Valuewalk's ValueTalks

Hello Podcast listeners,

Today is a very special episode with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's a graduate of the Brooklyn Law School and NYU Stern School of Business and Finance. In today's episode we discuss what a Biden Administration means for hedge funds.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Arts in English from Cornell University. In today’s episode we discuss his recent book, “Harvard Business Review Family Business Handbook, How to Build and Sustain a Successful Enduring Enterprise.” We discuss what makes family businesses successful, the challenges they face, and why investor’s should look into them.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. Worm Capital was found by Arne Alsin who is the Portfolio Manager and CIO. Before joining Worm Capital, Eric, worked as an Investigative Business Journalist with bylines in the New Yorker, Newsweek, Inc. International Business Times, and more. He earned his Bachelor’s in Journalism from New York University. Prior to joining Worm Capital, Dan was Vice President at Alsin Capital. He also worked as a research analyst at Gupta Wealth Management and was an Associate at Merrill Lynch. He earned his Master of Science in Investment Management at Boston University and his Bachelor of Arts in Molecular Cellular and Developmental Biology from the University of Colorado. In today’s episode we discuss their approach at Worm Capital and where they find opportunities. I encourage everyone to check out their investors letters and interviews at WormCapital.com.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Gabriel Thoumi, CFA, FRM, Director of Financial Markets at Planet Tracker. He serves as Chairpersoon, US Board of Directors at 2 Degree Investing Initiative and he is a Finance Lecturer at John Hopkins University. Gabriel earned his MBA in Finance and his Master of Science in Sustainable Systems from the University of Michigan. In today’s episode we discuss financial accounting risks, lack of transparency, and why investors should be aware and mindful of these issues.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Jane Philbrick, founder and CEO of Wear Wool New London and Visiting Lecturer at Parsons School of Design. Jane also founded TILL, Today’s Industrial Living Landscapes, a community-based development studio. She earned her Master’s degree in Design Studies, Critical Conservation from Harvard University and Bachelor of Arts, East Asian Studies from Barnard College. In today’s episode we discuss the benefits of wool for sustainability.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. Prior to founding Distillate, Thomas was CIO at Institutional Capital. Before this, he was head of U.S. Equities at UBS Global Asset Management. Tom earned his BBA and MBA from the University of Wisconsin. In today’s episode we Value Investing in the current environment and why you should look internationally.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors. Prior to joining Dimensional, Dave managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner at Texas Instruments. He earned his MBA from the University of California at Los Angeles and his BS from the University of Michigan. In today’s episode we discuss Dimensional’s approach to fixed income investing.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Mike Geller, Partner at Prosek. Before joining Prosek, Mike was an executive vice president and U.S. lead for asset management at Edelman. He also worked as director and head of public relations for RBS’s investment bank in the Americas and held positions at Pershing, part of BNY Mellon, Cantor Fitzgerald, and Moody’s. Mike earned his MBA in finance from Iona College and is a graduate of the University of Arizona. In today’s episode we discuss the importance of branding for hedge funds and how to build your own brand.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with George Mussalli. George is the Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. He earned his MBA from the Sloan School of Management and is a CFA Charterholder. In today’s episode we discuss quant ESG as well as PanAgora’s unique approach to it.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Alex Reffett, Principal and Co-Founder of East Paces Group. Alex brings over a decade of experience in developing customize financial plans and investment strategies for high-net-worth families and individuals. He is a graduate of Georgia State University with a Bachelor of Business Administration. In today’s episode we discuss taxes.

Enjoy and thanks for the listen!