The Long-Short

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.

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.

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.

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.

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.

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.

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.

Amid higher costs, increased competition, increased regulation, and difficulties in raising capital, the environment for seeing up a hedge fund is arguably tougher than ever. What then should fledgling fund managers do?One option being taken up is a tie-up with an established asset manager. Doing so can offer the would-be start-up the entrepreneurial freedom to manage their fund supported by the institutional benefits of a scaled business. Join us for a not to be missed episode where Teun Johnson CEO of Man GLG describes how they support the next generation of fund managers. Hosted on Acast. See acast.com/privacy for more information.

With the global alternative investment world descending on Miami beach for Global Alts Week, The Long-Short gets the complete lowdown and inside scoop with our guest tuning in live from Miami. Michelle Noyes, Head of AIMA Americas, joins us to share all the celebrity sightings from the week, as well as rounding up her key takeaways from the AIMA and Alternative Credit Council Private Credit Investor Forum.  Hosted on Acast. See acast.com/privacy for more information.

This week, we go to the source of hedge funds' capital and speak to a major allocator.  Eduard van Gelderen manages PSP Investments, one of the largest public pension plans in North America, and joins us to provide his insight into the very unusual Canadian pension model and how it compares to others globally. We discuss the reasons why a pension plan may or may not be able to allocate to all sorts of alterative investments and learn how PSP avoids the liquidity trap that so many other pension plans are falling into.  Hosted on Acast. See acast.com/privacy for more information.