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Stefan Wagner is joined by Charles Sunnucks of Oldfield Partners to discuss how valuation really works in emerging markets. Drawing on The Company Valuation Playbook, Charles explains his COURT, CASTLE, and MOAT framework, the practical use of DCF and reverse DCF, and how investors can separate good companies from good investments while managing risk and uncertainty.

Private Mortgage Investing in Paradise with Reed Myers In this episode of the Nalu Finance Podcast, Stefan Wagner interviews Reed Kawai Myers, Principal of Myers Capital Hawaii. They discuss private mortgage and bridge loan investing, and examine why Hawaii is a uniquely attractive yet underbanked market. They explore how private lending operates outside of traditional banks, detailing how investors can access asset-backed mortgage opportunities. The episode covers expected returns, approaches to risk management, liquidity considerations, and the process when borrowers default. This is a practical conversation about alternative income strategies and the realities of private credit investing.

Joe Sarachek shares real-world lessons from decades in distressed investing—how to value troubled assets, avoid bad deals, and navigate bankruptcy with confidence. A concise masterclass on buying right.

In this episode, Tiago Fernandes, Head of Structured Products at SPi, joins Stefan Wagner to discuss the evolution of structured product markets across Europe, Asia, and North America, and what will shape their future. From capital protection and tax incentives to data transparency, regulation, and lifecycle automation, Tiago provides a rare global perspective on how structured products are designed, distributed, and managed. Having worked with issuers, distributors, and data providers worldwide, he explains how each region has developed its own ecosystem. He also highlights the next big challenges for the industry: rising data costs, index licensing monopolies, and the complexity of payoff automation, as well as the growing importance of cross-asset, insurance-linked, and non-bankable assets in meeting investor demand. What’s Inside:  • How structured product markets differ across Europe, Asia, and the US  • Why tax and capital protection drive product innovation globally  • How automation and lifecycle management are transforming efficiency  • Why data and index costs threaten transparency and margins  • What’s next: insurance-linked, cross-asset, and non-bankable investments Why Listen:  This episode offers a rare, inside view of how regulation, technology, and investor needs converge to shape the next generation of structured products, told by one of the industry’s most experienced global experts.

In this conversation with Corey Hoffstein, CEO and CIO of Newfound Research, portfolio manager for Return Stacked® ETFs, and host of one of my favourite podcasts, “Flirting with Models”, we explore why the structure you choose can determine whether a good idea actually works.We dive into the origins of return stacking, the power of capital efficiency, and how behavioural frictions like “line-item risk” shape investor outcomes. From ETF design to liquidity pitfalls, this is both a technical and practical look at building better portfolios. 

In this conversation with André Buck, one of Switzerland’s most recognised structured product experts, we trace the evolution of an industry shaped by technology, tax policy, and client demand. With stories from UBS to SIX and insights into everything from cold calls to capital protection, André offers both nostalgia and hard-won clarity on where structured investing must go next.

Nick Parcharidis reflects on his 30-year journey through structured products and private wealth, starting at the American Stock Exchange and later launching global businesses at Citigroup. He shares insights on the growth of alternatives, platform innovation at iCapital, and adapting to client needs across the U.S., LATAM, and Europe, highlighting the role of education, technology, and clear portfolio integration.

In this episode of Nalu Finance, we sit down with Andrew Glantz, at Xclaim, to explore the $40-50 billion market of bankruptcy claims trading. Andrew dives deep into the risks and rewards of investing in bankruptcy claims, including why this asset class remains largely uncorrelated to traditional markets, the four key risks investors must assess, and how careful research can uncover significant value-creation opportunities. He also unpacks the extraordinary case of FTX bankruptcy claims, where early buyers saw 10x+ returns as assets were uncovered.

In this episode of Nalu Finance, we welcome Andy Constan, CEO and CIO of Damped Spring Advisors, to explore the fascinating world of macroeconomic investing. Andy shares his journey from working at renowned firms like Bridgewater and Brevan Howard to founding Damped Spring, a research firm that has garnered an impressive following among top institutional investors. We discuss his unique investment philosophy, the role of market dynamics, and the lessons learned from navigating significant market events.Whether you’re interested in understanding macro strategies, the impact of central bank policies, or how to stay ahead in turbulent markets, this episode offers invaluable insights. Tune in to learn how Andy’s expertise can help you think differently about risk, investments, and portfolio management.

