Nalu FM Financial

Interview with Luca Bianchi, Partner at leading Swiss law firm Kellerhals Carrard.In this interview, we discuss: What is an Actively Managed Certificate, legally speaking? What is the regulatory framework in which AMCs sit when they are issued or distributed in Switzerland? What themes and trends do you see in your business? ...and much more        Please enjoy!

Interview with Gary Dugan, the Chief Executive Officer of The Global CIO Office.In this interview, we discuss:- Differences between investing, speculating, and betting- Is 60/40 not working anymore?- When to invest and re-balance- Use of derivatives in an investment portfolio- Trends like Artificial Intelligence, ESG, Asia- His most significant learning in 38 years of investment management...and much more Please enjoy!

Interview with Fabio Oertle from ISP GroupIn this interview, we discuss;- Benefits & advantages of AMCs- Portfolio style vs Certificate Style- Market development- Regional differences ...and much more Please enjoy!

Interview with Kevin Gray from Fortem CapitalIn this interview we discuss;- Definition of Smart Beta, Risk Premia, and Factor Investing- Why does Risk Premia investing make sense?- How to assess a Factor investing strategy?...and much more      Please enjoy!

Interview with Luigi Vignola from Bank Julius Baer.In this interview we discuss;- Why are Actively Managed Certificates (AMC) so successful?- Regional differences in demands for AMCs- Trends in the AMC market- Bank Julius Baers' plans for the AMC business...and much morePlease enjoy!

Interview with with Dominique Sekyra from Carnot Capital.In this interview we discuss;- Impact investing in public equities- How do you measure impact?- How can impact investing improve investment performance?- Why did you choose an Actively Managed Certificate instead of a fund?...and much morePlease enjoy!

Interview with Lucas Bruggeman the CEO of BX Swiss. In this interview we discuss;- Functions of Stock Exchanges- What does a modern stock exchange look like?- Actively Managed Certificates ...and much morePlease enjoy!

Interview with Fernando Verboonen the Co-founder and Partner of CurioInvest.In this interview we discuss; How to invest in cars? What type of cars to invest? How to make sure the cars keep their value ? How to protect yourself from fakes? ...and much more Please enjoy!

Interview with Oliver Roehl - COO of the Fine Art Invest Group and Dr Remko van Ekelen - CEO of Amergeris Wealth Management Group.In this interview we discuss; How to invest in art? What type of art to invest? How to protect yourself from counterfeits? ...and much more Please enjoy!

Interview with Lord Stephen Green of Hurstpierpoint about his book "The Human Odyssey: East, West and the Search for Universal Values".In this interview we discuss;- What influenced him to write this book- China's Belt & Road Initiative- The impact of COVID-19 and artificial intelligence- and much morePlease Enjoy!

This month we have an informative interview with Simon Lindesay-Bethune of John Wilcox & Co. Topics will include;How the London property market has developed over the last 40 years.With some London property prices down up to 40% since 2014, where are the opportunities? Property recommendationsThemes & TrendsPlus much more. Enjoy!

Dear Friends and Colleagues,This month I am thrilled to have this exclusive interview with Matthias Riechert, Managing Director of P&R Investment Management Limited.Topics will include; Value Investing P&R's unique investment approach Themes & TrendsI have followed Matthias for many years and I am always learning something new. Enjoy!

Megumi Ikeda is the the managing director of Hearst Ventures and the general manager of Hearst Ventures Europe.Topics will include; The difference between venture capital and private equity? What advice can you give somebody looking for VC? What do you look for in a VC investment? Themes & Trends

This interview is with Wulf Schütz of Rarer & Fine Vintage Watches. Rare & Fine handles all aspects and details of collecting and investing in vintage watches.Topics will include;How do you invest in watches?Where does the value of a watch come from?How to protect yourself from fakes?

This is the second instalment of my interview with Bill O’Neill, Head of the Investment Committee of a London multi-family office. In part two, we are discussing how you should go about setting up your investment portfolio and how to incorporate investments such as derivatives.

In part one, we discuss how you should go about setting up your investment portfolio and how to deal with the complexity of competing investment goals.

An in depth discussion with Athan Tolis Founder adn CEO of Actium Liquidity Partners / Algorithmic Bond Research on topics like:Is the interest differential between US and UK government bonds a reflection of the different credit risk?What is the difference between a bond trader and an equity trader?Is it worthwhile to listen to economists?Do Central Banks ever get it right?and more .....

A great talk with Jürgen Michels on how to keep a clear head with all of the competing data sources and how economist from different countries are biased interpreting them. Hear how to value the growing barter economy and why the EU taxation and the fiscal transfer union are interlinked.Follow Jürgen on @Jue_Michels

Alternative Beta, Quantitative Investment Strategies, Factor Investing, Hedge Fund Replication, Risk Premia; what is it and what do all these terms mean and how can it be used when investing? Thanks to Toby Hayes fund manager at Fortem Capital (www.fortemcapital.com) we get a clear insight into all these points.Toby has 18 years of experience in the financial services industry managing several alternative and traditional multi asset funds.