Alternative Fund Insight: Recent Episodes
Will Wainewright
The AFI podcast will take listeners behind the headlines to explore the key trends in hedge funds and private markets. It will feature key decision-makers at leading management firms as well as investors, regulators, journalists and other stakeholders.
Host Will Wainewright has reported on the sector for more than a decade in London and New York, working for the Bloomberg newswire and editing the trade magazine EuroHedge.
Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Start by signing up to the FREE weekly intel newsletter: alternativefundinsight.com/newsletter-sign-up/In today's episode, Will is joined by Ken Heinz, president at HFR, for a conversation about the hedge fund industry outlook for performance, flows, fees and more.On the agenda: 2023 performance analysis and 2024 outlook; LP appetite for active management; strategy preferences, topped by credit; deep-dives on launch market, multi-manager trends and fees. This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comFollow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 25 February 2024No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Start by signing up to the FREE weekly intel newsletter: https://alternativefundinsight.com/newsletter-sign-up/In today's episode, Will is joined by Shiloh Bates, CIO at Flat Rock Global and author of new book, CLO Investing: With an Emphasis on CLO Equity & BB Notes: https://www.amazon.co.uk/CLO-Investing-Emphasis-Equity-Notes/dp/1642376566On the agenda in today's podcast: The CLO investing opportunity and its resurgence in the years since the 08/09 crisis.This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app. All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comFollow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: Tues 30 January 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Will is joined by Jon Caplis, founder at PivotalPath in New York, to dissect hedge fund performance trends and LP priorities heading into 2024. On the agenda:- Jon's industry background and how he came to start PivotalPath, which empowers institutional investors with the ability to conduct the full cycle of hedge fund investment due diligence- Analysis of hedge fund performance this year- How higher rates affect LP expectations, and create performance tailwinds for some strategies- The future of the multi-strategy approach in the new environment- Investor preference for liquidity and areas of interest heading into next yearThis episode provides mission-critical insights for: managers looking to understand LP priorities; investors focused on the market shift and how it may impact performance; and service providers navigating the industry.Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more informationThis episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.comYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: Weds 29 November 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Will is joined by Sona Menon, partner at Cambridge Associates in Boston, for an invaluable insight into the work of outsourced CIOs and current trends in asset allocation. As head of Cambridge Associates' Pension Practice for North America she is responsible for over $20bn in institutional assets. We explore her work making investment decisions for endowments, foundations, healthcare institutions and pensions.This episode provides GPs and others in the industry with a great insight into current allocator thinking.Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more informationThis episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.com/You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRecord date: 8 September 2023Release date: 8 October 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Jack Inglis, CEO of industry trade group AIMA, the Alternative Investment Management Association, joined the AFI podcast for a fascinating briefing on the regulatory environment facing hedge funds and other asset managers. Describing the "existential threat" posed by changes to the broker-dealer definition, he explains why it is now the most challenging outlook on a regulatory level since he took on the role.
This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.com/
Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Record date: 13 July 2023 Release date: 25 July 2023
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information
Dave Fishwick, manager of the long-running Episode global macro strategy at M&G Investments, joins the podcast for a live conversation in Frankfurt, recorded at the inaugural Alternative Investment Congress, staged by Capinside (https://capinside.com/).
This episode is brought to you in association with the Independent Research Forum, enabling professional investors to access a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. www.independentresearchforum.com/
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
All feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 11 July 2023
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more informationAlex Band, partner and CIO at Partners Capital in Boston, an outsourced investment office for endowments, foundations and family offices, shared his views on the asset allocation outlook across private and public markets in episode 18 of the AFI podcast. Here is the listening guide:1:55 mins - Alex Band’s introduction to Partners Capital3:21 - Big-picture current market view5:48 - What will propel next era of returns?6:39 - What are clients saying at the moment?9:04 - Public market and hedge fund objectives12:40 - Views on cash14:40 - Views on private equity19:20 - Private debt opportunity23:10 - LP client questions about private markets?25:27 - Sustainability27:50 - Priorities going forwardYou can read my five takeaways from the interview on the AFI website.This episode is brought to you in association with the Independent Research Forum, enabling professional investors toaccess a wide range of high-quality independent research. AFI recommends the Cut, its fortnightly newsletter, highlighting the latest original and thought-provoking research. https://www.independentresearchforum.com/You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnershipAll feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 5 June 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more informationThis episode is brought to you in association with SCALE Global Summit, a new event shaping the future of capital, innovation and the global economy, held from May 22nd – 25th at the Bellagio in Las Vegas. AFI is proud to be a knowledge partner of the event - head to www.scaleglobalsummit.com for more information and details on how to attend.Our second industry partner for this episode is the Independent Research Forum, helping investors throughout the hedge fund industry meet expert providers. Head to www.independentresearchforum.com for more information.Marc Rubinstein, the Lansdowne portfolio manager turned financial author writing the widely-read Net Interest newsletter (www.netinterest.co) is our guest this week. We discuss the outlook for the industry, how it has changed since he started out in the pre-08 era, the rise of multi-strategy funds and more. You can read my five takeaways from the interview on the AFI website.