Navigating FinTech Partnerships in a Regulated World As the possible combination of digital features increases, financial services become more complex and regulated than ever. At the same time, the rapid growth of Fintech expands the options to build, buy, invest, or partner.This interview between Frank Krings (Financial Servies) and Stefan Wagner (FinTech & Nalu Finance Host) addresses what is essential for both sides when a regulated financial services company engages with Fintech. Build or Partner Decision in Financial Service Positioning for Large-Scale Partnerships by a Fintech The Balance Between Innovation and Risk Management Cyclicality and Seasonality in Decision-Making Cycle Managing Stakeholders and Scope Creep Evolving Acceptance of Technology and Metrics for Success Aligning Success Metrics and Relationship Growth Frank Krings is a Franco-German financial services executive and banker with extensive experience across Europe, Asia, and the U.S. He has held senior roles in banking, asset management, investment, and technology, serving on executive boards in developed and emerging markets. Currently, he is an independent Senior Advisor and Non-Executive Director, consulting for Bain & Company, SAP Fioneer, and Zeotap. He also serves on the boards of the Franco-German Chamber of Commerce and Tourmaline Labs. Frank holds the Order of Merit of Luxembourg and leads the Luxembourg ICC and Arbitration Council. Previously, he was Deutsche Bank’s CEO for Western Europe and held leadership positions in Luxembourg, France, Türkiye, and Thailand.

One of the industry's most significant trends is the increasing integration of artificial intelligence (AI) and machine learning (ML) into financial services. These technologies are revolutionising areas like personalised investment advice, data optimisation, and operational efficiency. However, navigating AI in a highly regulated financial environment presents unique challenges. Our latest podcast explores these trends and much more in conversation with Christian. Don't miss it! Stay curious and keep investing smartly. Stefan Wagner Host of the Nalu FM Finance Podcast

Learn the appeal structured products have for investors seeking a balance between equity risk and capital protection Discover different options for investors based on their market, risk profile and portfolio size Debunk common myths about structured products Realize the advantage of defined outcome

Join us in this Nalu FM Finance podcast episode as we speak with Rajesh Amin, Founder of 2RSquared, on how to harness the overwhelming amount of growing data to create efficient and effective investment solutions. Learn how advanced front office systems enable smaller and medium-sized firms to compete. Discover how technology enables personalized investment products on a large scale. Understand how to choose different risk metrics based on the client's utility and risk perception. Realize why human involvement in research remains crucial.

Join us in this Nalu FM Finance podcast episode as we speak with Sean Adler, CEO of GZI, about the practical aspects of quantitative investment strategies and alternative financial data. In this episode, Sean demystifies smart beta, factor investing, and quantitative finance, explaining their real-world applications. He emphasizes the importance of not relying solely on backtests and discusses the balanced integration of AI in financial markets, highlighting both its potential and pitfalls. Sean also shares insights on risk management, the use of derivatives, and the continuous optimization needed to stay competitive.  Stay curious and keep investing smartly, Stefan Wagner Host of the Nalu FM Finance Podcast

Dear Friends and Colleagues,In a captivating podcast episode, Stefan sits down with Andreas Loetscher, Managing Director of ABBL, a boutique consultancy specializing in reputation protection. Andreas shares intriguing insights from his extensive career in financial auditing and crisis management, including his time at major firms like Ernst & Young and Deutsche Bank. He recounts his firsthand experiences with significant crises such as the Siemens corruption scandal, the Kweku Adoboli case at UBS, and his involvement in the notorious Wirecard audit during one of Germany’s largest frauds. Listeners are promised a deep dive into the intricacies of financial audits, crisis management, and maintaining corporate integrity in the face of adversity.  Stay curious and keep investing smartly, Stefan WagnerHost of the Nalu FM Finance Podcast