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The Long-Short

Latest episodes

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May 24, 2023 • 45min

63. A hedge fund launch roadmap

Fresh from speaking at AIMA's Next Generation Manager Forum, Elissa von Broembsen-Kluever, Partner & MD at Omni Partners, recalls the lessons and insights she learned as her firm grew, including how to hire the right people, engage with prospective allocators, and keep investors happy. Hosted on Acast. See acast.com/privacy for more information.
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May 17, 2023 • 36min

62. Man Group's incoming CEO Robyn Grew puts DE&I under the microscope

Let's talk about Succession...no not that one.  After nearly a decade in the top job, Luke Ellis is passing the reins of running Man Group, one of the world's largest alternative investment managers to Robyn Grew in September. For those interested in hearing directly from Robyn, she recently graced The Long-Short podcast, where she articulated her vision for a more inclusive alternative investment industry. Hosted on Acast. See acast.com/privacy for more information.
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Apr 12, 2023 • 45min

61. How stable is a stablecoin really?

With digital assets never far from the headlines, The Long-Short has embarked on an in-depth exploration of stablecoins and central bank digital currencies. Our guest, Teana Baker-Taylor, a policy and regulatory strategy expert at Circle, a global fintech firm, untangles the debate about what stablecoins are – and what they aren’t – and their potential impact on businesses and our daily lives.  She also discusses the nuances of navigating the evolving landscape of stablecoins, including the need to safeguard and educate investors against bad actors. Hosted on Acast. See acast.com/privacy for more information.
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Apr 5, 2023 • 29min

60. Getting to the source around short selling data

As short selling is once again back in the headlines The Long-Short went to one of the premier sources of short selling data to address common misconceptions about the practice and its role in recent events.Managing Partner at S3 Partners, Bob Sloan, recounts his firm’s rise to prominence as social media’s primary source of short interest data during the GameStop episode, leading to a role in Netflix’s ‘Eat the Rich: The Gamestop Saga’.He also offers his predictions on the future of AI tools such as Chat GPT and the role alternative data plays in modern investment strategies. Hosted on Acast. See acast.com/privacy for more information.
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Apr 3, 2023 • 32min

59. Back to its best – Reflections from AIMA’s annual Singapore forum 2023

In this special episode, we recap the highlights from AIMA’s 2023 annual Singapore forum and hear from local fund manager, Ying Ren Ong about the key trends impacting the alternative investment industry in Singapore and the APAC region. Hosted on Acast. See acast.com/privacy for more information.
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Mar 29, 2023 • 33min

58. Sticky inflation: The beginning of a new era?

Initial arguments that inflation would be transitory in 2022 have given way to the view that we are beginning a new economic cycle characterised by persistently elevated interest rates, inflation levels and consumer prices. But, does this present an opportunity for active managers to shine? Henry Neville, Portfolio Manager at Man Group, is back in the studio to break down what inflation means for individuals and asset managers. Henry outlines the types of strategies and assets that his models suggest will do well or poorly in the new environment and lays out the dilemma facing the Fed and other central banks looking to tackle inflation while avoiding a recession. Hosted on Acast. See acast.com/privacy for more information.
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Mar 22, 2023 • 29min

57. Unpacking the UK FCA's asset management discussion paper

This week, we speak to regulatory veteran James Hopegood, who after spending 16 years at the Financial Conduct Authority, is now Director of Asset Management Regulation at AIMA. James joins us to unpack the mammoth discussion paper recently published by the UK financial regulator on how the UK can take advantage of Brexit freedoms in the asset management sector.With his deep knowledge of the regulatory landscape, James provides a whistle-stop tour of what the FCA is trying to achieve, explaining which pieces are most important for AIMA members, and offering a look-ahead at how the process will develop. Hosted on Acast. See acast.com/privacy for more information.
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Mar 15, 2023 • 34min

56. Decoding hedge fund and investor alignment

AIMA in partnership with RSM recently published a new report loaded with compelling data points into the fascinating world of fund manager and investor alignment. This week, Scott Mackey, Partner at RSM, joins us to decode the report's findings and explore the ever-evolving landscape of how hedge funds achieve alignment with investors to foster long-term strategic partnerships. Hosted on Acast. See acast.com/privacy for more information.
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Feb 22, 2023 • 23min

55. The most important court case you’ve never heard of

The US SEC is being accused of massive overreach in its attempts to set a legal precedent to expand its mandate to control the asset management industry. AIMA is acting as a friend of the court in several cases including the bizarre case of a student flipping penny stocks who the SEC wants to define as a securities dealer. The upcoming ruling will have far-reaching and long-term consequences for the entire asset management industry. In this episode, we explain the ‘what’ and ‘why’ of this under-reported issue.  Joining us to unpack the intricacies of what’s at stake for the alternative investment industry are Brian Richman, Associate Attorney at Gibson Dunn, and Suzan Rose, AIMA's Senior Advisor for Government and Regulatory Affairs. Hosted on Acast. See acast.com/privacy for more information.
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Feb 15, 2023 • 20min

54. Getting under the hood of the Edinburgh reforms

The UK government's Edinburgh Reforms are both expansive and represent the strongest expression of divergence from EU financial services regulation by the UK to date. But will they deliver real benefits for the alternative investment industry? To answer that question and more, AIMA’s Government and Regulatory Affairs team, Adam Jacobs-Dean, Global Head of Markets, Governance and Innovation, and Paul Hale, Global Head of Tax Affairs, join us on The Long-Short this week. Hosted on Acast. See acast.com/privacy for more information.

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