Securitization

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.

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.

Want to sharpen your macro investing skills? Hear first-hand insights from a trader with decades of experience.

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.

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.

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.

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.