PODCAST · business
The Long-Short
by AIMA
Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA. Hosted on Acast. See acast.com/privacy for more information.
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141. Why are allocators increasing their hedge fund exposure?
In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to discuss the latest Hedgeweek and AIMA allocator sentiment report and how investors are responding to a more fragmented market. Together, they look at why allocators are increasing their hedge fund exposure, with diversification, downside protection and uncorrelated returns high on the agenda, and why multi-strategy, long-short and macro strategies are proving particularly attractive. They also discuss changing attitudes to fees, continued confidence in private credit and the growing preference for specialist managers. Hosted on Acast. See acast.com/privacy for more information.
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140. Competing for capital: Strengthening Asia-Pacific's asset management ecosystem
Competition between Asia-Pacific's leading financial centres is intensifying, but what does it take to remain competitive in today's global investment landscape?Hosts Tom Kehoe and Drew Nicol are joined by Kher Sheng Lee, Co-Head of AIMA Asia Pacific, to discuss AIMA's latest advocacy work in Singapore, the lessons from Hong Kong's recent reforms, and the broader strategy to strengthen the region's asset management ecosystem. Together, they explore the policy, talent and innovation priorities shaping the future of alternative investment across Asia-Pacific. Hosted on Acast. See acast.com/privacy for more information.
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139. Can private capital help build a more climate resilient world?
In this episode of The Long-Short, hosts Tom Kehoe and Drew Nicol speak with Leslie Maasdorp, Chief Executive of British International Investment (BII), about the growing role of institutional investors in financing climate resilience. From blended finance and emerging markets to adaptation and long-term investment, they explore how public and private capital can work together to address one of the defining challenges of our time. Hosted on Acast. See acast.com/privacy for more information.
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138. The UK is rewriting the rulebook for hedge funds
The FCA and HM Treasury have unveiled the biggest overhaul of UK rules for alternative investment managers since Brexit. From reporting and remuneration to risk management, the proposals could reshape how hedge funds, private credit managers and other alternative investment firms are regulated.What exactly is changing and why? In this episode, AIMA's Jennifer Wood, Global Head of Asset Management Regulation & Sound Practices, and James Hopegood, Director of Asset Management Regulation, explain the thinking behind the reforms, highlight the proposals that matter most, and discuss what firms should expect next. Hosted on Acast. See acast.com/privacy for more information.
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137. From Korean hedge funds to quantum threats to Bitcoin, the conversations that stayed with us (Q2 2026)
What do Korean hedge funds, Hong Kong tax reform, football managers, SMAs and quantum computing have in common? They all featured in the conversations that The Long-Short hosts Tom Kehoe and Drew Nicol couldn't stop talking about long after the microphones were put away. Peter Kim explains why hedge funds are gaining traction in South Korea and why investors are paying attention.Darren Bowdern discusses proposed changes that could transform Hong Kong's asset management industry.Kieran Maguire reveals why choosing the right football manager can be the ultimate source of alpha.Brandon Gill shares insights into the growing influence of separately managed accounts (SMAs).Bill Laboon explores a fascinating question: could quantum computing one day render Bitcoin vulnerable?Along the way, Tom and Drew reflect on the ideas, opportunities and risks that challenged conventional thinking throughout the quarter. Whether you're interested in hedge funds, asset management, institutional investing, football finance or emerging technology, this episode offers a fresh perspective on some of the most thought-provoking discussions from the past three months. Hosted on Acast. See acast.com/privacy for more information.
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From the archive: Catastrophe bonds - where finance meets the forces of nature
This week, we're revisiting a standout episode from 2025 whose themes are even more relevant today. As climate change and El Niño-driven weather events continue to influence global catastrophe risks, Tom and Drew explore one of the most fascinating and fast-evolving areas of alternative investing: insurance-linked securities and catastrophe bonds, where finance meets the forces of nature. Joined by Tim Yip of ILS Advisers and Steve Smith of Maybole Capital, they explore how investors manage disaster risk, earn uncorrelated returns, and build resilience in a changing climate. Tune in as they unpack what lies ahead for this unique asset class as a new hurricane season approaches. Hosted on Acast. See acast.com/privacy for more information.
