Valuewalk's ValueTalks

Hello Podcast Listeners, Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss their approach and their trade of a century idea. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Mark Diorio, CFA, CIO at Brookstone Capital Management. He started back in 2015 and leads the firm’s investment committee and drive’s the investment framework, portfolio construction and methodology. Mark is an experienced investor with nearly 20 years of experience. He received his MBA from Benedictine University and his BA from Eastern Illinois University. In today’s episode we discuss his overall investment approach and why ETFs have exploded in popularity. Enjoy and thanks for the listen!

What Millennials Should Know About Inheriting Their Wealth, Howard Dvorkin, Chairman of Debt.com by ValueWalk

Hello Listeners, Today is a very special episode with Corey Hoffstein, CIO and Co-Founder at Newfound research back in 2008. Newfound research is a quantitative asset management firm with a focus on risk-managed, tactical asset allocation strategies. He is a graduate of Cornell University with a BS in computer science and earned his MS in computational finance from Carnegie Mellon University. In today’s episode we discuss his overall approach and why we should diversify our thinking by learning about different investment approaches. Enjoy and thanks for the listen!

Good morning listeners, Today is a very special episode with Alex Reffett, Principal and Co-Founder of East Paces Group. Alex brings over a decade of experience in developing customize financial plans and investment strategies for high-net-worth families and individuals. He is a graduate of Georgia State University with a Bachelor of Business Administration. In today’s episode we discuss asset allocation and why you can’t apply general approaches like the 60/40. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Fran Tuite, CFA. She is co-portfolio manager of the Fairpointe Capital Mid-Cap Strategy and the Fairpointe Capital ESG equity strategy. She also manages the 1837 LP long short equity fund which she founded in 2000. Before this she managed the 1837 fund at RMB Capital and at Talon Asset Management. In addition, she also worked for Sirius Partners and Harris Associates as an analyst and portfolio manager. She received her BBA from the University of Cincinnati in Finance and Accounting and her MBA in Finance and Accountancy from Miami University in Oxford, Ohio. In today’s episode we discuss mid-cap and ESG investing. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Sebastien Canderle. He is a private equity and venture capital adviser. He has worked as an investment executive for several fund managers. He's also author of several books, including The Debt Trap, and The good, the bad, and the ugly of private equity. Seb also lectures on alternative investments at business schools. He's a fellow of the Institute of Chartered Accountants in England and Wales, and he holds an MBA from the Wharton School. In today's episode we discuss the state of Private Equity and LBOs. I encourage everyone to check out his books at: https://www.amazon.com/Good-Bad-Ugly-Private-Equity/dp/1727666216/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1581594923&sr=8-1 If you would like a transcript, please check out at https://valuewalkpremium.com/2020/02/the-problems-with-private-equity-zombie-funds-and-more-indepth/ Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Nick Robins and Alexandra Pinzon. Nick is Co-Founder and Director of Investor Watch which set up the Planet Tracker Initiative and was also Co- Founder of Carbon Tracker. He is a professor in practice for sustainable finance at the Grantham Research Institute on climate change and the environment at LSE. Alexandra Pinzon is a policy fellow, conservation finance. Prior to this she worked at Global Canopy leading their financing sustainable landscapes program. In today’s episode we discuss their upcoming report The Sovereign Transition to Sustainability, Understanding the Dependence of Sovereign Debt on Nature”. Enjoy and thanks for the listen!

Hello listeners, John founded Vilas Capital Management in 2010. Before this he was founder, president, and CIO for Mortgage Assurance Corporation in 2009. He also worked as VP and CIO for Thompson Investment Management Inc from 1993-2009. John was an officer of the Thompson Plumb Funds, Inc from 1995 to 2009 and was president and COO from 2004 to 2009. He earned his Bachelors from the University of Wisconsin and his MBA from the University of Chicago. In today’s episode we discuss his approach and where he finds value in the present environment. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Bryan Bibbo, AIF, advisor at JL Smith Group. Before this, he worked as a financial advisor coach at Clarity 2 Prosperity Advisory Group. Bryan earned his Bachelor's in Accounting and Accounting and Finance. In today's episode we discuss his approach to financial advising and the SECURE Act. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Rahul Sen Sharma, managing partner at Index. Prior to joining Indxx, he was director of investment research for RR Advisory Group, now part of Mariner Wealth Advisors. He is a graduate of Boston College and earned his MBA with Beta Gamma Sigma honors from Georgetown University's McDonough School of Business. In today's episode we discuss the rise of thematic investing and best practices of for creating an Index. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Paul Bugala and Alex Schay. Paul Bugala has worked for more than 15 years as an oil and mining investment and governance analyst at Calvert Investments (now part of Eaton Vance Corporation), Oxfam, and as a consultant. Alex Schay has 20 years of experience identifying and valuing investment opportunities in developing markets and currently serves as the Director of Corporate Research for the Alliance. In today's episode we discuss the timely issue of the SEC's latest draft of payment disclosure rules for oil and mining companies. We discuss the potential implications and how investors can be involved. They are hosting 2 events in NYC and Boston: February 6 from 3:00 to 5:00 p.m. at AllianceBernstein (1345 Avenue of the Americas) Boston on February 12 from 3:00 to 5:00 p.m. at Eaton Vance (2 International Place). You can find more information at https://www.eminvestorsalliance.org/sites/default/files/d/alliance_policy_update_sec_1504.pdf or contact Alex at aschay@emfminvestor.com Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Salil Mehta, statistician and risk consultant. He is the author and creator of the Statistical Ideas blog and he is the author of Statistics Topics. In today's episode we discuss US polling and analyzing risk. Enjoy and thanks for the listen!

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! See more a https://www.valuewalk.com/