Valuewalk's ValueTalks

Hello Listeners,

Today is a very special episode with Greg Obenshain, Partner and Director of Credit at Verdad, and Dan Rassmussen, Founder and Portfolio Manager at Verdad. Greg previously worked as a high yield portfolio manager at Apollo Global Management and Stone Tower Capital. He is a graduate of Dartmouth College and earned his MBA from Northwestern Kellogg Management. Before founding Verdad, Dan worked at Bain Capital and Bridgewater Associates. He is a graduate of Harvard College and earned his MBA from Stanford Graduate School of Business. In today's episode we discuss how they think about credit and their quantitative approach to credit investing.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with David Poole, Head of Financial Services Center of Excellence at Publicis Sapient. Before this he was strategy director at Publicis Groupe and Senior Planner at Critical Mass. He earned his BA in English and Creative Writing at University of California, Berkeley and BA in English and Creative Writing at Lancaster University. In today's episode we discuss the upcoming trends in the banking industry and payment areas.

Enjoy and thanks for the listen!

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Learn more at https://www.valuewalk.com/

Hello Listeners,

Today is a very special episode with Kristian Finfrock, founder and financial advisor of Retirement Income Strategies. He hosts the Madison Money guy radio show. Kristian has served 5 years as a military police officer in the United States Arm. He is a master elite IRA member and is a member of the American Tax Planning Institute. In today’s episode we discuss his approach to retirement planning and ways to ways maximize your taxes.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Bob Robotti, president and CIO of Robotti & Company. He founded Robotti & Company since 1983. Before this he was vice president and shareholder of Gabelli & Company, Inc. He is a graduate of Bucknell University and earned his MBA in Accounting from Pace. Bob is also a CPA. In today's episode we discuss his latest idea.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Professor David H. Webber, Associate Dean for Intellectual Life and Professor of Law at Boston University School of Law. Professor Webber authored "The Rise of Working-Class Shareholder: Labor's Last Best Weapon". He also co-edited "Research Handbook on Representative Shareholder Litigation" . Professor Webber is a graduate of Columbia and NYU Law School. In today's episode we discuss the dynamics of shareholder voice in regards to pension and the dynamics of 401ks and their potential implications.

Enjoy and thanks for the listen!

Good morning listeners,

Today is a very special episode with Aaron Johnson, founder and CEO of XYZ Group whom specializes in residential single and multi-family real estate. Aaron also serves as CEO of XYZ holdings and Investment Fund Manager of XYZ Enterprises. In today's episode we discuss his approach and where he finds real estate opportunities.

You can find him on the upcoming season of Selling Sunset on Netflix.

Enjoy and thanks for the listen!

Hello Listeners,

Today is a very special episode with Kevin Neubauer, Associate 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 and Kissel LLP.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Tony Wenzel, Brandometry's Co-Founder and President. He brings over 20 years of experience as a business leader in fast growing technology firms. He founded 2 companies emphasizing the power of Brand as an intangible asset and source of value. In today's episode we discuss the approach of Brandometry and the increasing value of Brands and intangible assets. He holds an MBA with an emphasis in Finance.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with David Waters, CFA. He is the CIO of Alluvial Capital. Before this he worked at Wilmington Trust and BNY Mellon Wealth Management. In today's episode we discuss his approach, a couple of ideas, and looking into OTC's.

Enjoy and and thanks for the listen!