Valuewalk's ValueTalks

Hello Listeners, 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. Enjoy and thanks for the listen!

Hello Listeners, 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. Enjoy and thanks for the listen!

Hello Podcast Listeners, 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. Enjoy and thanks for the listen!

Hello podcast listeners, 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. Enjoy and thanks for the listen!

Hello Listeners, 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. Enjoy and thanks for the listen!

Hello Listeners, 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. Enjoy and thanks for the listen!

Hello Listeners, 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. Enjoy and thanks for the listen!

Hello Listeners, 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. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode with Sunmeet Jolly, Founder and CEO of GROTU app. He is also the founder and CEO of 101 Islands LLC. Sunmeet brings over 16 years of angel investing experience. He is a graduate of National Institute of Technology Kurkshetra with a BTech Electronics and Communication Engineering and earned his Master of International Business from Delhi University. In today’s episode we discuss his approach to investing in public markets and his way of investing as an angel investor. I encourage you to check his Linkedin profile at https://www.linkedin.com/in/sunmeet Also, the GROTU app which makes travel and event planning easy, https://www.101islands.com/grotu Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Justin Halverson, RICP, partner and lead advisor at Great Waters Financial. Before this he was an agent at Guardian Resources. He is a graduate of the University of Minnesota and studied Entrepreneurship. In today’s episode we discuss his approach to retirement planning and his views on margin investing. Enjoy and thanks for the listen!

Launching a Medical Product with Dr. Tony Rocklin by ValueWalk

Good morning listeners, Today is a very special episode with Tim Pagliara, Founder, Chairman and CIO of CapWealth group. Tim was named as No. 1 in Tennessee on Forbes’ Best-In-State Wealth Advisors for 2020. Tim brings over 30-plus years of experience. He earned his undergraduate degree at St. Louis University and his law degree from St. Louis University School of Law. Grant Stark, CFA, is director of research at CapWealth Group. Before joining CapWealth, Grant served as COO of VMAC Holdings and served as a Senior Investment Research Analyst at Fairholme Capital Management. Grant earned his Bachelor of Science in Finance from the University of Miami. In today’s episode we discuss the potential solution for GSE reform. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Before this he worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we discuss his approach to investing and the culture of Cove Street Capital. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dave Alison, CFP, EA, founding partner of C2P Enterprises. Dave is also the founder and CEO of Alison Wealth Management. Dave is a graduate of Bowling Green State University with a Bachelor of Science in Finance. In today’s episode we discuss his approach to investing and financial planning. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Nicholas Shaxson, journalist and investigator. He has written for Financial Times, Reuters, the Economist and Vanity fairs on global business and politics since 1993. He authored several books including “Treasure Islands” and his most recent book, “The Finance Curse: How Global Finance is Making us All Poorer.” In today’s episode we discuss the Finance Curse and the current state of the financial system. Enjoy and thanks for the listen!