Valuewalk's ValueTalks

Hello podcast listeners,

Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned his Master of Science in Finance from Golden Gate University. In today’s episode we discuss his documentary, “Broken Eggs” and how we are facing a retirement crisis. We also discuss the potential implications of how Covid and the shutdown will affect retirement planning.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Chad Glauser, Founder and Portfolio Manager at Alpine Quantitative. Before this he was President and Managing Partner of the Glauser Group and President at Glauser Mercedes-Benz. In today’s episode we discuss his approach and how he uses volatility.

Hello Podcast listeners,

Today is a very special episode with Winston Justice, Vice President at Bernstein Private Wealth Management. He is co-founder of Elixir Coffee Roasters in Philadelphia which now has 4 locations. Before this he was a portfolio manager for PIA’s Alternative Investment Group and co-founded MJC Capital, an early stage investment vehicle. He also served as Portfolio Manager at Wells Fargo Securities. Winston was an offensive tackle for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos. He earned his MBA from George Washington University and a graduate of USC. In today’s episode we discuss how Covid affects small business and his approach to investing and portfolio management.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Jack Vogel, Phd, CIO/CFO at Alpha Architect. Dr. Vogel conducts research in empirical asset pricing and behavioral finance. He co-authored “DIY Financial Advisor” and “Quantitative Momentum”. He earned his Ph. D. in Finance and MS in Mathematics from Drexel University and his BS in Mathematics and Education from the University of Scranton. In today’s episode we discuss his approach and factor based investing.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Dan Pipitone, co-founder of Tradezero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s episode we the rise of interest in trading during the Covid crisis.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Andrew Sandoe, CIO at Fidelis Capital Management, Lecturer at Harvard University, and Veteran. Andrew began his investment career in 2000 at Morgan Stanley, at 2 World Trade Center on the 63rd floor. He was not there during September 11, however, that day changed his career trajectory and shortly after he spent the next 9 years flying for the Marine Corps. Andrew earned his MBA from MIT and BA from the University of New Hampshire. In today’s episode we discuss his approach and where he finds opportunities in today’s environment.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Chris Scibelli, Managing Director and Institutional Client Relations, at Alpine Capital Research. Chris brings over 25 year’s of investment management experience. Before ACR, he was a Managing Director for Ares Management L.P. and Managing Director and Institutional Distribution & Consultant Relations at Trust Company of the West. He earned his MBA from UCLA and BA in Economics from Harvard University. In today’s episode we discuss ACR’s approach to investing and the importance of Price-to-Value.

Enjoy and thanks for the listen!

Hello Podcast Listeners,

Today is a very special episode with Priya Bajoria, Senior Vice President, Financial Services at Publicis Sapient. Before this she was Vice President and Portfolio Head at Infosys and was Investment Banking Executive at Merrill Lynch. She earned her MBA, Finance from SVKM’s Narsee Monjee Insistute of Management Studies and her BCS in Computer Science from Fergusson College. In today’s episode we discuss the recent trends in banking and the PPP program.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Chris Cordoba, Certified Financial Planner, Founding Partner, and Personal Wealth Manager of California Retirement Advisors. He served as Regional Vice President, Investments at Great Western Financial Securities. Chris founded California Retirement Advisors since 1997. He is a graduate of California State University, Northridge. In today’s episode we discuss his approach to financial planning and how to use dividends in today’s environment.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Don Steinbrugge, CFA, Founder and CEO of Agecroft Partners. He has been involved in the institutional investment management industry for over 34 years. In today’s episode we discuss the trends across the hedge fund industry and Agecroft’s webinars, where institutional investors share their thoughts on trends and opportunities in the hedge fund space. You can find register for future webinars at Agecroftpartners.com and watch previous ones.

Enjoy and thanks for the listen!