24 episodes
Alternative Fund Insight Will Wainewright
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- Business
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5.0 • 2 Ratings
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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.
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Ep 24 - HFR president Ken Heinz on hedge fund returns, flows, fees and more
*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.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
Follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: 25 February 2024
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* -
Ep 23 - Shiloh Bates on the CLO investing opportunity
*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/1642376566
On 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.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
Follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insight
Release date: Tues 30 January 2023
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* -
Ep 22: Jon Caplis, PivotalPath, on performance trends and LP priorities in a higher rate environment
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 year
This 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.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: Weds 29 November 2023
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* -
Episode 21 - Sona Menon, Cambridge Associates on current trends in asset allocation
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.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: 8 September 2023
Release date: 8 October 2023
*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* -
Episode 20 - AIMA chief Jack Inglis on the "existential threat" to hedge funds
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* -
Episode 19 - Dave Fishwick, global macro hedge fund manager, M&G Investments
*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*