Nalu FM Finance
37 episodes - English - Latest episode: about 2 months ago -Financial markets illuminated insight out
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Episodes
Episode 37: Bruce Traan - How is Technology Shaping the Evolution of Index-Linked Products?
March 11, 2024 00:00 - 17 minutes - 40.3 MBDear Friends and Colleagues, In this in-depth podcast episode, Bruce Traan, Global Head of Indices at dxFeed, unpacks the intricacies of index management, emphasising the importance of creating tailored indices to meet specific investment strategies. He underscores the critical nature of data quality and the need for transparency in the processes involved. Bruce also touches on utilising AI and machine learning in developing indices and the significance of clearly communicating the...
Episode 36: Chris Corcino - Securing the Future of Private Markets
February 26, 2024 13:45 - 20 minutes - 47.7 MBtDear Friends and Colleagues, I'm excited to share this podcast episode featuring Chris Corcino, the CEO behind AlphaNotes, with you. In this interview, Chris discusses the company's inception and its response to the evolving financial landscape post-2008 crisis, focusing on technology and private market shifts. Alpha Notes, a securitisation platform for private market fund managers, specialises in private equity, structured credit, and trade finance. Chris highlights their milesto...
Episode 35: Rico Blaser - How are current trends in active management shaping the future of AMCs, and what should we consider when evaluating their potential?
January 24, 2024 00:00 - 17 minutes - 39.8 MBDear Friends and Colleagues, I hope you a great start to 2024! The latest Nalu FM Finance Podcast episode features Rico Blaser, CEO of vestr A.G., offering unique insights into investing, speculating, and betting. Rico challenges conventional wisdom with finesse, providing a thought-provoking perspective that will leave you contemplating your outlook. Rico is the CEO of vestr A.G., a fintech company creating SaaS solutions for actively managed products. Before co-founding vestr, h...
Episode 34: Daniel Knoblach - Super Global - Custom Indexes: A New Frontier in Investment Innovation
December 01, 2023 00:00 - 13 minutes - 9.21 MBDear Friends and Colleagues, In this informative interview with Daniel Knoblach, we discussed how to develop, setup and implement custom indices. Traditional and custom indexes follow distinct methodologies for investment and rebalancing. However, the personalized nature of Custom Indexes sets them apart by tailoring methodologies to individual investor preferences. Despite this, many investments are still linked to a few dominant indices. Designing a custom index offers various b...
Episode 33: Jacob Ayres-Thomson & Hassan Salamony - How can AI leverage vast amounts of public data to empower investors?
October 08, 2023 00:00 - 24 minutes - 16.7 MBDear Friends and Colleagues, In this insightful interview with Jacob Ayres-Thomson and Hassan Salamony, we discussed how Artificial Intelligence can leverage vast amounts of public data to empower investors. Jacob is the Founder and CEO of 3AI, a machine learning company dedicated to unlocking alpha in large data sets. Previously, he represented PwC as their asset & risk modelling expert, advising the UK Treasury during the Financial Crisis and consulting clients across insurance...
Episode 32: Pathmajan Rasan - SmartRiskAlpha
June 28, 2023 00:00 - 20 minutes - 14.1 MBDear 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 investme...
Episode 31: Volodymyr Gubskyi - Optimizing Structured Products
May 10, 2023 19:40 - 19 minutes - 44.2 MBDear Friends and Colleagues, In this interview with Volodymyr Gubskyi, we discussed how to best approach the design of Structured Products and how tools can help in this process. Volodymyr Gubskyi, Co-Founder and CEO of IVM Markets, has 17 years of derivatives solutions and structured product experience. He was head of strategic solutions and derivatives at Deutsche Bank and, prior to that, Royal Bank of Scotland, and Merrill Lynch. Vlad graduated from the London School of Economi...
Episode 30: Béatrice Guez - Machine Learning techniques to deliver accurate anticipations about financial
February 26, 2023 00:00 - 19 minutes - 13.3 MBDear Friends and Colleagues, In this interview with Béatrice Guez, we discuss how Artificial Intelligence (AI) can help financial professionals build resilient portfolio allocations and understand key market drivers in any market situation. Béatrice Guez, CEO of Ai For Alpha, has more than 20 years of experience in financial markets. She worked in the structuring departments of various investment banks (JP Morgan, Deutsche Bank, Société Générale). She decided to leave the world of...
Episode 29: Richard Waddington - Enhancing returns through data-driven decision-making
December 09, 2022 00:00 - 15 minutes - 11.1 MBDear Friends and Colleagues, In this interview with Richard Waddington, we discussed how to enhance investment returns through data-driven decision-making. In 2013 Richard founded Sherpa Funds Technology, a Singapore based technology-enabled consultancy to fund managers, focusing on enhancing returns through data-driven decision making. At Sherpa, Richard developed mathematical and organizational techniques that are now used in several well known multibillion Asset Manager clients...
