The Long-Short

AIMA
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Feb 28, 2024 • 51min

78. 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.
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Feb 16, 2024 • 38min

77. 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.
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Feb 8, 2024 • 53min

76. 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.
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Jan 17, 2024 • 53min

75. 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.
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Jan 10, 2024 • 37min

74. 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.
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Dec 20, 2023 • 39min

73. 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.
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Dec 13, 2023 • 8min

Perspectives: 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.
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Dec 7, 2023 • 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 • 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 • 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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