Resonanz Spotlight
Vincent Weber
This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Top 10 Resonanz Spotlight Episodes
Goodpods has curated a list of the 10 best Resonanz Spotlight episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Resonanz Spotlight for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Resonanz Spotlight episode by adding your comments to the episode page.
Hamza Lemssouguer - Driving Alpha in Credit
Resonanz Spotlight
12/05/24 • 31 min
In this episode of Resonanz Spotlight, Vincent sits down with Hamza Lemssouguer, founder of Arini Capital Management, to discuss his journey from a deep passion for markets to establishing one of Europe’s most talked-about investment firms.
Tune in to hear how Hamza turned his expertise into a multi-billion-dollar success story and get insights into the evolving world of modern credit investing.
Douglas Greenig - The Fundamentals of Trend Following
Resonanz Spotlight
03/26/24 • 28 min
In this episode, I speak with Douglas Greenig of Florin Court Capital to explore trend following’s unique effectiveness. We’ll discuss its resilience, from volatility fundamentals to portfolio diversification and niche markets like Californian carbon emissions
Sam Wisnia - Shaping the Future of Multistrategy Investing
Resonanz Spotlight
05/29/24 • 31 min
In this episode, we explore the dynamic world of multistrategy hedge funds, currently a hot topic in the investment community. We discuss the recent boom, the intense competition for top financial talent reminiscent of the early 2000s' trading desks, and the implications of what some are calling a talent bubble. Join us as Sam Wisnia, Deputy CIO of Eisler Capital, shares expert insights on these developments in the hedge fund industry.
Nicolas Mirjolet - Traditional vs. Alternative Markets in CTA Investing
Resonanz Spotlight
02/11/25 • 18 min
Are alternative markets the future of CTA investing, or do traditional futures still hold their edge? In this episode, I’m joined by Nicolas Mirjolet, CEO and Co-Head of Research at Quantica Capital, to break down the key trade-offs between these two approaches. We explore how the expansion into instruments like OTC power swaps and exotic currencies impacts risk, return, and portfolio efficiency—and whether investors should fully embrace this shift or strike a balance. Tune in for expert insights on navigating the evolving CTA landscape!
Grégoire Thomas - Mastering Index Arbitrage
Resonanz Spotlight
01/13/25 • 35 min
Discover the hidden dynamics of Index Arbitrage on Resonanz Spotlight. Join Vincent as he explores this intricate strategy that thrives on index rebalancing events, revealing opportunities that many overlook in today's passive management era.
Joining the conversation is Grégoire Thomas, Head of Equity Market Neutral at Candriam. With a wealth of experience from Millennium, Bank of America, and Société Générale, Grégoire shares unparalleled insights into how institutional investors can optimize execution and uncover new opportunities in the markets.
Tune in to gain expert knowledge on one of the industry's most specialized strategies and understand why it matters more than ever for portfolio management.
Important information.
This podcast was recorded on November 19th, 2024. It is provided for informational and educational purposes only. The recipient is not entitled to distribute it without prior written permission from Candriam. It does not constitute an offer to buy or sell financial instruments, nor does it represent a recommendation for investment or conformation of any transaction.
Although Candriam carefully selects the data and sources in this podcast, it cannot be excluded a priori that there may be errors or omissions. Candriam cannot be held responsible for any direct or indirect loss that may result from the use of this podcast. The intellectual property rights of Candriam must be respected at all times.
The present podcast does not constitute investment research as defined by Article 36, paragraph 1 of the Commission delegated regulation (EU) 2017/565. Candriam stresses that this information has not been prepared in compliance with the legal provisions promoting independent investment research, and that it is not subject to any restriction prohibiting the execution of transactions prior to the dissemination of investment research.
All investments are exposed to market risk and will fluctuate in value. Past performance, simulations of past performance or forecasts of future performance are not reliable indicators of future performance.
Murray Winckler - Going Long/Short in South Africa
Resonanz Spotlight
04/16/24 • 34 min
Is traditional stock picking dead? Not quite! There are still untapped opportunities for alpha, but you’ll need to venture off the beaten path. One such place is South Africa, a market with a robust financial system that is primed for alpha generation. However, it has seen declining foreign interest in its stocks for nearly a decade. Current challenges include high unemployment, unresolved electricity crises, and an upcoming election, keeping investors wary. In this episode, I’m joined by Murray Winckler to explore why South Africa remains a promising venue for hedge fund strategies. We delve into the country’s economic conditions and market prospects, discussing what makes it a compelling choice for investors.
Dan Jelicic - Mastering Factor Timing
Resonanz Spotlight
09/18/24 • 22 min
Can Factor Timing really give investors an edge in today’s markets? In this episode, host Vincent Weber dives into this hotly debated strategy with Dan Jelicic, Chief Investment Officer and Portfolio Manager of the Trium Avala strategies, and a pioneer in quantitative finance. With over 20 years of experience, Dan offers insider insights on how timing key market factors—like value, momentum, and quality—can unlock hidden opportunities for investors.
Mark van der Zwan - The Evolution of Hedge Fund Investing
Resonanz Spotlight
09/06/24 • 33 min
Hedge fund investing has undergone significant changes over the past two decades, but with multi-strategy platforms now dominating, has the evolution peaked, or is another shift on the horizon? Join Vincent and Mark van der Zwan, CIO of Hedge Fund Solutions at Morgan Stanley Investment Management, as they explore the past, present, and future of hedge fund investing. With 25 years of experience, Mark shares valuable insights you won’t want to miss!
Michele Cancelli - How QIS Are Transforming Investor Portfolios
Resonanz Spotlight
03/11/25 • 36 min
Quantitative Investment Strategies (QIS) are reshaping how investors manage portfolios, offering systematic, data-driven solutions for risk management and return optimization. But how do these strategies actually work, and what makes them so valuable?
In this episode, host Vincent sits down with Michele Cancelli, Global Head of Structuring (Multi Asset Group) and Global Head of QIS Trading and Structuring at Citigroup, to explore how QIS platforms operate, how investors use them, and why they are gaining traction in today’s markets.
Credit Risk Transfers (CRT): A Gamer-Changer in Banking?
Resonanz Spotlight
10/31/24 • 5 min
How have Credit Risk Transfer (CRT) transactions reshaped the landscape of risk management in banking?
In this inaugural episode of our Private Markets Mini-Series, I’m joined by Saâdeddine Yahia, Investment Director at Resonanz Capital, to dive deep into the transformative power of CRT. We discuss how banks leverage these transactions to free up capital and the unique investment opportunities they unlock.
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FAQ
How many episodes does Resonanz Spotlight have?
Resonanz Spotlight currently has 16 episodes available.
What topics does Resonanz Spotlight cover?
The podcast is about Investing, Private Equity, Podcasts and Business.
What is the most popular episode on Resonanz Spotlight?
The episode title 'Pierre de Chillaz - Navigating European Credit Markets' is the most popular.
What is the average episode length on Resonanz Spotlight?
The average episode length on Resonanz Spotlight is 25 minutes.
How often are episodes of Resonanz Spotlight released?
Episodes of Resonanz Spotlight are typically released every 22 days, 3 hours.
When was the first episode of Resonanz Spotlight?
The first episode of Resonanz Spotlight was released on Mar 26, 2024.
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