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August 13, 2020

Episode #58 Robert Santella – Voice Trading, Fintech, and becoming CEO of the Year

Rob is the CEO of IPC Systems, the leading voice trading company famous for their dealer turrets, which you can find on every trading floor. Previously, Rob was the President of Global Trading at FIS, the world’s largest Fintech and a Fortune 500 company. Before that, Rob was COO of several different companies. Rob recently won the CEO of the Year award.  We speak about the past, present, and future of trading, especially voice trading. We dive into the effects of Covid19 on the trading world, how trading evolved in a working from home environment and how technology enabled this […]
July 16, 2020

Episode #57 Andrew White – Intro to Regulation Technology (RegTech) and a Master Class in Company Bootstrapping

Andrew Patrick White is the founder and CEO of fundapps, a regulatory technology company founded 10 years ago. He completely bootstrapped fundapps and grew it from a small startup to over 60 people and 9 trillion USD in monitored client assets. The company provides Shareholder Disclosure software to Hedge Funds and other asset owners. Before founding fundapps, Andrew was a managing director at aquin components, a company that was acquired by State Street.  We start off our conversation by Andrew walking us through the space of regulation technology or regtech. He gives us a history of the space, and how […]
July 2, 2020

Episode #56 Lila Preston – A Deep Dive into Sustainable and ESG Investing

Lila Preston is a Partner at Generation Investment Management, and is Co-Head of the Growth Equity platform – Generation’s private equity fund. Generation was, amongst others, founded by former US Vice President Al Gore. Lila also serves on the board of several companies. Lila holds a Bachelor’s degree from Stanford University and an MBA from London Business School. In this episode we deep dive into the world of ESG and Sustainable Investing. Lila talks about Generation’s investment approach and process, from research, over pipeline building, deal sourcing, to the decision factors. We take you step by step through the process […]
June 18, 2020

Episode #55 Jacco Minnaar – How to Create Returns While Investing with Impact

Jacco Minnaar is the Chair of the Management Board and Managing Director of Triodos Investment Management, a globally active, multi-billion Dollar Impact investor.  Jacco has 25 years of experience in the financial and investment industry. Prior to his current position as Chair, he served Triodos across various positions including Director of Energy and Climate, Fund Manager of Triodos Fair Share Fund, and Regional Manager of Africa and Latin America. Before joining Triodos in 2006, he managed the Financial Markets Development Program of the International Finance Corporation (IFC) in the Mekong region. Jacco holds a Master of Science degree in Industrial Engineering […]
June 4, 2020

Episode #54 Clare Flynn Levy – Using Data to Preserve Alpha as a Fund Manager

Clare Flynn Levy is the Founder and CEO of Essentia Analytics, a behavioral data analytics service that helps professional investors make measurably better investment decisions. She also sits on the board of several and before founding Essentia, she was active as a fund manager, both for a company she founded herself and big names like DWS. Clare tells us how data analytics can be used to become a better fund manager by analysing decision patters. She goes into a concept called the alpha lifecycle. We talk about trends in the asset management industry like AI, blockchain, or model delivery. Links […]
May 28, 2020

Episode #53 Toby Main – Venture Capital, Private Equity, and Mentoring

Toby is the Co-Founder and Managing Director of Efficient Frontier Investing, a Swiss financial product engineering firm. He also founded Isla Capital Management, a company that providers bespoke financial Solutions in Asset Management and Advisory Services. Before he was active as as Interim CIO at Status Capital and active in several Roles at Bedrock Group, one of Europe’s biggest Family Offices. Toby tells us his approach on getting returns above the efficient frontier by understanding, quantifying and managing risk. Toby takes us through their Investment Process and gives us some great insights into the Private Equity Market in Switzerland. We […]
May 21, 2020

Episode #52 Gregory Zuckerman – Insights into Wall Street and the Man Who Solved the Market

Gregory Zuckerman is a Special Writer at The Wall Street Journal, a 22-year veteran of the paper and a three-time winner of the Gerald Loeb award – the highest honor in business journalism. Greg is the author of five books: The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution; The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters; The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History; Rising Above: How 11 Athletes Overcame Challenges in Their Youth to Become Stars and Rising Above: Inspiring Women […]
May 14, 2020

Episode #51 Howie Li – Thematic Investing and the Future of Asset Management

Howie is the Head of ETF for Legal and General Investment Management (LGIM). Prior to joining LGIM, Howie was the CEO of Canvas, an ETF platform acquired by Legal and General in 2018. Prior to that, Howie trained and worked at Simmons & Simmons in London advising the hedge fund industry. LGIM is with 1.5 trillion USD AuM among the 20 largest Asset Managers in the world. This episode is all about trends. We talk about thematic investments and the underlying trends. Howie leads us through the thematic investment process LGIM makes with examples like changes in e-commerce. We also […]
May 7, 2020

Episode #50 Anniversary Episode aka Our Random Show

Today we have some absolutely non-special guests. We talk to…ourselves. To celebrate our 50th episode we made our own random episode, talking about our founding story and sharing some background on our professional lives. We also share some of our favourite episodes, books, podcasts, online learning resources and a bunch of nonsense comments. If you expect deep insights into a new financial topic, better wait for the next episode. If you want to know a bit more about us und get some recommendations, please stay and enjoy the episode. Here are the links to the resources we mentioned: Episodeshttps://thewallstreet1.wpengine.com/48-howard-marks-the-most-important-thing/ https://thewallstreet1.wpengine.com/45-daniel-crosby-deep-dive-into-behavioral-finance/ […]
April 30, 2020

Episode #49 Peter Chun – Asian M&A Trends

Peter Chun is the founder of Silverbear Capital, a globally positioned consulting and investment banking firm. Peter Chun has nearly 20 years of International finance expertise. He specialises in corporate restructuring, corporate finance, and M&A. He has worked with and represented companies of all sizes and configurations. He also brings listing experience in Korea, Toronto, Hong Kong, Frankfurt, and in the US, as well as experience in the private equity/ pre-IPO arena. In our conversation we discuss: Asian mergers & acquisitions trends The biggest differences in M&A in US / EU and Asia The 2020 M&A environment expectations The COVID-19 […]
April 16, 2020

Episode #48 Howard Marks – The Most Important Thing

Howard Marks (@howardmarksbook) is co-chairman and co-founder of Oaktree Capital Management (@oaktree) a leading global investment firm with deep expertise in credit strategies, which manages more than $120 billion in assets. Howard is the bestselling author of the two highly influential books: Mastering the Market Cycle: Getting the Odds on Your Side and The Most Important Thing: Uncommon Sense for the Thoughtful Investor. He is also known for his very insightful investor letters, which has been claimed to be must-read material by many well-known investors, including none other than Warren Buffett. Howard holds a B.S.Ec. degree from the Wharton School […]
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 […]

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