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The Long-Short

The Long-Short

149 episodes — Page 2 of 3

S4 Ep 8585. Are hedge funds safe from PFAR now?

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 exhausted, the rules are not dead-dead.AIMA’s Global Head of Asset Management Regulation and Sound Practices, Jennifer Wood, outlines the various scenarios that could play out over the next few months before the industry is safe from PFAR once and for all.  Hosted on Acast. See acast.com/privacy for more information.

Jun 13, 202412 min

S4 Ep 8484. Beyond the hype: Uncovering the real value of digital asset technology

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 author.  Her book ‘From Hoodies to Suits: Innovating Digital Assets for Traditional Finance’ – out 12 June – lays out how the digital asset and TradFi constituents can join forces to maximise the value of this innovative technology. The Long-Short co-hosts Tom Kehoe and Drew Nicol welcomed Annalise into the studio to find out more.  Hosted on Acast. See acast.com/privacy for more information.

Jun 5, 202436 min

ICYMI - Unpacking the reality of Gen AI

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 our daily lives and answer whether AI is going to be evolutionary or revolutionary in how we do business.To listen to the full episode, look for episode 72 of The Long-Short. Hosted on Acast. See acast.com/privacy for more information.

May 22, 20246 min

S4 Ep 8282. Explained: US & UK elections' historical impact on markets

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 election outcomes may influence financial markets and impact investors. Hosted on Acast. See acast.com/privacy for more information.

May 16, 202435 min

S4 Ep 8181. UK 'name and shame' proposal and US non-compete ban unpacked

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, Drew Nicol, to get the inside scoop on these issues is James Hopegood, former FCA official and now a director at AIMA specialising in asset management regulation. Alongside him is Suzan Rose, a senior adviser to AIMA. They'll help us unpack these regulatory developments and understand what they mean for the alternative investment industry. Hosted on Acast. See acast.com/privacy for more information.

May 10, 202434 min

ICYMI - A hedge fund launch roadmap

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 Manager Forum will take place the 23 May at The Royal Institution. The Forum will provide a platform for the exchange of ideas and the development of peer networking for senior individuals at alternative asset management businesses managing up to $500m in hedge and private credit assets. For more information, visit aima.org/events. Hosted on Acast. See acast.com/privacy for more information.

May 1, 20246 min

S4 Ep 8080. From start-up to standout: A guide for emerging managers

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 Stable, a multi-billion-dollar investment firm dedicated to helping ambitious fund founders, joins Tom Kehoe and Drew Nicol to offer invaluable guidance to emerging managers aiming to navigate this competitive landscape. Hosted on Acast. See acast.com/privacy for more information.

Apr 17, 202439 min

ICYMI - What’s it like trying to take down a multi-billion-dollar financial giant?

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 the truth.To hear the full conversation, search for episode 32 of The Long-Short on your preferred podcast platform or visit AIMA.org and search for The Long-Short.If you found this episode interesting, please like and subscribe to stay up to date and help others find the podcast. Hosted on Acast. See acast.com/privacy for more information.

Apr 10, 202411 min

S4 Ep 7979. Higher for Longer – Navigating geopolitical and other global macro trends in 2024

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 will continue to face mounting challenges.Amid this period of uncertainty, Anna McCutcheon, co-founder of Shikuma Capital joins Drew and Tom to talk through what is likely to be another fascinating year in global markets. Hosted on Acast. See acast.com/privacy for more information.

Mar 27, 202451 min

S4 Ep 7878. Is India the next big play for alternative assets?

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.

Feb 28, 202450 min

S4 Ep 7777. The SEC still thinks hedge funds are dealers. What happens next?

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 themselves. So, what exactly does this mean for the industry? Where do we go next? Joining us to answer these questions and unpack this seismic shift in the definition of a dealer is AIMA's Head of US Markets Policy and Regulation, Daniel Austin. Daniel joins us from AIMA's Washington office to break down the US SEC's final rule text, its implications for hedge funds, and what comes next. Hosted on Acast. See acast.com/privacy for more information.

Feb 16, 202437 min

S4 Ep 7676. What’s on the horizon for hedge fund investors in 2024?

