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Roy Kuan,  was the managing partner at CVC Capital Partners. He was the Head of Asia for CVC Capital, but retired in 2018.  CVC is a top 5 private equity firm in the world, managing over 109 billion dollars in assets. Roy led and raised the LARGEST private equity fund in Asia. Roy has been featured on CNBC twice. Roy got his B.A from Georgetown University, and his MBA at The Wharton School of Business. 

Today Roy and I will be simplifying leveraged buyouts, which is a type of acquisition in business. 

Episode on Spotify, Apple, and Google Podcasts.

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Howard Marks is the Co-Founder/Co-Chairman of Oaktree Capital. His company is the largest investor in distressed securities worldwide. His company manages over $124 billion dollars in assets. Howard Marks is widely considered as one of the greatest investors in the world. 

Mr. Marks is called, “The master of the market cycle”. In 2020, with a net worth of $2.1 billion, Marks was ranked No. 391 on the Forbes 400 rankings of the wealthiest Americans. During the financial crisis of 2007–08, Oaktree raised $11 billion, the largest distressed debt fund in history, to buy distressed assets, which "paid off richly for his investors". Howard is famous for his memos which which detail his investment strategies and insight into the economy and are posted publicly on the Oaktree website. 

Howard is also a bestselling author. He has written two books: The Most Important Thing and Mastering the Market Cycle. According to Warren Buffet, “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something, and that goes double for his book." Ray Dalio says, “Howard Mark’s book Mastering the Market Cycle is a must read for all”. Charlie Munger states, “Howard’s books tell us how to learn from history, and thus allows us to get a better idea of what the future holds. According to Seth Klarman, “The Most Important Thing, Howard Marks insightful investment philosophy and time-tested approach, is a must read for every investor”

Howard Marks received his bachelors from The Wharton School at UPenn and his masters at UChicago Booth.

We will talk about basic topics like how Howard came up with the idea of his memos, distressed debt securities, and COVID-19 financial markets. 

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Victor Chen is a partner at KKR, a top 5 private equity firm in the world. He was the Former Vice President of CapitalG formerly known as Google Capital. Victor graduated from UC Berkeley, and began his career as, an associate at Goldman Sachs, and later transitioned into venture capital. 

Recently named a Forbes 2021 top venture capitalist.

We will discuss the main concepts behind investment banking and venture capital, how venture capital firms value companies, growth equity, diversification in an investment portfolio, the idea of risk, risk and return trade off, his experiences working for Merrill Lynch, Goldman Sachs, and Google, and more.

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Welcome to the 5th episode of the podcast. I am joined by a very very special guest, Mark W. Nelson, The Dean at Cornell University’s School of Business.

Mark W. Nelson is the Anne and Elmer Lindseth Dean and Professor of Accounting at the Samuel Curtis Johnson Graduate School of Management in Cornell’s SC Johnson College of Business. He received his BBA degree from Iowa State University and his MA and PhD degrees from The Ohio State University.

Dean Nelson is responsible for Johnson’s three residential MBA programs, four Executive MBA programs, and two MPS programs. In that role, he oversees the research and teaching of Johnson’s faculty and the activities of Johnson’s staff in both Ithaca and New York City, as well as partnerships with Queens University, Tsinghua University, Weill Cornell Medicine and Cornell Tech. Dean Nelson also serves on the leadership team of the Cornell SC Johnson College of Business, and has responsibilities relevant to the overall activities of the College as well as to various research centers and institutes.

Dean Nelson’s teaching has focused on intermediate financial accounting and financial reporting, as well as judgment and decision making in accounting. He has received ten teaching awards at Cornell and Ohio State, including the American Accounting Association’s inaugural Cook Prize for graduate teaching excellence. He is a coauthor (with Spiceland and Thomas) of Intermediate Accounting.

Dean Nelson’s research examines psychological and economic factors that influence how people make decisions with financial information; interpret and apply accounting, auditing, and tax regulations; and trade in financial markets. His research has been published widely in accounting and psychology, and has been acknowledged with the AAA's Notable Contribution to Accounting Literature Award, the AAA’s Wildman Medal, AJPT’s inaugural Best Paper Award, and the Johnson School's Faculty Research Award.

