Episode 9 - Stuart Fiertz on Cheyne's shift, UK outlook and future of alternatives

In the ninth episode of Alternative Fund Insight, Will Wainewright is joined by Stuart Fiertz, co-founder and president at $10bn London firm Cheyne Capital Management.One of the leading figures in the European alternatives industry, Fiertz co-founded Cheyne Capital with Jonathan Lourie in 2000. Since the financial crisis the firm has pivoted towards private credit and other areas of alternatives, while retaining a foothold in hedge.Here is a listening guide to the episode:1:47 - Cheyne’s development and strategy shift since the financial crisis3:50 - Favoured current opportunities5:39 - The case for alternatives into 20237:38 - Will 60:40 losses spark inflows to alts?9:05 - What risks are top of mind?10:48 - US rates outlook11:25 - Private credit - what are the risks?13:25 - PC comparison to private equity14:44 - Does HF industry still exist?18:04 - SBAI development19:33 - The case for ESG21:59 - How have ops/recruitment changed?24:28 - Future of Cheyne. Is there a succession plan?26:00 - UK politics perspectiveYou can subscribe to the AFI podcast on iTunes, Apple Podcasts, Spotify or any other podcast app.*The AFI podcast is building an engaged industry audience — do let me know if you want to access it through a commercial partnership in 2023*All feedback welcome. If you enjoyed this or other episodes please leave a rating or review.Contact Will: will@alternativefundinsight.comVisit the website: www.alternativefundinsight.comYou can sign up for a free weekly newsletter on the AFI homepage and follow the latest developments via our LinkedIn page: www.linkedin.com/company/alternative-fund-insightRelease date: 14 November 2022*No part of this audio constitutes investment advice. Past performance does not guarantee future returns*

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The AFI podcast takes listeners behind the headlines to explore the key trends in hedge funds and private markets. It features key decision-makers at leading management firms as well as investors, regulators, journalists and other stakeholders. Host Will Wainewright has reported on the sector for more than a decade in London and New York, working for the Bloomberg newswire and editing the trade magazine EuroHedge.

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