Valuewalk's ValueTalks

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Today is a very special episode with Daniel Bresler, Counsel in Seward & Kissel's Investment Management Group. Dan represents U.S. and non-U.S. investment managers, commodity pool operators, commodity trading advisors and private funds, including hedge funds, private equity funds and commodity pools. He earned his B.S. from SUNY Albany, summa cum laude and a J.D. from Albany Law School, summa cum laude, where he was Executive Editor for Symposia on the Albany Law Review. In today’s episode we discuss what the LIBOR transition means especially for investment managers.

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Hello Listeners,

Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Mike brings over 20 years of investment industry experience. Before this he was president and CEO of USA Mutual and was founding Principal and CEO of WaveFront Capital Management. He earned his Bachelor’s in Government and International Politics with a minor in Economics from Bowdoin College. In today’s episode we discuss how he uses an active approach for ETFs particularly in ESG and AI.

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Today is a very special episode with Kristian Finfrock, founder and financial adviser at Retirement Income Strategies. He is also the radio show host of Madison Money Guy. Before founding Retirement Income Strategies, he was a financial advisor and financial services representative at MetLife and was a financial consultant at Gabriel Financial Group. In today’s episode we discuss the current state and where to seek alternatives to bonds.

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Today is a very special episode with William Bernstein, PhD in Chemistry, MD, Co-principal of Efficient Frontier Advisors, and author. William practiced neurology. He authored several books including “The Intelligent Asset Allocator”, “A Splendid Exchange”, and his upcoming new book on the Madness of Crowds and human behavioral finance. In today’s episode we discuss CoVid and the potential effects.

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Today is a very special episode with Nate Storch, co-founder and CEO at Amenity Analytics, a provider of big data analytical solutions and software to the investment management industry. Nate has over 15 years of investment management experience. Before founding Amenity, he was Managing Partner at Pilgrim Hill Capital and was Partner and Portfolio Manager at Talpion Fund Management. He was also Partner at One East Holdings. Nate earned his B.A. in Government from Harvard. In today’s episode we discuss Natural Language Processing, Text Analytics, and how investors can use technology to enhance their tasks.

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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 approach to retirement planning, the Secure Act, and how small businesses can approach retirement planning.

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Today is a very special episode with Sara Grillo, CFA, founder of Sara Grillo. She is a marketing consultant, “No BS” Keynote Speaker, and Podcast Host. Before this she worked as a financial advisor at Empire Wealth Strategies and an Associate at Lehman Brothers. She earned her Bachelor’s from Harvard University and her MBA from NYU. In today’s episode we discuss how to break into Equity Research. If you want in depth information on this subject and much more check her Youtube channel, Sara Grillo https://www.youtube.com/channel/UCmcT38UaqyUJn6DXhpcW9zg.

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Today is a very special episode with Greg Silberman, CFA, CAIA, CIO of ACG Investment Management. Greg brings over 16 years of market experience in Asia, Europe, and North America. Before this he served as Director of Alternative Investments at Wilmington Trust. In today’s episode we discuss his approach to selecting Private Equity Managers.

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Today is a very special episode with James Anderson, marketing executive at SD Bullion. Before this he was managing director at goldsilver.com and content marketing, SEO at JM Bullion. James earned his Bachelor’s in Finance from Loyola University New Orleans. In today’s episode we discuss the current state and why to consider gold bullion.

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Today is a very special episode with Tim Maloney, CFA, co-founder and CIO at Roundhill Investments. Before this Tim traded investment grade credit at Wells Capital Management. He also worked in institutional sales at Morgan Stanley. He earned his Bachelors of Arts in Economics and Bachelors of Science in Engineering and a Master of Science in Finance from Vanderbilt University. In today’s episode we discuss what is a thematic ETF and gaming.

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