122. EM-pire of opportunity: How alternative asset managers are unlocking opportunities in emerging market debt
In this episode, hosts Tom Kehoe and Drew Nicol explore the risks and rewards of emerging market debt - an often misunderstood, high-yielding asset class. Joining them is Polina Kurdyavko, Head of Emerging Markets at RBC BlueBay Asset Management, who shares her expert insights on navigating volatil…
Tom Kehoe LIVE on LI in the AM w/ Jay Oliver
Tom Kehoe LIVE on LI in the AM w/ Jay Oliver by JVC Broadcasting
128. What Actually Mattered (Q1 2026)
After a packed first quarter, The Long-Short co-hosts Tom Kehoe and Drew Nicol break down the key forces shaping markets, from geopolitical fault lines and economic chokepoints, to mounting pressure in private credit and what the next phase of AI adoption really means for fund managers. This isn’t …
Episode 204. Project Appleseed: Rediscovering Our Heritage
Show Notes
Episode 204. Project Appleseed: Rediscovering Our Heritage
In this final edition from the NRA Annual Meeting in Houston, Texas, host Alex Ooley sits down with Tom Kehoe, Chairman of the Board for Project Appleseed. They discuss how Project Appleseed bridges the gap between traditional…
130. Allocators at the gates
This episode tackles one of the most misunderstood, and, frankly, misrepresented topics in private markets right now: gating. Often painted as a crisis measure, gating is in fact a tool designed to match investor liquidity with inherently illiquid assets.
Joe Morrissey, a Partner at Seward & Kissel…
135. A landmark moment for Hong Kong asset management industry
A major milestone for Hong Kong's asset management industry is now within reach. After more than six years of sustained advocacy, engagement and collaboration led by AIMA alongside industry leaders, long-awaited reforms to Hong Kong's carried interest and performance fee regimes are edging closer t…
137. From Korean hedge funds to quantum threats to Bitcoin, the conversations that stayed with us (Q2 2026)
What do Korean hedge funds, Hong Kong tax reform, football managers, SMAs and quantum computing have in common? They all featured in the conversations that The Long-Short hosts Tom Kehoe and Drew Nicol couldn't stop talking about long after the microphones were put away.
Peter Kim explains why h…
139. Can private capital help build a more climate resilient world?
In this episode of The Long-Short, hosts Tom Kehoe and Drew Nicol speak with Leslie Maasdorp, Chief Executive of British International Investment (BII), about the growing role of institutional investors in financing climate resilience. From blended finance and emerging markets to adaptation and lon…
140. Competing for capital: Strengthening Asia-Pacific's asset management ecosystem
Competition between Asia-Pacific's leading financial centres is intensifying, but what does it take to remain competitive in today's global investment landscape?
Hosts Tom Kehoe and Drew Nicol are joined by Kher Sheng Lee, Co-Head of AIMA Asia Pacific, to discuss AIMA's latest advocacy work in Sing…
141. Why are allocators increasing their hedge fund exposure?
In this episode of The Long-Short, Tom Kehoe is joined by Hedgeweek’s Manas Singh to discuss the latest Hedgeweek and AIMA allocator sentiment report and how investors are responding to a more fragmented market. Together, they look at why allocators are increasing their hedge fund exposure, with di…
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