Alternative Fund Insight

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Start by signing up to the FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/*In today's episode, Will is joined by Ken Heinz, president at HFR, for a conversation about the hedge fund industry outlook for performance, flows, fees and more.On the agenda: 2023 performance analysis and 2024 outlook; LP appetite for active management; strategy preferences, topped by credit; deep-dives on launch market, multi-manager trends and fees. This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comFollow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 25 February 2024*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Start by signing up to the FREE weekly intel newsletter: https://alternativefundinsight.com/newsletter-sign-up/*In today's episode, Will is joined by Shiloh Bates, CIO at Flat Rock Global and author of new book, CLO Investing: With an Emphasis on CLO Equity & BB Notes: https://www.amazon.co.uk/CLO-Investing-Emphasis-Equity-Notes/dp/1642376566On the agenda in today's podcast: The CLO investing opportunity and its resurgence in the years since the 08/09 crisis.This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comFollow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: Tues 30 January 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

Will is joined by Jon Caplis, founder at PivotalPath in New York, to dissect hedge fund performance trends and LP priorities heading into 2024. On the agenda:- Jon's industry background and how he came to start PivotalPath, which empowers institutional investors with the ability to conduct the full cycle of hedge fund investment due diligence- Analysis of hedge fund performance this year- How higher rates affect LP expectations, and create performance tailwinds for some strategies- The future of the multi-strategy approach in the new environment- Investor preference for liquidity and areas of interest heading into next yearThis episode provides mission-critical insights for: managers looking to understand LP priorities; investors focused on the market shift and how it may impact performance; and service providers navigating the industry.*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: Weds 29 November 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

Will is joined by Sona Menon, partner at Cambridge Associates in Boston, for an invaluable insight into the work of outsourced CIOs and current trends in asset allocation. As head of Cambridge Associates' Pension Practice for North America she is responsible for over $20bn in institutional assets. We explore her work making investment decisions for endowments, foundations, healthcare institutions and pensions.This episode provides GPs and others in the industry with a great insight into current allocator thinking.*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.com/You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRecord date: 8 September 2023Release date: 8 October 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

Jack Inglis, CEO of industry trade group AIMA, the Alternative Investment Management Association, joined the AFI podcast for a fascinating briefing on the regulatory environment facing hedge funds and other asset managers. Describing the "existential threat" posed by changes to the broker-dealer definition, he explains why it is now the most challenging outlook on a regulatory level since he took on the role.This episode is brought to you in association with the Independent Research Forum, enabling professional investors toaccess a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.com/*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRecord date: 13 July 2023Release date: 25 July 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

*Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*Dave Fishwick, manager of the long-running Episode global macro strategy at M&G Investments, joins the podcast for a live conversation in Frankfurt, recorded at the inaugural Alternative Investment Congress, staged by Capinside (https://capinside.com/).This episode is brought to you in association with the Independent Research Forum, enabling professional investors toaccess a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.com/You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 11 July 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

Alex Band, CIO at Partners Capital, shares insights on asset allocation outlook in public and private markets, including the next era of returns, client perspectives, public market and hedge fund objectives, views on cash and private equity, private debt opportunities, LP client questions about private markets, sustainability, and priorities going forward.

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*This episode is brought to you in association with SCALE Global Summit, a new event shaping the future of capital, innovation and the global economy, held from May 22nd – 25th at the Bellagio in Las Vegas. AFI is proud to be a knowledge partner of the event - head to www.scaleglobalsummit.com for more information and details on how to attend.Our second industry partner for this episode is the Independent Research Forum, helping investors throughout the hedge fund industry meet expert providers. Head to www.independentresearchforum.com for more information.Marc Rubinstein, the Lansdowne portfolio manager turned financial author writing the widely-read Net Interest newsletter (www.netinterest.co) is our guest this week. We discuss the outlook for the industry, how it has changed since he started out in the pre-08 era, the rise of multi-strategy funds and more. You can read my five takeaways from the interview on the AFI website.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.*The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership*All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 4 May 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*Activist short-seller Carson Block joined episode 16 of the AFI podcast, giving his views on the UK’s post-Brexit review of short-selling regulation, why he thinks Europe was wrong to intervene after the crisis and the outlook for Muddy Waters and his strategy in 2023.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.*The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership*All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 23 March 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.

*Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*Maiya Keidan, who covered the hedge fund industry in London for HFM and Thomson Reuters before taking up her current role as Canada M&A and funds correspondent in Toronto, joined the AFI podcast to discuss the outlook for hedge fund activists in episode 15.She discussed regulatory changes which could boost the strategy, the rise in M&A and how Canada's hedge fund industry compares to London.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.*The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership*All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 20 February 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.