Join us in this Nalu FM Finance podcast episode as we speak with Sean Adler, CEO of GZI, about the practical aspects of quantitative investment strategies and alternative financial data. 

In this episode, Sean demystifies smart beta, factor investing, and quantitative finance, explaining their real-world applications. He emphasizes the importance of not relying solely on backtests and discusses the balanced integration of AI in financial markets, highlighting both its potential and pitfalls. Sean also shares insights on risk management, the use of derivatives, and the continuous optimization needed to stay competitive. 

Stay curious and keep investing smartly,

Stefan Wagner
Host of the Nalu FM Finance Podcast

Sean Adler - Exploring Quantitative Investment Strategies: From Smart Beta to AI Integration

Join us in this Nalu FM Finance podcast episode as we speak with Rajesh Amin, Founder of 2RSquared, on how to harness the overwhelming amount of growing data to create efficient and effective investment solutions.

- Learn how advanced front office systems enable smaller and medium-sized firms to compete.

- Discover how technology enables personalized investment products on a large scale.

- Understand how to choose different risk metrics based on the client's utility and risk perception.

- Realize why human involvement in research remains crucial.

Rajesh Amin - From Data to Performance

Learn the appeal structured products have for investors seeking a balance between equity risk and capital protection

Discover different options for investors based on their market, risk profile and portfolio size

Debunk common myths about structured products

Realize the advantage of defined outcome

Tim Mortimer - Structured Products as Investment Tools

Dear Friends and Colleagues,
The financial index technology sector is currently undergoing several major innovations and transformations.

Who better to dive into these exciting developments than Christian Kronseder, CEO of ALLINDEX?

Christian is a seasoned executive with a strong finance, data science, and technology background. He has held key leadership positions at Leonteq Securities, STOXX, and RBS. As CEO of ALLINDEX, he leads the delivery of financial index technology services, utilising AI tools for investment idea testing.

One of the industry's most significant trends is the increasing integration of artificial intelligence (AI) and machine learning (ML) into financial services. These technologies are revolutionising areas like personalised investment advice, data optimisation, and operational efficiency. However, navigating AI in a highly regulated financial environment presents unique challenges.

Our latest podcast explores these trends and much more in conversation with Christian. Don't miss it!

Stay curious and keep investing smartly
Stefan Wagner
Host of the Nalu FM Finance Podcast

Christian Kronseder - AI and Financial Index Innovation

Navigating FinTech Partnerships in a Regulated World

As the possible combination of digital features increases, financial services become more complex and regulated than ever. At the same time, the rapid growth of Fintech expands the options to build, buy, invest, or partner.

This interview between Frank Krings (Financial Servies) and Stefan Wagner (FinTech & Nalu Finance Host) addresses what is essential for both sides when a regulated financial services company engages with Fintech.

    - Build or Partner Decision in Financial Service
    - Positioning for Large-Scale Partnerships by a Fintech
    - The Balance Between Innovation and Risk Management
    - Cyclicality and Seasonality in Decision-Making Cycle
    - Managing Stakeholders and Scope Creep
    - Evolving Acceptance of Technology and Metrics for Success
    - Aligning Success Metrics and Relationship Growth

Frank Krings is a Franco-German financial services executive and banker with extensive experience across Europe, Asia, and the U.S. He has held senior roles in banking, asset management, investment, and technology, serving on executive boards in developed and emerging markets. Currently, he is an independent Senior Advisor and Non-Executive Director, consulting for Bain & Company, SAP Fioneer, and Zeotap. He also serves on the boards of the Franco-German Chamber of Commerce and Tourmaline Labs. Frank holds the Order of Merit of Luxembourg and leads the Luxembourg ICC and Arbitration Council. Previously, he was Deutsche Bank’s CEO for Western Europe and held leadership positions in Luxembourg, France, Türkiye, and Thailand.


Stay curious and keep learning

Stefan Wagner
Host of the Nalu Finance Podcast



Frank Krings - Navigating FinTech Partnerships in a Regulated World

In this episode of Nalu Finance, we welcome Andy Constan, CEO and CIO of Damped Spring Advisors, to explore the fascinating world of macroeconomic investing. Andy shares his journey from working at renowned firms like Bridgewater and Brevan Howard to founding Damped Spring, a research firm that has garnered an impressive following among top institutional investors. We discuss his unique investment philosophy, the role of market dynamics, and the lessons learned from navigating significant market events.
Whether you’re interested in understanding macro strategies, the impact of central bank policies, or how to stay ahead in turbulent markets, this episode offers invaluable insights. Tune in to learn how Andy’s expertise can help you think differently about risk, investments, and portfolio management.

Stay curious and keep learning

Stefan Wagner
Host of the Nalu Finance Podcast


Andy Constan - Building a Macro Investment Edge

Dear Friends and Colleagues,

Opportunities in Bankruptcy Claims with Andrew Glantz

In this episode of Nalu Finance, we sit down with Andrew Glantz, at Xclaim, to explore the $40-50 billion market of bankruptcy claims trading. Andrew Glantz is the Chief Strategy Officer and Counsel at Xclaim, leading the brokerage desk and overseeing product, business development, marketing, research, trading, and legal functions. Xclaim is the leading online platform for buying and selling bankruptcy claims and distressed assets. It offers real-time market intelligence, transparent pricing, and efficient value recovery. Xclaim has transformed this historically opaque market, creating a centralized platform that connects buyers and sellers.

Andrew dives deep into the risks and rewards of investing in bankruptcy claims, including why this asset class remains largely uncorrelated to traditional markets, the four key risks investors must assess, and how careful research can uncover significant value-creation opportunities. He also unpacks the extraordinary case of FTX bankruptcy claims, where early buyers saw 10x+ returns as assets were uncovered.



Andrew Glantz - Opportunities in Bankruptcy Claims

Not your average financial advice podcast!

A big thank you to our Sponsors at vestr AG for supporting us. vestr offers the first end-to-end platform to scale your Actively Managed Certificates business.  www.vestr.com

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