The Long-Short

By AIMABusiness

The Long-Short episodes

September 16 143. Stacking Up: What does it take for emerging hedge fund managers to scale?
Investors are backing emerging hedge fund managers earlier – but earlier doesn’t mean easier. Marex’s Lawrence Obertelli joins The Long-Short team to discuss what investors now expect from smaller managers and what it takes to build and scale a successful hedge fund business.
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38 min
September 09 142. The world according to Goldman Sachs
Freddie Parker, Co-Head of Prime Insights and Analytics at Goldman Sachs, returns to The Long-Short to unpack the first half of the year: where hedge funds made money, which trades became crowded, how performance varied across strategies and regions - and what could come next.
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45 min
August 21 From the archive: How to survive and thrive as a buy side analyst
As summer interns wrap up their placements on Wall Street and look toward full-time roles, standing out in an increasingly competitive hedge fund job market has never been more vital. In this episode of The Long-Short, we revisit a standout conversation with Brett Caughran, founder of analyst training firm Fundamental Edge. Whether you're cutting your teeth in finance or looking to make the leap to the buy side, Brett breaks down what life as a hedge fund analyst really looks like and explores the essential toolkit you need to thrive.

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52 min
August 12 141. Why are allocators increasing their hedge fund exposure?
In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to discuss the latest Hedgeweek and AIMA allocator sentiment report and how investors are responding to a more fragmented market. Together, they look at why allocators are increasing their hedge fund exposure, with diversification, downside protection and uncorrelated returns high on the agenda, and why multi-strategy, long-short and macro strategies are proving particularly attractive. They also discuss changing attitudes to fees, continued confidence in private credit and the growing preference for specialist managers.
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32 min
August 05 140. Competing for capital: Strengthening Asia-Pacific's asset management ecosystem
Competition between Asia-Pacific's leading financial centres is intensifying, but what does it take to remain competitive in today's global investment landscape?

Hosts Tom Kehoe and Drew Nicol are joined by Kher Sheng Lee, Co-Head of AIMA Asia Pacific, to discuss AIMA's latest advocacy work in Singapore, the lessons from Hong Kong's recent reforms, and the broader strategy to strengthen the region's asset management ecosystem. Together, they explore the policy, talent and innovation priorities shaping the future of alternative investment across Asia-Pacific.
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28 min
July 30 139. Can private capital help build a more climate resilient world?
In this episode of The Long-Short, hosts Tom Kehoe and Drew Nicol speak with Leslie Maasdorp, Chief Executive of British International Investment (BII), about the growing role of institutional investors in financing climate resilience. From blended finance and emerging markets to adaptation and long-term investment, they explore how public and private capital can work together to address one of the defining challenges of our time.
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50 min
July 17 138. The UK is rewriting the rulebook for hedge funds
The FCA and HM Treasury have unveiled the biggest overhaul of UK rules for alternative investment managers since Brexit. From reporting and remuneration to risk management, the proposals could reshape how hedge funds, private credit managers and other alternative investment firms are regulated.

What exactly is changing and why? In this episode, AIMA's Jennifer Wood, Global Head of Asset Management Regulation & Sound Practices, and James Hopegood, Director of Asset Management Regulation, explain the thinking behind the reforms, highlight the proposals that matter most, and discuss what firms should expect next.
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39 min
June 24137. From Korean hedge funds to quantum threats to Bitcoin, the conversations that stayed with us (Q2 2026)
What do Korean hedge funds, Hong Kong tax reform, football managers, SMAs and quantum computing have in common? They all featured in the conversations that The Long-Short hosts Tom Kehoe and Drew Nicol couldn't stop talking about long after the microphones were put away.

Peter Kim explains why hedge funds are gaining traction in South Korea and why investors are paying attention.
Darren Bowdern discusses proposed changes that could transform Hong Kong's asset management industry.
Kieran Maguire reveals why choosing the right football manager can be the ultimate source of alpha.
Brandon Gill shares insights into the growing influence of separately managed accounts (SMAs).
Bill Laboon explores a fascinating question: could quantum computing one day render Bitcoin vulnerable?

Along the way, Tom and Drew reflect on the ideas, opportunities and risks that challenged conventional thinking throughout the quarter. Whether you're interested in hedge funds, asset management, institutional investing, football finance or emerging technology, this episode offers a fresh perspective on some of the most thought-provoking discussions from the past three months.
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39 min
June 18 From the archive: Catastrophe bonds - where finance meets the forces of nature
This week, we're revisiting a standout episode from 2025 whose themes are even more relevant today. As climate change and El Niño-driven weather events continue to influence global catastrophe risks, Tom and Drew explore one of the most fascinating and fast-evolving areas of alternative investing: insurance-linked securities and catastrophe bonds, where finance meets the forces of nature.

Joined by Tim Yip of ILS Advisers and Steve Smith of Maybole Capital, they explore how investors manage disaster risk, earn uncorrelated returns, and build resilience in a changing climate. Tune in as they unpack what lies ahead for this unique asset class as a new hurricane season approaches.
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42 min
June 10 136. 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?
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43 min

About The Long-Short

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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.…