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Charles Sunnucks of Oldfield Partners explains how valuation really works in emerging markets. Drawing on The Company Valuation Playbook, he outlines his COURT, CASTLE, and MOAT framework, the practical use of DCF and reverse DCF, and how disciplined investors can separate good companies from good investments while managing risk, uncertainty, and behavioral bias.

Reed Myers explains how private mortgage investing really works, how asset-backed lending works, risk control, and how to achieve double-digit yields in Hawaii’s underbanked market. A practical guide to private credit, defaults, and disciplined deal-making.

Joe Sarachek shares real-world lessons from decades in distressed investing—how to value troubled assets, avoid bad deals, and navigate bankruptcy with confidence. A concise masterclass on buying right.

Anna Pinedo of Mayer Brown explains how European-style active strategies can reach U.S. investors through SMAs, ETFs, and structured notes. She highlights key regulatory and tax considerations around index discretion and cross-border structuring. A must-listen for asset managers and product teams navigating U.S. market access and compliance.

Tiago Fernandes, Head of Data & Platform at WSD and Co-founder of Structured Products Intelligence (SPI), joins Nalu Finance to unpack how structured product markets evolved across Europe, Asia, and North America and what’s driving their next phase of growth.

Corey Hoffstein, CEO and CIO of Newfound Research, joins Nalu Finance to unpack how return stacking evolved from portable alpha, and why structure, not just strategy, determines portfolio success. He breaks down the funding frictions in wealth management, explains how behavioural barriers like “line-item risk” derail alternatives, and shares practical lessons on building products that work in the real world.

André Buck, former Global Head of Sales at SIX, joins Nalu Finance to reflect on three decades in structured products. He shares how the industry evolved, why true innovation has shifted from products to services, and what it will take to break past the 3% portfolio allocation barrier in Switzerland.

Reid Steadman and Taber Johnson of Bountiful Financial explain how faith-based investing can be implemented with institutional rigour. They discuss building purpose-built indices, creating proprietary data, and how values like redemption and transparency shape their approach. A valuable listen for capital allocators and product teams.

ETF pioneer Hector McNeil joins Stefan Wagner to share how he built multiple ETF brands from scratch, launched the world’s first gold and platinum ETFs, and why innovation, storytelling, and niche strategies matter more than ever in today’s competitive investment landscape.

Nick Parcharidis shares his journey from pioneering ETFs and structured products in the 90s to leading private wealth solutions at iCapital. He discusses platform innovation, global trends in alternatives, and how technology is transforming portfolio construction for advisors and clients alike.