Valuewalk's ValueTalks

Hello Podcast listeners,

Today is a very special episode with Dr. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Before this she was Senior Lecturer at MIT Sloan School of Management. Dr. Kaminsiki earned her Phd and BS in Electrical Engineering and PhD and BS in Operations Research from MIT. In today’s episode we discuss her approach to investing and the trends she is seeing in regards to quant investing and hedge funds.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with John Quealy, CIO and PM of the ESG Global Equity Strategy at Trillium. John oversees the management of all investment strategies and portfolio construction at Trillium. Before this, John worked at Canaccord Genuity in Equity Research where he was a Managing Director, in Sustainability and Industrial Technology Sectors. John earned his BS in Accounting and Philosophy from Boston College. In today’s episode we discuss his approach to investing, ESG, and where he finds opportunities.

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Hello Podcast listeners,

Today is a very special episode with Kenneth Van Leeuwen, CFP, founder of Van Leeuwen & Company. Prior to this, Ken worked for several financial institutions for 18 years which included Morgan Guaranty Trust Company, Merrill Lynch, and later Morgan Stanley Smith Barney. Ken earned his BS in Accounting from the State University of New York at Binghamton School of Management. In today’s episode we discuss his approach to investing, financial planning, and taxes.

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Hello Podcast listeners,

Today is a very special episode with Matt Lloyd, Chief Investment Strategist at Advisors Asset Management Inc. Matt focuses on matching the dynamic and evolving asset classes to the large economic trends that are affecting the investment marketplace. Before this, he supervised fixed income trading for Registered Investment Advisors at Schwab Institutional. Matt earned his Bachelors in Economics from The University of Kansas. In today’s episode we discuss his approach to investing and macro themes.

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Hello Podcast listeners,

Today is a very special episode with Thomas Kim, CEO of Enfusion. Before this, Thomas was the Chief Operating Officer of the Investment Engine group at Bridgewater. Prior to Bridgewater, Thomas was the CEO and Board Member of UNX Companies. He also was the Managing Director, Global Head of Trading and Data Services, Townsend Analytics at Lehman Brothers. He earned his Bachelor’s from the American University. In today’s episode we discuss Cloud adoption in the financial service industry and the cybersecurity.

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Hello podcast listeners,

Today is a very special episode with Dave Murphy, Head of Financial Services, ex-US, at Publicis Sapient. Before this he was Vice President – European Marketing and Services Lead at Sapient Nitro. Dave earned is Bachelor of Science in Computer Science from MIT and his Master of Engineering in Computer Science from MIT. He also earned his MBA from Columbia Business School. In today’s episode we discuss if banks are doing enough for a digital first future.

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Hello Podcast listeners,

Today is a very special episode with George Patterson, PhD, CFA, CFP, Managing Director and Chief Investment Officer at QMA, a PGIM Company. George brings over 20 years of investment experience where he previously served roles as CIO for Quantitative Investments at Bank of Montreal Global Asset Management, Co-Founder and Managing Partner at Menta Capital, and Senior Portfolio Manager at Barclays Global Investors. George began his career at NASA’s Jet Propulsion Laboratory. He earned his BS in Physics from MIT and his PhD in Physics from Boston University. In today’s episode we discuss his approach to investing and where he finds opportunities.

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Hello Podcast listeners,

Today is a very special episode with Kevin Carter, founder and CIO of EMQQ and is the CEO of Big Tree Capital LLC. Prior to this, Kevin was CEO of several firms which are AlphaShares, LLC, Natixis Global Asset Management and E*Trade where he was CEO, eInvesting. Kevin earned his Bachelors from the University of Arizona. In today’s episode we discuss his approach to investing and why investor’s should look into emerging and frontier markets especially in E-commerce and Mobile Technology.

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Hello Podcast listeners,

Today is a very special episode with Eric Weiss, Founder and Chief Investment Officer of Blockchain Investment Group and Bitcoin Investment Group and Founder of Cryptoclad. Before this, he was Co-Founder of Webresponse Media and Co-founder and CEO of AdAxiom LLC. Eric earned his MBA from Columbia University and his Bachelors from the University of Maryland. In today’s episode we discuss his approach to investing and the investment case for Bitcoin.

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Hello Podcast listeners,

Today is a very special episode with Nikolas Joyce, Co-Chief Investment Officer at The Strategic Funds. Nikolas brings over 20 years of experience building investment research infrastructure and systematic trading platforms. Before this he was a portfolio manager and commodity trading advisor for Trend Management Limited. He earned his Bachelor’s in Finance from the University of British Columbia. In today’s episode we discuss his approach and central bank digital currencies.

Enjoy and thanks for the listen!