Blog

April 2, 2020

Episode #47 Chris Schelling – Assessing the People Behind Private Equity Funds

Christopher (“Chris”) Schelling is the Director responsible for Private Equity investments at Texas Municipal Retirement System (“TMRS”). Prior to joining TRMS, Chris served as Deputy Chief Investment Officer and Director of Absolute & Real Return at Kentucky Retirement Systems and as an Adjunct Professor of Finance at University of Kentucky, where he taught a class in Alternative Investments. If you are an allocator and want to know more about how some of the best in the business go about vetting their private equity fund managers, this episode is for you! Aside from being a well-known columnist for Institutional Investor, and […]
March 19, 2020

Episode #46 Dan Houlihan – Asset Servicing, Behind the Scenes of Asset Management

Dan Houlihan is an Executive Vice President and Head of Northern Trust Asset Servicing for the Americas. Prior to joining Northern Trust, Dan spent 19 years in numerous leadership positions across several companies in the investment management, technology, and service space. He currently serves as Chairman of the Board for the National Investment Company Service Association (NICSA) and as a Director on the Advisors Investment Trust.  We talk about the asset servicing business and its various components like custody, fund administration, investor servicing and outsourced solutions across the front, middle and back office. We touch on trends in the asset […]
March 5, 2020

Episode #45 Daniel Crosby – Deep Dive into Behavioral Finance

Daniel Crosby is a New York Times Bestselling author with books like “Personal Benchmark”, “The Laws of wealth”, and “The behavioral investor”. He is also the Chief Behavioral Officer of Brinker Capital. He spoke at TEDx in Huntsville and hosts the podcast “Standard deviations”. Daniel holds a PhD in Psychology from Brigham Young University.  We talk about his role as Chief Behavioural Officer, the insights of his several books and how to apply the learnings from behavioural finance in real life. We dive into the psychology of human beings, how investors can stick with their portfolio during difficult times and […]
February 22, 2020

Episode #44 Paolo Sironi – Fintech, Innovation, and Financial Market Transparency

Paolo Sironi is the Author of several books including “Financial Market Transparency” or “Fintech Innovation”. He is a Fintech Advisor for IBM, Fintech Thought Leader, co-host of the podcast “breaking banks europe”, and member of the advisory boards of several companies. In the past, Paolo founded his own fintech startup as a joint venture of German Private Bank Sal. Oppenheim and Fitch ratings. Before that he was working as Director of Risk Management at the large Italian bank Intesa Sanpaolo. We talk a about his different books, the insights he gained from his research and how his views developed over […]
February 9, 2020

Episode #43 Michael O’Sullivan – Economics, Globalization, and the life of a CIO

Michael O’Sullivan is the author of the book ‘The Levelling’ – What’s Next After Globalisation? He has a blog with the same name. He is a World Economic Forum Global Futures Council member and Forbes contributor. Michael holds a PhD from Oxford and is the former Chief Investment Officer for International Wealth Management of Credit Suisse. We talk about his different roles, like being an equity strategist and of course his work as CIO for Credit Suisse. We talk about education and Michael lets us in on his career advice, what it takes to succeed in Finance and the skills […]
January 24, 2020

Episode #42 Jorge Tavio – The Data that Powers Financial Markets

Jorge Tavio is the Market Development Director, Wealth EMEA for Refinitiv. Refinitiv is one of the largest market data providers on the planet with more than 40,000 clients in 190 countries. In his current role Jorge is leading the wealth market development team in EMEA. He and his team are connecting the dots between new technology, regulation, new business models and innovative customer experiences. His previous roles included being the Head of Partners and Digital Innovation Continental Europe and several Specialist roles within Refinitiv (former Thomson Reuters). The episode was recorded in July 2019 With over 20 years of experience […]
January 9, 2020

Episode #41 Christina Qi – High Frequency Trading, Hedge Funds, and Women in Finance

Christina Qi serves as Founding Partner at Domeyard LP, among the longest running HFT hedge funds in the world, and CEO of Databento, a unified data discovery platform. She started Domeyard 8 years ago with $1000 in savings. Domeyard trades up to $1 billion USD per day. Her company’s story has been featured on the front page of Forbes and Nikkei, and quoted in the Wall Street Journal, Bloomberg, CNN, NBC, and the Financial Times. Christina is a contributor to the World Economic Forum’s research on AI in finance. She is a visiting lecturer at MIT, including Nobel Laureate Robert […]
December 17, 2019

Episode #40 Uwe Wystup – Quantitative Finance and Exotic Options

Uwe Wystup is the founder and Managing Director of MathFinance, a quantitative finance advisory firm. They specialize in the development of state-of-the art models for trading, sales and risk management. Their focus is on FX options, the volatility surface and structured derivatives. Uwe is also a Professor of Financial Option Price Modeling at the University of Antwerp, Honorary Professor at Frankfurt School of Finance & Management, was a Visiting Professor at Carnegie Mellon University, where he holds a Ph.D. in Mathematical Finance. Are you interested in the difference between Plain Vanilla and Exotic Options? Or the difference between Finance and […]
November 29, 2019

Episode #39 Markus Koch – Telling the Stories of Wall Street

Markus Koch is a German Wall Street journalist and entrepreneur. He started trading friends & families money very early and had 70k€ debt at age 17. He then paid back the money by working at Bear Sterns before starting his own journalism company. Markus acted as Economic Advisor for the Web-Series “We, the economy”, produced by Microsoft Co-Founder Paul Allen and was part of the Introduction of the Hollywood-Blockbuster Wall Street, Money never Sleeps” in Germany. What does Star Wars, Jazz, or Casanova have to do with Finance? Markus brings Wall Street to retail investors. This interview provides a very […]
October 14, 2019

Episode #38 Andreas Lukic – Angel Investing and Venture Capital

Andreas Lukic is the Managing Partner of ValueNet Capital Partners, a Private Equity Firm based in Frankfurt. He is also the honorary Chairman of the Business Angels FrankfurtRheinmain e.V., one of the biggest Angel Investor networks of Europe where he engages to grow the Frankfurt Angel and Venture Capital ecosystem. Andreas has worked in Private Equity, Venture Capital and has been an Angel Investor himself for many years. We spend a lot of time talking about the difference in Angel Investing, Venture Capital, and Private Equity. We also talk about how the investment process changes in all of the areas and […]