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136. Is quantum computing coming for crypto — and what happens next?
Quantum computing promises breakthroughs that could transform life as we know it – but what happens when the technology becomes powerful enough to crack the cryptography underpinning billions of dollars in digital assets?In this episode of The Long-Short, we speak with Bill Laboon, Vice President, Technical Operations at Web3 Foundation, to explore the looming collision between quantum computing and blockchain technology. They discuss why Google's plan to migrate to post-quantum cryptography by 2029 is a wake-up call, how advances in quantum computing could threaten cryptocurrencies, and why the transition to quantum-resistant systems presents both technical and social challenges.With large portions of Bitcoin and Ethereum potentially vulnerable, are investors and the crypto industry prepared for the next great technological shift? And how far away is the quantum threat really? Hosted on Acast. See acast.com/privacy for more information.
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135. A landmark moment for Hong Kong asset management industry
A major milestone for Hong Kong's asset management industry is now within reach. After more than six years of sustained advocacy, engagement and collaboration led by AIMA alongside industry leaders, long-awaited reforms to Hong Kong's carried interest and performance fee regimes are edging closer to reality.In this episode of The Long-Short Tom Kehoe and Drew Nicol are joined by Darren Bowdern, Head of Asset Management Tax, Hong Kong, KPMG China, to discuss these highly anticipated changes and what they could mean for asset managers, investors and Hong Kong's future as a leading global asset management hub.Together, they explore the industry's role in shaping the reforms, why they matter, and how they could further strengthen Hong Kong's competitiveness as one of the world's premier financial centres. Hosted on Acast. See acast.com/privacy for more information.
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134. What hedge fund allocators want in 2026: Inside AIMCo’s investment playbook
After a decade of relative stability, the investment landscape is changing fast. Higher interest rates, geopolitical fragmentation and persistent market volatility are forcing institutional investors to rethink how they allocate capital, construct portfolios and manage risk.In this episode of The Long-Short, we speak with Brandon Gill-New, Managing Director and Head of External Partnerships at the Alberta Investment Management Corporation (AIMCo), one of Canada’s leading institutional investors.Gill-New sits at the centre of AIMCo’s relationships with external managers across public and private markets, giving her a rare perspective on how large asset owners are adapting to a far more uncertain investment environment. Hosted on Acast. See acast.com/privacy for more information.
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133. Why European distressed debt is back in focus
Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right? Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades. Shah also explores what makes Europe’s credit markets so complex and inefficient compared with the US, how private credit is reshaping the landscape, and why the rule of law matters more to investors than many might think. Hosted on Acast. See acast.com/privacy for more information.
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132. Searching for Alpha in Football
Why are football clubs - volatile, emotionally driven businesses - attracting billions from private equity firms, celebrities, and sovereign wealth funds? In this episode, football finance expert Kieran Maguire joins The Long-Short to unpack the economics of the global game: where investors find alpha, the true financial cost of relegation from the Premier League, the rise of multi-club ownership, regulation, valuations, and why capital keeps flowing into the world’s most popular sport. Hosted on Acast. See acast.com/privacy for more information.
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131. Why global hedge funds are turning to South Korea
South Korea is having a capital markets moment.Home to global leaders in semiconductors, automotive manufacturing and advanced technology, Korea’s markets have delivered extraordinary returns in recent years, fuelled by a powerful combination of market momentum, policy reform and shifting global capital flows. As a result, the country is increasingly attracting the attention of some of the world’s largest hedge funds and asset managers, alongside a groundswell of new domestic capital pouring into public markets.But can Korea finally move beyond the long-discussed “Korea discount” and build a more sustainable growth market for both domestic and international investors?Joining us to explore these questions is Peter Kim, Senior Managing Director and Head of the Global & Wholesale Division at KB Securities, and one of Korea’s best-known market commentators. Together, we discuss the forces driving Korea’s economic resurgence, the evolution of its capital markets, the rise of alternatives and private credit, and whether Seoul could emerge as a new Asian alternative investment powerhouse. Hosted on Acast. See acast.com/privacy for more information.
