The Long-Short

AIMA
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Aug 30, 2023 • 36min

Perspectives: Ken Tropin, Graham Capital Management

Episode 2 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speaks to alternative investment industry leaders from around the world continues with Ken Tropin, Chairman and Founder of Graham Capital Management.  Ken recalls how he started one of the largest investment funds in the world and how even a quarter-century later, his fervour remains as intense as ever. Ken also underlines the importance of impeccable risk management as the bedrock of any successful firm, and the indispensable need to stay on the cutting edge when it comes to AI, where the buzz shows no signs of abating. Hosted on Acast. See acast.com/privacy for more information.
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Aug 23, 2023 • 46min

Perspectives: Seth Fischer, Oasis Management

Episode 1 of Perspectives our dedicated series where AIMA, in partnership with KPMG, speak to alternative investment industry leaders from around the world begins with Seth Fischer, Founder and CIO of Oasis Management. Seth recalls the story of how he ended up in Hong Kong running one of the largest activist investment funds in the world as well as giving us an insight into his investment strategy in emerging markets and his unique experience in Japan. He also explains how he approaches attracting top talent to his firm and how he is embracing new technology such as artificial intelligence to retain his edge in an increasingly competitive market, and much more besides. Hosted on Acast. See acast.com/privacy for more information.
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Aug 16, 2023 • 35min

ICYMI: Is the hype around UAE's growth as a hedge fund hotspot justified?

There has been plenty of noise in recent months regarding alternative investment funds migrating to the United Arab Emirates with some of the largest names in the industry among those setting up shop in the region. To get an on-the-ground report on whether we should believe the hype The Long-Short speaks to Muneer Khan, Middle East Managing Partner at Simmons & Simmons, who joins to discuss the buzz around growth in the Middle East.Separately, the Long-Short team has been working on something new and quite special. We've partnered with KPMG to bring you something a little different, the ‘Perspectives’ series.Perspectives is a dedicated series of conversations with leading CEOs and founders of alternative investment firms from around the world. Over the next few months, we will bring listeners along with us to hear from industry leaders on a variety of areas, including how to attract and retain top talent in the context of the fierce war for talent out there, as well as how to navigate the increasingly complex operational scaling challenges of running a modern investment funds business and much, much more. The first episode of Perspectives will be published next week. Stay tuned. Hosted on Acast. See acast.com/privacy for more information.
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Jul 19, 2023 • 52min

67. The asset managers that shall not be named

First, they were called “shadow banks”, then they were “non-banks”, neither of which provides much insight into what they are. Who are these amorphous NBFIs and why are regulators so concerned about their potential impact on global financial stability?To define the indefinable AIMA’s Jiří Król is joined by Karl Wachter, General Counsel at Magnetar Capital and AIMA’s chair, and Martin Moloney, Secretary General of IOSCO to unpick the muddled debate over whether an investment fund can be a bank and how it should be treated by regulators if it does bank-like things.Among the many areas discussed are private funds’ risk management processes, use of leverage, and liquidity challenges. Hosted on Acast. See acast.com/privacy for more information.
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Jul 14, 2023 • 44min

66. What do hedge funds think of crypto in 2023?

The 5th Annual Global Crypto Hedge Fund Report (2023), a new research piece from AIMA, PwC and CoinShares, is out now providing some much-needed insight and data to the pressing questions around the current sentiment of traditional hedge funds and crypto fund managers towards the digital asset investment space today.To delve into the findings, Drew Nicol is joined by a couple of the report’s authors, Peter Brewin, a Partner at PwC Hong Kong, and James Delaney, a Director in AIMA’s Government Affairs team and central figure in AIMA’s Digital Assets Working Group (AIMA DAWG). The in-depth conversation covers emerging trends, investment strategies, evolving market structure, regulatory efforts and industry reaction to 2022 crypto market events.  Hosted on Acast. See acast.com/privacy for more information.
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Jun 28, 2023 • 33min

65. Part II: The most important court case you’ve never heard of

This week, we delve back into the most consequential legal campaign by the US SEC you may still not be aware of. AIMA is standing as a friend of the court against the regulator's endeavour to redefine the nearly century-old definition of a securities dealer. As we stand on the cusp of several court rulings that could up-end the market dynamic as we know it, we examine another unusual case the SEC has brought forward in its under-the-radar attempt to significantly widen the net of the Exchange Act. To navigate you through the twists and turns of this legal saga we are joined by Gabriel K Gillett, Partner at Jenner & Block, and Suzan Rose, AIMA's Senior Advisor for Government and Regulatory Affairs who are closely linked to one of these newer cases: Keener v SEC.  Hosted on Acast. See acast.com/privacy for more information.
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May 31, 2023 • 36min

64. Football and the Moneymen: Is football the next big thing for hedge funds and private equity?

Dr. Christina Philippou, an expert in sports economics, discusses the shift in football ownership to private equity and hedge funds, the challenges of financial stability in clubs, and the impact on community involvement. The conversation explores revenue streams, pandemic effects, and the balance between short-term success and long-term sustainability in the football industry.
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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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