Alternative Fund Insight

In the ninth episode of Alternative Fund Insight, Will Wainewright is joined by Stuart Fiertz, co-founder and president at $10bn London firm Cheyne Capital Management.One of the leading figures in the European alternatives industry, Fiertz co-founded Cheyne Capital with Jonathan Lourie in 2000. Since the financial crisis the firm has pivoted towards private credit and other areas of alternatives, while retaining a foothold in hedge.Here is a listening guide to the episode:1:47 - Cheyne’s development and strategy shift since the financial crisis3:50 - Favoured current opportunities5:39 - The case for alternatives into 20237:38 - Will 60:40 losses spark inflows to alts?9:05 - What risks are top of mind?10:48 - US rates outlook11:25 - Private credit - what are the risks?13:25 - PC comparison to private equity14:44 - Does HF industry still exist?18:04 - SBAI development19:33 - The case for ESG21:59 - How have ops/recruitment changed?24:28 - Future of Cheyne. Is there a succession plan?26:00 - UK politics perspectiveYou 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 in 2023*All feedback welcome. If you enjoyed this or other episodes please leave a rating or 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: 14 November 2022*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.

In the eighth episode of Alternative Fund Insight, Will Wainewright is joined by James Jampel and Matt Niblack, co-CIOs at energy-focused firm HITE Hedge Asset Management.In this exclusive interview, the pair give an insight into trading this year’s historic market turbulence; explain how hedge funds can contribute to the climate transition; argue that shorting companies should count as ESG; and reveal their approach to succession planning. The US manager runs $700m and specialises in market-neutral strategies.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 in 2023*All feedback welcome. If you enjoyed this or other episodes please leave a rating or 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: 31 October 2022*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.

In the seventh episode of Alternative Fund Insight, Will Wainewright is joined by Courtney Birnbaum, director of sustainability at New York-based, women-led investment firm Corbin Capital Partners.The $8.3bn LP, which specialises in multi-strategy hedge funds and opportunistic credit investing, takes a proactive approach to diversity and ESG issues, which Birnbaum explains in this exclusive interview.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 in 2023.*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: 10 October 2022*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.

In the sixth episode of Alternative Fund Insight, Will Wainewright is joined by Anthony Scaramucci, the founder of SkyBridge Capital, organiser of the SALT conference and crypto evangelist.Recorded in New York earlier this month, we discuss SkyBridge’s deal with Sam Bankman-Fried’s crypto exchange FTX, why he remains bullish on the digital asset sector and his negative outlook on hedge funds. We also delve into lessons learned from his decades in finance and short-lived tenure as President Trump’s White House communications secretary.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.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: 26 September 2022*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.

In the fifth episode of Alternative Fund Insight, Will Wainewright is joined by David Magerman, a venture capitalist with Differential Ventures and former quantitative hedge fund manager with Renaissance Technologies.Magerman joined Renaissance in 1995 and helped found the equities trading group. He spent about two decades during two spells at Jim Simons’ firm, widely seen as the most successful quantitative hedge fund in history, until 2017. He is now managing partner and chief technology officer at Differential Ventures.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.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: 5 September 2022*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.

In the fourth episode of Alternative Fund Insight, Will Wainewright is joined by Eric Lonergan, a macro hedge fund manager with M&G Investments, policy economist and author.His latest book, SuperCharge Me, provides a policy action plan to speed up decarbonisation and can be seen as something of a manifesto for campaign group Extinction Rebellion. Lonergan also gave his thoughts on the ESG debate, macro investing environment, and explained how his work in policy complements his hedge fund work, and vice versa.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.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: https://www.linkedin.com/company/alternative-fund-insightRelease date: 22 August 2022*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.

In the third episode of Alternative Fund Insight, Will Wainewright is joined by Patrick Ghali, managing partner of hedge fund advisory firm Sussex & Partners; and Ludovica Brignola, a financial journalist based in Istanbul.Ghali gives his take on hedge fund performance this year, which has drawn negative headlines but provided important diversification for some investors at a time of volatile markets. ESG, Japan and the start-up market also feature in a broad discussion.Brignola, who has reported on hedge funds in London, the Middle-East and beyond, analyses the debate over Dubai as an emerging hedge fund hub. Why are some funds starting offices there and why might others be hesitant?You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comRelease date: 7 August 2022 Hosted on Acast. See acast.com/privacy for more information.

In the second episode of Alternative Fund Insight, Will Wainewright is joined by Sebastian Mallaby, a leading financial author and the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations.Mallaby wrote the definitive history of hedge funds, More Money than God (2010), and this year published Power Law, which tells the story of venture capital. The latter has been a must-read in Silicon Valley, on Wall Street and beyond.Mallaby combines deep research with incredible access to leading names: for instance, gleaning nuggets from Julian Robertson for his hedge fund book and Chase Coleman for Power Law.So in this episode, AFI is taking the long view to provide historical context on this year's immense market volatility in the worlds of hedge funds and venture -- and explore what the future holds.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comRelease date: 17 July 2022 Hosted on Acast. See acast.com/privacy for more information.

In the first episode of Alternative Fund Insight, Will Wainewright is joined by Dan McCrum of the Financial Times, who spent years reporting on Wirecard, the online payments company at the heart of an epic short-selling battle. Wirecard imploded in 2020 after auditors discovered a 1.9 billion euro hole in its accounts - but only after years of dogged detective work by a band of hedge funds and a reporter who put his career on the line to nail the story.We explore some of the themes in Dan's new book, Money Men, revealing fascinating, and at times astonishing, details about the saga.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comRelease date: 1 July 2022 Hosted on Acast. See acast.com/privacy for more information.