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130. Allocators at the gates
This episode tackles one of the most misunderstood, and, frankly, misrepresented topics in private markets right now: gating. Often painted as a crisis measure, gating is in fact a tool designed to match investor liquidity with inherently illiquid assets.Joe Morrissey, a Partner at Seward & Kissel, joins Tom Kehoe and Drew Nicol to explain why gates exist, the difference between fund-level and investor-level restrictions, and why better investor education may be the real key to avoiding panic when markets turn. Hosted on Acast. See acast.com/privacy for more information.
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129. How the UK plans to stand out
The UK has already seen a significant push of regulatory reform affecting alternative investments this year, with much more still to come.Aniqah Rao, Associate Director of Markets, Governance and Innovation at AIMA, joins The Long-Short to analyse last week’s FCA publication on short selling, the ongoing consultation around a potential ban on non-competes and highlight the key proposals that should be on your radar for the rest of 2026.We’re also launching a new The Long-Short newsletter for deeper insights and to continue the conversation. Sign up here to receive it: https://www.aima.org/join-the-long-short-mailing-list.html Hosted on Acast. See acast.com/privacy for more information.
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128. What Actually Mattered (Q1 2026)
After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t a recap, it’s our read on what mattered for alternative investments, and where markets go next.We’re also launching a new The Long-Short newsletter for deeper insights and to continue the conversation. Sign up here to catch the first edition: https://www.aima.org/join-the-long-short-mailing-list.html Hosted on Acast. See acast.com/privacy for more information.
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127. Decoding quant: Why systematic strategies matter for modern investment portfolios
As part of our ongoing series revisiting timely and relevant conversations, we’re republishing this episode for listeners who may have missed it the first time around ,a clear, practical look at why quant matters more than ever.In June 2025, Philip Seager, Head of Portfolio Strategy at Capital Fund Management (CFM), joined The Long-Short to demystify quantitative multi-strategy hedge funds. From navigating volatile markets to building resilient, data-driven portfolios, this episode explores the science behind systematic investing and its role in diversifying risk, enhancing returns, and future-proofing allocations. Hosted on Acast. See acast.com/privacy for more information.
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126. Iran’s Chokepoint Strategy: Oil Market’s Breaking Point?
As geopolitical tensions escalate in the Middle East, this episode of The Long-Short explores what a broader regional conflict could mean for hedge funds, energy markets, and macro positioning. Damien Bruckard, Co-Founder and Chair of Geopolitical Strategy, explains why the Strait of Hormuz, a critical artery for roughly 20% of global oil supply, is central to the investment outlook, how disruption could ripple through inflation, rates, and the broader question of US dollar dominance Hosted on Acast. See acast.com/privacy for more information.
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125. Hedge funds just had their best year in decades. But, why and what's next?
Last year, hedge funds delivered their strongest performance since the 1990s. In this episode, Freddie Parker, Goldman Sachs’ Managing Director and Co-Head of Prime Insights and Analytics, explains what drove the surge, which investment strategies did best, and how investors are reacting. Freddie also highlights the rebound in quant, why Asia is becoming a growing focus for managers, and what it signals for the year ahead. Hosted on Acast. See acast.com/privacy for more information.
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124. Understanding the Evolution of Private Credit
In this episode of The Long-Short, Chenavari Chief Co-Investments Officer & Head of Investment Solutions Edward Smalley unpacks structural credit, bank–private credit dynamics and mispriced risk. He also explores whether private credit is truly “untested,” and how AI and data are reshaping modern credit investing. Hosted on Acast. See acast.com/privacy for more information.
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123. What HBO’s Industry gets right (and wrong) about short selling and investigative journalism
Financial Times investigative journalist, Dan McCrum, joins The Long-Short to explore the striking parallels between the HBO/BBC drama Industry and the real-world collapse of Wirecard. Drawing on his experience exposing one of Europe’s biggest corporate frauds, Wirecard, Dan explains how accurately the series captures the mechanics of accounting scandals, the controversial but often misunderstood role of short sellers, and the high-stakes reality of investigative reporting. Hosted on Acast. See acast.com/privacy for more information.
