
Resonanz Spotlight
This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
Episodes
16 episodes
Polina Kurdyavko - Navigating Emerging Markets
In this episode of Resonanz Spotlight, Vincent sits down with Polina Kurdyavko, Head of Emerging Markets Desk and Senior Portfolio Manager at RBC BlueBay, to unpack one of the most misunderstood—and mispriced—asset classes in global in...
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Season 2
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Episode 4
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29:52

Michele Cancelli - How QIS Are Transforming Investor Portfolios
Quantitative Investment Strategies (QIS) are reshaping how investors manage portfolios, offering systematic, data-driven solutions for risk management and return optimization. But how do these strategies actually work, and what makes them so va...
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Season 2
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Episode 3
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36:26

Nicolas Mirjolet - Traditional vs. Alternative Markets in CTA Investing
Are alternative markets the future of CTA investing, or do traditional futures still hold their edge? In this episode, I’m joined by Nicolas Mirjolet, CEO and Co-Head of Research at Quantica Capital, to break down the key trade-offs between the...
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Season 2
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Episode 2
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18:59

Grégoire Thomas - Mastering Index Arbitrage
Discover the hidden dynamics of Index Arbitrage on Resonanz Spotlight. Join Vincent as he explores this intricate strategy that thrives on index rebalancing events, revealing opportunities that many overlook in today's passive management era.
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Season 2
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Episode 1
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35:26

Hamza Lemssouguer - Driving Alpha in Credit
In this episode of Resonanz Spotlight, Vincent sits down with Hamza Lemssouguer, founder of Arini Capital Management, to discuss his journey from a deep passion for markets to establishing one of Europe’s most talked-about investment firms.&nbs...
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Season 1
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Episode 13
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31:45

Odell Lambroza - The Resurgence of Convertible Bond Arbitrage
Can a once-powerful investment strategy regain its former glory? In this episode of Resonanz Spotlight, I speak with Odell Lambroza, CIO and co-portfolio manager of the Advent Global Partners and Advent Vega strategies, about the rise, fall, an...
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Season 1
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Episode 12
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14:30

NAV Financing: Unlocking Value or Kicking the Can Down the Road?
How are NAV Financing loans redefining liquidity solutions in private equity?In the final episode of our Private Markets Mini-Series, I welcome back Saâdeddine Yahia, an expert in private credit, to demystify NAV Financing. We discuss ho...
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Season 1
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Episode 11
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6:38
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PIK Financing: Flexible Solution or Financial Gamble?
What makes Payment-in-Kind (PIK) instruments both a flexible financing tool and a source of risk?In the second episode of our Private Markets Mini-Series, I sit down with Saâdeddine Yahia, an expert in private credit, to unpack the intri...
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Season 1
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Episode 10
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4:35
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Credit Risk Transfers (CRT): A Gamer-Changer in Banking?
How have Credit Risk Transfer (CRT) transactions reshaped the landscape of risk management in banking? In this inaugural episode of our Private Markets Mini-Series, I’m joined by Saâdeddine Yahia, Investment Director at Resonanz Cap...
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Season 1
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Episode 9
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5:26
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Dan Jelicic - Mastering Factor Timing
Can Factor Timing really give investors an edge in today’s markets? In this episode, host Vincent Weber dives into this hotly debated strategy with Dan Jelicic, Chief Investment Officer and Portfolio Manager of the Trium Avala strategies, and a...
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Season 1
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Episode 8
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22:18

Mark van der Zwan - The Evolution of Hedge Fund Investing
Hedge fund investing has undergone significant changes over the past two decades, but with multi-strategy platforms now dominating, has the evolution peaked, or is another shift on the horizon? Join Vincent and Mark van der Zwan, CIO of Hedge F...
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Season 1
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Episode 7
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33:42

Pierre de Chillaz - Navigating European Credit Markets
Join host Vincent as he delves into the European credit market, exploring its vast opportunities and unique challenges. In this episode, Vincent is joined by Pierre de Chillaz, co-founder and CIO of Eicos Investment Group. Pierre shares his ext...
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Season 1
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Episode 6
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36:12

Misha Malyshev - The Quest for Alpha
In this episode, we delve into the concept of ‘alpha,’ a crucial driver behind investment decisions impacting trillions of dollars daily. Join us as we explore the practical definition of alpha, uncover where to find it, and discuss why its sca...
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Season 1
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Episode 5
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25:54

Murray Winckler - Going Long/Short in South Africa
Is traditional stock picking dead? Not quite! There are still untapped opportunities for alpha, but you’ll need to venture off the beaten path. One such place is South Africa, a market with a robust financial system that is primed for alpha gen...
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Season 1
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Episode 3
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34:27

Saâdeddine Yahia - The Allure of Private Credit
For over a decade, private credit has consistently captured the interest of investors, navigating through the ups and downs of the global macroeconomic environment. The allure of private credit is undeniable, yet it is accompanied by its comple...
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Season 1
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Episode 2
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30:17

Douglas Greenig - The Fundamentals of Trend Following
In this episode, I speak with Douglas Greenig of Florin Court Capital to explore trend following’s unique effectiveness. We’ll discuss its resilience, from volatility fundamentals to portfolio diversification and niche markets like Californian ...
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Season 1
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Episode 1
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28:45
