Valuewalk's ValueTalks

Hello Podcast listeners, Today is a very special episode with Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. Worm Capital was found by Arne Alsin who is the Portfolio Manager and CIO. Before joining Worm Capital, Eric, worked as an Investigative Business Journalist with bylines in the New Yorker, Newsweek, Inc. International Business Times, and more. He earned his Bachelor’s in Journalism from New York University. Prior to joining Worm Capital, Dan was Vice President at Alsin Capital. He also worked as a research analyst at Gupta Wealth Management and was an Associate at Merrill Lynch. He earned his Master of Science in Investment Management at Boston University and his Bachelor of Arts in Molecular Cellular and Developmental Biology from the University of Colorado. In today’s episode we discuss their approach at Worm Capital and where they find opportunities. I encourage everyone to check out their investors letters and interviews at WormCapital.com. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Gabriel Thoumi, CFA, FRM, Director of Financial Markets at Planet Tracker. He serves as Chairpersoon, US Board of Directors at 2 Degree Investing Initiative and he is a Finance Lecturer at John Hopkins University. Gabriel earned his MBA in Finance and his Master of Science in Sustainable Systems from the University of Michigan. In today’s episode we discuss financial accounting risks, lack of transparency, and why investors should be aware and mindful of these issues. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Jane Philbrick, founder and CEO of Wear Wool New London and Visiting Lecturer at Parsons School of Design. Jane also founded TILL, Today’s Industrial Living Landscapes, a community-based development studio. She earned her Master’s degree in Design Studies, Critical Conservation from Harvard University and Bachelor of Arts, East Asian Studies from Barnard College. In today’s episode we discuss the benefits of wool for sustainability. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. Prior to founding Distillate, Thomas was CIO at Institutional Capital. Before this, he was head of U.S. Equities at UBS Global Asset Management. Tom earned his BBA and MBA from the University of Wisconsin. In today’s episode we Value Investing in the current environment and why you should look internationally. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dave Plecha, Global Head of Fixed Income at Dimensional Fund Advisors. Prior to joining Dimensional, Dave managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner at Texas Instruments. He earned his MBA from the University of California at Los Angeles and his BS from the University of Michigan. In today’s episode we discuss Dimensional’s approach to fixed income investing. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mike Geller, Partner at Prosek. Before joining Prosek, Mike was an executive vice president and U.S. lead for asset management at Edelman. He also worked as director and head of public relations for RBS’s investment bank in the Americas and held positions at Pershing, part of BNY Mellon, Cantor Fitzgerald, and Moody’s. Mike earned his MBA in finance from Iona College and is a graduate of the University of Arizona. In today’s episode we discuss the importance of branding for hedge funds and how to build your own brand. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with George Mussalli. George is the Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. He earned his MBA from the Sloan School of Management and is a CFA Charterholder. In today’s episode we discuss quant ESG as well as PanAgora’s unique approach to it. 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 taxes. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Kevin Neubauer, Partner at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, ranging from private equity funds to hedge funds. He is a graduate of Fairfield University and received his J.D. from Boston College Law School. In today's episode we discuss the latest Side Letter Study from Seward & Kissel LLP. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Ross Klein, CFA, and Vince Lorusso. Ross is founder and CIO at Changebridge Capital and Vince is Partner and Portfolio Manager at Changebridge Capital where they manage the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. Prior to founding Changebridge, Ross served as a long/short generalist and portfolio manager at Boston Partners. He earned his Bachelor of Science in Business administration from Babson College. Vince brings over 22 years of investment industry experience where he worked as a Portfolio Manager at Clough Capital Partners and was a Senior Investment Consultant with Natixis Asset Management. He earned his Master in Finance and Bachelor of Science in Finance and English from Boston college. In today’s episode we discuss their approach to investing, where they find opportunities, and how to think about active management. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Dan Bush, CIO and Director of Innovation at Law Finance Group. Prior to joining Law Finance Group, Dan had a successful private practice doing commercial litigation and did transactional work in the Bay Area at Townsend & Crew (now Kilpatrick Townsend LLP) and Gunderson Dettmer LLP. He also worked at the U.S. Court of Appeals for the Ninth Circuit for 6 years. He earned his JD from Stanford Law School and his Bachelors in Philosophy from Dartmouth College. In today’s episode we discuss the financial challenges law firms face due to Covid. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Sean O’Hara, President of Pacer ETFs. Sean joined Pacer Financial to lead the national wholesaling team back in 2007. Prior to this he worked at PLANCO for 22 years where he was wholesaler, divisional manager, and managing director. He is a graduate of The Catholic University of America. In today’s episode we discuss thematic ETFs and key themes they are looking at. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Paul Gray, Co-founder and CEO at Ironhold Capital. Paul brings over 7 years of real estate investment and asset management experience. He worked in private equity for Broadway Stages Realty, in banking & product development for Morgan Stanely, and in coporate credit & coverage for Societe Generale. He earned his Executive MBA from Fordham University. In today’s episode we discuss how he runs a hedge fund. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Lawrence Cunningham, author, lecturer, professor, public company director, and consultant on corporate governance. He is the Henry St. George Tucker III Research Professor at George Washington University. Professor Cunningham authored several books including, “The Essays of Warren Buffet”, “Margin of Trust”, and many more. In today’s episode we discuss his recent book, “Quality Shareholders: How the Best Managers Atrract and Keep Them”. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Tony Ward, President, Americas, at Xero. He brings over 20 years of experience in senior leadership positions with global technology working for Microsoft Australia, LinkedIn, Spark, SurveyMonkey and Dropbox. He earned his Bachelor of Arts from the University of Manitoba and Bachelor of Commerce from the University of Auckland. In today’s episode we discuss the effects Covid had on small businesses. Enjoy and thanks for the listen!