The Long-Short

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150

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Jun 2026

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About the show

Brought to you by the Alternative Investment Management Association (AIMA). This podcast aims to provide a window into the world of alternative investments. Visit www.aima.org for more information. Disclaimer This podcast is the sole property of the Alternative Investment Management Association (AIMA). This audio production and content are intended as indicative guidance only and are not to be taken or treated as a substitute for specific advice, whether legal advice or otherwise. AIMA permits use or sharing of the content in media or as an educational resource, provided always that proper attribution is made. The rights in the content and production, including copyright and database rights, belong to AIMA. Hosted on Acast. See acast.com/privacy for more information.

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60 recent

June 10, 202642 min

136. Is quantum computing coming for crypto — and what happens next?

Quantum computing promises breakthroughs that could transform life as we know it – but what happens when the technology becomes powerful enough to crack the cryptography underpinning billions of dollars in digital assets?In this episode of The Long-Short, we speak with Bill Laboon, Vice President, Technical Operations at Web3 Foundation, to explore the looming collision between quantum computing and blockchain technology. They discuss why Google's plan to migrate to post-quantum cryptography by 2029 is a wake-up call, how advances in quantum computing could threaten cryptocurrencies, and why the transition to quantum-resistant systems presents both technical and social challenges.With large portions of Bitcoin and Ethereum potentially vulnerable, are investors and the crypto industry prepared for the next great technological shift? And how far away is the quantum threat really? Hosted on Acast. See acast.com/privacy for more information.

June 2, 202644 min

135. A landmark moment for Hong Kong asset management industry

A major milestone for Hong Kong's asset management industry is now within reach. After more than six years of sustained advocacy, engagement and collaboration led by AIMA alongside industry leaders, long-awaited reforms to Hong Kong's carried interest and performance fee regimes are edging closer to reality.In this episode of The Long-Short Tom Kehoe and Drew Nicol are joined by Darren Bowdern, Head of Asset Management Tax, Hong Kong, KPMG China, to discuss these highly anticipated changes and what they could mean for asset managers, investors and Hong Kong's future as a leading global asset management hub.Together, they explore the industry's role in shaping the reforms, why they matter, and how they could further strengthen Hong Kong's competitiveness as one of the world's premier financial centres. Hosted on Acast. See acast.com/privacy for more information.

May 27, 202651 min

134. What hedge fund allocators want in 2026: Inside AIMCo’s investment playbook

After a decade of relative stability, the investment landscape is changing fast. Higher interest rates, geopolitical fragmentation and persistent market volatility are forcing institutional investors to rethink how they allocate capital, construct portfolios and manage risk.In this episode of The Long-Short, we speak with Brandon Gill-New, Managing Director and Head of External Partnerships at the Alberta Investment Management Corporation (AIMCo), one of Canada’s leading institutional investors.Gill-New sits at the centre of AIMCo’s relationships with external managers across public and private markets, giving her a rare perspective on how large asset owners are adapting to a far more uncertain investment environment. Hosted on Acast. See acast.com/privacy for more information.

May 20, 202640 min

133. Why European distressed debt is back in focus

Europe’s credit markets are flashing mixed signals: some see a drought of opportunity, others see one of the richest hunting grounds in years. So, who’s right? Akshay Shah, Founder and Chief Investment Officer of Kyma Capital, joins Tom and Drew to unpack why he believes today’s European distressed debt market offers one of the deepest and most durable opportunity sets in decades. Shah also explores what makes Europe’s credit markets so complex and inefficient compared with the US, how private credit is reshaping the landscape, and why the rule of law matters more to investors than many might think. Hosted on Acast. See acast.com/privacy for more information.

May 13, 20261 hr 23 min

132. Searching for Alpha in Football

Why are football clubs - volatile, emotionally driven businesses - attracting billions from private equity firms, celebrities, and sovereign wealth funds? In this episode, football finance expert Kieran Maguire joins The Long-Short to unpack the economics of the global game: where investors find alpha, the true financial cost of relegation from the Premier League, the rise of multi-club ownership, regulation, valuations, and why capital keeps flowing into the world’s most popular sport.  Hosted on Acast. See acast.com/privacy for more information.

May 6, 202646 min

131. Why global hedge funds are turning to South Korea

South Korea is having a capital markets moment.Home to global leaders in semiconductors, automotive manufacturing and advanced technology, Korea’s markets have delivered extraordinary returns in recent years, fuelled by a powerful combination of market momentum, policy reform and shifting global capital flows. As a result, the country is increasingly attracting the attention of some of the world’s largest hedge funds and asset managers, alongside a groundswell of new domestic capital pouring into public markets.But can Korea finally move beyond the long-discussed “Korea discount” and build a more sustainable growth market for both domestic and international investors?Joining us to explore these questions is Peter Kim, Senior Managing Director and Head of the Global & Wholesale Division at KB Securities, and one of Korea’s best-known market commentators. Together, we discuss the forces driving Korea’s economic resurgence, the evolution of its capital markets, the rise of alternatives and private credit, and whether Seoul could emerge as a new Asian alternative investment powerhouse. Hosted on Acast. See acast.com/privacy for more information.

April 29, 202648 min

130. Allocators at the gates

This episode tackles one of the most misunderstood, and, frankly, misrepresented topics in private markets right now: gating. Often painted as a crisis measure, gating is in fact a tool designed to match investor liquidity with inherently illiquid assets.Joe Morrissey, a Partner at Seward & Kissel, joins Tom Kehoe and Drew Nicol to explain why gates exist, the difference between fund-level and investor-level restrictions, and why better investor education may be the real key to avoiding panic when markets turn. Hosted on Acast. See acast.com/privacy for more information.

April 22, 202623 min

129. How the UK plans to stand out

The UK has already seen a significant push of regulatory reform affecting alternative investments this year, with much more still to come.Aniqah Rao, Associate Director of Markets, Governance and Innovation at AIMA, joins The Long-Short to analyse last week’s FCA publication on short selling, the ongoing consultation around a potential ban on non-competes and highlight the key proposals that should be on your radar for the rest of 2026.We’re also launching a new The Long-Short newsletter for deeper insights and to continue the conversation. Sign up here to receive it: https://www.aima.org/join-the-long-short-mailing-list.html Hosted on Acast. See acast.com/privacy for more information.

April 15, 202626 min

128. What Actually Mattered (Q1 2026)

After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t a recap, it’s our read on what mattered for alternative investments, and where markets go next.We’re also launching a new The Long-Short newsletter for deeper insights and to continue the conversation. Sign up here to catch the first edition: https://www.aima.org/join-the-long-short-mailing-list.html Hosted on Acast. See acast.com/privacy for more information.

March 25, 202640 min

127. Decoding quant: Why systematic strategies matter for modern investment portfolios

As part of our ongoing series revisiting timely and relevant conversations, we’re republishing this episode for listeners who may have missed it the first time around ,a clear, practical look at why quant matters more than ever.In June 2025, Philip Seager, Head of Portfolio Strategy at Capital Fund Management (CFM), joined The Long-Short to demystify quantitative multi-strategy hedge funds. From navigating volatile markets to building resilient, data-driven portfolios, this episode explores the science behind systematic investing and its role in diversifying risk, enhancing returns, and future-proofing allocations. Hosted on Acast. See acast.com/privacy for more information.