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122. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
In this episode, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt - an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape. Hosted on Acast. See acast.com/privacy for more information.
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121. Why Japan is back in focus for alternative investments
With Japan’s recent election results bringing markets and policy back into the spotlight, this episode of The Long-Short is worth a revisit. Tom Kehoe is joined by Masaki Taniguchi, Founder and COO of Pleiad Investment Advisors, to unpack how Japan’s asset management landscape has evolved from the 1997 deregulation era to today’s “double asset income” policy, and what it means for Japan’s ambitions (and challenges) as a growing hub for alternative investments. Hosted on Acast. See acast.com/privacy for more information.
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120. Inside the UAE job market: Trends, tips, and talent shifts
The UAE is one of the world’s fastest-expanding hubs for hedge funds and other alternative investment firms, attracting people from around the world. Not long ago, we spoke with recruiter Oscar Orellana-Hyder of Cordell Partners to get the inside track on hiring trends, the most in-demand roles, and what it takes to land a job in the rapidly evolving financial centre. Hosted on Acast. See acast.com/privacy for more information.
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119. What do allocators want from hedge funds in 2026?
Hedge funds delivered in 2025 and investors are happy but aren’t exactly throwing more money on the table. In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to unpack the latest AIMA research on why investors still prize hedge funds for uncorrelated returns and capital preservation yet remain cautious on increasing allocations or backing new managers. They break down demand by strategy, the growing pull of private credit, and why fee pressure is still front and centre. Hosted on Acast. See acast.com/privacy for more information.
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118. AI is no longer a future concept, it’s reshaping asset management right now
In this episode of The Long-Short, McKinsey’s Global Head of Technology and AI Kate Smaje cuts through the hype to explain where AI is delivering real value, what agentic AI could change next, and how asset management firms should think about talent, risk, and strategy as AI scales. A practical, forward-looking conversation for leaders navigating the AI moment. Additional resources:Agents, robots, and us: Skill partnerships in the age of AIThe state of AI in 2025: Agents, innovation, and transformation Hosted on Acast. See acast.com/privacy for more information.
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117. Digital assets in focus: Reflections on 2025 and predictions for 2026
From crypto ETFs and institutional adoption to tokenisation, DeFi and on-chain markets, we unpack the biggest shifts from 2025 — and what they mean for the future. Henri Arslanian joins us to share his key predictions for the digital assets landscape in 2026. Hosted on Acast. See acast.com/privacy for more information.
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116. AIMA's Year in Review 2025
As 2025 draws to a close, The Long-Short team delivers its annual year in review episode. Host Tom Kehoe unpacks a transformative year marked by seismic geopolitical shifts, the rise of private credit as a defining industry narrative, and landmark legal wins for the industry. Joining him is AIMA CEO Jack Inglis, who reflects on hedge fund performance, a whirlwind year of global advocacy, and what lies ahead for hedge funds and private markets in 2026. Hosted on Acast. See acast.com/privacy for more information.
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115. An Insider's guide to Abu Dhabi Finance Week
This week on The Long-Short, Chris Hughes, Editor-in-Chief of Abu Dhabi Finance Week, joins us to preview a record-setting edition of the event, now drawing more than 40,000 attendees and institutions representing over half of global GDP. With more than 70 sessions on the agenda, including the inaugural AIMA Private Credit Summit, we explore how this year’s theme reflects the tightening links between global financial hubs and the growing impact of technologies like AI. Tom and Drew also unpack Abu Dhabi’s rising influence on the world stage and what this accelerating momentum means for alternative investment managers. Hosted on Acast. See acast.com/privacy for more information.
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114. What does the future hedge fund workforce expect?
This week on The Long-Short, we sit down with David Cartwright Forbes, Head of Specialist Markets, Gallagher Reward & Benefits Consulting, to talk about an asset manager’s most overlooked competitive edge: people. From attracting top talent to keeping teams motivated in an era of rapid tech change and generational shifts, David shares why a forward-looking people strategy is no longer a “nice to have” but a must. We explore how smaller firms can stand out with culture and purpose, how investors increasingly influence workforce priorities, and why flexibility and autonomy now sit at the heart of every great talent plan. Hosted on Acast. See acast.com/privacy for more information.
