Alternative Fund Insight

Will Wainewright
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Aug 22, 2022 • 31min

Episode 4: Macro manager Eric Lonergan on his 'manifesto' for Extinction Rebellion

In the fourth episode of Alternative Fund Insight, Will Wainewright is joined by Eric Lonergan, a macro hedge fund manager with M&G Investments, policy economist and author.His latest book, SuperCharge Me, provides a policy action plan to speed up decarbonisation and can be seen as something of a manifesto for campaign group Extinction Rebellion. Lonergan also gave his thoughts on the ESG debate, macro investing environment, and explained how his work in policy complements his hedge fund work, and vice versa.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: https://www.linkedin.com/company/alternative-fund-insightRelease date: 22 August 2022*No part of this audio constitutes investment advice. Past performance does not guarantee future returns* Hosted on Acast. See acast.com/privacy for more information.
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Aug 7, 2022 • 32min

Episode 3: Patrick Ghali on hedge fund performance; Ludovica Brignola on Dubai debate

In the third episode of Alternative Fund Insight, Will Wainewright is joined by Patrick Ghali, managing partner of hedge fund advisory firm Sussex & Partners; and Ludovica Brignola, a financial journalist based in Istanbul.Ghali gives his take on hedge fund performance this year, which has drawn negative headlines but provided important diversification for some investors at a time of volatile markets. ESG, Japan and the start-up market also feature in a broad discussion.Brignola, who has reported on hedge funds in London, the Middle-East and beyond, analyses the debate over Dubai as an emerging hedge fund hub. Why are some funds starting offices there and why might others be hesitant?You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comRelease date: 7 August 2022 Hosted on Acast. See acast.com/privacy for more information.
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Jul 17, 2022 • 28min

Episode 2: Sebastian Mallaby on venture cap, Tiger Global and macro's moment

In the second episode of Alternative Fund Insight, Will Wainewright is joined by Sebastian Mallaby, a leading financial author and the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations.Mallaby wrote the definitive history of hedge funds, More Money than God (2010), and this year published Power Law, which tells the story of venture capital. The latter has been a must-read in Silicon Valley, on Wall Street and beyond.Mallaby combines deep research with incredible access to leading names: for instance, gleaning nuggets from Julian Robertson for his hedge fund book and Chase Coleman for Power Law.So in this episode, AFI is taking the long view to provide historical context on this year's immense market volatility in the worlds of hedge funds and venture -- and explore what the future holds.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comRelease date: 17 July 2022 Hosted on Acast. See acast.com/privacy for more information.
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Jun 30, 2022 • 32min

Episode 1: Dan McCrum on hedge funds and fall of Wirecard

In the first episode of Alternative Fund Insight, Will Wainewright is joined by Dan McCrum of the Financial Times, who spent years reporting on Wirecard, the online payments company at the heart of an epic short-selling battle. Wirecard imploded in 2020 after auditors discovered a 1.9 billion euro hole in its accounts - but only after years of dogged detective work by a band of hedge funds and a reporter who put his career on the line to nail the story.We explore some of the themes in Dan's new book, Money Men, revealing fascinating, and at times astonishing, details about the saga.You can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comRelease date: 1 July 2022 Hosted on Acast. See acast.com/privacy for more information.

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