consultancy to fund managers, focusing on enhancing returns through data-driven decision making. At Sherpa, Richard developed mathematical and organizationa...

Dear Friends and Colleagues, In this interview with Joe Elmlinger , we discussed how to use option strategies in your investment portfolio. In this interview, we discuss: How can option based investment strategies add value? How to use option based strategies in your investment process? How to maintain your desired risk profile? What can kill the performance? and much more

Dear Friends and Colleagues, In this interview with Benjamin Soh , we discussed how to use Distributed Leger Technology (DLT) for financial securities. In this interview, we discuss: Open-architecture bonds through DLT infrastructure What are the benefits of a tokenized bond ? How was the AML and KYC process? How were the Green Bond / ESG requirements incorporated? What will be the role of an exch...

Dear Friends and Colleagues, In this interview with Joost Burgerhout and Harry Benchimol , we discussed how the Marex FP cross-asset structured product team innovates. In this interview, we discuss: What kind of Structured Products are possible on Crypto? Risk Management of Crypto products? Bitcoin Cash & Carry trade. Partnership with Coinbase. Trends in the Structured Product Market. and much...

Dear Friends and Colleagues, In this educational and entertaining interview with Joe Vittoria , we discussed how regulatory surveillance works and how it can be used efficiently. In this interview, we discuss: How does efficient surveillance work? How to make sense of all the data points? What to look for? How can Artificial Intelligence help? and much more

Dear Friends and Colleagues, In my interview with Adrian Marcu , we discussed investing in Decentralized Finance (DeFi) and how to evaluate such opportunities. Decentralized finance offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain. In this interview, we discuss: What is DeFi, and why does it matter? How...

Dear Friends and Colleagues, In this interview with Victor Hugo Gomez, we discussed how indexing, historically seen as boring, has become a dynamic and innovative investment solution. In this interview, we discuss: Trends in the indexing industry Challenges when designing an index The difference between an Index and Basket calculation EU Benchmark Regulation Applications for direct indexing Please...

Dear Friends and Colleagues, In this interview with George Cotsikis , I asked all of the questions I always wanted to ask about Crypto and related topics such as blockchain, and mining.  In this interview we discuss: Why should you care about Crypto currencies? What are the advantages of Crypto currencies over money created by central banks? What are the risks investing into Crypto currencies? How...

Dear Friends and Colleagues, Many things changed in 2021, so I am excited to bring you this information-packed interview with Edward Senior from Fortem Capital about the latest developments in the Structured Products market. In this interview, we discuss: Trends in the Structured Products space in the last 18 months Innovation around payoffs and underlyings Use of structured products payoffs in fu...

Dear Friends and Colleagues, I had an insightful discussion with Daniel Jaeger and Paolo Brizio Torchio at Banca Credinvest about Actively Managed Certificates (AMCs). In this interview, we discuss: Global Opportunities for Actively Managed Certificates Applications and commercial edge of AMCs Legal and regulatory aspects of AMCs Developments outside Switzerland What questions should an External A...

Interview with Luca Bianchi, Partner at leading Swiss law firm Kellerhals Carrard. In this interview, we discuss: What is an Actively Managed Certificate, legally speaking? What is the regulatory framework in which AMCs sit when they are issued or distributed in Switzerland? What themes and trends do you see in your business? ...and much more        Please enjoy!

Interview with Gary Dugan, the Chief Executive Officer of The Global CIO Office. In this interview, we discuss: - Differences between investing, speculating, and betting - Is 60/40 not working anymore? - When to invest and re-balance - Use of derivatives in an investment portfolio - Trends like Artificial Intelligence, ESG, Asia - His most significant learning in 38 years of investment management...

Interview with Fabio Oertle from ISP Group In this interview, we discuss; - Benefits & advantages of AMCs - Portfolio style vs Certificate Style - Market development - Regional differences  ...and much more  Please enjoy!

Interview with Kevin Gray from Fortem Capital In this interview we discuss; - Definition of Smart Beta, Risk Premia, and Factor Investing - Why does Risk Premia investing make sense? - How to assess a Factor investing strategy? ...and much more       Please enjoy!

Interview with Luigi Vignola from Bank Julius Baer. In this interview we discuss; - Why are Actively Managed Certificates (AMC) so successful? - Regional differences in demands for AMCs - Trends in the AMC market - Bank Julius Baers' plans for the AMC business ...and much more Please enjoy!

Interview with with Dominique Sekyra from Carnot Capital. In this interview we discuss; - Impact investing in public equities - How do you measure impact? - How can impact investing improve investment performance? - Why did you choose an Actively Managed Certificate instead of a fund? ...and much more Please enjoy!

Interview with Lucas Bruggeman the CEO of BX Swiss.  In this interview we discuss; - Functions of Stock Exchanges - What does a modern stock exchange look like? - Actively Managed Certificates  ...and much more Please enjoy!

Interview with Fernando Verboonen the Co-founder and Partner of CurioInvest. In this interview we discuss;  How to invest in cars?  What type of cars to invest?  How to make sure the cars keep their value ?  How to protect yourself from fakes?  ...and much more  Please enjoy!

Interview with Oliver Roehl - COO of the Fine Art Invest Group and Dr Remko van Ekelen - CEO of Amergeris Wealth Management Group. In this interview we discuss;  How to invest in art?  What type of art to invest?  How to protect yourself from counterfeits?  ...and much more  Please enjoy!

Interview with Lord Stephen Green of Hurstpierpoint about his book "The Human Odyssey: East, West and the Search for Universal Values". In this interview we discuss; - What influenced him to write this book - China's Belt & Road Initiative - The impact of COVID-19 and artificial intelligence - and much more Please Enjoy!

This month we have an informative interview with Simon Lindesay-Bethune of John Wilcox & Co.  Topics will include; How the London property market has developed over the last 40 years. With some London property prices down up to 40% since 2014, where are the opportunities?  Property recommendations Themes & Trends Plus much more. Enjoy!

Dear Friends and Colleagues, This month I am thrilled to have this exclusive interview with Matthias Riechert, Managing Director of P&R Investment Management Limited. Topics will include;  Value Investing  P&R's unique investment approach  Themes & Trends I have followed Matthias for many years and I am always learning something new. Enjoy!

Megumi Ikeda is the the managing director of Hearst Ventures and the general manager of Hearst Ventures Europe. Topics will include;  The difference between venture capital and private equity?  What advice can you give somebody looking for VC?  What do you look for in a VC investment?  Themes & Trends

This interview is with Wulf Schütz of Rarer & Fine Vintage Watches.  Rare & Fine handles all aspects and details of collecting and investing in vintage watches. Topics will include; How do you invest in watches? Where does the value of a watch come from? How to protect yourself from fakes?

This is the second instalment of my interview with Bill O’Neill, Head of the Investment Committee of a London multi-family office. In part two, we discuss how to set up an investment portfolio and incorporate investments such as derivatives.