Valuewalk's ValueTalks

Hello Listeners,

Today is a very special episode with Kevin Neubauer, Partner at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, ranging from private equity funds to hedge funds. He is a graduate of Fairfield University and received his J.D. from Boston College Law School. In today's episode we discuss the latest Side Letter Study from Seward & Kissel LLP.

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Hello podcast listeners,

Today is a very special episode with Ross Klein, CFA, and Vince Lorusso. Ross is founder and CIO at Changebridge Capital and Vince is Partner and Portfolio Manager at Changebridge Capital where they manage the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio manager at Boston Partners. He earned his Bachelor of Science in Business administration from Babson College. Vince brings over 22 years of investment industry experience where he worked as a Portfolio Manager at Clough Capital Partners and was a Senior Investment Consultant with Natixis Asset Management. He earned his Master in Finance and Bachelor of Science in Finance and English from Boston college. In today’s episode we discuss their approach to investing, where they find opportunities, and how to think about active management.

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Hello podcast listeners,

Today is a very special episode with Dan Bush, CIO and Director of Innovation at Law Finance Group. Prior to joining Law Finance Group, Dan had a successful private practice doing commercial litigation and did transactional work in the Bay Area at Townsend & Crew (now Kilpatrick Townsend LLP) and Gunderson Dettmer LLP. He also worked at the U.S. Court of Appeals for the Ninth Circuit for 6 years. He earned his JD from Stanford Law School and his Bachelors in Philosophy from Dartmouth College. In today’s episode we discuss the financial challenges law firms face due to Covid.

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Hello Podcast listeners,

Today is a very special episode with Sean O’Hara, President of Pacer ETFs. Sean joined Pacer Financial to lead the national wholesaling team back in 2007. Prior to this he worked at PLANCO for 22 years where he was wholesaler, divisional manager, and managing director. He is a graduate of The Catholic University of America. In today’s episode we discuss thematic ETFs and key themes they are looking at.

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Hello Podcast listeners,

Today is a very special episode with Paul Gray, Co-founder and CEO at Ironhold Capital. Paul brings over 7 years of real estate investment and asset management experience. He worked in private equity for Broadway Stages Realty, in banking & product development for Morgan Stanely, and in coporate credit & coverage for Societe Generale. He earned his Executive MBA from Fordham University. In today’s episode we discuss how he runs a hedge fund.

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Hello Podcast listeners,

Today is a very special episode with Lawrence Cunningham, author, lecturer, professor, public company director, and consultant on corporate governance. He is the Henry St. George Tucker III Research Professor at George Washington University. Professor Cunningham authored several books including, “The Essays of Warren Buffet”, “Margin of Trust”, and many more. In today’s episode we discuss his recent book, “Quality Shareholders: How the Best Managers Atrract and Keep Them”.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Tony Ward, President, Americas, at Xero. He brings over 20 years of experience in senior leadership positions with global technology working for Microsoft Australia, LinkedIn, Spark, SurveyMonkey and Dropbox. He earned his Bachelor of Arts from the University of Manitoba and Bachelor of Commerce from the University of Auckland. In today’s episode we discuss the effects Covid had on small businesses.

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Hello Podcast listeners,

Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we billing and rage clicks.

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Hello Podcast listeners,

Today is a very special episode with Joost Van Dreunen, author of “One Up: Creativity, Competition, and the Global Business of Video Games”, startup advisor, and lecturer at NYU Stern School of Business. Previously he was co-founder and CEO of Superdata Research, a games market research firm, which was acquired by Nielsen in 2018. He earned his PhD in communications from Columbia University and his Masters in Media Studies from University of Amsterdam. This episode is part 2 where we discuss mobile gaming and his book, “One Up”.

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Hello Podcast listeners,

Today is a very special episode with Charles Trafton, Co-founder and President, edly ISA marketplace and FlowPoint Capital. He began his career working as an analyst with Smith Barney Inc., Cowen & Co., Adams Harkeness & Hill and America’s Growth Capital, llc. Charles was with the Boston Company, LLC from 2006 to 2013 as a member of the Portfolio Engineering and Small Cap Growth Teams. He earned his Bachelor’s of Science in Finance from Boston College. In today’s episode we discuss what Income Share Agreements are and why investor’s should be aware of them.

Enjoy and thanks for the listen!