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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.

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

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.