Episode 28: Joe Elmlinger - Option based investment management
October 03, 2022 00:00 - 24 minutes - 55 MBDear Friends and Colleagues, In this interview with Joe Elmlinger, we discussed how to use option strategies in your investment portfolio. In this interview, we discuss: How can option based investment strategies add value? How to use option based strategies in your investment process? How to maintain your desired risk profile? What can kill the performance? and much more
Episode 27: Benjamin Soh - Blockchain Infrastructure for Finance
August 14, 2022 00:00 - 15 minutes - 10.6 MBDear 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
Episode 26: Joost Burgerhout & Harry Benchimol on Structured Product Innovation
May 27, 2022 00:00 - 15 minutes - 10.9 MBDear 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
Episode 25: Joe Vittoria - Regulatory Surveillance Technology
April 26, 2022 00:00 - 17 minutes - 12.2 MBDear 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
Episode 24: Adrian Marcu - How to invest in Decentralized Finance?
March 15, 2022 00:00 - 19 minutes - 44.4 MBDear 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...
Episode 23: Victor Gomez - The Future of Indexing
February 27, 2022 00:00 - 20 minutes - 14.2 MBDear 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
Episode 22: George Cotsikis - Investing in Crypto
February 02, 2022 00:00 - 20 minutes - 13.8 MBDear 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 ...
Episode 21: Edward Senior on the latest developments in Structured Products
January 02, 2022 00:00 - 20 minutes - 37.7 MBDear 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 sol...
Episode 20: Daniel Jaeger & Paolo Brizio Torchio on Actively Managed Certificates in Europe
December 07, 2021 00:00 - 16 minutes - 37.2 MBDear 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!
Episode 19: Luca Bianchi - Partner at Kellerhals Carrard
July 05, 2021 00:00 - 13 minutes - 9.25 MBInterview 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!
Episode 18: Gary Dugan - The Global CIO Office
April 26, 2021 00:00 - 20 minutes - 14.1 MBInterview 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!
Episode 17: Fabio Oertle on Actively Managed Certificates
March 17, 2021 00:00 - 22 minutes - 15.1 MBInterview 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!
Episode 16: Kevin Gray on Smart Beta
February 07, 2021 00:00 - 20 minutes - 14.1 MBInterview 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!
Episode 15: Luigi Vignola on Actively Managed Certificates
December 08, 2020 00:00 - 14 minutes - 9.97 MBInterview 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!
ESG and AMC investing with Dominique Sekyra
September 24, 2020 00:00 - 19 minutes - 13.7 MBInterview 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!
Lucas Bruggeman CEO at BX Swiss
September 01, 2020 00:00 - 19 minutes - 13.6 MBInterview 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!
Fernando Verboonen - Car Investment & Securitization
August 03, 2020 00:00 - 18 minutes - 12.9 MBInterview 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!
Remko van Ekelen & Oliver Roehl - Art Securitization
June 02, 2020 00:00 - 19 minutes - 13.6 MBInterview 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!
Lord Stephen Green of Hurstpierpoint
April 29, 2020 00:00 - 24 minutes - 17.2 MBInterview 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!
Simon Lindesay-Bethune - London Property
April 02, 2020 00:00 - 20 minutes - 14.4 MBThis 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!
Matthias Riechert - Value Investing
February 16, 2020 00:00 - 24 minutes - 17 MBDear 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 - Venture Capital
January 15, 2020 00:00 - 22 minutes - 15.2 MBMegumi 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
Nalu FM Financial Podcast - Vintage Watches
December 17, 2019 00:00 - 24 minutes - 16.9 MBThis 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?
The second instalment of my interview with Bill O’Neill, Head of the Investment Committee of a London multi-family office.
December 10, 2019 00:00 - 15 minutes - 10.6 MBThis 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.
Bill O'Neill - Head of the Investment Committee of a London multi-family office
November 30, 2019 00:00 - 11 minutes - 7.74 MBIn 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.
Athan Tolis - Founder and CEO of Actium Liquidity Partners / Algorithmic Bond Research
November 10, 2019 00:00 - 19 minutes - 45.7 MBAn 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 .....
Jürgen Michels - Chief Economist Bayerische Landesbank
September 22, 2019 00:00 - 11 minutes - 8.15 MBA 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
Interview with Toby Hayes from Fortem Capital
June 25, 2019 00:00 - 15 minutes - 10.9 MBAlternative 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.