Valuewalk's ValueTalks

Hello podcast listeners,

Today is a very special episode with Brian Walsh, Jr., Financial Advisor at Walsh & Nicholson Financial Group. Before this Brian, was Senior Vice President of Investments at Lincoln Financial Group. Prior to this, Brian was a Police Officer in Prince William County, Virginia. He earned his MBA in Finance and Portfolio Management from Syracuse University and earned his Bachelors from Cabrini College. In today’s episode we discuss his approach to financial planning and ESG trends.

Enjoy and thanks for the listen!

Hello podcast listeners,

Today is a very special episode with Iman Brivanlou, Managing Director High Income Equities at TCW and the TCW Global Real Estate Fund. Iman heads TCW’s High Income Equities group and is Lead Portfolio Manager for the High Dividend, REIT, BDC, Preferred, and Low Volatility Strategies. Before this he worked at Kayne Anderson where he developed and tested quantitative models aimed at predicting the sizes of catalyst “events” using option pricing. Iman earned his PhD in Computational Neuroscience from Harvard, his MBA in Finance and Strategy from UCLA, and his BS in Physics from MIT. In today’s episode we discuss REITs and where he finds opportunities.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with William Green, Author, Editor, Journalist and Public Speaker, and Moderator. Prior to this, William was the Editor-at-large at Bloomberg News. He also worked at Time Magazine where he was Editor, Time Europe, Asia Editor, Time, and Deputy Editor, Time Asia. William authored several books and the most recent one, “Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life” is the topic of our conversation. We will go over the lessons you can apply not only to investing but in life.

Enjoy and thanks for the listen!

Hello listeners,

Today is a very special episode with Dan Pipitone, co-founder of TradeZero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s episode we discuss his recent study on retail investing trends.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Mark Giambrone, Managing Director and Portfolio Manager at Barrow Hanley Global Investors. Before this Mark, served as a portfolio consultant at Holt Value Associates. Mark earned his MBA from the University of Chicago and his BS in Business from Indiana University. In today’s episode we discuss his approach to investing and where he finds opportunity.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Steve Wyett, BOK Financial Chief Investment Strategist. Prior to this, Steve was SVP Portfolio Management Executive at Bank of Oklahoma. He also worked as VP Analyst/ Trader at Tom Johnson Investment Management Inc and VP- Registered Representative at RBC Wealth Management. Steve earned his BS in Finance from Oklahoma State University. In today’s episode we discuss what beginning investors should understand about investing and why you should speculate responsibly.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with Rob Lachenauer, Partner and CEO of Banyan Global Family Business Advisors. Prior to founding Banyan, Rob was CEO of Cambridge Advisors to Family Enterprise. Before this he was partner at The Boston Consulting Group. Rob earned his MBA from Harvard Business School and his Bachelor’s of Arts in English from Cornell University. In today’s episode we discuss his recent book, “Harvard Business Review Family Business Handbook, How to Build and Sustain a Successful Enduring Enterprise.” We discuss how to analyze family businesses and preparation for transition.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with David Howard, Executive Director of the National Rental Home Council. Before this, David was the Chief Development Officer of the Home Builders Institute. David also served in executive roles at Urban Land Institute and the National Association of Real Estate Investment Trusts. He earned his MBA from George Mason University and his Bachelor’s from William and Mary. In today’s episode we discuss the current state of the single family home rental market.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with David Mazza, Managing Director, Head of Product at Direxion. Before this, David was Senior Vice President, Head of ETF Investment Strategy at Oppenheimer Funds. David also worked as Managing Director, Head of ETF and Mutual Fund Research at State Street. He earned his MBA from Suffolk University and his BA in Political Science and Philosophy from Boston College. In today’s episode we discuss thematic ETFs in general and specially Fallen Knives and Moonshot.

Enjoy and thanks for the listen!

Hello Podcast listeners,

Today is a very special episode with John Mowrey, CIO at NFJ Investment Group. Prior to NFJ, John was the Chief Investment Officer Value Equity, US at Allianz Global Investors. He earned his MBA from Southern Methodist University and his Bachelor of Arts from Rhodes College. In today’s episode we discuss his investment approach and why the current environment is speculative.

Enjoy and thanks for the listen!