Hosted by Fidante · 🇺🇸 US · EN · 24 episodes
Established thought leaders with verified media credentials.
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
Fidante hosts Finding Alpha, a business show with 24 episodes published.
In this episode of the Finding Alpha podcast, Anna Kirkby is joined by Jerome Yim, Co-Head of Challenger Solutions, to explore how systematic, multi-strategy investing can deliver more consistent and uncorrelated returns
James Clark speaks with Fawaz Chaudhry from Fulcrum about two of the dominant forces shaping markets today: the rapid rise of AI and ongoing disruption in global energy markets. They explore how these trends are driving
In this episode of the Finding Alpha podcast, Anna Kirkby is joined by Jerome Yim, Co-Head of Challenger Solutions, to explore how systematic, multi-strategy investing can deliver more consistent and uncorrelated returns
In this episode of Finding Alpha, James Clark speaks with Impax founder and CEO Ian Simm about sustainable investing, covering Impax’s approach, current market challenges, emerging opportunities like AI, and the long‑ter
What really stood out this reporting season? In this episode, James Clark sits down with Raaz Bhuyan from WaveStone to unpack February reporting season, from earnings surprises to why banks and miners dominated performan
In this episode of Finding Alpha, James Clark speaks with Suhail Shaikh, Chief Investment Officer at Fulcrum Asset Management. They discuss the role of liquid alternatives in portfolios, the importance of embracing compl
Fidante's Investment Specialist Anna Kirkby sits down with Lev Margolin, Founder & Portfolio Manager at System Capital, to explore how an ecosystem‑based approach - looking across customers, suppliers, competitors and re
The latest episode of Finding Alpha is a special edition featuring Fidante’s own Vic Rodriguez and John O’Keefe. They discuss Fidante's origination and partnership strategies and share insights on how Fidante identifies,
In this episode of Finding Alpha, James Clark is joined by Anna Kirkby to explore the growing appeal of private markets. They break down what private markets are, why they’ve historically been out of reach for many inves
In this latest episode of Finding Alpha, Dr. Joseph Lai from Ox Capital joins Claudia Ramsey to discuss the forces shaping investment opportunties across emerging markets. From the impact of geopolitical tensions and tra
A topic front of mind for every investor at the moment is the potential impact of tariffs on the global economy. The Trump administration in the US has imposed tariffs on specific countries including Canada, Mexico and C
How have gaps in the commercial real estate (CRE) lending market created new opportunities for non-bank lenders? We sit down with CRE expert Gerard Hargraves, Head of Real Estate Lending at Challenger Investment Manageme
Explore the unique dynamics of the credit market with Dylan Bourke from Kapstream Capital. In this episode, Dylan discusses where Kapstream is finding relative value in today’s market environment, why Aussie credit sprea
With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New technologies in automation, digitisation, food production and the circu
Between the unwinding of the Yen carry trade, the first interest rate hikes since 2007 and a new prime minister, the Japanese market changed dramatically in 2024. After attracting attention and flows from foreign investo
Despite concerns about the impact of higher interest rates and the health of the Australian consumer, August’s earnings season was broadly in line with expectations. However, that doesn’t mean that it wasn’t full of surp
Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet performance moves in cycles and green shoots abound. Particular
Private credit is attracting a lot of attention. A combination of higher base rates, a credit margin, and an illiquidity premium are appealing to investors looking for income. This demand is being met by private credit a
Fears over China’s property market and slowing growth has led many to avoid allocating to the world’s second largest economy. This has created a compelling valuation gap that Ox Capital’s Dr Joseph Lai thinks is ripe wit
The Magnificent 7 dominated US equity market returns in 2023 but while some continue to thrive, others have experienced negative returns this year. We talk to Alphinity Investment Management’s Jeff Thompson about which o
John O’Keefe
Director · Brueggeman Center for Dialogue
1 appearance on this show
John O’Keefe
filmmaker and PhD
1 appearance on this show
Andrew Martin
Music Instructor at Inver Hills Community College · Alberta Professional Fire Fighters & Paramedics Association
1 appearance on this show
David Burgess
Consultant / Chair of the Cultural Sector Network · We Move You Edinburgh
1 appearance on this show
Jeff Thompson
Head Swimming & Diving Coach · Texas Municipal League Intergovernmental Risk Pool
1 appearance on this show
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Finding Alpha is hosted by Fidante. The show is categorised under business (investing) and has published 24 episodes.
Finding Alpha has published 24 episodes.
Finding Alpha regularly covers business, investing. It sits in the business category, with a investing focus.
Finding Alpha is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Finding Alpha average 18 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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