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 assessing the performance of hedge funds in 2023 to forecasting investor activity in the year ahead, Roark shares invaluable insights that every investor needs to hear. Hosted on Acast. See acast.com/privacy for more information.

Feb 8, 202452 min

S4 Ep 7575. The crypto revolution continues!

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 over the coming 12 months! Hosted on Acast. See acast.com/privacy for more information.

Jan 17, 202453 min

S4 Ep 7474. Understanding multi-manager mania

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 to sustain the growth amid rising interest rates and an intense talent war. Hosted on Acast. See acast.com/privacy for more information.

Jan 10, 202436 min

S3 Ep 7373. AIMA's Global Review of the Year 2023, in conversation with AIMA CEO, Jack Inglis

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.

Dec 20, 202339 min

S1 Ep 11Perspectives: Season 1 Wrap-up

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.

Dec 13, 20237 min

S1 Ep 10Perspectives: Graham Goldsmith, Cross Ocean Partners

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 gained renewed attention in the past year. To gain deeper insights into this phenomenon, we're joined by Graham Goldsmith, a seasoned expert with over three decades of experience in credit markets. Graham shares his experiences through the private credit revolution, as well as how leveraging regulatory changes has helped Cross Ocean grow into a multi-billion dollar investment firm. Hosted on Acast. See acast.com/privacy for more information.

Dec 7, 202347 min

S1 Ep 9Perspectives: Doug Monticciolo, Brevet Capital Management

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 extraordinary journey into finance and how he is now helping government agencies solve complex problems and drive a positive social impact. Hosted on Acast. See acast.com/privacy for more information.

Nov 30, 202337 min

72. Full steam ahead or just hype – Unpacking the reality of Gen AI

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 AI is going to be evolutionary or revolutionary in how we do business. Hosted on Acast. See acast.com/privacy for more information.

Nov 22, 202344 min

71. What’s coming next from the US SEC?

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 Rule. Expect to learn why these issues are a top priority for AIMA’s advocacy team and membership, along with the key dates for your diary in Q4 and beyond. Please note, these issues remain highly fluid and we plan to release an update to this episode later in November, to address expected updates to these files in the coming weeks.  Hosted on Acast. See acast.com/privacy for more information.

Nov 6, 202334 min

70. How to survive and thrive as a buy-side analyst

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 Two Sigma, Citadel, and Schonfeld, to his new training firm Fundamental Edge, on how he’s bringing much-needed structure to the buy-side training process.  Hosted on Acast. See acast.com/privacy for more information.

Oct 25, 202354 min

S1 Ep 8Perspectives: Sean McGould, Lighthouse

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 currently manages over US$15 billion of assets. From the need to roll with the punches in the dynamic world of alternative investments, to the importance of succession planning as the industry embarks upon a “generational change”, he also cautions why starting a fund today is harder than ever, and what daring entrepreneurs can do to rise to the challenge of setting up their own business.Any Lighthouse Investment Partners, LLC (Lighthouse) views presented in this podcast are for educational purposes only. Information is based on the thoughts and opinions of Lighthouse which is subject to change based on the markets or other conditions. Any information provided is not intended as investment advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation, or sponsorship of any company, security, advisory service or fund. This podcast does not purport to address the financial objectives or specific investment needs of any investor or organization and should not be relied upon for investment decisions. All investments are subject to risks, including fluctuation in value and total loss of principal investment. Hosted on Acast. See acast.com/privacy for more information.

Oct 18, 202356 min

S1 Ep 7Perspectives: Jane Buchan, Martlet Asset Management

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 a wide range of evolving market trends such as the rise of AI and ESG, the evolving GP/LP dynamic as well as the growing influence of digital assets and how this all impacts the alternative asset management industry. Hosted on Acast. See acast.com/privacy for more information.

Oct 12, 202354 min

S1 Ep 6Perspectives: Robyn Grew, Man Group

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 ally rather than an adversary and passionately labels it the "tech story of forever." While outlining her optimism about the future of the alternative investment industry, Robyn firmly believes in actively championing diversity, equity, and inclusion, highlighting the sector's need to truly "walk the walk." Hosted on Acast. See acast.com/privacy for more information.

