The Validus View
Welcome to The Validus View – a podcast for private capital managers and institutional investors seeking clarity in a complex macro world. Hosted by Kevin Lester, CEO of Validus Risk Management, this series explores the intersection of global markets and private capital. From interest rates and inflation to currency dynamics and fund finance, each episode dives into the macro forces shaping portfolios today and the decisions that follow. With insights from industry experts and contributors across Validus, The Validus View offers strategic perspectives tailored to the realities of private capital investing.
Episodes
In this episode of The Validus View, Kevin Lester is joined by Nirvani Sookdeo and Pamela Youssef to discuss how hedging practices are evolving, drawing on insights from Validus’ latest report drawn from data from hundreds of private capital funds.
The conversation explores how managers are approaching key decisions in their hedging programs such as instrument selection, hedge tenor and liquidity management. While FX forwards remain...
The playbook for building portfolios is changing fast. Diversification strategies that worked for years are breaking down, volatility is back and geopolitical tensions are forcing investors to rethink everything from hedging strategies to where they hold their assets.
In this episode, CEO Kevin Lester sits down with Kambiz Kazemi (Chief Investment Officer) and Shane O'Neill (Global Head of Capital Markets) to break down Validus's...
Fund finance has become one of the fastest evolving and most operationally demanding areas of private capital. As facilities grow in scale and complexity and as liquidity, regulation and lender dynamics continue to shift, managers are increasingly looking for smarter, more reliable ways to manage the operational burden.
In this episode of The Validus View, CEO Kevin Lester speaks with Laila Ismail, Fund Finance Advisory Associ...
Fifteen years ago, Validus was founded with a simple but ambitious goal: to bring sophisticated risk management and hedging expertise to the private capital sector. In this special anniversary episode of The Validus View, CEO Kevin Lester is joined by Marc Cogliatti, Head of Market Risk Strategies (UK), and Haakon Blakstad, Chief Commercial Officer (Oslo), to reflect on the firm’s journey from a small startup in Windsor to a global...
The U.S. dollar has long been the cornerstone of global finance, but shifts in markets and investor sentiment are raising new questions about its future. In this episode of The Validus View, CEO Kevin Lester sits down with CIO Kambiz Kazemi to explore the forces shaping the dollar’s trajectory and what they mean for private capital and institutional investors. They discuss the gradual erosion of the dollar’s dominance, why the euro...
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