Valuewalk's ValueTalks

Hello Podcast listeners, Today is a very special episode with Matthew Peterson, CFA, Managing Partner of Peterson Capital Management. Before this Matthew worked as a Consultant for Goldman Sachs and as a Manager for Diamond Management and Technology Consultants. He earned his Bachelors of Science in Economics and Mathematics from the University of Puget Sound. In today’s episode we discuss his approach and what structured value is. I want to welcome Matthew to the show and I want to welcome all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Karan Sood, CEO of CBOE Vest and Head of Product Development. He has over a decade of experience in derivative based investment design and trading. Before this he worked at Proshares and worked as a Vice President at Barclays Capital. Karan earned his Master’s in Decision Science and Operations Research at London School of Economics and Political Science and he earned his Bachelor’s in Engineering from Indian Institute of Technology, Delhi. In today’s episode we discuss his approach to investing and target outcome investing. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Michael brings over 20 years of investment industry experience. Before this he was president and CEO of USA Mutual and was founding Principal and CEO of WaveFront Capital Management. He earned his Bachelor’s in Government and International Politics with a minor in Economics from Bowdoin College. In today’s episode we discuss how structured outcome investments work. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Erika Safran, CFP and Principal at Safran Wealth Advisors and Valentina Shaknes, Founding Partner at Krauss, Shaknes, Tallentire & Messeri LLP. Erika has more than 30 years of experience providing high net worth individuals and families with comprehensive financial planning services. Erika is a financial literacy advocate and she has been a volunteer lecturer at The 92nd Street Y, AARP & The New York Public Business Library. Valentina received her law degree from Brooklyn Law School and has practiced exclusively matrimonial and family law. Valentina has been named to the New York Law Journal’s 2020 Distinguished Leaders list along with Caroline Krauss, founding Partner at Krauss Shaknes Tallentire & Messeri LLP. In today’s episode we discuss divorce, separation agreements and the effects of COVID. Enjoy and thanks for the listen!

Hello Podcast Listners, Today is a very special episode with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, Portfolio Manager and Founding Partner of LifeSci Fund Management. Paul has over 20 years of healthcare investment and finance experience. He founded LifeSci Venture Partners in 2017 and launched BioShares biotechnology ETFs in 2014.. Paul earned his Bachelor in Science in Economics and Bachelor of Arts in Biochemistry from the University of Pennsylvania. Dr. Charest has a distinguished scientific background and brings over a decade of institutional healthcare investing experience. He is the inventor of 8 drug patents. He earned his Bachelors in Chemistry with highest honors from Rutgers and his PhD in Chemistry and Chemical Biology from Harvard. In today’s episode we discuss the recent launch of the Biothreat ETF and how they approach the healthcare industry. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Dr. Lewis Altfest, CFA, CFP, CPA, PFS, and CEO of Altfest Personal Wealth Management. Before founding his firm in 1983, Lew was a General Partner and Director of Research for Lord Abbett & Co. He began his career as a research analyst at Wertheim & Co.. He is also an Associate Professor of Finance at the Lubin School of Business at Pace University where he teaches financial planning and investments. He earned his Ph.D. from the Graduate Center of the City Univeristy of New York and his MBA from New York University. In today’s episode we discuss his approach to investing and financial planning and where he finds opportunities today. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode with Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series. Learn more at www.TheJoysOfCompounding.com and connect on Twitter @Gautam__Baid. You can find the Joys of Compounding at: https://www.amazon.com/gp/aw/d/0231197322/ref=tmm_hrd_title_0?ie=UTF8&qid=1585104074&sr=8-1 Enjoy and thanks for the listen!

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 the present environment and where the find opportunities especially in the mining sector. They discuss their activist case in the mining sector. Check out their Youtube at: https://www.youtube.com/channel/UCH1gkvmtAWe85N4qHmXlDug 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 Finance from Kent State University. In today's episode we discuss how to navigate the current climate. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode on Reps, Warranties and Insurance. I have 3 special guests to cover this topic. Allyson Coyne, is the Managing Director & Chief Broking Officer at Aon M&A and Transactions Solutions. She earned her JD and MBA from Villanova University and her BA in English from Notre Dame. Matthew Wiener is Managing Director at Aon. He earned his BBA from The University of Texas and JD from Georgetown University. Jon Stanley is from Bass Berry and Sims where his practice involves corporate and securities matters, M&A, and other transactions. He earned his BA from the University of Virginia and JD from Vanderbilt Law School. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Kyle Hegarty, managing director at TSL Marketing. He also served as VP Global Sales and Marketing at TSL and Project Manager at Braingem. He graduated Bowdoin College with an AB in International Relations and Economics. He is the author of “The Accidental Business Nomad” and in today’s episode we will discuss his book and his tips for being an international business person. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Andrew Rodriguez, CEO and CIO of Change Finance. Before this he was a Portfolio Manager at Principium and Assistant Portfolio Manager and Senior Research Analyst at Keel Asset Management. He earned his MBA, Sustainable Systems, at Pinchot University and his BA in Philosophy from University of California Santa Cruz. In today’s episode we discuss his approach to investing and the petition for the need for more transparency in regards to the Gender Pay Gap. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Frank Van Gansbeke, Professor of Practice at Middlebury College and Founder and Managing Member of Goose Creek Venture Partners. Before this, Frank was MD Corporate and Investment Banking at BNP Paribas and VP M&A and Treasury at Assurant. Today is a very special episode hosted and produced by Natalie Wu, who recently finished her BS in Environmental Science and BA in International Studies from John Hopkins University. In this discussion, Frank and Natalie tackle the fault lines we are facing in terms of climate, financial, and social. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. He is ultimately responsible for OSAM’s investment strategies. Jim authored several books including, “Invest Like the Best” and “What Works on Wall Street”. In today’s episode we discuss his approach to investing and why you need a big research graveyard. I want to welcome one of the best investors on the podcast and I want to welcome all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Tim Koller, Partner at McKinsey & Company, Strategy & Corporate Finance. Tim has been consulting for over 28 years where he has served clients globally on value creation, corporate strategy, capital-market issues and M&A transactions. He co-authored Valuation which is in its 7th edition. Tim earned his MBA from the University of Chicago and his BS in Economics and Accounting from Loyola Marymount University. In today’s episode we discuss some new additions to the Valuation book and why there is a disconnect between the stock market and economy. Enjoy and thanks for the listen!