The Long-Short cover image

The Long-Short

Latest episodes

undefined
Oct 26, 2022 • 48min

43. In conversation with award-winning author Sebastian Mallaby

This week, The Long-Short had the pleasure of speaking to Sebastian Mallaby, a Paul Volcker senior fellow for international economics at the Council on Foreign Relations as well as a multi-award-winning author and journalist. His best-known books on alternative investments include More Money Than God, a comprehensive history of the hedge fund industry, while his latest book, The Power Law, lifts the lid on the venture capital market. Sebastian spoke to us about his writing process, his take on the evolution of the alternative space since his hedge fund book was published just over a decade ago and gave a hint of which area of financial markets may be the focus of his next work. Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 19, 2022 • 30min

42. 2022: The year of the CTA strategy

Amid continued instability being experienced in global financial markets, managed futures are once again demonstrating their worth to certain investor portfolios, with the average performance from a managed futures fund returning more than 10% net of fees for investors this year. In the latest episode to drop Kevin Donohoe, Head of Research at Abbey Capital speaks to The Long-Short, about these alternative strategies. Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 13, 2022 • 41min

41. Digital Assets - (e)merging from the winter?

Arca CEO Rayne Steinberg describes his journey from ETFs to ETH, explains why The Merge matters, lays out a use case for NFTs, and gives an insight into which jurisdictions are attracting the most crypto business. Hosted on Acast. See acast.com/privacy for more information.
undefined
Oct 5, 2022 • 31min

40. FSMB: The regulatory game-changer brewing in the UK

Don't get distracted! Despite the geopolitical and macroeconomic turmoil of the moment, you should have one eye on the potential "game changer" for UK regulatory reform - the Financial Services and Markets bill. Darren Fox, partner at Simmons & Simmons, provides a concise primer in the lead up to implementation. Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 7, 2022 • 42min

39. The quiet revolution of liquid alternatives

A quiet revolution is underway which is set to transform public and private market investing. Liquid alternatives can help bridge the gap between traditional and alternative assets for investors that do not have the mandate or the resources to invest in hedge funds and offer several ways to add value to your portfolio. In this episode, marking the launch of AIMA’s Bridging a Gap: Mapping the liquid alternatives universe paper, The Long-Short speaks to Francesco Paganelli, Senior Analyst at Morningstar, to discuss all things liquid alternatives. Hosted on Acast. See acast.com/privacy for more information.
undefined
Aug 24, 2022 • 47min

38. Special episode - SEC rulemaking: Facts, fiction and why your comments matter

As we come to the end of our brief summer season break, The Long-Short wanted to let listeners in on a fascinating discussion with two US SEC representatives whom shed a light on how the rulemaking process works in the US. The SEC has released nearly two dozen rule proposals over the past year, and the recently released regulatory flexibility agenda suggests there is much more to come. During the episode, we break down how rules are made and the impact public comments can have on the outcome.This conversation with Robert Holowka and Nathan Schuur of the SEC Division of Investment management, as well as Michael Kitson, Bridgewater associate, provides a timely insight into the regulatory rulemaking process. This panel is moderated by Suzan Rose, AIMA's Senior Advisor for Government and Regulatory Affairs. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 27, 2022 • 52min

37. Are you cyber resilient? Are you sure?

The need for cyber-resiliency was thrown into sharp relief in 2020, when the world voyaged into a new era of digital working. This radical shift in how we work has triggered a permanent arrangement regarding hybrid working. This in turn has ramped up the need for more sophisticated conversations about the risks and challenges with digital working and cyber-security.This week we are joined by George Ralph who has been at the forefront of helping fund managers ensure they are cyber-resilient. George is Global Managing Director and Chief Risk Officer RFA, which is a financial cloud and cyber-security services provide it to the investment management sector. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 20, 2022 • 47min

36. A Fork In The Road For Hong Kong

This week, The Long-Short returns to APAC to cover the recent launch of a joint paper by AIMA and PwC called "Alternatives in Hong Kong: building on the city’s strengths", which sets out six pillars that will support Hong Kong in retaining its status as a key financial centre in the face of challenges brought on by COVID-19, and competition for talent from other jurisdictions. In part one we catch up with Phillip Meyer, General Counsel & Co-Chief Operating Officer of Oasis Management as well as the Chair of the Executive Committee of AIMA in Hong Kong, and Michael Bugel, Co-head of AIMA APAC, both of whom helped author the paper.In part two, we speak to Lisa Tsui, Partner at PwC Hong Kong, who offered us her views regarding where Hong Kong sits in a global context as a financial services centre including the opportunities it has to leverage the growing need for wealth management services. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 13, 2022 • 45min

35. Inflation Is Rising. Here is what you need to know

With estimated inflation in the US and UK now above predicted levels and nearing double digits, The Long-Short this week revisits a conversation with Henry Neville, an investment analyst at Man Group, who discussed what higher inflation means for retail and institutional investors and what investment strategies usually work best in this environment. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 6, 2022 • 38min

34. New SEC marketing rules. Are you ready?

A 60 year old marketing rule which determines how investment advisors can market and advertise is changing, and firms that qualify (RIAs) have just four months to comply with a regulation on 4 November, that runs to hundreds of pages, containing opportunities and challenges for the industry. In a not to be missed podcast for all RIAs, joining us on the Long-Short this week are Mike McGrath, Partner at K&L Gates and Suzan Rose, Senior Advisor to AIMA’s government and regulatory affairs, to discuss this very important topic. Hosted on Acast. See acast.com/privacy for more information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode