Valuewalk's ValueTalks

Hello Podcast listeners, Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing in Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Will Rhind, CEO and Founder at Graniteshares. Before this he was CEO of World Gold Trust Services and Managing Director, USA at ETF Securities. He was also Principal at iShares. In today’s episode we discuss how Graniteshares delivers unique strategies such as gold and his new ETF XOUT. We also discuss some business lessons he had as an entrepreneur. Today’s questions were prepared by Natalie Wu who recently graduated John Hopkins University with a BS in Environmental Science and BA in International Studies. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Rob Wyrick, CIO of Post Oak Private Wealth Management. Rob brings over 25 years of investment experience. He began his career as an intern with Oppenheimer & Co. and then proceeded to Underwood, Neuhaus and Company. Rob earned his Bachelor of Business Administration, Finance from the University of Houston. In today’s episode we talk about his approach to investing and the implications of negative rates. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Eric Becker, Portfolio Manager at Water Island Capital. Eric has been with Water Island Capital since 2010. He earned his MBA from Cornell Univeristy and his Bachelor’s in Business Administration and Management from Bucknell University. In today’s episode we discuss his approach to merger arbitrage and how implement it in an ETF form. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Sean Covey, business executive, author, speaker and innovator. He is the president of Franklin Covey Education. He authored many books including “The Leader in Me” and “The 7 Habits of Highly Effective Teens”. He earned his Bachelor’s with honors from Brigham Young University and his MBA from Harvard. In today’s episode we discuss the new edition of “The 7 Habits of Highly Effective People” which is in its 30th Anniversary and how we can use it to navigate the current times. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Skip Johnson, RICP, Partner and Lead Advisor at Great Waters Financial. Before Co-founding Great Waters Financial, he worked as a National Sales Manager at BNG Holdings, Inc. He was also, co-owner and VP of Sales at Vantage Companies, LLC. He is a graduate of North Dakota State University. In today’s episode we discuss his approach to financial planning and holding cash in the portfolio. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator. John brings over 30 years of Investment Management experience beginning with AFAM. In 2018 he joined Kovtiz after Kovitz acquisition of AFAM. In today's episode we discuss where he finds opportunities and the implications of Covid. Enjoy and thanks for the listen!

Hello podcast listeners. Today's very special episode with Siggy Eggert, CEO of Grizzly research and activist short selling firm. Before this Siggy worked as an analyst at geo investing, and as a research assistant at forensic economics Incorporated. He specializes in short selling special situations and micro caps. He earned his master's in finance from the University of Rochester. In today's episode, we discussed his approach and opportunities in short selling He will be speaking at our upcoming conference https://www.eventbrite.com/e/contrarian-investor-virtual-conference-no-2-tickets-104076373234?discount=VALUEWALK 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 documentary, “Broken Eggs” and how we are facing a retirement crisis. We also discuss the potential implications of how Covid and the shutdown will affect retirement planning. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Chad Glauser, Founder and Portfolio Manager at Alpine Quantitative. Before this he was President and Managing Partner of the Glauser Group and President at Glauser Mercedes-Benz. In today’s episode we discuss his approach and how he uses volatility.

Hello Podcast listeners, Today is a very special episode with Winston Justice, Vice President at Bernstein Private Wealth Management. He is co-founder of Elixir Coffee Roasters in Philadelphia which now has 4 locations. Before this he was a portfolio manager for PIA’s Alternative Investment Group and co-founded MJC Capital, an early stage investment vehicle. He also served as Portfolio Manager at Wells Fargo Securities. Winston was an offensive tackle for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos. He earned his MBA from George Washington University and a graduate of USC. In today’s episode we discuss how Covid affects small business and his approach to investing and portfolio management. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Jack Vogel, Phd, CIO/CFO at Alpha Architect. Dr. Vogel conducts research in empirical asset pricing and behavioral finance. He co-authored “DIY Financial Advisor” and “Quantitative Momentum”. He earned his Ph. D. in Finance and MS in Mathematics from Drexel University and his BS in Mathematics and Education from the University of Scranton. In today’s episode we discuss his approach and factor based investing. Enjoy and thanks for the listen!

Hello 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 the rise of interest in trading during the Covid crisis. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Andrew Sandoe, CIO at Fidelis Capital Management, Lecturer at Harvard University, and Veteran. Andrew began his investment career in 2000 at Morgan Stanley, at 2 World Trade Center on the 63rd floor. He was not there during September 11, however, that day changed his career trajectory and shortly after he spent the next 9 years flying for the Marine Corps. Andrew earned his MBA from MIT and BA from the University of New Hampshire. In today’s episode we discuss his approach and where he finds opportunities in today’s environment. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Chris Scibelli, Managing Director and Institutional Client Relations, at Alpine Capital Research. Chris brings over 25 year’s of investment management experience. Before ACR, he was a Managing Director for Ares Management L.P. and Managing Director and Institutional Distribution & Consultant Relations at Trust Company of the West. He earned his MBA from UCLA and BA in Economics from Harvard University. In today’s episode we discuss ACR’s approach to investing and the importance of Price-to-Value. Enjoy and thanks for the listen!