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.