In this episode of Faster Forward, host Grant Johnsey welcomes Tristan Thomas, managing director of Portfolio Strategy at 50 South Capital, for an in-depth conversation about the hedge fund industry’s transformation. Tristan shares his personal journey from Wall Street to Chicago, offering a unique perspective on how hedge funds have evolved over the past two decades. 

The conversation covers topics such as why hedge funds are experiencing a renaissance, with record inflows and performance that rivals traditional equities—yet with significantly less volatility. Tristan breaks down the factors driving this growth, including investor demand for downside protection and the industry’s shift toward greater transparency and lower fees. 

The discussion explores the rise of customization in hedge fund strategies, as managers adapt to meet the specific needs of institutional investors, family offices, and global allocators. Tristan explains how new strategies are emerging, why event-driven and macro funds are attracting capital, and how regional differences shape investment approaches. 

Tune in for expert analysis, practical tips, and a candid look at the future of hedge funds in today’s dynamic market. 

In this episode of Faster Forward, host Grant Johnsey welcomes Tristan Thomas, managing director of Portfolio Strategy at 50 South Capital, for an in-depth conversation about the hedge fund industry’s transformation. Tristan shares his personal journey from Wall Street to Chicago, offering a unique perspective on how hedge funds have evolved over the past two decades.   

The conversation covers topics such as why hedge funds are experiencing a renaissance, with record inflows and performance that rivals traditional equities—yet with significantly less volatility. Tristan breaks down the factors driving this growth, including investor demand for downside protection and the industry’s shift toward greater transparency and lower fees. 

The discussion explores the rise of customization in hedge fund strategies, as managers adapt to meet the specific needs of institutional investors, family offices, and global allocators. Tristan explains how new strategies are emerging, why event-driven and macro funds are attracting capital, and how regional differences shape investment approaches. 

Tune in for expert analysis, practical tips, and a candid look at the future of hedge funds in today’s dynamic market.

In this episode of Market Pulse, host Grant Johnsey sits down with Mike Kelly, founder and managing partner of Developer Town, to explore how artificial intelligence is reshaping both personal productivity and the corporate landscape. Mike shares practical examples of leveraging AI at home and work, discusses the challenges and opportunities of deploying AI in large organizations, and offers actionable advice for business leaders preparing for an AI-driven future. The conversation also dives into the evolving role of AI agents, data security, and the impact of open-source innovation on markets and investing. This episode delivers fresh insights on navigating the fast-changing world of AI.

In this episode of Market Pulse, host Grant Johnsey sits down with Mike Kelly, founder and managing partner of Developer Town, to explore how artificial intelligence is reshaping both personal productivity and the corporate landscape. Mike shares practical examples of leveraging AI at home and work, discusses the challenges and opportunities of deploying AI in large organizations, and offers actionable advice for business leaders preparing for an AI-driven future. The conversation also dives into the evolving role of AI agents, data security, and the impact of open-source innovation on markets and investing. This episode delivers fresh insights on navigating the fast-changing world of AI.

In this episode of Market Pulse, host Grant Johnsey sits down with Mike Kelly, founder and managing partner of Developer Town, to explore how artificial intelligence is reshaping both personal productivity and the corporate landscape. Mike shares practical examples of leveraging AI at home and work, discusses the challenges and opportunities of deploying AI in large organizations, and offers actionable advice for business leaders preparing for an AI-driven future. The conversation also dives into the evolving role of AI agents, data security, and the impact of open-source innovation on markets and investing. This episode delivers fresh insights on navigating the fast-changing world of AI.

In this episode of Market Pulse, host Grant Johnsey sits down with Mike Kelly, founder and managing partner of Developer Town, to explore how artificial intelligence is reshaping both personal productivity and the corporate landscape. Mike shares practical examples of leveraging AI at home and work, discusses the challenges and opportunities of deploying AI in large organizations, and offers actionable advice for business leaders preparing for an AI-driven future. The conversation also dives into the evolving role of AI agents, data security, and the impact of open-source innovation on markets and investing. This episode delivers fresh insights on navigating the fast-changing world of AI.

The world of institutional investing continues to grow more complex, and many organizations are turning to outsourced chief investment officer (OCIO) partnerships to help them navigate that complexity.

In this episode, host Paul Fahey is joined by Anwiti Bahuguna, Global Co-Chief Investment Officer Asset Management & CIO Multi-Asset Investment, to explore how the OCIO model is evolving and why it’s becoming an essential component of modern investment governance. Drawing on her deep experience in multi-asset management, Anwiti explains how institutions can balance transparency, technology, and tailored strategy in an increasingly dynamic market environment.

Here’s what you can expect from the episode:

Connect with Anwiti Bahuguna:

About Anwiti Bahuguna:

In this special edition of Market Pulse, host Grant Johnsey, Head of Market Solutions, Banking & Markets, Americas sits down with Louis-Vincent Gave, founding partner and CEO of Gavekal Research, for a deep dive into the forces reshaping global markets. Louis shares his perspectives on China’s dramatic transformation from a real estate-driven economy to an industrial powerhouse and explains how strategic moves in manufacturing and supply chains are challenging Western industries.

The conversation explores the emerging economic integration between Russia, China, and India—and why most investors are missing out on this “boom of epic proportions.” Louis also discusses the implications of global reflationary policies, currency volatility, and the evolving role of gold and banking in a multipolar world. If you want to know more about the future of global markets, this episode delivers actionable insights and bold predictions.

Gavekal Research’s website: https://research.gavekal.com/

Factor models can seem intimidating, but when applied effectively, they transform how investment teams understand risk and return.

In this episode, host Paul Fahey interviews Sandeep Varma, Co-Founder and CEO of Equity Data Science (EDS). Paul and Sandeep discuss how factor modeling reshapes decision-making, performance analysis, and collaboration for managers. Sandeep shares his journey from quant to entrepreneur, why visualization and artificial intelligence (AI) matter, and how EDS empowers firms to integrate research and risk seamlessly.

Sandeep discusses:

Connect with Sandeep Varma:

About Sandeep Varma:

Sandeep Varma co-founded Equity Data Science in 2017 and serves as the company’s Chairman and CEO.  His unique experience includes computer science, fundamental analysis, and data science. Prior to founding EDS, Sandeep was a quantitative analyst at Bridger Capital and a quantitative and fundamental analyst at Herring Creek Capital, a hedge fund founded by Steve Galbraith, where he developed a proprietary quantitative platform for idea generation and risk management. Prior to that, he was a quantitative analyst at Credit Suisse, where his responsibilities included portfolio and risk analysis and quantitative modeling for the Prime Brokerage and Securities desks. Before joining Credit Suisse in 2008, Sandeep developed and managed trading and risk management systems at Lehman Brothers and UBS. Sandeep received his Master of Engineering in Computer Science from Cornell University and is a Chartered Financial Analyst.

In this special edition of Market Pulse, host Grant Johnsey, Head of Market Solutions, Banking & Markets, Americas sits down with Louis-Vincent Gave, founding partner and CEO of Gavekal Research, for a deep dive into the forces reshaping global markets. Louis shares his perspectives on China’s dramatic transformation from a real estate-driven economy to an industrial powerhouse and explains how strategic moves in manufacturing and supply chains are challenging Western industries.

The conversation explores the emerging economic integration between Russia, China, and India—and why most investors are missing out on this “boom of epic proportions.” Louis also discusses the implications of global reflationary policies, currency volatility, and the evolving role of gold and banking in a multipolar world. If you want to know more about the future of global markets, this episode delivers actionable insights and bold predictions.

Gavekal Research’s website: https://research.gavekal.com/