This week, Tom and Drew dive into one of the most fascinating and fast-evolving areas of alternative investing, insurance-linked securities and catastrophe bonds, where finance meets the forces of nature. 

Joined by Tim Yip of ILS Advisers and Steve Smith of Maybole Capital, they explore how investors manage disaster risk, earn uncorrelated returns, and build resilience in a changing climate. Tune in as they unpack what lies ahead for this unique asset class as a new hurricane season approaches.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Ten years ago, Point72 launched a bold initiative to reimagine talent development in the hedge fund world. The result? The Point72 Academy—a programme that’s transformed how buy-side firms find, train, and support future investment professionals.

In this episode, Jaimi Goodfriend shares the Academy’s origin story, how it balances theory with hands-on learning, and what makes its approach unique in a landscape dominated by MBAs, CFAs, and traditional bank pipelines.

Hosted on Acast. See acast.com/privacy for more information.

AIMA CEO Jack Inglis joins us fresh from a series of high-level meetings in Washington, D.C. - including one of the first with newly appointed SEC Chair Paul Atkins. Jack shares insights from these critical conversations with US regulators and policymakers, covering key industry priorities such as private credit, digital assets, and regulatory reform.

We also look beyond the US, discussing how AIMA is shaping global policy developments in the UK, Europe, and beyond. A must-listen for anyone tracking the future of alternative investments.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

We’re delighted to announce the first of three podcast specials which focuses on one of the most dynamic regions in global finance - the UAE.

In the first of these episodes, we’re joined by Clare Curtis, Head of ACA Effecta, and a true expert on the UAE’s regulatory and compliance landscape. With over a decade of experience, Clare shares her insights on the hedge fund boom, fintech momentum, and what it takes to build a successful presence in this fast-growing hub.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

In the latest episode of The Long Short, Tom and Drew revisit the generative AI revolution and its impact on asset management. We welcome back Dr. Mohammad Rasouli, CEO of AIX2 to discuss how hedge funds are deploying generative AI, whether machines can make asset allocation decisions, and how his firm is helping investors future-proof their strategies.

Dr. Rasouli first joined The Long-Short in 2023, and you can listen to episode 72 here. You can connect with Dr. Rasouli via his LinkedIn profile and email, mrasouli@aix2.ai. 

Hosted on Acast. See acast.com/privacy for more information.

Family offices are some of the most influential yet often overlooked players in the hedge fund world. Managing the wealth of ultra-high-net-worth individuals and multi-generational dynasties, they quietly shape markets behind the scenes.

In this episode of The Long-Short, co-hosts Tom and Drew sit down with AIMA Global Investor Board member Chloe Duanshi, Head of Macro & Investment Strategy at Rockefeller Capital Management—one of the most storied names in the family office space.

Chloe shares an insider’s perspective on how family offices navigate alternative investments, from hedge funds to private credit and commodities. She also breaks down the growing push for regulatory clarity in digital assets and discusses the transformative role AI could play in shaping the future of U.S. economic dominance and fiscal sustainability.

Hosted on Acast. See acast.com/privacy for more information.

The hedge fund industry has always intrigued the general public, making eye-catching headlines and inspiring bestselling books and hit TV shows. But, when it comes to media engagement, many fund managers remain hesitant. In this episode of The Long-Short, host Drew explores the complex and sometimes fraught relationship between the financial press and hedge fund managers.  

Our guest is long-time hedge fund reporter Will Wainewright, founder of Alternative Fund Insight, who shares insider tips on what makes a hedge fund story newsworthy, how firms can build strong media relationships the right way, and the common pitfalls to avoid.

Hosted on Acast. See acast.com/privacy for more information.

This week on The Long-Short, hosts Tom Kehoe and Drew Nicol are joined by Sean McGould, CEO and CIO of Lighthouse Group, for an insightful conversation on the future of multi-manager platforms. Sean unpacks the key differences between multi-manager and multi-strategy, highlighting what the model offers and how Lighthouse fits into the constellation of mega managers.

Sean also gives his perspective on what we can learn from Trump's first administration as Trump 2.0 gets underway regarding how markets may behave in 2025. Plus, hear why he’s optimistic about a resurgence in equity capital markets in 2025.

Disclaimer: Lighthouse Investment Partners, LLC (Lighthouse) and its wholly owned subsidiaries are collectively referred to as the “Lighthouse Group.” Any Lighthouse views presented in this podcast are for educational purposes only. Any information provided is not intended as investment advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation, or sponsorship of any company, security, advisory service or fund. Information is based on the opinions of Lighthouse which is subject to change based on the markets or other conditions. Certain information contained in this podcast constitutes “forward-looking statement” which is inherently uncertain and actual events or results may differ from those projected. Therefore, undue reliance should not be placed on such forward-looking statements and information. Past results are not necessarily indicative of future outcomes. Lighthouse views and statements included in this podcast do not purport to address the financial objectives or specific investment needs of any investor or organization and should not be relied upon for investment decisions.

Hosted on Acast. See acast.com/privacy for more information.

Amid the surge of Bitcoin ETFs and institutional adoption, 2024 was a game-changing year for digital assets. In this episode of The Long-Short, host Tom Kehoe sits down with crypto industry expert Henri Arslanian to unpack the year’s top developments, including record-breaking market performance, regulatory milestones, as well as how to tackle the issue of debanking.

Plus, Henri shares his bold predictions for 2025, will this be the breakout year for tokenized real-world assets to the next wave of institutional crypto adoption. 

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of The Long-Short, we dive into the often-overlooked world of smaller and emerging hedge funds. While 75% of global hedge funds manage less than $500m in assets, these entrepreneurial managers are rarely highlighted in mainstream media, which tends to focus on multi-billion-dollar firms.

For nearly a decade, AIMA has tracked the growth and challenges of this sector, and our latest report, Standing Strong: The 2024 Emerging Manager Survey, offers fresh insights into everything from the costs of running a hedge fund to the milestones firms must hit on their way to becoming billion-dollar managers. Joining us to discuss these key findings is Lawrence Obertelli, Head of EMEA Prime Services Sales at Marex Prime Solutions, and a long-time contributor to AIMA’s research on start-up hedge funds.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.