Are managed account platforms the key to unlocking better governance and performance in pension and sovereign wealth funds? As financial markets evolve, institutions seek ways to balance control, transparency, and returns in their alternative investment strategies.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by François Rivard, CEO of Innocap Investment Management. Together, they discuss how managed accounts can offer pensions and sovereign funds unprecedented flexibility and control over their portfolios. They dive into common misconceptions—like concerns over cost and reduced investment opportunities—while explaining how managed accounts provide customized access to hedge funds, increase operational efficiency, and even create what they call "operational alpha." For any allocator looking to optimize their portfolio, this episode offers essential insights into the strategic value of managed account platforms.

Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.

How much profit can hedge funds realistically extract from financial markets? In today’s episode, we explore the challenges of managing large pools of capital and whether there’s a natural cap on the dollar profit a fund can generate. As funds scale, the competition gets fiercer, transaction costs rise, and managers face growing pressure to maintain performance.

Bodhi's Operational Advisor, Matt Tambelini, is joined by John Soukous, CEO of Quan Capital Advisors. With years of experience as a portfolio manager and senior leader at Wellington Management’s Global Fixed Income and Hedge Fund business, John shares his insights on the limitations hedge funds face when managing billions in assets. They dive into the psychological pressures on portfolio managers, the role of talent in driving P&L, and how top funds navigate the complexities of capacity constraints. If you’re interested in understanding the mechanics behind hedge fund profitability and the highs and lows of being in the industry, let Matt and John pour you a cup of BodhiBrew.

Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.

In a fast-evolving world of financial markets, staying ahead requires more than just skill—it requires insight and the desire to challenge the status quo.

In today’s episode, Bodhi's Founder and CEO, Ranjan Bhaduri, is joined by Dr. Anne-Sophie van Royen, Chief Investment Officer of Quantitative Strategies at Asset Management One. Together, they explore the challenges women face in quantitative finance. With a PhD in Mathematical Economics and a career spanning prestigious positions across New York, Abu Dhabi, Montreal, and London, Dr. van Rooyen shares her unique experiences navigating the male-dominated world of quantitative trading and finance. They dive into the importance of adaptability in diverse global markets, the underrepresentation of women in STEM fields, and how young professionals can prepare themselves for success.

If you’re looking for actionable advice and inspiration from one of the leaders in the field, this episode is for you. Visit bodhiresearchgroup.com for more insights and to learn how we can support your journey.

The views expressed in this recording are the personal views of the participants as of the date indicated and do not necessarily reflect the views of Asset Management One USA Inc. itself. This recording has been prepared solely for informational purposes only and should not be considered investment advice or a recommendation of any specific security, strategy, or investment product. Nothing in this podcast is intended to be, and you should not consider anything in this podcast to be, investment, accounting, tax or legal advice.

What do major geo-economical events like the COVID-19 Global Pandemic have in common with an everyday increase in interest rates? Everyone agrees that it's better to be overprepared than underprepared. The world is full of uncertainty, whether that be for the better or worse, it creates difficulties when the success of our portfolios is dependent on how well we can predict the future.

In today's episode, Visiting Researcher Niall Whelan is joined by Phillip Ashby, Senior Risk Manager at RBC Global Asset Management. Spending over 4 years as the Director of Capital Markets Stress Testing at Scotiabank, Phillip Ashby lends his industry expertise to the audience as the he discusses the importance of stress testing and how we can apply it to our everyday business practices. Together, Niall and Phillip discuss the various methods of stress testing, how it differs when buying versus selling assets, and how to effectively interpret the results the same way big banks do.

If you like what you hear, visit https://www.bodhiresearchgroup.com/ for more information on how we can best serve you.

In this episode, Bodhi's very own Creative Director, Confidy Kong, is joined by Nan DasGupta, Senior Partner and Managing Director at Boston Consulting Group. As the Canadian Head of People and Organization Practice at BCG, Nan DasGupta lends her expertise to answer various questions about a relevant topic in the business world, Diversity, Equity, and Inclusion (DEI). Join them as they take you through a crash course in understanding DEI, and delve into deeper questions like whether DEI is just a trend, it's impacts towards solving the workplace gender gap, and how DEI can better your workplace and personal life.

If you like what you hear, visit https://www.bodhiresearchgroup.com/ for more information on how we can best serve you.

In this episode, Dr. Davide Sabatini is joined by Bodhi CEO, Dr. Ranjan Bhaduri. Join them as they unravel the intricacies of managed account platforms, uncovering the hidden potential for alpha generation in your investment strategy. Discover how these platforms offer a gateway to untapped opportunities, providing invaluable insights into optimizing your investment portfolio. From deciphering the mechanics behind managed accounts to unlocking strategies for maximizing returns,

If you like what you hear, visit https://www.bodhiresearchgroup.com/ for more information on how we can best serve you.

In this episode, Dr. Davide Sabatini is joined by Bodhi's very own Visiting Researcher, Dr. Niall Whelan. Together, they'll be exploring the world of upcoming and exciting world of quantum computing. Is your data as safe as you think? How close are we to having a super computer in every household? And of course, what does this growing side of tech mean for the finance industry? All of these questions and more will be answered in this episode to help you stay ahead of the curve!

If you like what you hear, visit https://www.bodhiresearchgroup.com/ for more information on how we can best serve you.

In this episode, Pierre-Philippe Ste-Marie is joined by Co-founder, CEO and CIO of Castlefield Associates, Chris Schindler. Together, they'll be exploring the world of Systematic Investing, showing you how to reduce risk while keeping the same return, how to properly utilize your portfolio managers, and many more useful insights to deepen your understanding of the dynamic world of systematic investing.

If you like what you hear, visit https://www.bodhiresearchgroup.com/ for more information on how we can best serve you.