The Long-Short

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...

Episode 7 of Perspectives, our dedicated series where AIMA, in partnership with KPMG hears from alternative investment industry leaders from around the world, welcomes Jane Buchan, CEO of Martlet Asset Management. Jane’s career path is a truly remarkable one, from being an elite sportswoman in the field of US college athletics to co-founding one of the world’s largest fund of funds. Jane opines on...

Episode 6 of Perspectives, our dedicated series where AIMA, in partnership with KPMG, speak to alternative investment industry leaders from around the world, begins with the new CEO of Man Group, Robyn Grew. From her beginnings as a barrister to leading the world's largest publicly traded hedge fund, Robyn shares the invaluable insights she gathered on her journey. She emphasises viewing AI as an...

INOKS Capital is one of the oldest impact investing firms and focuses on the agriculture, energy and metals sectors. Content & Public Relations Manager Giulia Schuck joins The Long-Short to explain what impact investing can achieve, the nuts and bolts of building a portfolio of loans in emerging markets, and why the sector is so attractive to investors right now.  Hosted on Acast. See aca...

Episode 5 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Robert Koenigsberger, Founder, Chief Investment Officer and Managing Partner at Gramercy. Dive into Robert's captivating journey over the last 25 years, from launching Gramercy—a multi-billion dollar investment powerhouse—to nav...

Recently, the US SEC finalised the 'Private Fund Adviser Rule', arguably the most profound set of regulatory changes that will significantly change the private funds industry. Given the magnitude of these changes, AIMA, in collaboration with other industry bodies, has taken the unprecedented step of pursuing legal action against the US regulator, arguing that these rules overstep the agency's lega...

Episode 4 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Mark Wong, Co-CEO, COO and CRO of Dymon Asia. Mark recalls the defining moments of his career and the decisions he made that led to him spearheading a multi-billion dollar investment management firm. He underscores the invaluabl...

Episode 3 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Anthony Todd, CEO and Co-Founder of Aspect Capital. Anthony shares with listeners the best advice he received at the inception of his now multi-billion-dollar investment management firm, emphasising how the virtues of patience a...

Episode 2 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Ken Tropin, Chairman and Founder of Graham Capital Management.   Ken recalls how he started one of the largest investment funds in the world and how even a quarter-century later, his fervour remains as intense as ever. Ken...

Episode 1 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speak to alternative investment industry leaders from around the world begins with Seth Fischer, Founder and CIO of Oasis Management. Seth recalls the story of how he ended up in Hong Kong running one of the largest activist investment funds in the world as well as giving us an insight into his investment strategy...

There has been plenty of noise in recent months regarding alternative investment funds migrating to the United Arab Emirates with some of the largest names in the industry among those setting up shop in the region. To get an on-the-ground report on whether we should believe the hype The Long-Short speaks to Muneer Khan, Middle East Managing Partner at Simmons & Simmons, who joins to...

First, they were called “shadow banks”, then they were “non-banks”, neither of which provides much insight into what they are. Who are these amorphous NBFIs and why are regulators so concerned about their potential impact on global financial stability? To define the indefinable AIMA’s Jiří Król is joined by Karl Wachter, General Counsel at Magnetar Capital and AIMA’s chair, and Martin Moloney, Sec...

The 5th Annual Global Crypto Hedge Fund Report (2023) , a new research piece from AIMA, PwC and CoinShares, is out now providing some much-needed insight and data to the pressing questions around the current sentiment of traditional hedge funds and crypto fund managers towards the digital asset investment space today. To delve into the findings, Drew Nicol is joined by a couple of the report’s aut...

This week, we delve back into the most consequential legal campaign by the US SEC you may still not be aware of. AIMA is standing as a friend of the court against the regulator's endeavour to redefine the nearly century-old definition of a securities dealer.   As we stand on the cusp of several court rulings that could up-end the market dynamic as we know it, we examine another unusual case t...

Football ownership has rapidly transformed in recent years, shifting away from local businesses and family enterprises to an era characterised by billionaire owners and sovereign wealth funds. Now, new players are emerging in the form of private equity and hedge funds, looking to take a slice of the action.   So, is football ownership the next big thing for private equity and hedge funds? And...

Fresh from speaking at AIMA's Next Generation Manager Forum, Elissa von Broembsen-Kluever, Partner & MD at Omni Partners, recalls 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. Hosted on Acast. See acast.com/privacy for more information.

Let's talk about Succession...no not that one.    After nearly a decade in the top job, Luke Ellis is passing the reins of running Man Group, one of the world's largest alternative investment managers to Robyn Grew in September.   For those interested in hearing directly from Robyn, she recently graced The Long-Short podcast, where she articulated her vision for a more inclusive alt...

With digital assets never far from the headlines, The Long-Short has embarked on an in-depth exploration of stablecoins and central bank digital currencies.   Our guest, Teana Baker-Taylor, a policy and regulatory strategy expert at Circle, a global fintech firm, untangles the debate about what stablecoins are – and what they aren’t – and their potential impact on businesses and our daily liv...