Valuewalk's ValueTalks

Chris Volpe, Head of Zephyr, Informa Financial Intelligence

Hello Podcast listeners,

Today is a very special episode with Jeff Weniger, Head of Equity Strategy at Wisdom Tree. Before this Jeff, was Director and Senior Strategist with Bank of Montreal from 2006 to 2017. Jeff earned his BS in Finance from the University of Florida and his MBA from Notre Dame. He is a CFA charter holder and an active member of the CFA Society of Chicago. In today’s episode we discuss his approach to investing and how to navigate the current market. This episode was recorded Jan. 3rd 2022.

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Hello Podcast listeners,

Today is a very special episode with Duncan Jepson, Managing Director at Liberty Shared and co-host, Gabriel Thoumi. Duncan is also a Lecturer at Princeton University and an Affiliated Scholar, Institute of the Study of International Migration at Georgetown University. Duncan authored several books including, “Emperors Once More”, “All the Flowers of Shanghai”, and “Darkness Outside the Night”. He is also an award-winning director, writer and producer of five feature films and has produced documentaries for Discovery Channel Asia and National Geographic Channel. In today’s episode we discuss forced labor and slave reporting and what his means for investors.

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Hello Podcast listeners,

Today is a very special episode with Guy Davis, Managing Director and Portfolio Manager at GCI Investors. Guy brings over a decade of experience managing assets for financial institutions having worked as a portfolio manager for a 2 billion institutional global equity mutual fund and a 1.5 billion multi-asset charity endowment. Guy was voted ‘Asset Management Top 40 under 40’ in 2015. He is a CFA Charterholder and earned his Masters in Wealth Management and BS from the University of Bath. In today’s episode we discuss his approach to investing, the ETF industry, and where he finds opportunities. This episode was recorded Jan. 7 2022.

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Hello Podcast listeners,

Today is a very special episode with Devan Wardwell, Director of Growth at Forest Carbon. Before this he was Head of Resource Development at Lestari Capital. Prior to this he was Adaptation Partnerships Manager at Blumont, Inc and Supply Chain Partnerships and Communications Manager at Abt Associates. Devan earned his Degree in Political Science from the University of Oregon and his degree in International Relations from Uppsala University. In today’s episode we discuss the objectives at Forest Carbon the degraded wetland forest problem. This episode was recorded December 10, 2021.

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Hello Podcast listeners,

Today is a very special episode with Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI. Mark has covered Internet Stocks for more than 20 years. He has been consistently recognized by Institutional Investor for his research, including thirteen years as a “top 3” ranked analyst and five years as a #1 ranked analyst. Prior to RBC, Mr. Mahaney worked on both the sell-side and the buy-side, including with American Technology Research, Morgan Stanley and Citibank. He earned his BA in Political Science and History from Amherst College and his MA from John Hopkins’ School of Advanced International Studies and his M.B.A. from The Wharton School of the University of Pennsylvania. In today’s episode we discuss his recent book, “Nothing But Net: 10 Timeless Stock-Picking Lessons from One of Wall Street’s Top Tech Analysts”. This episode was recorded December 6, 2021.

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Hello Podcast listeners,

Today is a very special episode with David Andrade, General Manager at Aapryl. David brings over 15 years of experience across executive management and entrepreneurial technology roles. David also serves as CTOat Xponance, Aapryl’s parent company. David earned his MBA from Columbia University’s School of Business and his Bachelor of Science from the University of Pennsylvania. In today’s episode we discuss how Aapryl can help you evaluate a manager’s performance. This podcast was recorded Nov 30 2021

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Hello Podcast listeners,

Today is a very special episode with Mardi McBrien, Managing Director at the Climate Disclosure Standards Board and my Co-host Gabriel Thoumi. She brings over a decade of experience driving the integration of climate and environmental information into corporate reporting. Mardi is a member of the UK Financial Reporting Council Advisory Panel, a fellow of the RSA, and has participated in a number of industry related advisory boards and committees as part of her role at CDSB, including the IFRS Foundation Technical Readiness Working Group for the new International Sustainability Standards Board, GRI Stakeholder Council, Corporate Reporting Dialogue, Australian Sustainable Finance Initiative (ASFI) and the IIRC Council. In today’s episode we discuss the Climate Disclosure Board and biodiversity. This episode was recorded December 2, 2021.

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Hello Podcast listeners,

Today is a very special episode with Marshall Sandman, Managing Partner at Animal Capital. Before this, he was Director of Strategy at Warner Media. He was also a Senior Analyst at JEGI and was an Investment Banking Analyst at Goldman Sachs. Marshall earned his Bachelors from Cornell University. In today’s episode we discuss his investment approach and where he finds opportunities. This episode was recorded Nov 22, 2021.

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Hello Podcast listeners,

Today is a very special episode with Simon Burnett, partner at VitaBio Plastic, and my Co-host, Gabriel Thoumi, Head of Plastics Program and Head of Financial Markets at PlanetTracker. Before this Simon worked in Business Development at JDI Research and a Consultant for a wide variety of clients. In today’s episode we discuss a high level overview of plastics.

Enjoy and thanks for the listen!