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113. Where could geopolitical shocks hit portfolios next?
This week on The Long-Short, Tom and Drew are joined by Damien Bruckard, Founder of Geopolitical Strategy, for a trip around the world to map out the economic and political fault lines reshaping global markets, from Trump-era trade shifts and the rise of regional trading blocs to recent record-breaking gold prices and the artificial intelligence capex surge. Damien also charts how India and the Gulf are becoming power players, and signposts where the next geopolitical shock could hit investors' portfolios. Hosted on Acast. See acast.com/privacy for more information.
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112. Where do funds live and why does it matter?
In this episode of The Long-Short, Drew Nicol is joined by Elliot Refson, Head of Funds at Jersey Finance to unpack the relationship between managers and their underlying funds, which operate out of different places around the world. Jersey is one fund domicile among several that has become a key hub in the global investment landscape, from its tax-neutral framework and flexible regulation to its reputation for efficiency and stability. They discuss how Brexit reshaped the role of fund domiciles, the rise of private credit and digital assets products. The conversation also looks ahead to what’s next for alternative investments, from greater investor diversification to the growing digitalisation of fund structures, and what this all means for the places these funds call home. Hosted on Acast. See acast.com/privacy for more information.
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111. Catastrophe bonds - where finance meets the forces of nature
This week, Tom and Drew dive into one of the most fascinating and fast-evolving areas of alternative investing, insurance-linked securities and catastrophe bonds, where finance meets the forces of nature. Joined by Tim Yip of ILS Advisers and Steve Smith of Maybole Capital, they explore how investors manage disaster risk, earn uncorrelated returns, and build resilience in a changing climate. Tune in as they unpack what lies ahead for this unique asset class as a new hurricane season approaches. Hosted on Acast. See acast.com/privacy for more information.
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110. Why Japan is back in focus for alternative investments
Japan is back in focus. The Long-Short welcomes Masaki Taniguchi, Founder and COO of Pleiad Investment Advisors, to explore Japan’s evolving asset management landscape — from 1997 deregulation to today’s double asset income policy — and the opportunities and risks shaping its future as a hub for alternatives. Hosted on Acast. See acast.com/privacy for more information.
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109. Training the next generation: 10 years of the Point72 Academy
Ten years ago, Point72 launched a bold initiative to reimagine talent development in the hedge fund world. The result? The Point72 Academy—a programme that’s transformed how buy-side firms find, train, and support future investment professionals.In this episode, Jaimi Goodfriend shares the Academy’s origin story, how it balances theory with hands-on learning, and what makes its approach unique in a landscape dominated by MBAs, CFAs, and traditional bank pipelines. Hosted on Acast. See acast.com/privacy for more information.
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108. AIMA meets the new SEC Chair
AIMA CEO Jack Inglis joins us fresh from a series of high-level meetings in Washington, D.C. - including one of the first with newly appointed SEC Chair Paul Atkins. Jack shares insights from these critical conversations with US regulators and policymakers, covering key industry priorities such as private credit, digital assets, and regulatory reform.We also look beyond the US, discussing how AIMA is shaping global policy developments in the UK, Europe, and beyond. A must-listen for anyone tracking the future of alternative investments. Hosted on Acast. See acast.com/privacy for more information.
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107. Decoding quant: Why systematic strategies matter for modern investment portfolios
Philip Seager, Head of Portfolio Strategy at Capital Fund Management (CFM), joins The Long Short to demystify quantitative multi-strategy hedge funds. From navigating volatile markets to building resilient, data-driven portfolios, this episode explores the science behind systematic investing and its role in diversifying risk, enhancing returns, and future-proofing allocations. A clear, practical look at why quant matters more than ever. Hosted on Acast. See acast.com/privacy for more information.
