Valuewalk's ValueTalks

Hello Podcast listeners,

Today is a very special episode with Kirk Du Plessis, Founder and CEO of Option Alpha. Kirk founded Option Alpha back in 2008. Before this he was a former M&A Investment Banker and REIT Research Analysis. He earned his Bachelor’s in Finance from the University of Virginia. In today’s episode we discuss Option Alpha and his general approach to investing.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Dana D’Auria, CFA, Co-CIO at Envestnet PMC. She is also a member of Envestnet PMC’s Investment Committee and has nearly 15 years of experience managing and implementing investment solutions for wealth managers. Before this, she was Managing Director of Symmetry Partners. She was also President and Portfolio Manager of Symmetry Panoramic Mutual Funds. She earned her MBA in Finance and her BA in English and International Studies from Fairfield University. In today’s episode we discuss her approach to investing, current state for financial advisors, and ESG.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Randy Grieser, author, speaker, and founder of Achieve Centre for Leadership and the Crisis & Trauma Resource Institute. Randy co-authored several books which include “The Culture Question”, “The Ordinary Leader”, and the topic of conversation is on his new one, “A Little Book About Trauma-Informed Workplaces”. In today’s episode we discuss trauma and the principles used to address it.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Ken Nakamura, CEO of GMO-Z.com Trust Company. Ken holds several positions at GMO-Z.com which includes Head of Stablecoin GYEN/ZUSD, Bitcoin Mining project, General Manager at GMO-Z.com USA, Director of Board of Directors/CMO GMO-Z.com Switzerland AG. Before this Ken worked as Vice President of Sales and App Marketing at GMO Nikko, Inc. In today’s episode we discuss stablecoins and their use cases.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Juan Carlos Artigas, Head of Research at the World Gold Council. Prior to this, Juan Carlos worked at JP Morgan Securities as a US and Emerging fixed income strategist. He earned his BS in Actuarial Sciences from ITAM (Mexico) and his MS in Statistics from the University of Chicago. In today’s episode we discuss the investment case for gold and why it is a strategic asset in the portfolio.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with David Barse, Founder and CEO of XOUT Capital, an index company, DMB Holdings, a private family office and an Executive Producer for film ‘Summer of Soul’. David also served as CEO of Third Avenue management for 25 years. David earned his JD at Brooklyn Law School and his Bachelors from George Washington University. In today’s episode we discuss his unique approach to investing.

Check out the preview for "Summer of Soul"

https://www.youtube.com/watch?v=U1Eg-vtSABE

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Christopher Huemmer, Senior Investment Strategist for FlexShares Exchange Traded Funds. Before this Chris worked at Zacks Investment Research where he was Director of Index Services. He earned his BS from Cornell University and is a CFA Charterholder. In today’s episode we discuss infrastructure investing and the opportunities in this space.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with James Katz, Founder and CEO of Humankind Investments. Before this James was a quantitative equity analyst at Vanguard. He earned his PhD in Business Administration from Stanford and his Bachelors in Computer Science, Philosophy, Political Science, and Economics from the University of Pennsylvania. Today's episode is hosted by Natalie Wu. James and Natalie discuss his approach to investing, ESG, and "Humankind Value".

Hello Podcast listeners,

Today is a very special episode with Dan Ahrens, Portfolio Manager and COO at Advisor Shares. Before this he founded Ahren Advisors, L.P., where he was portfolio manager of the Ladenburg Thalman Gaming and Casino Fund. Prior to this he was president of Mutuals.com Funds, where he launched the Vice Fund and was portfolio manager of the Generation Wave Growth Fund. Dan authored “Investing in Vice”. He earned his BBA in Business Administration from Texas Tech University. In today’s episode we discuss the opportunities he is seeing in the Cannabis industry.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Cameron Brandt, Director of Research at EPFR, an Informa Financial Intelligence business. Before this, Cameron worked as a journalist at a number of regional papers in the US and was managing editor of now-closed World Paper in Boston. He earned his BA in Economics and Political Science from Yale University. In today’s episode we discuss flows and the kinds of insights that can be drawn from flows.

Enjoy and thanks for the listen!