Nalu FM Finance

Dear Friends and Colleagues,In this interview with Béatrice Guez, we discuss how Artificial Intelligence (AI) can help financial professionals build resilient portfolio allocations and understand key market drivers in any market situation.Béatrice Guez, CEO of Ai For Alpha, has more than 20 years of experience in financial markets. She worked in the structuring departments of various investment banks (JP Morgan, Deutsche Bank, Société Générale). She decided to leave the world of large groups to actively participate in the evolution of asset management with new technologies, in particular artificial intelligence. Béatrice graduated from the French engineering school Ecole Polytechnique and holds a master from the London School of Economics.In this interview, we discuss: How to identify the main  factors of an investment? How can AI add value in finance. Reinforced learning and much more

Dear Friends and Colleagues,In this interview with Richard Waddington, we discussed how to enhance investment returns through data-driven decision-making.In 2013 Richard founded Sherpa Funds Technology, a Singapore based technology-enabled consultancy to fund managers, focusing on enhancing returns through data-driven decision making. At Sherpa, Richard developed mathematical and organizational techniques that are now used in several well known multibillion Asset Manager clients spanning Asia, Europe, and the U.S.Prior to Sherpa Funds, Richard ran the Global Derivatives EM Trading for Barclays Capital, in London and Singapore. This role involved managing change across the firm, particularly in Risk, I.T. and Control functions. Richard was responsible for risk and the team of traders in London, New York, and Singapore covering FX Options, Interest Rate Options and Credit Hybrid products.Richard has a B.A. (Hons) & M.A. from Cambridge University, U.K., where he read Physics and Engineering and enjoys endurance sports, skiing, and good food!In this interview, we discuss: Optimal risk sizing in portfolio management Data driven decision-making Attributes to define the exposure of an investment portfolio while taking into account its limitations and much more

Dear Friends and Colleagues,In this interview with Joe Elmlinger, we discussed how to use option strategies in your investment portfolio.In this interview, we discuss: How can option based investment strategies add value? How to use option based strategies in your investment process? How to maintain your desired risk profile? What can kill the performance? and much more

Dear Friends and Colleagues,In this interview with Benjamin Soh, we discussed how to use Distributed Leger Technology (DLT) for financial securities.In this interview, we discuss: Open-architecture bonds through DLT infrastructure What are the benefits of a tokenized bond ? How was the AML and KYC process? How were the Green Bond / ESG requirements incorporated? What will be the role of an exchange in the DiFi world? and much more

Dear Friends and Colleagues,In this interview with Joost Burgerhout and Harry Benchimol, we discussed how the Marex FP cross-asset structured product team innovates.In this interview, we discuss: What kind of Structured Products are possible on Crypto? Risk Management of Crypto products? Bitcoin Cash & Carry trade. Partnership with Coinbase. Trends in the Structured Product Market. and much more

Dear Friends and Colleagues,In this educational and entertaining interview with Joe Vittoria, we discussed how regulatory surveillance works and how it can be used efficiently.In this interview, we discuss: How does efficient surveillance work? How to make sense of all the data points? What to look for? How can Artificial Intelligence help? and much more

Dear Friends and Colleagues,In my interview with Adrian Marcu, we discussed investing in Decentralized Finance (DeFi) and how to evaluate such opportunities. Decentralized finance offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain.In this interview, we discuss: What is DeFi, and why does it matter? How can one profit from investing in DeFi? What are the different sources of alpha when investing? How do you measure risk for such investments? and much more

Dear Friends and Colleagues,In this interview with Victor Hugo Gomez, we discussed how indexing, historically seen as boring, has become a dynamic and innovative investment solution.In this interview, we discuss: Trends in the indexing industry Challenges when designing an index The difference between an Index and Basket calculation EU Benchmark Regulation Applications for direct indexing Please enjoy,Stefan 

Dear Friends and Colleagues,In this interview with George Cotsikis, I asked all of the questions I always wanted to ask about Crypto and related topics such as blockchain, and mining. In this interview we discuss: Why should you care about Crypto currencies? What are the advantages of Crypto currencies over money created by central banks? What are the risks investing into Crypto currencies? How to determine if a Crypto currency is a good investment? Please enjoy,Stefan 

Dear Friends and Colleagues,Many things changed in 2021, so I am excited to bring you this information-packed interview with Edward Senior from Fortem Capital about the latest developments in the Structured Products market.In this interview, we discuss: Trends in the Structured Products space in the last 18 months Innovation around payoffs and underlyings Use of structured products payoffs in funds Wrappers from UCITS fund, over Actively Managed Certificates to Tokenized solutions Please enjoy,Stefan