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.

Joining the conversation is Grégoire Thomas, Head of Equity Market Neutral at Candriam. With a wealth of experience from Millennium, Bank of America, and Société Générale, Grégoire shares unparalleled insights into how institutional investors can optimize execution and uncover new opportunities in the markets.

Tune in to gain expert knowledge on one of the industry's most specialized strategies and understand why it matters more than ever for portfolio management.

Important information.

This podcast was recorded on November 19th, 2024. It is provided for informational and educational purposes only. The recipient is not entitled to distribute it without prior written permission from Candriam. It does not constitute an offer to buy or sell financial instruments, nor does it represent a recommendation for investment or conformation of any transaction.

Although Candriam carefully selects the data and sources in this podcast, it cannot be excluded a priori that there may be errors or omissions. Candriam cannot be held responsible for any direct or indirect loss that may result from the use of this podcast. The intellectual property rights of Candriam must be respected at all times.

The present podcast does not constitute investment research as defined by Article 36, paragraph 1 of the Commission delegated regulation (EU) 2017/565. Candriam stresses that this information has not been prepared in compliance with the legal provisions promoting independent investment research, and that it is not subject to any restriction prohibiting the execution of transactions prior to the dissemination of investment research.

All investments are exposed to market risk and will fluctuate in value. Past performance, simulations of past performance or forecasts of future performance are not reliable indicators of future performance.

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.

Tune in to hear how Hamza turned his expertise into a multi-billion-dollar success story and get insights into the evolving world of modern credit investing.

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, and resurgence of Convertible Bond Arbitrage. From navigating low volatility to adapting through economic change, Odell shares what it takes to breathe new life into a dormant strategy. Tune in for a journey through the highs and lows of Convertible Bond Arbitrage and the enduring lessons it offers.

Curious to see how it works? Check out our in-depth infographic on Convertible Bonds at https://resonanzcapital.com/cba-infographic and get a visual guide to the fundamentals behind this classic strategy. Dive in and get an inside look at a strategy that’s making its comeback!