Nalu FM Finance: Recent Episodes
Nalu FM Financial
Dear Friends and Colleagues,
In this interview with Pathmajan Rasan, we discussed how the SmartRiskAlpha technology helps investors and investment managers to consistently achieve better performances.
In this interview, we discuss:
- How to time exposure to Risk Premia.
- A way to combine quantitative models and discretionary management.
- Examples on how to reduce volatility and draw downs while maintaining positive returns.
- His experience incorporating ESG data into the investment process.
- and much more
Dear Friends and Colleagues,
In this interview with Benjamin Soh, we discussed how to use Distributed Leger Technology (DLT) for financial securities.
In this interview, we discuss:
- Open-architecture bonds through DLT infrastructure
- What are the benefits of a tokenized bond ?
- How was the AML and KYC process?
- How were the Green Bond / ESG requirements incorporated?
- What will be the role of an exchange in the DiFi world?
- and much more
Dear Friends and Colleagues,
In this interview with Joost Burgerhout and Harry Benchimol, we discussed how the Marex FP cross-asset structured product team innovates.
In this interview, we discuss:
- What kind of Structured Products are possible on Crypto?
- Risk Management of Crypto products?
- Bitcoin Cash & Carry trade.
- Partnership with Coinbase.
- Trends in the Structured Product Market.
- and much more
Dear Friends and Colleagues,
In this educational and entertaining interview with Joe Vittoria, we discussed how regulatory surveillance works and how it can be used efficiently.
In this interview, we discuss:
- How does efficient surveillance work?
- How to make sense of all the data points?
- What to look for?
- How can Artificial Intelligence help?
- and much more
Dear Friends and Colleagues,
In my interview with Adrian Marcu, we discussed investing in Decentralized Finance (DeFi) and how to evaluate such opportunities. Decentralized finance offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain.
In this interview, we discuss:
- What is DeFi, and why does it matter?
- How can one profit from investing in DeFi?
- What are the different sources of alpha when investing?
- How do you measure risk for such investments?
- and much more
Dear Friends and Colleagues,
In this interview with Victor Hugo Gomez, we discussed how indexing, historically seen as boring, has become a dynamic and innovative investment solution.
In this interview, we discuss:
- Trends in the indexing industry
- Challenges when designing an index
- The difference between an Index and Basket calculation
- EU Benchmark Regulation
- Applications for direct indexing
Please enjoy,
Stefan
Dear Friends and Colleagues,
In this interview with George Cotsikis, I asked all of the questions I always wanted to ask about Crypto and related topics such as blockchain, and mining.
In this interview we discuss:
- Why should you care about Crypto currencies?
- What are the advantages of Crypto currencies over money created by central banks?
- What are the risks investing into Crypto currencies?
- How to determine if a Crypto currency is a good investment?
Please enjoy,
Stefan
Dear Friends and Colleagues,
Many things changed in 2021, so I am excited to bring you this information-packed interview with Edward Senior from Fortem Capital about the latest developments in the Structured Products market.
In this interview, we discuss:
- Trends in the Structured Products space in the last 18 months
- Innovation around payoffs and underlyings
- Use of structured products payoffs in funds
- Wrappers from UCITS fund, over Actively Managed Certificates to Tokenized solutions
Please enjoy,
Stefan
Dear Friends and Colleagues,
I had an insightful discussion with Daniel Jaeger and Paolo Brizio Torchio at Banca Credinvest about Actively Managed Certificates (AMCs).
In this interview, we discuss:
- Global Opportunities for Actively Managed Certificates
- Applications and commercial edge of AMCs
- Legal and regulatory aspects of AMCs
- Developments outside Switzerland
- What questions should an External Asset Manager ask when choosing an AMC issuer?
Please enjoy!
Interview with Luca Bianchi, Partner at leading Swiss law firm Kellerhals Carrard.
In this interview, we discuss:
- What is an Actively Managed Certificate, legally speaking?
- What is the regulatory framework in which AMCs sit when they are issued or distributed in Switzerland?
- What themes and trends do you see in your business?
- ...and much more
Please enjoy!
Interview with Gary Dugan, the Chief Executive Officer of The Global CIO Office.
In this interview, we discuss:
- Differences between investing, speculating, and betting
- Is 60/40 not working anymore?
- When to invest and re-balance
- Use of derivatives in an investment portfolio
- Trends like Artificial Intelligence, ESG, Asia
- His most significant learning in 38 years of investment management
...and much more
Please enjoy!