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnershipAll feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 4 May 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more informationActivist short-seller Carson Block joined episode 16 of the AFI podcast, giving his views on the UK’s post-Brexit review of short-selling regulation, why he thinks Europe was wrong to intervene after the crisis and the outlook for Muddy Waters and his strategy in 2023.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnershipAll feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 23 March 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more informationMaiya Keidan, who covered the hedge fund industry in London for HFM and Thomson Reuters before taking up her current role as Canada M&A and funds correspondent in Toronto, joined the AFI podcast to discuss the outlook for hedge fund activists in episode 15.She discussed regulatory changes which could boost the strategy, the rise in M&A and how Canada's hedge fund industry compares to London.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnershipAll feedback welcome! If you enjoyed this or other episodes please subscribe, leave a rating and review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 20 February 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership-options for more informationIn episode 14 of the AFI podcast, Will Wainewright is joined by Kier Boley, co-head and CIO of the Alternative Investment Solutions business at Union Bancaire Privée, which has about $16bn in alternatives.He gave an allocator's view on preferred hedge fund strategies in 2023, placed industry performance in historical context and delivered his verdict on the industry hot-topic of multi-strategy fees.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnershipAll feedback welcome! If you enjoyed this or other episodes please leave a rating or review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 6 February 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership-options for more informationIn the latest AFI episode, Will Wainewright is joined by Salvatore Cordaro and Lionel Erdely, co-CEOs at Investcorp-Tages, the seasoned hedge fund allocators and seeding specialists.They explain why they are bullish on the case for hedge fund investment after last year’s market turmoil and shared plans for 2023, including possible new areas of investment.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnershipAll feedback welcome! If you enjoyed this or other episodes please leave a rating or review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 30 January 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the twelfth episode of Alternative Fund Insight, Will Wainewright is joined by Anthony Todd, CEO and co-founder at Aspect Capital in London. He discussed the stunning performance by CTAs last year, which coincided with Aspect's 25th anniversary, and shared the firm's main research priorities going forward in the first AFI episode of 2023.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023All feedback welcome! If you enjoyed this or other episodes please leave a rating or review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 9 January 2023No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the eleventh episode of Alternative Fund Insight, Will Wainewright is joined by Pia-Ramona Wojtinnek, head of strategy at GSA Capital in London. She discussed her journey into quantitative finance and GSA's own change in strategy in the final AFI episode of 2022.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023All feedback welcome. If you enjoyed this or other episodes please leave a rating or review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 22 December 2022No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the tenth episode of Alternative Fund Insight, Will Wainewright is joined by Jean-Philippe Bouchaud, co-founder and chairman at $10bn quant firm Capital Fund Management.A physicist by training and a pioneer in the world of quantitative finance, Bouchaud has overseen the growth of Paris-based CFM to one of the world's largest quant hedge funds.He discusses his career in finance, the shape of CFM today, the importance to the firm of academic research and why they decided to avoid crypto risk in the portfolio. Here is a listening guide to the episode:1.57: Shape of CFM today2.45: Why has it been such a good year for systematic?5.13: What about trend-following?6.58: Significance of this year’s regime shift9.00: Has this year made you consider a change in strategy?10.28: Will market environment continue to suit trend?11.42: Has CFM gone into crypto?13.39: Do more bond market battles lie ahead?14.40: Is his academic or finance career more important?17.50: Criticism of central bank models 20.12: Need for different underlying assumptions24.05: Is there not a need for precise forecasts?25.27: Volatility driven by price trends not fundamentals27.36: Why did 1987 crash attract him to finance?29.40: Difference between economics and physicsYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023All feedback welcome. If you enjoyed this or other episodes please leave a rating or review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 5 December 2022No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the ninth episode of Alternative Fund Insight, Will Wainewright is joined by Stuart Fiertz, co-founder and president at $10bn London firm Cheyne Capital Management.
One of the leading figures in the European alternatives industry, Fiertz co-founded Cheyne Capital with Jonathan Lourie in 2000. Since the financial crisis the firm has pivoted towards private credit and other areas of alternatives, while retaining a foothold in hedge.