Dean Nelson’s external service includes three terms as an editor of the Accounting Review and four years on the FASB’s Financial Accounting Standards Advisory Council.

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In the fourth episode of the podcast, I talk to The Chair of Entrepreneurship Jon Fjeld at Duke Fuqua’s School of Business. In this discussion Professor Fjeld and I talk about the fundamentals of entrepreneurship and entrepreneurial strategy.

From December, 2000, until July, 2004, Jon served as vice president of engineering for Align Technology in Santa Clara, CA. Between 1995 and 2000, he served as CEO of two RTP venture backed firms: Geomagic, a 3D software company and NetEdge Systems, a data networking equipment company. Prior to that, Fjeld spent 13 years at IBM, where he served in a number of management and executive positions within the networking and software business units. He began his professional career as an assistant professor in the philosophy department at Duke University. 

Professor Fjeld holds an MBA from Duke University, and an MS in computer science from the University of North Carolina at Chapel Hill.

Enjoy!!!!!

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In today’s episode, I am joined by Professor Fred Feinberg from the University of Michigan Ross School of Business. Mr. Feinberg got his PhD from MIT, and is the current chair of marketing at the Ross School of business. Prof. Feinberg's research examines how people make choices in uncertain environments.  His work focuses on using statistical models to explain complex decision patterns, particularly involving sequential choices among related items (e.g., brands in the same category) and dyads (e.g., people choosing one another in online dating).  He also works in mathematical psychology, Bayesian econometrics, dynamic programming, as well as models of advertising and consumer variety-seeking. He is Departmental Editor at Production and Operations Management, former Co-Editor of Marketing Science, and Associate Editor at Journal of Marketing Research. With Tom Kinnear and Jim Taylor, he is a co-author of the book, Modern Research; Cases, method, and concepts.  

 In our discussion we talk about the fundamentals of marketing and the analytics that go with it. Enjoy!!!!

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In the second episode I talk with Professor Torsor Kotee of UC Berkeley Haas. UC Berkeley Haas has been named the 3rd best undergraduate business school in the nation for many years.

Torsor is the founder of an Tech-Ed startup called, “market games”. This game allows a student to experience what an entrepreneur or a business leader experiences. Having to deal with ambiguity when making decisions, knowing outcomes are uncertain. His game can simulate that real-world experience. His company builds games that simulate market dynamics and partner with instructors to deliver that experience to students. In addition, Torsor has past experiences working in investment banking and Private equity. He was the assistant Vice President at Credit Suisse UK and a investment professional at ManoCap private equity fund.

In today’s discussion Torsor and I talk about Capital Markets, Market efficiency, and the foundations of accounting and private equity.

Join the market games boot camp for high schoolers, experience the game.

Link: https://mailtrack.io/trace/link/4d5075b482bcdd01a71cde177c09f4a9c3d82ac1?url=http%3A%2F%2Fbit.ly%2Fmg_bootcamp&userId=5512447&signature=d6a59eb7a8414d40

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In this interview I talk with Tim Draper of Draper Associates.  Mr. Draper has been listed as the 7th best venture capitalist in the world on the Forbes Midas List, as well as the 48th most influential Harvard Alum.

In today’s fireside chat  Tim and I talk about his career as a venture capitalist, how he evaluates companies to invest in, his most notable investments and why he invested in them, risk management, his outlook on the US economy due to Covid-19, why bitcoin should be the new currency for the US, and the idea of change.

Tim Draper, who is worth $1.5 Billion, is the founder of Draper Fisher Jurveston, Draper Venture Network, Draper University, and Draper Associates. 

His most prominent investments include Baidu, Hotmail, Skype, Tesla, SpaceX, AngelList, SolarCity, Ring, Twitter, DocuSign, Coinbase, Robinhood, Ancestry.com, Twitch, Cruise Automation, and Focus Media. In July 2014, Draper received wide coverage for his purchase at a US Marshalls Service auction of seized bitcoins from the Silk Road website. Lastly, Draper is a major proponent of Bitcoin and decentralization.

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