The Long-Short

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...

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...

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 c...

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.

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...

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 AIM...

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...

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...

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.

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...

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...

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...

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 2...

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-Shor t , co-hosts Tom and Drew sit down with AIMA Global Investor Board member Chloe Duanshi, Head of Macro & Investment Strategy...

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 gu...

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...

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...

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...

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...

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.

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...

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...

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...

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 throug...

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.