The Long-Short

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.

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...

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?   Buildin...

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...

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...

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 ou...

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 electi...

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,...

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 M...

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 Stabl...

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...

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...

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.

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...

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...

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...

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...

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.

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.

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...

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...

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...

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...

New analysts at hedge funds often have to learn on the job, and fast! One former portfolio manager who went through it the hard way is lowering the ladder to those behind him through an intensive hedge fund boot camp that teaches the fundamental survival skills needed to make it as a buy-side analyst. We hear from Brett Caughran, who brings experience from his time at major hedge funds including T...

Episode 8 of Perspectives, our dedicated series where AIMA, in partnership with KPMG, speak to alternative investment industry leaders from around the world, continues with a fascinating conversation with the Founder, CEO and CIO of Lighthouse Investment Partners, LLC (Lighthouse) Sean McGould. Sean shares with listeners the lessons he's learned as both the CEO and CIO of Lighthouse, which current...