The Long-Short

As short selling is once again back in the headlines The Long-Short went to one of the premier sources of short selling data to address common misconceptions about the practice and its role in recent events. Managing Partner at S3 Partners, Bob Sloan, recounts his firm’s rise to prominence as social media’s primary source of short interest data during the GameStop episode, leading to a role in Net...

In this special episode, we recap the highlights from AIMA’s 2023 annual Singapore forum and hear from local fund manager, Ying Ren Ong about the key trends impacting the alternative investment industry in Singapore and the APAC region. Hosted on Acast. See acast.com/privacy for more information.

Initial arguments that inflation would be transitory in 2022 have given way to the view that we are beginning a new economic cycle characterised by persistently elevated interest rates, inflation levels and consumer prices. But, does this present an opportunity for active managers to shine?   Henry Neville, Portfolio Manager at Man Group, is back in the studio to break down what inflation mea...

This week, we speak to regulatory veteran James Hopegood, who after spending 16 years at the Financial Conduct Authority, is now Director of Asset Management Regulation at AIMA. James joins us to unpack the mammoth discussion paper recently published by the UK financial regulator on how the UK can take advantage of Brexit freedoms in the asset management sector. With his deep knowledge of the regu...

AIMA in partnership with RSM recently published a new report loaded with compelling data points into the fascinating world of fund manager and investor alignment.   This week, Scott Mackey, Partner at RSM, joins us to decode the report's findings and explore the ever-evolving landscape of how hedge funds achieve alignment with investors to foster long-term strategic partnerships. Hosted on Ac...

The US SEC is being accused of massive overreach in its attempts to set a legal precedent to expand its mandate to control the asset management industry. AIMA is acting as a friend of the court in several cases including the bizarre case of a student flipping penny stocks who the SEC wants to define as a securities dealer.   The upcoming ruling will have far-reaching and long-term consequence...

The UK government's Edinburgh Reforms are both expansive and represent the strongest expression of divergence from EU financial services regulation by the UK to date. But will they deliver real benefits for the alternative investment industry?   To answer that question and more, AIMA’s Government and Regulatory Affairs team, Adam Jacobs-Dean, Global Head of Markets, Governance and Innovation,...

Amid higher costs, increased competition, increased regulation, and difficulties in raising capital, the environment for seeing up a hedge fund is arguably tougher than ever. What then should fledgling fund managers do? One option being taken up is a tie-up with an established asset manager. Doing so can offer the would-be start-up the entrepreneurial freedom to manage their fund supported by the...

With the global alternative investment world descending on Miami beach for Global Alts Week, The Long-Short gets the complete lowdown and inside scoop with our guest tuning in live from Miami. Michelle Noyes, Head of AIMA Americas, joins us to share all the celebrity sightings from the week, as well as rounding up her key takeaways from the AIMA and Alternative Credit Council Private Credit Invest...

This week, we go to the source of hedge funds' capital and speak to a major allocator.    Eduard van Gelderen manages PSP Investments, one of the largest public pension plans in North America, and joins us to provide his insight into the very unusual Canadian pension model and how it compares to others globally. We discuss the reasons why a pension plan may or may not be able to allocate...

In the last episode of  The Long-Short  of 2022, AIMA CEO, Jack Inglis, looks back at a busy year for the association and the alternative investment industry, and sets out AIMA's stall for what to expect in 2023. Hosted on Acast. See acast.com/privacy for more information.

The past year has seen plenty of noise 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 discuss t...

This week, The Long-Short checks in on private credit markets to mark the launch of the annual ‘Financing the Economy’ paper by AIMA’s Alternative Credit Council and Allen & Overy. To help us unpack the main findings and provide additional colour, we’ve enlisted the help of three guests who were integral to the production of the report. Allen & Overy’s Denise Gibson, Co-Head of leveraged f...

This episode of The Long-Short is a special one. To mark the one-year anniversary since the launch of the Holding Strong: Alternative Investments in a Volatile Market, a programme produced in partnership with ITN, we are pleased to share an interview with our CEO Jack Inglis conducted by ITN Business host Belle Donati. Jack discussed the resilience of alternative investments, particularly the perf...

Why is now a good time to join the global hedge fund industry and where do I start? This week, The Long-Short revisits a conversation with the authors of AIMA's careers guide, Katherine Abrat, COO of Arkkan Capital, Eleanor Davidson, Quantitative Researcher at Aspect Capital, and AIMA’s Aniqah Rao. In the episode, our guests drop the veil on the numerous entry routes to launching a career in the h...

The Long-Short this week spoke to Bloomberg’s Nadia Humphreys who has spent the past two years advising the European Commission on the coherency of its various ESG-related regulatory regimes with a focus on transparency and data consistency. Nadia offered an insider’s perspective on the rule making process from her role as co-rapporteur for the platform for sustainable finance, on the data and usa...

This week, The Long-Short takes a step through the looking-glass to imagine what the world of asset management could look like with the help of artificial intelligence, machine learning and automation. We’ve enlisted the help of our friends at SS&C, Dr Zeynep Hizir, EMEA Development Director, and Richard Atkinson, Managing Director, to help us understand this new innovative era of finance. Hosted...

This week, The Long-Short had the pleasure of speaking to Sebastian Mallaby, a Paul Volcker senior fellow for international economics at the Council on Foreign Relations as well as a multi-award-winning author and journalist. His best-known books on alternative investments include More Money Than God, a comprehensive history of the hedge fund industry, while his latest book, The Power Law, lifts t...

Amid continued instability being experienced in global financial markets, managed futures are once again demonstrating their worth to certain investor portfolios, with the average performance from a managed futures fund returning more than 10% net of fees for investors this year. In the latest episode to drop Kevin Donohoe, Head of Research at Abbey Capital speaks to The Long-Short, about these al...

Arca CEO Rayne Steinberg describes his journey from ETFs to ETH, explains why The Merge matters, lays out a use case for NFTs, and gives an insight into which jurisdictions are attracting the most crypto business. Hosted on Acast. See acast.com/privacy for more information.

Don't get distracted! Despite the geopolitical and macroeconomic turmoil of the moment, you should have one eye on the potential "game changer" for UK regulatory reform - the Financial Services and Markets bill. Darren Fox, partner at Simmons & Simmons, provides a concise primer in the lead up to implementation. Hosted on Acast. See acast.com/privacy for more information.

A quiet revolution is underway which is set to transform public and private market investing. Liquid alternatives can help bridge the gap between traditional and alternative assets for investors that do not have the mandate or the resources to invest in hedge funds and offer several ways to add value to your portfolio. In this episode, marking the launch of AIMA’s Bridging a Gap: Mapping the liqui...

As we come to the end of our brief summer season break, The Long-Short wanted to let listeners in on a fascinating discussion with two US SEC representatives whom shed a light on how the rulemaking process works in the US. The SEC has released nearly two dozen rule proposals over the past year, and the recently released regulatory flexibility agenda suggests there is much more to come. During the...

The need for cyber-resiliency was thrown into sharp relief in 2020, when the world voyaged into a new era of digital working. This radical shift in how we work has triggered a permanent arrangement regarding hybrid working. This in turn has ramped up the need for more sophisticated conversations about the risks and challenges with digital working and cyber-security. This week we are joined by Geor...

This week, The Long-Short returns to APAC to cover the recent launch of a joint paper by AIMA and PwC called "Alternatives in Hong Kong: building on the city’s strengths", which sets out six pillars that will support Hong Kong in retaining its status as a key financial centre in the face of challenges brought on by COVID-19, and competition for talent from other jurisdictions. In part one we catch...