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#25 Joe Vittoria - Regulatory Surveillance Technology
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.
Apr 25, 2022


#24 Adrian Marcu - How to invest in Decentralized Finance?
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.
Feb 28, 2022


#23 Victor Gomez - The Future of Indexing
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.
Feb 26, 2022


#22 George Cotsikis - Investing in Crypto
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.
Feb 1, 2022


#21 Edward Senior - Latest developments in Structured Products
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.
Jan 1, 2022


#20 Daniel Jaeger & Paolo Brizio Torchio - Actively Managed Certificates in Europe
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.
Dec 6, 2021


#19 Luca Bianchi - Partner at Kellerhals Carrard
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.
Jul 4, 2021


#18 Gary Dugan - The Global CIO Office
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.
Apr 25, 2021


#17 Fabio Oertle - Actively Managed Certificates
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.
Mar 16, 2021


#16 Kevin Gray - Smart Beta
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.
Feb 6, 2021
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