Oct 4, 202352 min

69. How does impact investing affect me?

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 acast.com/privacy for more information.

Sep 27, 202346 min

S1 Ep 5Perspectives: Robert Koenigsberger, Gramercy

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 navigating the intricacies of emerging markets across the globe. He passionately argues that ESG is more than just a checkbox—it's an ethos. As he addresses the complexities introduced by globalisation, he cautions about the challenges it presents today. Join him as he unveils the keys to success. Hosted on Acast. See acast.com/privacy for more information.

Sep 20, 202348 min

68. Getting under the hood of the Private Fund Adviser Rule

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 legal authority and are unlawful. What led to this moment? Why do these rules hold such significance? What repercussions might they have for the rest of the world? And what steps can the wider industry take to prepare? To answer these questions and delve deeper into this development, we are joined by a world-leading authority in the field: Jennifer Wood, AIMA's Global Head of Asset Management Regulation & Sound Practices. Hosted on Acast. See acast.com/privacy for more information.

Sep 15, 202337 min

S1 Ep 4Perspectives: Mark Wong, Dymon Asia

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 invaluable role of seeking out and wholeheartedly trusting mentors on his journey. Mark also outlines his anticipation for the battle for top-tier talent in the industry to rage on and expresses his unwavering readiness to confront it head-on. Hosted on Acast. See acast.com/privacy for more information.

Sep 13, 202353 min

S1 Ep 3Perspectives: Anthony Todd, Aspect Capital

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 and conviction were crucial to its success. He also underscores the potential risks AI poses to intellectual property and offers insight into how Aspect wove its cultural principles into its DNA from day one. Hosted on Acast. See acast.com/privacy for more information.

Sep 6, 202353 min

S1 Ep 2Perspectives: Ken Tropin, Graham Capital Management

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 also underlines the importance of impeccable risk management as the bedrock of any successful firm, and the indispensable need to stay on the cutting edge when it comes to AI, where the buzz shows no signs of abating. Hosted on Acast. See acast.com/privacy for more information.

Aug 30, 202336 min

S1 Ep 1Perspectives: Seth Fischer, Oasis Management

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 in emerging markets and his unique experience in Japan. He also explains how he approaches attracting top talent to his firm and how he is embracing new technology such as artificial intelligence to retain his edge in an increasingly competitive market, and much more besides. Hosted on Acast. See acast.com/privacy for more information.

Aug 23, 202346 min

ICYMI: Is the hype around UAE's growth as a hedge fund hotspot justified?

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 discuss the buzz around growth in the Middle East.Separately, the Long-Short team has been working on something new and quite special. We've partnered with KPMG to bring you something a little different, the ‘Perspectives’ series.Perspectives is a dedicated series of conversations with leading CEOs and founders of alternative investment firms from around the world. Over the next few months, we will bring listeners along with us to hear from industry leaders on a variety of areas, including how to attract and retain top talent in the context of the fierce war for talent out there, as well as how to navigate the increasingly complex operational scaling challenges of running a modern investment funds business and much, much more. The first episode of Perspectives will be published next week. Stay tuned. Hosted on Acast. See acast.com/privacy for more information.

Aug 16, 202335 min

67. The asset managers that shall not be named

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, Secretary General of IOSCO to unpick the muddled debate over whether an investment fund can be a bank and how it should be treated by regulators if it does bank-like things.Among the many areas discussed are private funds’ risk management processes, use of leverage, and liquidity challenges. Hosted on Acast. See acast.com/privacy for more information.

Jul 19, 202351 min

66. What do hedge funds think of crypto in 2023?

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 authors, Peter Brewin, a Partner at PwC Hong Kong, and James Delaney, a Director in AIMA’s Government Affairs team and central figure in AIMA’s Digital Assets Working Group (AIMA DAWG). The in-depth conversation covers emerging trends, investment strategies, evolving market structure, regulatory efforts and industry reaction to 2022 crypto market events.  Hosted on Acast. See acast.com/privacy for more information.