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106. Thriving in the UAE: How hedge funds are adapting to regulatory change
In the final episode of our UAE mini-series, we’re joined by Muneer Khan, Head of Middle East financial services and regulatory practice at Simmons and Simmons. Muneer breaks down the rapid growth of hedge funds in the UAE, the evolving regulatory landscape, how tax benefits are attracting global asset managers to Dubai and Abu Dhabi, and what’s to come for the alternatives and fintech space over the next 12 months. Hosted on Acast. See acast.com/privacy for more information.
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105. Inside the UAE job market: Trends, tips, and talent shifts
In part two of our UAE mini-series, we’re joined by recruiter Oscar Orellana-Hyder of Cordell Partners to get the inside scoop on hiring trends, in-demand roles, and what it takes to land a job in the UAE's fast evolving financial hub. Hosted on Acast. See acast.com/privacy for more information.
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104. Navigating the UAE: How do you succeed in the UAE financial sector?
We’re delighted to announce the first of three podcast specials which focuses on one of the most dynamic regions in global finance - the UAE.In the first of these episodes, we’re joined by Clare Curtis, Head of ACA Effecta, and a true expert on the UAE’s regulatory and compliance landscape. With over a decade of experience, Clare shares her insights on the hedge fund boom, fintech momentum, and what it takes to build a successful presence in this fast-growing hub. Hosted on Acast. See acast.com/privacy for more information.
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103. What Chinese high net worth investors want in 2025
What’s driving China’s elite investors in 2025? In this must-listen episode, Jeff Li, CEO of Olive Asset Management, reveals how high-net-worth individuals are navigating hedge funds, private markets, ESG, and global diversification. From Hong Kong to global capital flows—get insider insights on how Chinese high net worth investors are thinking. Hosted on Acast. See acast.com/privacy for more information.
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102. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
This week on The Long-Short, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt—an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatility, managing risk, and uncovering opportunity in today’s shifting macro landscape. Hosted on Acast. See acast.com/privacy for more information.
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101. Beyond ChatGPT – the real-world impact of AI in asset management
In the latest episode of The Long Short, Tom and Drew revisit the generative AI revolution and its impact on asset management. We welcome back Dr. Mohammad Rasouli, CEO of AIX2 to discuss how hedge funds are deploying generative AI, whether machines can make asset allocation decisions, and how his firm is helping investors future-proof their strategies.Dr. Rasouli first joined The Long-Short in 2023, and you can listen to episode 72 here. You can connect with Dr. Rasouli via his LinkedIn profile and email, [email protected]. Hosted on Acast. See acast.com/privacy for more information.
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100. Family Fortunes
Family offices are some of the most influential yet often overlooked players in the hedge fund world. Managing the wealth of ultra-high-net-worth individuals and multi-generational dynasties, they quietly shape markets behind the scenes.In this episode of The Long-Short, co-hosts Tom and Drew sit down with AIMA Global Investor Board member Chloe Duanshi, Head of Macro & Investment Strategy at Rockefeller Capital Management—one of the most storied names in the family office space.Chloe shares an insider’s perspective on how family offices navigate alternative investments, from hedge funds to private credit and commodities. She also breaks down the growing push for regulatory clarity in digital assets and discusses the transformative role AI could play in shaping the future of U.S. economic dominance and fiscal sustainability. Hosted on Acast. See acast.com/privacy for more information.
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99. Hedge funds and the media: Friends or foes?
The hedge fund industry has always intrigued the general public, making eye-catching headlines and inspiring bestselling books and hit TV shows. But, when it comes to media engagement, many fund managers remain hesitant. In this episode of The Long-Short, host Drew explores the complex and sometimes fraught relationship between the financial press and hedge fund managers. Our guest is long-time hedge fund reporter Will Wainewright, founder of Alternative Fund Insight, who shares insider tips on what makes a hedge fund story newsworthy, how firms can build strong media relationships the right way, and the common pitfalls to avoid. Hosted on Acast. See acast.com/privacy for more information.
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98. Has multi-manager mania peaked?
