The Long-Short AIMA

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 possible election outcomes may influence financial markets and impact investors.

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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 podcast host, Drew Nicol, to get the inside scoop on these issues is James Hopegood, former FCA official and now a director at AIMA specialising in asset management regulation. Alongside him is Suzan Rose, a senior adviser to AIMA. They'll help us unpack these regulatory developments and understand what they mean for the alternative investment industry.

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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 Next Generation Manager Forum will take place the 23 May at The Royal Institution. The Forum will provide a platform for the exchange of ideas and the development of peer networking for senior individuals at alternative asset management businesses managing up to $500m in hedge and private credit assets. For more information, visit aima.org/events.

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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.
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Thankfully, there is help on hand as Chris Winiarz, CIO of Stable, a multi-billion-dollar investment firm dedicated to helping ambitious fund founders, joins Tom Kehoe and Drew Nicol to offer invaluable guidance to emerging managers aiming to navigate this competitive landscape.

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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 sellers, exposed the truth.
To hear the full conversation, search for episode 32 of The Long-Short on your preferred podcast platform or visit AIMA.org and search for The Long-Short.
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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 financial markets will continue to face mounting challenges.
Amid this period of uncertainty, Anna McCutcheon, co-founder of Shikuma Capital joins Drew and Tom to talk through what is likely to be another fascinating year in global markets.

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