Jul 14, 202343 min

65. Part II: The most important court case you’ve never heard of

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 the SEC has brought forward in its under-the-radar attempt to significantly widen the net of the Exchange Act. To navigate you through the twists and turns of this legal saga we are joined by Gabriel K Gillett, Partner at Jenner & Block, and Suzan Rose, AIMA's Senior Advisor for Government and Regulatory Affairs who are closely linked to one of these newer cases: Keener v SEC.  Hosted on Acast. See acast.com/privacy for more information.

Jun 28, 202333 min

64. Football and the Moneymen: Is football the next big thing for hedge funds and private equity?

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 should fans be excited? To answer these questions and more, we are joined by Dr Christina Philippou, an expert in football finance from the University of Portsmouth who recently conducted a government-commissioned study on the financial sustainability of the sport.  Hosted on Acast. See acast.com/privacy for more information.

May 31, 202336 min

63. A hedge fund launch roadmap

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.

May 24, 202345 min

62. Man Group's incoming CEO Robyn Grew puts DE&I under the microscope

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 alternative investment industry. Hosted on Acast. See acast.com/privacy for more information.

May 17, 202335 min

61. How stable is a stablecoin really?

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 lives.  She also discusses the nuances of navigating the evolving landscape of stablecoins, including the need to safeguard and educate investors against bad actors. Hosted on Acast. See acast.com/privacy for more information.

Apr 12, 202344 min

60. Getting to the source around short selling data

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 Netflix’s ‘Eat the Rich: The Gamestop Saga’.He also offers his predictions on the future of AI tools such as Chat GPT and the role alternative data plays in modern investment strategies. Hosted on Acast. See acast.com/privacy for more information.

Apr 5, 202329 min

59. Back to its best – Reflections from AIMA’s annual Singapore forum 2023

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.

Apr 3, 202332 min

58. Sticky inflation: The beginning of a new era?

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 means for individuals and asset managers. Henry outlines the types of strategies and assets that his models suggest will do well or poorly in the new environment and lays out the dilemma facing the Fed and other central banks looking to tackle inflation while avoiding a recession. Hosted on Acast. See acast.com/privacy for more information.

Mar 29, 202333 min

57. Unpacking the UK FCA's asset management discussion paper

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 regulatory landscape, James provides a whistle-stop tour of what the FCA is trying to achieve, explaining which pieces are most important for AIMA members, and offering a look-ahead at how the process will develop. Hosted on Acast. See acast.com/privacy for more information.

Mar 22, 202329 min

56. Decoding hedge fund and investor alignment

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 Acast. See acast.com/privacy for more information.

Mar 15, 202333 min

55. The most important court case you’ve never heard of

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 consequences for the entire asset management industry. In this episode, we explain the ‘what’ and ‘why’ of this under-reported issue.  Joining us to unpack the intricacies of what’s at stake for the alternative investment industry are Brian Richman, Associate Attorney at Gibson Dunn, and Suzan Rose, AIMA's Senior Advisor for Government and Regulatory Affairs. Hosted on Acast. See acast.com/privacy for more information.

Feb 22, 202323 min

54. Getting under the hood of the Edinburgh reforms

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, and Paul Hale, Global Head of Tax Affairs, join us on The Long-Short this week. Hosted on Acast. See acast.com/privacy for more information.

Feb 15, 202319 min

53. Supporting the next generation of hedge fund managers

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 institutional benefits of a scaled business. Join us for a not to be missed episode where Teun Johnson CEO of Man GLG describes how they support the next generation of fund managers. Hosted on Acast. See acast.com/privacy for more information.

Feb 8, 202335 min

52. Welcome to Miami Hedge Fund Week 2023!

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 Investor Forum.  Hosted on Acast. See acast.com/privacy for more information.

Feb 2, 202329 min

51. Inside the mind of an allocator: Making the case for alternatives

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 to all sorts of alterative investments and learn how PSP avoids the liquidity trap that so many other pension plans are falling into.  Hosted on Acast. See acast.com/privacy for more information.

Jan 11, 202339 min

50. AIMA's Global Review of the Year 2022, in conversation with AIMA CEO, Jack Inglis

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.

Dec 15, 202230 min