Hello Podcast listeners,

Today is a very special episode with Brendan Lake, Founder and CEO of PPB Capital Parnters and Frank Burke, CIO at PPB Capital Partners. Before founding PPB Capital Partners, Brendan co-founded Pacer Financial a start-up that focused on developing alternative investment products for private wealth. Brendan earned his Master’s degree from the Fels Institute, University of Pennsylvania after graduating with a Bachelor’s degree from Temple University. Frank brings over 20 plus years of asset management, portfolio construction & financial advisory experience. Prior to PPB Capital Partners, Frank was a former senior member of the portfolio management team at Hatteras Funds, managing several of the firm’s alternative investment fund of funds and co-investment strategies. Frank holds the CFA and CAIA charters and earned an MBA from the Fuqua School at Duke University and a B.S. from Villanova University. In today’s episode we discuss alternative strategies and the demand for them.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Tom Glanfield, Founding Partner, Portfolio Manager, Quantix Commodities and Kristof Gleich, Chief Investment Officer and President of Harbor Capital Advisors. Tom brings over 15 years of experience in commodities markets. He worked at Goldman Sachs where he was Global Head of Investor Swaps Trading, Lead Index Options and Commodity Structured Products Trader, Head of European Oil Products and Global Head of Oil Derivatives. Tom holds a B.S. in Mechanical Engineering with a minor in Economics from Massachusetts Institute of Technology. Kristof joined Harbor in 2018 from JP Morgan Chase & Co. where he was managing director and head of manager selection. He earned a B.S. in Physics from University of Bristol.

In today’s episode we discuss commodity investing and inflation.

Hello podcast listeners,

Today's a very special episode with Edward Knight president at Antler. Ed brings over a multi decade career in European banking and capital markets. He worked at Goldman Sachs for 14 years and was a partner in their equities division. Prior to that, Edward was executive director at Citi. He earned his Bachelor's in Modern Languages from Durham University. In today's episode we discuss venture capital, and why investors should look into it.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul’. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from George Washington University. In today’s episode we discuss how to navigate the current market.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Andrew Chanin, CEO at ProcureAM. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Andrew also worked at Cohen Capital where he was director of International Trading. In today’s episode we discuss the space industry and space investing.

Enjoy and thanks for the listen!

Hello Podcast listners,

Today is a very special episode with Paul Paul Bugala is an independent investment analyst, senior advisor at WK Associates and a Responsible Alpha associate and Alex Schay, Director at the Emerging Markets Investors Alliance, a coalition of institutional EM investors, and is also Finance Director for WK Associates, an energy and industrial materials company that he co-founded. Paul has worked for almost 20 years as an oil and mining investment analyst and transparency advocate at Calvert Investments, Oxfam and in his current roles. Previously, Alex worked at Credit Suisse with the Global Financial Strategies Group and through a recent program with the Alliance, Alex has begun teaching Equity Analysis and the ESG Regulatory Environment at the Thunderbird School of Management. In today’s episode we discuss the SEC’s proposed Climate disclosure rules and what it means for investors.

Please check out their detailed report for more information:

https://www.sec.gov/comments/climate-disclosure/cll12-8916955-245033.pdf

If you want to join the sign on letter, you can reach Paul directly at [email protected].

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Kevin Kelly, Founder and CEO of Kelly ETFs. Before this Kevin founded Recon Capital where he served as CIO and Portfolio Manager. Prior to this he worked at Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London. In today’s episode we discuss his approach to investing, gene editing, and the hotel industry. This episode was recorded Feb. 24, 2021.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Gabriel Thoumi, CEO and Founder of Responsible Alpha and adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on integrating scientific and ESG data into financial models to determine pricing signals and asset allocation strategies. In today’s episode what investors should think about in regards to the Russian and Ukraine War.

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Hello Podcast listeners,

Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned his BS in Finance from Oklahoma State University. In today’s episode we discuss inflation, the markets, and the Fed. This episode was recorded Feb. 11, 2021.

Enjoy and thanks for the listen!

Hello Podcast Listeners,

This is the second episode of a new series on sustainable finance hosted by Jackson Klein, current Master of Management Student at the Ross School of Business and Natalie Wu, Graduate at John Hopkins University studying international economics and finance. Today we have a very special guest on Impact Investing with Preeth Gowdar Director at Palladium Impact Capital. Prior to joining Palladium Impact Capital, Preeth was among the earliest employees with Lok Capital, one of India’s first dedicated impact funds. Preeth earned his BS in Industrial and Systems Engineering from the Georgia Institute of Technology and a MBA from the Kellogg School of Management at Northwestern University.

Enjoy and thanks for the listen!