Interview with Fabio Oertle from ISP Group
In this interview, we discuss;
- Benefits & advantages of AMCs
- Portfolio style vs Certificate Style
- Market development
- Regional differences
...and much more
Please enjoy!
Interview with Kevin Gray from Fortem Capital
In this interview we discuss;
- Definition of Smart Beta, Risk Premia, and Factor Investing
- Why does Risk Premia investing make sense?
- How to assess a Factor investing strategy?
...and much more
Please enjoy!
Interview with Luigi Vignola from Bank Julius Baer.
In this interview we discuss;
- Why are Actively Managed Certificates (AMC) so successful?
- Regional differences in demands for AMCs
- Trends in the AMC market
- Bank Julius Baers' plans for the AMC business
...and much more
Please enjoy!
Interview with with Dominique Sekyra from Carnot Capital.
In this interview we discuss;
- Impact investing in public equities
- How do you measure impact?
- How can impact investing improve investment performance?
- Why did you choose an Actively Managed Certificate instead of a fund?
...and much more
Please enjoy!
Interview with Lucas Bruggeman the CEO of BX Swiss.
In this interview we discuss;
- Functions of Stock Exchanges
- What does a modern stock exchange look like?
- Actively Managed Certificates
...and much more
Please enjoy!
Interview with Fernando Verboonen the Co-founder and Partner of CurioInvest.
In this interview we discuss;
How to invest in cars?
What type of cars to invest?
How to make sure the cars keep their value ?
How to protect yourself from fakes?
...and much more
Please enjoy!
Interview with Oliver Roehl - COO of the Fine Art Invest Group and Dr Remko van Ekelen - CEO of Amergeris Wealth Management Group.
In this interview we discuss;
How to invest in art?
What type of art to invest?
How to protect yourself from counterfeits?
...and much more
Please enjoy!
Interview with Lord Stephen Green of Hurstpierpoint about his book "The Human Odyssey: East, West and the Search for Universal Values".
In this interview we discuss;
- What influenced him to write this book
- China's Belt & Road Initiative
- The impact of COVID-19 and artificial intelligence
- and much more
Please Enjoy!
This month we have an informative interview with Simon Lindesay-Bethune of John Wilcox & Co.
Topics will include;
How the London property market has developed over the last 40 years.
With some London property prices down up to 40% since 2014, where are the opportunities?
Property recommendations
Themes & Trends
Plus much more. Enjoy!
Dear Friends and Colleagues,
This month I am thrilled to have this exclusive interview with Matthias Riechert, Managing Director of P&R Investment Management Limited.
Topics will include;
Value Investing
P&R's unique investment approach
Themes & Trends
I have followed Matthias for many years and I am always learning something new. Enjoy!
Megumi Ikeda is the the managing director of Hearst Ventures and the general manager of Hearst Ventures Europe.
Topics will include;
The difference between venture capital and private equity?
What advice can you give somebody looking for VC?
What do you look for in a VC investment?
Themes & Trends
This interview is with Wulf Schütz of Rarer & Fine Vintage Watches.
Rare & Fine handles all aspects and details of collecting and investing in vintage watches.
Topics will include;
How do you invest in watches?
Where does the value of a watch come from?
How to protect yourself from fakes?
This is the second instalment of my interview with Bill O’Neill, Head of the Investment Committee of a London multi-family office. In part two, we are discussing how you should go about setting up your investment portfolio and how to incorporate investments such as derivatives.
In part one, we discuss how you should go about setting up your investment portfolio and how to deal with the complexity of competing investment goals.
An in depth discussion with Athan Tolis Founder adn CEO of Actium Liquidity Partners / Algorithmic Bond Research on topics like:
Is the interest differential between US and UK government bonds a reflection of the different credit risk?
What is the difference between a bond trader and an equity trader?
Is it worthwhile to listen to economists?
Do Central Banks ever get it right?
and more .....
A great talk with Jürgen Michels on how to keep a clear head with all of the competing data sources and how economist from different countries are biased interpreting them. Hear how to value the growing barter economy and why the EU taxation and the fiscal transfer union are interlinked.
Follow Jürgen on @Jue_Michels
Alternative Beta, Quantitative Investment Strategies, Factor Investing, Hedge Fund Replication, Risk Premia; what is it and what do all these terms mean and how can it be used when investing? Thanks to Toby Hayes fund manager at Fortem Capital (www.fortemcapital.com) we get a clear insight into all these points.
Toby has 18 years of experience in the financial services industry managing several alternative and traditional multi asset funds.