Absolute Return Podcast

By Accelerate Financial Technologies Inc.Business Investing

Absolute Return Podcast episodes

August 09, 2022 #226: Materials Science Technology with Footprint CEO Troy Swope
On today’s podcast we welcome special guest, Footprint CEO Troy Swope. Footprint is a global materials science technology company focused on sustainable solutions. On the show, Troy discusses:
-The innovation and improvement available in packaging solutions
-How plant-based packaging solutions compare to plastic
-Footprint’s business model and estimated total addressable market
-Insights into their merger with SPAC Gores Holdings VIII
-And more
27 min
July 26, 2022 #225: Industrial Energy Management with Voltus CEO Gregg Dixon
On today’s show we welcome special guest, Voltus CEO Gregg Dixon. Voltus is a leading distributed energy resource software technology platform. On the podcast, Gregg discusses:
-What are distributed energy resources (DERs) and why they are important
-Voltus’ recurring revenue business model and strong unit economics
-Thoughts on the current market environment and raising a $100 million PIPE financing
-Advice to entrepreneurs considering taking their company public
-And more

33 min
July 19, 2022#224: Software and Entrepreneurship with Rubicon Technologies CEO Nate Morris
On today’s show we welcome special guest, Rubicon Technologies Founder, Chairman and CEO Nate Morris. Rubicon is a software platform that provides smart waste and recycling solutions for businesses and governments worldwide.
On the podcast, Nate discusses:
How he launched Rubicon with maxed-out credit cards and a $10,000 line of credit
Opportunities in the fragmented $2.1 trillion global waste and recycling industry
Key lessons learned in building a $1.7 billion software company from scratch
Advice for future entrepreneurs
And more
23 min
July 12, 2022 #223: Coffee and Asset Management with Westrock CEO Scott Ford
On today’s podcast we welcome special guest, Westrock Coffee CEO and Co-Founder, Scott Ford. Westrock Coffee is a leading integrated coffee, tea, flavors, extracts, and ingredients solutions provider.
On the show, Scott discusses:
How he went from asset management to the coffee industry
Where the idea for Westrock Coffee came from and what problem he was looking to solve
Key skills and knowledge from his experience in finance utilized as a company founder
Trends in the coffee industry
And more

29 min
July 05, 2022 #222: Community-Driven Investing with Covey CEO Brooker Belcourt
On today’s podcast we welcome special guest, Covey founder and CEO Brooker Belcourt. Covey is an analyst-owned community created to find and reward the next top money managers.
On the show, Brooker discusses:
His experience as an analyst at Coatue Management and some lessons learned
Key insights from working at Citadel and how multi-manager hedge funds differ
A deep dive into the Covey platform and how it can generate alpha for investors
His best investment idea over the next 10 years
And more
35 min
June 27, 2022 #221: Energy Transition Investing with ESGEN CEO Andrejka Bernatova
On today’s podcast we welcome special guest, ESGEN CEO Andrejka Bernatova. ESGEN runs a $280 million SPAC focused on accelerating the shift towards a low-carbon sustainable future.
On the show, Andrejka discusses:
-How she went from coming to the US at the age of 15 alone, with no knowledge of English, carrying $100 in her pocket to later getting a job on Wall Street
-How investment banking experience helped her as a CFO
-Her thesis behind the shift to a low-carbon future
-What is in store for the oil and gas sector
-And more
31 min
June 20, 2022 #220: Disrupting Lighting with Sky Technologies Executive Chairman Rani Kohen
On today’s show we welcome Sky Technologies Executive Chairman Rani Kohen. Sky’s mission is to make homes and buildings become safe-advanced and smart as the standard.

On the show, Rani discusses:
The disruptive idea behind making light fixtures safe and easy
How they go about getting market adoption
Key insights and learnings behind their February 2022 initial public offering
Main risks for investors and how they are trying to mitigate these
And more
32 min
June 13, 2022 #219: SPAC Investing with Meteora Capital Founder and CIO Vik Mittal
On today’s podcast we welcome special guest, Meteora Capital Founder and CIO Vik Mittal. Meteora Capital is an investment firm specializing in SPAC-related instruments in both public and private companies.
On the show, Vik discusses:
-His path into the hedge fund world
-The Twitter deal and his thoughts on merger arbitrage
-What appeals to him about SPAC investing
-Advice for those looking to break into the hedge fund industry
-And more
1 hr
June 06, 2022 #218: Casino and Gaming Investing with SpringOwl Asset Management CEO Jason Ader
On today’s show we welcome veteran investor Jason Ader. Jason is the Co-Founder and CEO of SpringOwl Asset Management, an investment firm with a focus on the Real Estate, Gaming and Lodging sectors. In addition, Jason is the CEO and Chairman of SPAC 26 Capital Acquisition Corp.

On the show, Jason discusses:
- His path to Wall Street, including the clever idea that led to his lucky break
- How he excelled as a top-ranked sell-side analyst at Bear Stearns
- The unique aspects of the Real Estate and Gaming sectors that make them attractive for investment
- Shareholder activism and turnarounds
- Advice for those starting out on Wall Street or those considering a career in investment management
- And more
42 min
May 30, 2022 #217: Visual Effects and Movies with DNEG Chairman and CEO Namit Malhotra
On today’s show we talk about visual effects and movies with DNEG Chairman and CEO Namit Malhotra. DNEG is a high-growth, technology-enabled visual effects and animation company executing ground-breaking, award-winning work for the world’s largest content creators.
On the show, Namit discusses:
How he got involved in the movie business
The barriers to entry for blockbuster movies effects companies
How DNEG won 7 Oscars for visual effects in movies
DNEG as the only pure-play publicly-traded visual effects and animation company
And more

33 min

About Absolute Return Podcast

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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to…