Valuewalk's ValueTalks

Hello Podcast listeners, Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a graduate of the University of Colorado Boulder with a Bachelor’s in Finance and Chemical Engineering. He also completed a certificate in Computational Finance from the University of Washington. In today’s episode we billing and rage clicks. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Joost Van Dreunen, author of “One Up: Creativity, Competition, and the Global Business of Video Games”, startup advisor, and lecturer at NYU Stern School of Business. Previously he was co-founder and CEO of Superdata Research, a games market research firm, which was acquired by Nielsen in 2018. He earned his PhD in communications from Columbia University and his Masters in Media Studies from University of Amsterdam. This episode is part 2 where we discuss mobile gaming and his book, “One Up”. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Charles Trafton, Co-founder and President, edly ISA marketplace and FlowPoint Capital. He began his career working as an analyst with Smith Barney Inc., Cowen & Co., Adams Harkeness & Hill and America’s Growth Capital, llc. Charles was with the Boston Company, LLC from 2006 to 2013 as a member of the Portfolio Engineering and Small Cap Growth Teams. He earned his Bachelor’s of Science in Finance from Boston College. In today’s episode we discuss what Income Share Agreements are and why investor’s should be aware of them. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Thyra Zerhusen, CEO and CIO of Fairpointe Capital LLC. Before this she worked at Talon Asset Management where she was Senior Vice President and Portfolio Manager. She also worked at The Burridge Group as principal and portfolio manager and worked as Senior Investment Analyst at Sears Investment Management Company. She earned her M.S. from the Swiss Federal Institute of Technology with concentrations in life sciences, biotechnology, and economics. She also earned her M.A. in Economics from the University of Illinois. In today’s episode we discuss her approach to investing and where she finds opportunities. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Andrew Chanin, CEO at ProcureAM. Andrew began his career with ETFs in 2007 working at Kellog Group where he worked his way up to lead market maker for global and International equity ETFs. Andrew also worked at Cohen Capital where he was director of International Trading. In today’s episode we discuss the space industry and Spacs. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Joost Van Dreunen, author of “One Up: Creativity, Competition, and the Global Business of Video Games”, startup advisor, and lecturer at NYU Stern School of Business. Previously he was co-founder and CEO of Superdata Research, a games market research firm, which was acquired by Nielsen in 2018. He earned his PhD in communications from Columbia University and his Masters in Media Studies from University of Amsterdam. This episode is part 1 where we discuss an overview of the gaming industry and his book, “One Up”. Enjoy and thanks for the listen!

Thinking About the Pension Crisis with Chad Parks, CEO, Founder at Ubiquity Retirement and Savings by ValueWalk

Hello Podcast Listeners, Today is a very special episode with Shree Viswanathan, founder and sole employee of SVN Capital. Shree has 15 years of portfolio manager and analyst experience working at Keeley Asset Management, Advisory Research, Inc, and Discovery Financial Partners. He also has over 6 years of M&A experience working at Union Bank of California, Thomas Weisel Partners, and Alex Brown, Inc. Shree earned his MBA from the University of Chicago and is a Certified Financial Analyst and Certified Pubic Accountant. In today’s episode we discuss his approach, investment ideas, and where he finds opportunities. You can reach out to him via email at shree@svncapital.com and definitely give him a follow on Twitter @svncapital. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Phil Toews, CEO and Portfolio Manager of Toews Asset Management. He is the founder of the Behavioral Investing Institute, an organization devoted to helping advisors manage investor behavior through market challenges. Before this he was Portfolio Management at Dorset Financial Services. He earned his BS in Economics and Finance from Bethel College. In today’s episode we discuss his approach to investing and the behavioral finance. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Judy Poller, partner at Pryor Cashman and co-chair of Pryor Cashman’s Family Law Group. She has over 25 years of experience practicing exclusively in family law and in 2018 was recognized as the “Hollywood Troubleshooter” by Hollywood Reporter for her work in divorce law. She earned her JD from Northeastern University and her BA in Psychology from Clark University. In today’s episode we discuss high net worth divorces and the effects of Covid 19. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode with Priya Bajoria, Senior Vice President, Financial Services at Publicis Sapient. Before this she was Vice President and Portfolio Head at Infosys and was Investment Banking Executive at Merrill Lynch. She earned her MBA, Finance from SVKM’s Narsee Monjee Insistute of Management Studies and her BCS in Computer Science from Fergusson College. In today’s episode we discuss the recent trends in wealth management and the importance of technology in the changing landscape. Enjoy and thanks for the listen!

Hello podcast 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 the rise of interest in trading and the tapering off of trading volume.

Hello Podcast listeners, Today is a very special episode with Ronnie Schindel, Partner at Pryor Cashman and co-chair to Pryor Cashman’s Family Law Group. Ronnie began his career in 1994 and has exclusively focused on matrimonial law. He is also a Fellow of the American Academy of Matrimonial Lawyers and currently serves as the President of the New York Chapter. He earned his JD from Brooklyn Law School and his BA from State University of New York at Stony Brook and Cornell University. In today’s episode we discuss a variety of topics including some nuances in the law profession, separation agreements, prenups and sports. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Mark Zyla, Managing Director of Zyla Valuation Advisors, LLC. Before this he was a Managing Director at Acuitas, Inc and Principal at Willamette Management Associates. He earned his BBA from the University of Texas at Austin and an MBA from Georgia State University. He is a chartered financial analyst and a certified public accountant, accredited in business valuation (“CPA/ABV”), certified in financial forensics (“CFF”) by the AICPA, and an accredited senior appraiser with the American Society of Appraisers certified in business valuation (“ASA”). In today’s episode we discuss valuation issues and goodwill impairments. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Pehr Gyllenhammar, author of Character is Destiny and former CEO of Volvo. He was also Managing Director and CEO of Skandia Insurance Company. Mr. Gyllenhammar is a former member of the International Advisory Committee of the Chase Manhattan Bank, and has worked with and served on the board for United Technologies, Kissinger Associates, Rothschild Europe, Lazard, the Reuters Founders Share Company. In today’s episode we discuss his recent book, “Character is Destiny” and how companies should approach the Covid Crisis. Enjoy and thanks for the listen!