Here is a listening guide to the episode:
1:47 - Cheyne’s development and strategy shift since the financial crisis 3:50 - Favoured current opportunities 5:39 - The case for alternatives into 2023 7:38 - Will 60:40 losses spark inflows to alts? 9:05 - What risks are top of mind? 10:48 - US rates outlook 11:25 - Private credit - what are the risks? 13:25 - PC comparison to private equity 14:44 - Does HF industry still exist? 18:04 - SBAI development 19:33 - The case for ESG 21:59 - How have ops/recruitment changed? 24:28 - Future of Cheyne. Is there a succession plan? 26:00 - UK politics perspective
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023
All feedback welcome. If you enjoyed this or other episodes please leave a rating or review.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 14 November 2022
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the eighth episode of Alternative Fund Insight, Will Wainewright is joined by James Jampel and Matt Niblack, co-CIOs at energy-focused firm HITE Hedge Asset Management.
In this exclusive interview, the pair give an insight into trading this year’s historic market turbulence; explain how hedge funds can contribute to the climate transition; argue that shorting companies should count as ESG; and reveal their approach to succession planning. The US manager runs $700m and specialises in market-neutral strategies.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023
All feedback welcome. If you enjoyed this or other episodes please leave a rating or review.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 31 October 2022
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the seventh episode of Alternative Fund Insight, Will Wainewright is joined by Courtney Birnbaum, director of sustainability at New York-based, women-led investment firm Corbin Capital Partners.
The $8.3bn LP, which specialises in multi-strategy hedge funds and opportunistic credit investing, takes a proactive approach to diversity and ESG issues, which Birnbaum explains in this exclusive interview.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 10 October 2022
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the sixth episode of Alternative Fund Insight, Will Wainewright is joined by Anthony Scaramucci, the founder of SkyBridge Capital, organiser of the SALT conference and crypto evangelist.
Recorded in New York earlier this month, we discuss SkyBridge’s deal with Sam Bankman-Fried’s crypto exchange FTX, why he remains bullish on the digital asset sector and his negative outlook on hedge funds. We also delve into lessons learned from his decades in finance and short-lived tenure as President Trump’s White House communications secretary.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 26 September 2022
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the fifth episode of Alternative Fund Insight, Will Wainewright is joined by David Magerman, a venture capitalist with Differential Ventures and former quantitative hedge fund manager with Renaissance Technologies.
Magerman joined Renaissance in 1995 and helped found the equities trading group. He spent about two decades during two spells at Jim Simons’ firm, widely seen as the most successful quantitative hedge fund in history, until 2017. He is now managing partner and chief technology officer at Differential Ventures, a seed stage venture investing fund founded by data scientists and investing in the next generation of AI and data-science startups.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 5 September 2022
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the fourth episode of Alternative Fund Insight, Will Wainewright is joined by Eric Lonergan, a macro hedge fund manager with M&G Investments, policy economist and author.
His latest book, SuperCharge Me, provides a policy action plan to speed up decarbonisation and can be seen as something of a manifesto for campaign group Extinction Rebellion. Lonergan also gave his thoughts on the ESG debate, macro investing environment, and explained how his work in policy complements his hedge fund work, and vice versa.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
You can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: https://www.linkedin.com/company/alternative-fund-insight
Release date: 22 August 2022
No part of this audio constitutes investment advice. Past performance does not guarantee future returns
In the third episode of Alternative Fund Insight, Will Wainewright is joined by Patrick Ghali, managing partner of hedge fund advisory firm Sussex & Partners; and Ludovica Brignola, a financial journalist based in Istanbul.
Ghali gives his take on hedge fund performance this year, which has drawn negative headlines but provided important diversification for some investors at a time of volatile markets. ESG, Japan and the start-up market also feature in a broad discussion.
Brignola, who has reported on hedge funds in London, the Middle-East and beyond, analyses the debate over Dubai as an emerging hedge fund hub. Why are some funds starting offices there and why might others be hesitant?
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
Release date: 7 August 2022
In the second episode of Alternative Fund Insight, Will Wainewright is joined by Sebastian Mallaby, a leading financial author and the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations.
Mallaby wrote the definitive history of hedge funds, More Money than God (2010), and this year published Power Law, which tells the story of venture capital. The latter has been a must-read in Silicon Valley, on Wall Street and beyond.
Mallaby combines deep research with incredible access to leading names: for instance, gleaning nuggets from Julian Robertson for his hedge fund book and Chase Coleman for Power Law.
So in this episode, AFI is taking the long view to provide historical context on this year's immense market volatility in the worlds of hedge funds and venture -- and explore what the future holds.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
Release date: 17 July 2022
In the first episode of Alternative Fund Insight, Will Wainewright is joined by Dan McCrum of the Financial Times, who spent years reporting on Wirecard, the online payments company at the heart of an epic short-selling battle. Wirecard imploded in 2020 after auditors discovered a 1.9 billion euro hole in its accounts - but only after years of dogged detective work by a band of hedge funds and a reporter who put his career on the line to nail the story.
We explore some of the themes in Dan's new book, Money Men, revealing fascinating, and at times astonishing, details about the saga.
You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.
Contact Will: will@alternativefundinsight.com
Visit the website: www.alternativefundinsight.com
Release date: 1 July 2022