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The Long-Short

Latest episodes

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Dec 7, 2023 β€’ 48min

Perspectives: 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.
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Nov 30, 2023 β€’ 37min

Perspectives: 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.
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Nov 22, 2023 β€’ 45min

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.
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Nov 6, 2023 β€’ 35min

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.
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Oct 25, 2023 β€’ 55min

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

Former portfolio manager Brett Caughran shares his experience in the hedge fund industry and discusses his training program, Fundamental Edge. Topics include the importance of mentors, the influence of multi-manager hedge funds, and the growing impact of buy-side analyst firms.
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Oct 18, 2023 β€’ 57min

Perspectives: Sean McGould, Lighthouse

Sean McGould, Founder, CEO and CIO of Lighthouse Investment Partners, LLC, discusses the lessons he's learned in the dynamic world of alternative investments, the challenges of starting a fund today, and the importance of cultural fit and talent management. He also talks about the evolution of hedge fund setups and the increasing requirements for proper firm setup. Additionally, he shares his outlook on interest rates, philanthropy, and healthcare.
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Oct 12, 2023 β€’ 54min

Perspectives: 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.
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Oct 4, 2023 β€’ 53min

Perspectives: 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.
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Sep 27, 2023 β€’ 47min

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.
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Sep 20, 2023 β€’ 48min

Perspectives: 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 Gramercyβ€”a multi-billion dollar investment powerhouseβ€”to navigating the intricacies of emerging markets across the globe. He passionately argues that ESG is more than just a checkboxβ€”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.

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