This week on The Long-Short, hosts Tom Kehoe and Drew Nicol are joined by Sean McGould, CEO and CIO of Lighthouse Group, for an insightful conversation on the future of multi-manager platforms. Sean unpacks the key differences between multi-manager and multi-strategy, highlighting what the model offers and how Lighthouse fits into the constellation of mega managers.Sean also gives his perspective on what we can learn from Trump's first administration as Trump 2.0 gets underway regarding how markets may behave in 2025. Plus, hear why he’s optimistic about a resurgence in equity capital markets in 2025.Disclaimer: Lighthouse Investment Partners, LLC (Lighthouse) and its wholly owned subsidiaries are collectively referred to as the “Lighthouse Group.” Any Lighthouse views presented in this podcast are for educational purposes only. 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. Information is based on the opinions of Lighthouse which is subject to change based on the markets or other conditions. Certain information contained in this podcast constitutes “forward-looking statement” which is inherently uncertain and actual events or results may differ from those projected. Therefore, undue reliance should not be placed on such forward-looking statements and information. Past results are not necessarily indicative of future outcomes. Lighthouse views and statements included in this podcast do 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. Hosted on Acast. See acast.com/privacy for more information.
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97. Breaking Down Crypto’s Big Year: Henri Arslanian Talks 2024 and Beyond
Amid the surge of Bitcoin ETFs and institutional adoption, 2024 was a game-changing year for digital assets. In this episode of The Long-Short, host Tom Kehoe sits down with crypto industry expert Henri Arslanian to unpack the year’s top developments, including record-breaking market performance, regulatory milestones, as well as how to tackle the issue of debanking. Plus, Henri shares his bold predictions for 2025, will this be the breakout year for tokenized real-world assets to the next wave of institutional crypto adoption. Hosted on Acast. See acast.com/privacy for more information.
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96. 2024 Year in Review
As 2024 draws to a close, the Long Short team delivers its annual year in review episode. Hosts Tom Kehoe and Drew Nicol unpack a transformative year marked by seismic political shifts, groundbreaking legal victories for the alternative investment industry, and the resurgence of key markets like crypto and APAC. Joining them is AIMA CEO Jack Inglis, who shares insights from a whirlwind year of advocacy and engagement, plus what’s next for private markets and hedge funds in 2025. Hosted on Acast. See acast.com/privacy for more information.
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95. Back to the Future – Why Portable Alpha is back making headlines again
On this episode of The Long-Short, we dive into the resurgence of Portable Alpha. Once a go-to strategy for institutional investors like pension funds and endowments, it became a cautionary tale after the 2008 financial crisis. Now, nearly two decades later, it’s back in the spotlight. What’s driving its revival? How has the strategy evolved, and why are investors rekindling their interest? This week Anne-Marie Fink, CIO, Private Markets & Funds Alpha at the State of Wisconsin Investment Board and Co-Chair of the AIMA Global Investor Board, unpacks the past, present and future of Portable Alpha. Hosted on Acast. See acast.com/privacy for more information.
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94. Trump 2.0: What will happen next?
This week, Daniel Austin, Head of US Markets Policy and Regulation, and Joe Engelhard, Head of Private Credit and Asset Management Policy, Americas, join The Long-Short from Washington to give their initial reaction on how the Trump Administration will impact the private funds industry. Hosted on Acast. See acast.com/privacy for more information.
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93. Exploring the next generation of hedge funds
In this episode of The Long-Short, we dive into the often-overlooked world of smaller and emerging hedge funds. While 75% of global hedge funds manage less than $500m in assets, these entrepreneurial managers are rarely highlighted in mainstream media, which tends to focus on multi-billion-dollar firms.For nearly a decade, AIMA has tracked the growth and challenges of this sector, and our latest report, Standing Strong: The 2024 Emerging Manager Survey, offers fresh insights into everything from the costs of running a hedge fund to the milestones firms must hit on their way to becoming billion-dollar managers. Joining us to discuss these key findings is Lawrence Obertelli, Head of EMEA Prime Services Sales at Marex Prime Solutions, and a long-time contributor to AIMA’s research on start-up hedge funds. Hosted on Acast. See acast.com/privacy for more information.
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ABOUT THIS SHOW
Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA. Hosted on Acast. See acast.com/privacy for more information.
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