Stuart Fiertz, president of Cheyne Capital, guests on the second episode of the AFI Private Markets podcast to discuss his London firm's journey from hedge fund specialist to diversified alts manager with a large footprint in private markets strategies. View topics by time-stamp below.
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0:00 - Introduction
0:59 - Private Markets Innovation Summit: Register now
2:05 - Start of interview. Overview of Cheyne's investing range.
4:26 - Discussion of Cheyne's transformation into a diversified alts manager.
6:42 - Going deeper into the private markets shift.
8:29 - What area of privates are you most excited by?
12:00 - Diving into Fiertz's real estate investments approach.
15:30 - Private credit perspective.
18:05 - First Brands thoughts.
19:30 - Is there a bubble in private credit?
21:55 - SRT opportunity.
24:00 - Technology and role of AI in private markets.
28:00 - Longer term view on private markets.
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