Nalu Finance

Ai For Alpha CEO Béatrice Guez shares how machine learning enables investment professionals to detect market regimes, adapt to new conditions, and build resilient asset allocations. Their AI models analyze 150+ features to uncover key market drivers, offering a transparent, data-driven approach to portfolio construction.

Richard Waddington, founder of Sherpa Funds Technology, explains how data-driven decision-making can enhance portfolio construction. By helping managers align their portfolios with both constraints and conviction, Sherpa reduces downside risk while maintaining upside potential—turning portfolio "salads" into optimized "soups."

Joe Elmlinger of Lake Hill Capital explains how options can be used to tailor portfolio solutions, focusing on hedging, income generation, and tactical trading. He highlights their probability-driven approach, real-time monitoring of 10,000+ S&P options, and how dynamic strategies help manage risk in changing markets.

Benjamin Soh, co-founder of STACS, explains how tokenized bonds built on distributed ledger technology (DLT) can transform financial markets by automating lifecycle events, reducing human error, and embedding ESG criteria directly into smart contracts, offering transparency, efficiency, and greater accessibility.

Joost Burgerhout and Harry Benchimol from Marex discuss how structured products are evolving with crypto, including risk-managed Bitcoin strategies, the cash & carry trade, and new DeFi access tools. They also explore their Coinbase partnership and how tokenization is reshaping structured finance.

Joe Vittoria, CEO of Vittoria & Partners, explains how AI-driven surveillance helps financial firms detect market abuse, manage communication risks, and stay compliant. He shares insights on regulation myths, the growing role of deterrence, and why smart implementation, not just tech, is key in today’s oversight landscape.

Adrian Marcu of Belvoir Capital explains how Decentralized Finance (DeFi) allows investors to earn steady returns by providing liquidity with stablecoins—without direct exposure to crypto market swings. He discusses key risks like hacking and peg stability, as well as why DeFi is a revolutionary shift in finance.

In this episode of Nalu Finance, we sit down with Victor Hugo Gomez, CEO of BITA, to explore how indexing is transforming through customization and technology. Victor unpacks trends in direct indexing, challenges in data and design, and how regulation shapes modern index solutions.

In this episode of Nalu Finance, we sit down with George Cotsikis to explore why crypto is more than a fad. George breaks down blockchain fundamentals, the unique risks and rewards of crypto investing, and how to evaluate digital assets in a rapidly growing $2.5T market.

In this episode of Nalu Finance, we speak with Ed, Senior of Fortem Capital, about innovations in structured products. Ed explains how banks manage risk, why fixed dividend indices matter, and how smart design can enhance returns, making structured products more relevant than ever in today’s markets.

In this episode of Nalu Finance, we sit down with Daniel Jaeger and Paolo Brizio Torchio from Banca Credinvest to explore global opportunities in Actively Managed Certificates, their commercial advantages, legal frameworks, and what asset managers should consider when selecting an AMC issuer.

In this episode of Nalu Finance, we speak with Luca Bianchi of Kellerhals Carrard about the legal and regulatory landscape of Actively Managed Certificates. Luca explains how AMCs are structured, why they're gaining popularity in private markets, and what asset managers must know before launching one.

In this episode of Nalu Finance, we sit down with Gary Dugan, CEO of The Global CIO Office, to discuss investing vs. speculating, the future of the 60/40 portfolio, and how trends like AI and ESG are shaping portfolios. He also shares lessons from 38 years in investment management.

Fabio Oertle of ISP Group joins us to explore the $1T+ market for Actively Managed Certificates. We discuss key benefits for asset managers, SPV structures to reduce issuer risk, fund vs certificate styles, and why AMCs are gaining ground globally, including crypto.

Discover how Fortem Capital builds true diversification beyond equities. Kevin Gray explains how their Alternative Growth Fund taps into more than 500 uncorrelated strategies such as value, momentum and carry to deliver steady returns with low volatility even during periods of equity market stress.

In this episode of Nalu Finance, we sit down with Luigi Vignola of Julius Baer to explore the rise of Actively Managed Certificates, their global expansion, and why simplicity, speed, and flexible structuring make them a powerful tool for asset managers in Europe, Asia, and beyond.

In this episode of Nalu Finance, we sit down with Dominique Sekyra at Carnot Capital to explore impact investing. He explains why true impact comes from understanding technologies, asking the right questions, and focusing on real-world solutions rather than ESG labels or sustainability reports.

In this episode of Nalu Finance we sit down with Lucas Bruggeman from BX Swiss to explore the future of stock exchanges and the rise of actively managed certificates. Lucas explains how transparency, oversight and storytelling help build trust and why Switzerland is a natural home for innovation in the AMC space.

In this episode of Nalu Finance, we sit down with Fernando Verboonen of CurioInvest to explore how anyone can invest in rare cars through tokenized bonds. Fernando explains how collectables can offer returns and how blockchain enables liquidity and transparency.

In this episode of Nalu Finance, we explore how fine art is becoming a bankable and tradable asset. Oliver Roehl and Dr. Remko van Ekelen explain why photography offers price transparency, how securitization works for art portfolios, and why demand is rising for blue-chip artists in a low-yield investment environment.