The Long-Short

Jun 05 2024 6

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Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA.
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83. Beyond the hype: Uncovering the real value of digital asset technology

Jun 05 2024 36 mins

Everyone is talking about how cryptocurrencies have come roaring back this year, but are we missing an even bigger story in the digital asset universe? Beyond the buzz of Bored Apes and Bitcoin, tokenization and blockchain technology has the potential to radically transform traditional finance infrastructure, according to Annalise Osborne, the Chief Business Officer at Kadena, and

ICYMI - Unpacking the reality of Gen AI

May 22 2024 6 mins

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 joined AIMA's Tom Kehoe and Drew Nicol us to delve into the transformative potentia

82. Explained: US & UK elections' historical impact on markets

May 16 2024 35 mins

New research into the past 100 years’ worth of elections in the US and UK has revealed how equity, fixed income, and commodity markets may react when people head to the polls later this year. In this episode, Tom Kehoe and Drew Nicol sit down with Henry Neville, portfolio manager at Man Group and regular guest on The Long-Short podcast. Together, they explore how this year's

81. UK 'name and shame' proposal and US non-compete ban unpacked

May 10 2024 34 mins

This week, we discuss two highly controversial regulatory developments shaking up the financial industry that you need to be aware of. First, we'll explore the UK financial watchdog's highly contentious 'name and shame' proposal. Then, we'll cross over to the US, where a new ban on non-compete agreements has sent shockwaves through the financial markets. Joining The Long-Short

ICYMI - A hedge fund launch roadmap

May 01 2024 6 mins

Last year, fresh from speaking at AIMA's Next Generation Manager Forum, Elissa von Broembsen-Kluever, Partner & MD at Omni Partners, spoke to The Long-Short's co-host Drew Nicol about 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. This year, AIMA's annual Nex

80. From start-up to standout: A guide for emerging managers

Apr 17 2024 39 mins

Industry commentators have suggested that as much as 95% of the hedge fund industry's total assets are in the hands of a few super asset managers, leaving very little to be invested in early-stage firms. It only gets trickier for start-ups with the rising barrier to entry as regulatory and operational costs continue to mount.Thankfully, there is help on hand as

ICYMI - What’s it like trying to take down a multi-billion-dollar financial giant?

Apr 10 2024 11 mins

The Financial Times was at the forefront of uncovering the $2 billion fraud at the centre of Wirecard’s accounts, leading to the German payment processing giant’s collapse in 2020. Two years on, the lead investigative journalist Dan McCrum sat down with The Long-Short to discuss his new book, Money Men, which details how his team, assisted by a cast of committed short

79. Higher for Longer – Navigating geopolitical and other global macro trends in 2024

Mar 27 2024 51 mins

It's been almost two years to the day since global central banks embarked on one of the most synchronized rapid monetary tightening cycles in modern-day economic history, to tame runaway higher levels of inflation following the COVID pandemic.While the worst may be over, central banks caution that with rising government debt and geopolitical tensions all stirring the pot, global fi

78. Is India the next big play for alternative assets?

Feb 28 2024 50 mins

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.

77. The SEC still thinks hedge funds are dealers. What happens next?

Feb 16 2024 37 mins

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 d