Valuewalk's ValueTalks

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 banking and the PPP program. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Chris Cordoba, Certified Financial Planner, Founding Partner, and Personal Wealth Manager of California Retirement Advisors. He served as Regional Vice President, Investments at Great Western Financial Securities. Chris founded California Retirement Advisors since 1997. He is a graduate of California State University, Northridge. In today’s episode we discuss his approach to financial planning and how to use dividends in today’s environment. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Don Steinbrugge, CFA, Founder and CEO of Agecroft Partners. He has been involved in the institutional investment management industry for over 34 years. In today’s episode we discuss the trends across the hedge fund industry and Agecroft’s webinars, where institutional investors share their thoughts on trends and opportunities in the hedge fund space. You can find register for future webinars at Agecroftpartners.com and watch previous ones. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode with Jeff Kreisler, Editor-in-Chief PeopleScience, Speaker, Comedian, Behavioral Science Advocate. Jeff is co-author of “Dollars and Sense: How We Misthink Money and How to Spend Smarter.” In today’s episode we discuss the potential biases that we may face during this crisis. Enjoy and thanks for the listen!

Today's very special episode is with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's the author of the New Hedge Fund Study, and the Form ADV Study. He's a graduate of the Brooklyn Law School and NYU Stern School of Business and Finance, and in today's episode we discuss the latest New Hedge Fund Study by Seward and Kissel. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode Nate Tobik, CEO of CompleteBankData and founder of Oddball Stocks Newsletter. Nate co-authored “The Bank Investor’s Handbook: How to Find, Analyze and Invest in Bank Stocks.” He was also a technical consultant at Summa Technologies and software engineer at both Solutionary and VigilantMinds. In today’s episode we discuss what an Oddball Stock is and where he finds opportunity. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Lance King, counsel in Seward and Kissel’s Investment Management Group. His practice focuses on a broad range of regulatory, compliance and transactional matters affecting investment companies and registered advisers. Before this he served as assistant vice president and associate general counsel at an investment management firm. He earned his BA from Tuft’s University and earned his J.D. from the University of Pennsylvania Law School. In today’s episode we discuss the potential rule change for naming investment firms. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode Eugene Robin, CFA, Principal, Research Analyst and Ben Claremon, Principal, Portfolio Manager, Research Analyst at Cove Street Capital. Prior to joining Cove Street in 2011, Eugene worked as an analyst at Proton Capital, a family office where he developed investment ideas in both public and private markets. He also worked as a software engineer at Viasat. Eugene earned his MBA from UCLA Anderson School of Management and his BA in Computer Science from UC San Diego. Before joining Cove Street, Ben worked on the long and short side as an equity analyst at Blue Ram Capital and Right Wall Capital in New York. He also worked with family commercial real estate finance and management business. He earned his MBA from UCLA and received his BS in Economics from the University of Pennsylvania. In today’s episode we take a deep dive into Viasat and why they find it an attractive opportunity. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode with Dr. Jim White, Chairman and CEO of Post Harvest Technologies Inc. and Growers Ice Company, Inc, Founder and CEO of PHT Opportunity Fund LP, and Founder and President of JL White International, LLC. Dr. Jim White had an entrepreneurial spirit since he was 5 when he began selling Coke bottles to support his family. He also served our country in Vietnam. Dr. Jim earned his BS in Civil Engineering, his MBA and PhD in Psychology and Organizational Behavior. In today’s episode we discuss his recent book on Opportunity Zone Investing. Enjoy and thanks for the listen!

Hello podcast listeners, Today is a very special episode with Professor Brad Cornell, Managing Director at BRG, Senior Advisor at Cornell Capital Group, and Emeritus Professor, UCLA. Professor Cornell is a leading expert in the development of valuation theory and its application to legal analysis, investment and appraisal. He brings nearly 40 years of teaching experience in economics and valuation at UCLA, USC, and Caltech. He earned his B.A. in Physics, Philosophy, and Pschology, his M.S. in Statistics, and Ph.D. in Financial Economics from Stanford University. In today’s episode we discuss how Co-Vid affects the value of the S&P 500. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Joseph Halpern, Portfolio manager of 2 defined outcome strategies at Catalyst Funds. He has structured, priced, and traded billions of dollars in structured products, derivatives, and listed vanilla options. He founded Exceed Holdings back in 2012 which is a holding company focused on developing next-generation structured investments. In today’s episode we discuss what are structured investments and how to best use them. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Yael Tamar, CMO and Partner at SolidBlock. Besides this she is Regional Co-chair at Fibree and Board Advisor at TerraMaal. She is a blockchain strategist, speaker, mentor, and advisor. She earned her Bachelors and Masters in Economics from Hunter College. In today’s episode we discuss how to tokenize real estate assets and how blockchain can be used to make real estate investments more accessible. Enjoy and thanks for the listen!

Hello Podcast Listeners, Today is a very special episode with Jon Boyar, J.D. and President of Boyar Research. Jon began his investment career at GAMCO Investors. After this he joined Boyar, where he established Boyar’s Alternative Viewpoint which was a research product designed for the $1.4 billion Global Analyst Research Settlement. Jon earned his B.S. in Applied Economics and Business Management from Cornell University and earned his J.D. from Cardozo School of Law. He is also the host of The World According to Boyar Podcast. In today’s episode we discuss where he sees opportunity in the present environment. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Daniel Bresler, Counsel in Seward & Kissel's Investment Management Group. Dan represents U.S. and non-U.S. investment managers, commodity pool operators, commodity trading advisors and private funds, including hedge funds, private equity funds and commodity pools. He earned his B.S. from SUNY Albany, summa cum laude and a J.D. from Albany Law School, summa cum laude, where he was Executive Editor for Symposia on the Albany Law Review. In today’s episode we discuss what the LIBOR transition means especially for investment managers. Enjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Mike 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 he uses an active approach for ETFs particularly in ESG and AI. Enjoy and thanks for the listen!