Nalu Finance

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.

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.

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.

In this episode of Nalu Finance, we sit with Andrew Glantz, at Xclaim, to explore the $40-50 billion market of bankruptcy claims trading.

Andy Constan, CEO and CIO of Damped Spring Advisors, shares the fascinating world of macroeconomic investing.

In this episode with Frank Krings, we discuss what is essential when a regulated financial services company engages with Fintech.

AI and Financial Index Innovation

In this episode of Nalu Finance, Tim Mortimer of FVC explains how structured products work, why they’re often misunderstood, and how investors can use them to manage risk and enhance returns. He debunks common myths and shares tools to better analyze and integrate them into portfolios.

Rajesh Amin, co-founder of 2RSquared, joins Stefan Wagner to discuss how their SaaS platform empowers firms to design and manage personalized investment strategies. From data-driven tools to democratizing access, Raj shares insights on risk, innovation, and why personalization is the future of investing.

Sean Adler, CEO of GZI, joins Stefan Wagner to discuss AI-driven investing, risk perception, and the myths of quant finance. From derivatives to alternative data, Sean explores the balance between innovation, transparency, and strategy design in today’s fast-evolving investment landscape.

In this episode, Stefan sits down Andreas Loetscher, Managing Director of ABBL, a boutique consultancy specializing in reputation protection

Bruce Traan, Global Head of Indices at dxFeed, unpacks the intricacies of index management, emphasising the importance of tailored indices.

Chris Corcino, CEO of AlphaNotes, shares how his firm helps fund managers securitize private market assets. He explains AlphaNotes’ origins, tech-driven approach, and focus on efficiency, scalability, and transparency. Chris also explores trends like ESG, tokenization, and growing demand in private credit and emerging markets.

Rico Blaser, CEO of vestr, shares his journey from competitive swimming to building a fintech that streamlines Actively Managed Certificates. He unpacks the challenges of manual investment operations, the risks and rewards of AMCs, and why investing, speculating, and betting may be more alike than we think.

Daniel Knoblach, Managing Partner at Super Global, explains how custom indices empower asset managers to personalize strategies while streamlining execution and compliance. From ESG filters to sector-specific exposure, he shares how AMCs and AIFs can deliver branded, rules-based investment products with full control and transparency.

Jacob Ayres and Hassan Salamony of 3AI reveal how AI is reshaping investment strategy—by unlocking alpha through vast, structured data. They explain how explainability, ensemble modeling, and common sense filtering help detect market surprises, avoid bias, and deliver actionable insights to institutional investors.

Pathmajan Rasan, CEO of SmartRisk Alpha, shares how decades of systematic investing led to a powerful digital platform enabling professionals to design personalized, risk-aware strategies. He explores portfolio diversification, risk measurement, ESG, and why investing is “building returns brick by brick.”

Volodymyr Gubskyi, CEO of IVM Markets, explains how structured products can be fully personalized in minutes using powerful optimization tools, enabling higher client returns and more efficient pricing. He also shares insights on digitalization trends, lifecycle integrations, and demystifying complex payoffs.