The Long-Short

With estimated inflation in the US and UK now above predicted levels and nearing double digits, The Long-Short this week revisits a conversation with Henry Neville, an investment analyst at Man Group, who discussed what higher inflation means for retail and institutional investors and what investment strategies usually work best in this environment. Hosted on Acast. See acast.com/privacy for more...

A 60 year old marketing rule which determines how investment advisors can market and advertise is changing, and firms that qualify (RIAs) have just four months to comply with a regulation on 4 November, that runs to hundreds of pages, containing opportunities and challenges for the industry. In a not to be missed podcast for all RIAs, joining us on the Long-Short this week are Mike McGrath, Partne...

Amidst a tumultuous series of events impacting crypto markets, The Long-Short caught up with fintech and digital assets thought leader Henri Arslanian, to guide us through the ABCs of cryptocurrencies and get to the bottom of what’s been really going on in crypto markets. Hosted on Acast. See acast.com/privacy for more information.

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 sits 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 the truth....

This week, The Long-Short is joined by AIMA's representative in Washington DC, Daniel Austin, who provides a timely update to the flurry of regulatory activity in the US with the SEC fielding multiple proposals affecting the alternative investment industry. With so much to keep a track of, this episode is essential listening for all parties. Hosted on Acast. See acast.com/privacy for more informat...

This week we speak to two of the key speakers at AIMA’s Next Generation of Mangers Forum that was held in London last month, as well as hearing from Fiona Treble who co-ordinates AIMA’s efforts with our emerging and next generation of fund managers. In part one, we speak to Lawrence Obertelli, Director of Prime Brokerage Sales at Cowen, while in part two we premiere our first on-location interview...

This week, we speak to Jaclyn Bouchard, Head of ESG at Preqin, to compare the challenges of applying ESG principles to private and public markets. Hosted on Acast. See acast.com/privacy for more information.

In this episode, marking the launch of AIMA’s careers guide, The Long-Short speaks to Katherine Abrat, COO of Arkkan Capital, and Eleanor Davidson, Quantitative Researcher at Aspect Capital – two of the guide’s contributors - and to AIMA’s Aniqah Rao, Associate – Markets, Governance and Innovation, who authored the paper, to learn more about career opportunities within the global hedge fund indust...

Following AIMA’s sold-out inaugural digital asset event in New York last week, The Long-Short caught up with the keynote speaker Eric Peters, CEO of One River Asset Management, who offered an update on the latest trends in the market that dominated discussion on the day. The Long-Short also spoke to conference attendee Alex Botte, head of client, and portfolio solutions at Runa Digital Assets, who...

This week we welcome Nilesh Sudrania, CEO and founder of Sudrania Fund Services to discuss how the fund administration industry is moving onto a more digitised footing, with new services being offered to alternative investment funds. Hosted on Acast. See acast.com/privacy for more information.

This week we recorded from AIMA’s Singapore Annual Forum. In part one we speak to the event’s co-chairs Natalie Curtis, partner at Herbert Smith Freehills, and Thomas Scott-Barton, COO at Trovio Group, who offer their insights on the key trends of the alternative investment industry in APAC right now. In part two, The Long-Short sits down with Kher Sheng Lee, AIMA’s co-head of APAC based in Singap...

Another opportunity to listen to some of the remarks made by guests that joined The Long-Short over the past three months. Guests that feature in this special episode include, Bill Kelly CEO and President of CAIA, Robyn Grew, COO of Man Group, global fintech and crypto consultant Henri Arslanian and Henry Neville of Man Group. The Long-Short will return with a set of fresh new episodes next week....

Radical change is coming to the US hedge fund industry. The barrage of proposals introduced by the SEC will significantly impact the way alternative fund managers operate. If approved in their current form, these far-reaching proposals would represent a serious overhaul of existing market practices. Not since AIFMD was introduced by the EU have we faced such disruptive changes to the rules affecti...

Recently, the UK government divided opinions in the pensions and asset management communities by underscoring its commitment changing the rules around how defined contribution pension schemes can invest in less-liquid products, including the launch of a new investment vehicle—the Long-Term Asset Fund—and the removal of some performance fees from the charge cap. To untangle exactly what is being pr...

Freddie Parker, Co-Head of Prime Insights & Analytics, at Goldman Sachs, shares the findings of his research into the growing universe of hedge funds that are adding private market exposure to their strategies, with potentially disruptive consequences for the traditional venture capital model. Hosted on Acast. See acast.com/privacy for more information.

This week, Professor Keith Black, Managing Director at CAIA Association's Financial Data Professional Institute (FDP) speaks to our hosts Tom Kehoe, and Drew Nicol on the growing influence of quantitative techniques and alternative data as it becomes more mainstream. Hosted on Acast. See acast.com/privacy for more information.

Speaking to The Long-Short on International Women’s Day, Man Group’s Robyn Grew set out her vision for a fairer and more inclusive industry. Hosted on Acast. See acast.com/privacy for more information.

The Long-Short welcomed Henry Neville, an investment analyst at Man Group, who discussed the ever-growing threat of higher inflation in global markets. Henry explained what the highest inflation levels of the past 40 years means for retail and institutional investors, what investment strategies usually work best in this environment, and what to expect from the Fed and other central banks over the...

This week, The Long-Short spoke to Matthew Franko, Principal, and David M. Collins, Manager, Gov Risk Strategy, Office of the CISO from RSM US LLP as well as James Delaney, Director of Asset Management and Regulation at AIMA.The conversations highlighted the considerations that an investment manager could make to prepare and respond to a cyber threat or disruption in order to continue to be an eff...

Confused by the recent flurry of proposed rules by the US Securities and Exchange Commission for private funds and capital markets? The Long-Short spoke to Daniel Austin, Director of US Policy and Regulation at AIMA, to unpack each major regulatory requirement, including why they are being proposed, and what they mean for the alternative investment industry in the US and globally. Hosted on Acast....

With Intelligence's Senior Research Analyst Christopher Brown breaks down the key findings of the recent WI-AIMA US Investor Intentions H1 2022 report and adds additional colour on what the data says about allocators and their views on alternative investments. Hosted on Acast. See acast.com/privacy for more information.

Episode 14 of The Long-Short welcomes CAIA's CEO and president Bill Kelly, who joins our hosts to discuss his vision for improving financial literacy and understanding of the alternative investment industry among the general public, explain why keeping CAIA’s curriculum up-to-date with the market is a never-ending job. Hosted on Acast. See acast.com/privacy for more information.

This week, The Long-Short focuses on the events of ‘hedge fund week’ in Miami, including the AIMA and Alternative Credit Council Private Credit Investor Forum. AIMA representatives Michelle Noyes, Head of AIMA Americas, and Romulad Beneche, Director, attending the events gave their hot-takes on the key themes of the first major in-person event for hedge funds in two years. The Long-Short also spok...

In this episode of The Long-Short we investigate why so many private credit funds are entering the trade finance market. Our guests this week are TXF’s editor-in-chief and director Jonathan Bell and Jolyon Ellwood-Russell, a partner at Simmons & Simmons focused on Private Credit, Trade & Commodity Finance in Asia, who recently partnered with AIMA's Alternative Credit Council on a research report a...

The Long-Short is now weekly. In our first back-to-back episode, we speak with Henri Arslanian, PwC’s Crypto Leader, to guide us through the latest developments in the fastest moving segment of the alternatives market. Join us for a must-listen episode to prepare for what will undoubtedly be a fascinating year for digital assets. Hosted on Acast. See acast.com/privacy for more information.