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Beyond Alpha
Enfusion
26 episodes
4 months ago
Featured Guests: Mike Christman, Managing Director, Operations, RTW Investments Gerard Miller, Co-founder and Chief Revenue Officer, Hedgineer As investment firms move into new asset classes, they're under pressure to rethink their operating models and build a data architecture that supports complex strategies. We break down the key components of building scalable data systems: Creating adaptable data systems that support changing business demands.Building a solid data plan that focuses on or...
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Investing
Technology,
Business
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All content for Beyond Alpha is the property of Enfusion and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Featured Guests: Mike Christman, Managing Director, Operations, RTW Investments Gerard Miller, Co-founder and Chief Revenue Officer, Hedgineer As investment firms move into new asset classes, they're under pressure to rethink their operating models and build a data architecture that supports complex strategies. We break down the key components of building scalable data systems: Creating adaptable data systems that support changing business demands.Building a solid data plan that focuses on or...
Show more...
Investing
Technology,
Business
Episodes (20/26)
Beyond Alpha
Building a Flexible Data Architecture
Featured Guests: Mike Christman, Managing Director, Operations, RTW Investments Gerard Miller, Co-founder and Chief Revenue Officer, Hedgineer As investment firms move into new asset classes, they're under pressure to rethink their operating models and build a data architecture that supports complex strategies. We break down the key components of building scalable data systems: Creating adaptable data systems that support changing business demands.Building a solid data plan that focuses on or...
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8 months ago
43 minutes

Beyond Alpha
Preparing for the U.S. Regulatory Reset
Featuring: Carlo di Florio, President, ACA Group Jennifer Han, Chief Legal Officer and Head of Global Regulatory Affairs, Managed Funds Association We dive into the shifting regulatory landscape under the new administration. We explore the changing priorities of the SEC and the implications for asset managers. Discover how to adapt effectively to this new era. Highlights: - The SEC's plans under Acting Chair Uyeda and incoming Chair Paul Atkins, and how asset managers can kee...
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8 months ago
38 minutes

Beyond Alpha
The Next Generation of Compliance
To kick off season three, we explore how the role of Chief Compliance Officer has evolved from traditional risk management to becoming strategic business partners. Our guests Scott MacDonald from Capital Allocators and George Lin from Enfusion discuss how CCOs are navigating unprecedented regulatory changes, leveraging technology, and transforming compliance into a value driver for investment firms. We dive deep into the impact of recent SEC mandates, developing effective compliance manuals, ...
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10 months ago
37 minutes

Beyond Alpha
The Post-Election Market Impact
Featured Guests: Manas Chawla, CEO and Founder of London Politica Phil Suttle, Founder of Suttle Economics With dozens of elections impacting billions of voters, 2024 was a year of sweeping political change. The morning after the U.S. election, Labib sat down with two experts to discuss the impact of the electoral results on global markets. Learn how inflation influenced the electorate's decision to unseat incumbents across the U.S., Europe, and Asia. We explore the potential market disrupti...
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11 months ago
35 minutes

Beyond Alpha
The Emerging Use Cases for Blockchain
Featured Guests: Anton Katz, Co-Founder and CEO at Talos Michael Ashby, CEO of ALGOQUANT We dive into the world of blockchain and its growing use cases in financial markets. Labib, Michael, and Anton discuss crypto, stablecoins, tokenization, and how institutional players are adopting blockchain into their portfolios. Learn how this developing tech can enable a 24/7 market and the benefits of instantaneous settlement, which can significantly reduce counterparty risk. We also touch on the sea...
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1 year ago
37 minutes

Beyond Alpha
Investigating the Future of Asset Management
Featured Guest – Ross Tremblay, Managing Director and Asset Management Lead at Accenture Join Labib and Ross Tremblay as they delve into the transformative changes facing asset managers today. Drawing insights from “The Future of Asset Management,” a comprehensive report co-authored by Ross, they explore the industry's current landscape and the road ahead. They cover the rise of alternative investments, the shift from active to passive management, and the increasing role of technology i...
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1 year ago
35 minutes

Beyond Alpha
South Africa's New Investment Frontier
South African hedge funds attracted record net inflows of $340M in 2023 as regulatory reforms brought new opportunities. In episode 20, we sit down with two experts from the South African investment community to explore how managers navigate opportunities and challenges in the region. Labib is joined by Yonela Makwetu, CIO of AIP Capital Management based in Cape Town, and Maurice Madiba, Head of Primary Markets for the Johannesburg Stock Exchange. Our conver...
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1 year ago
41 minutes

Beyond Alpha
Building a Career in Investment Management
In episode 19, we unlock the secrets of career development in investment management. What are the keys to growing your career in both buy-side and sell-side firms? Join two industry veterans as they unpack the critical decisions and diverse pathways they took to career success. Martin Miner, Managing Director of Operations at Enfusion, shares his lessons from thirty years of building operations teams at buy-side firms. Andrew Gordner, Head of Americas Client Services at Enfusion, describes ho...
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1 year ago
41 minutes

Beyond Alpha
Scaling Efficiency with Automation
In this episode, we discuss automation's growing role on the operations side of the investment process with Sara Poldaas, Director of Portfolio Services at Mawer Investment Management. Sara elaborates on how technological advancements revolutionize workflows, making them more efficient and collaborative while eliminating boring, time-consuming tasks. As a result, Sara explains the need to hire professionals with broad skill sets.
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1 year ago
35 minutes

