Episodios

  • Ep 24 - HFR president Ken Heinz on hedge fund returns, flows, fees and more

    Ep 24 - HFR president Ken Heinz on hedge fund returns, flows, fees and more
    Feb 25 2024
    *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 2024*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    26 m
  • Ep 23 - Shiloh Bates on the CLO investing opportunity

    Ep 23 - Shiloh Bates on the CLO investing opportunity
    Jan 30 2024
    *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 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    22 m
  • Ep 22: Jon Caplis, PivotalPath, on performance trends and LP priorities in a higher rate environment

    Ep 22: Jon Caplis, PivotalPath, on performance trends and LP priorities in a higher rate environment
    Nov 29 2023
    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 information*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.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 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    27 m
  • Episode 21 - Sona Menon, Cambridge Associates on current trends in asset allocation

    Episode 21 - Sona Menon, Cambridge Associates on current trends in asset allocation
    Oct 8 2023
    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 information*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.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 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    31 m
  • Episode 20 - AIMA chief Jack Inglis on the "existential threat" to hedge funds

    Episode 20 - AIMA chief Jack Inglis on the "existential threat" to hedge funds
    Jul 25 2023
    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 toaccess 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.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: 13 July 2023Release date: 25 July 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    37 m
  • Episode 19 - Dave Fishwick, global macro hedge fund manager, M&G Investments

    Episode 19 - Dave Fishwick, global macro hedge fund manager, M&G Investments
    Jul 11 2023
    *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 toaccess 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-insightRelease date: 11 July 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    37 m
  • Episode 18 - Alex Band of Partners Capital on building portfolios for endowments/foundations and FOs

    Episode 18 - Alex Band of Partners Capital on building portfolios for endowments/foundations and FOs
    Jun 5 2023
    *Discover a new world of alternative investment insight and business intelligence — AFI membership is now available. Head to alternativefundinsight.com/membership for more information*Alex 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 partnership*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: 5 June 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    32 m
  • Episode 17: Marc Rubinstein, the Lansdowne portfolio manager turned financial author

    Episode 17: Marc Rubinstein, the Lansdowne portfolio manager turned financial author
    May 4 2023
    *Discover a new world of alternative investment insight and business intelligence — AFI membership now available. Head to alternativefundinsight.com/membership for more information*This 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 partnership*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: 4 May 2023*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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    27 m