Beyond Alpha
Decoding the Crypto Landscape
In this episode, we dive deep into the world of digital assets and cryptocurrency with two industry heavyweights: Ralph Achacoso, Founder and CIO of Factor6 Capital, and Gregg Wysocki, Senior Manager of US Hedge Fund Sales at Coinbase. Our experts unravel the complexities of crypto investing, from its fundamental concepts to advanced strategies employed by institutional players. We explore the operational challenges and regulatory landscape shaping the crypto market, dissect the impact of rec...
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1 year ago
44 minutes

Beyond Alpha
The AI Revolution in Asset Management
In episode 16, Labib sits down with Steve Godino, CIO of Viking Global Investors. They discuss the transformative potential of AI in asset managers’ business models but also the limitations of this emerging technology. Steve provides a deep dive into the human element when interacting with AI, the range of possibilities from simple to complex use cases, and the steps firms can take to build a flexible infrastructure to securely handle this new tech.
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1 year ago
40 minutes

Beyond Alpha
The Power of Interoperability
In episode 15, we explore the crucial importance of interoperability in asset management. Learn how integration and automation can enhance decision-making, risk management, and operational efficiency. Tune in for insights on leveraging AI and machine learning, maintaining scalability, and the future of tech-driven investment strategies. Featured guests: Allan Brik, CEO and Founder, Everysk Jason Beckett, COO and CCO, DBI
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1 year ago
33 minutes

Beyond Alpha
The Rise of Multi-Manager Platforms
From 2018 to 2022, assets under management by multi-manager platforms surged by 150%. What's driving the rise of multi-manager funds? Join us to as we unravel the benefits of the multi-manager model, featuring insights from Mariner Investment Group's Curtis Arledge and Joe Lacovara. Learn how this approach enhances diversification, risk management, and operational efficiency while leveraging technology for superior returns. Featured guests: Curtis Arledge, CEO and Chairman, Mariner Investmen...
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1 year ago
37 minutes

Beyond Alpha
Tech Provider Governance
Technology plays a central role in investment management. How do you manage your firm's tech providers to maximize performance and minimize security risks? Learn about the factors needed for effective governance, who should take ownership, managing vendor interdependencies, and risks posed by new technology like AI and blockchain. Get practical advice on how to turn your tech provider relationships into strategic partnerships. Featured guests: Gavin Little-Gill, Investment Management Technol...
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1 year ago
36 minutes

Beyond Alpha
Credit and Fixed Income Market Trends
The past year has seen a renaissance of credit and fixed income funds. Investment grade, high yield, and distressed asset classes have all attracted high demand. As a follow up to our episode on the back office complexities of credit, we now turn to the front office perspective on the credit markets. How has the credit space changed? Will central banks hold rates at current levels or ease back? How could a potential maturity wall affect the investment grade market? What emerging data and tech...
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1 year ago
36 minutes

Beyond Alpha
The Operating Landscape for Credit Investors
Credit investing has become even more important as near-zero interest rates fade into distant memory. How should investment managers handle the operational complexities that come with credit investing? What processes, technology and data strategies do experienced credit investors use to streamline operations? Join two established experts in the field to learn how middle- and back-office operations have evolved for credit investors and what they are doing to maximize efficiency and flexibility...
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1 year ago
32 minutes

Beyond Alpha
2024 Outlook on Investment Technology
What lies ahead for investment managers in 2024? Beyond Alpha kicks off its second season with a look at the emerging trends around geopolitics, regulation, technology, workflows, analytics and AI. Join Enfusion CEO Oleg Movchan for an insightful discussion on the state of the industry. Find out how front, middle and back office teams are adapting their strategies and workflows to a rapidly changing world. Featured guests: Oleg Movchan, Chief Executive Officer, Enfusion
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1 year ago
35 minutes

Beyond Alpha
The Future of ESG
What does the future hold for ESG? While public perception of ESG has ebbed and flowed with recent debates, the movement toward sustainable investing remains more relevant than ever. How have ESG and related concepts evolved over the years? What data and frameworks are required to measure ESG, and how can that data be standardized? Is there a correlation between ESG and investment returns? Join one of the leading experts on ESG for an incisive look at the changing role of sustainability in in...
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1 year ago
25 minutes

Beyond Alpha
The Changing Cybersecurity Climate
Nearly 20% of all cybersecurity incidents take place in the finance industry. That's why a strong cybersecurity strategy is essential for all investment managers. This includes staying on top with rapidly changing threats, regulations and protocol. Join two leading experts in the space to learn about the latest trends, including public vs. private clouds, social engineering and the role of AI. Featured guests: Tia Hopkins, Chief Cyber Resilience Officer at eSentire Jacob Cain, Head of ...
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2 years ago
42 minutes

Beyond Alpha
Unlocking Alpha with Alternative Data
The alternative data market is expected to exceed $150B by 2030. What exactly is alternative data and how are investment managers using it to unlock alpha? How do ops teams process and extract insights from alternative data sources without being data scientists themselves? Join experts from two leading firms in the alternative data space to explore the innovation happening at the frontier of this exciting space. Featured guests: Daniel Sandberg, Head of Quantumental Research, S&P Global ...
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2 years ago
40 minutes

Beyond Alpha
Featured Guests: Mike Christman, Managing Director, Operations, RTW Investments Gerard Miller, Co-founder and Chief Revenue Officer, Hedgineer As investment firms move into new asset classes, they're under pressure to rethink their operating models and build a data architecture that supports complex strategies. We break down the key components of building scalable data systems: Creating adaptable data systems that support changing business demands.Building a solid data plan that focuses on or...