Podcasts

October 21, 2021

Episode #78 Lutfey Siddiqi – Global Risk Management, and Diversity and Inclusion in Financial Institutions

Lutfey is a Visiting Professor-in-Practice (IDEAS – “Ranked #1 university-affiliated think-tank 2020”) at LSE, the London School of Economics and Political Science, where he also is aMember of Scientific Advisory Board at the LSE Systemic Risk Centre. At LSE he is also Co-investigator of the Inclusion Initiative, a Former member of the LSE Court of Governors & Investment Committee.He is also an Adjunct Professor at my alma mater, the National University of Singapore, where he also is part of the Advisory board of the Centre for Governance & Sustainability.  Furthermore, Lutfey is a Member of the Global Agenda Council or […]
October 14, 2021

Episode #77 Robert Almgren – A Deep Dive into Optimal Trade Execution in Fixed Income and Futures Using Quantitative Methods

Chat Robert Almgren is the Chief Scientist and co-founder of Quantitative Brokers. Rob was previously a professor of mathematics at the University of Chicago, the University of Toronto, and currently teaches High-Frequency Markets at Princeton University. Prior to QB, Robert was a Managing Director and Head of Quantitative Strategies in the Electronic Trading Services group at Bank of America until 2008. Robert Almgren completed a B.S. in physics and a B.S. in mathematics at MIT, then an M.S. in Applied Mathematics at Harvard University. He holds a Ph.D. in Applied and Computational Mathematics from Princeton University. In this episode we […]
October 7, 2021

Episode #76 Timo Pfeiffer – An Intro to Indices – creation, use cases, and maintenance

Timo Pfeiffer is the Chief Markets Officer of Solactive and in charge of Research, Sales, and Communications. He joined in 2017 as Head of Research & Business Development, after working for more than 15 years at Deutsche Bank, where he has held various management positions in London and Frankfurt. Most recently, he served as Managing Director in charge of Structured Products distribution in Europe. In this episode we explore the world of indices. You all have heard of the biggest indices, use them probably every day, but how much do you know about their origin, creation, administration? This is our […]
September 30, 2021

Episode #75 Michaela Walsh – Founding the Women’s World Banking Movement, Financial Inclusion, and Female Entrepreneurship

Our guest today is Michaela Walsh. Michaela is an activist, scholar, mentor, educator, and author. She was the Founding President of Women’s World Banking. Women’s World Banking is the global leader in women’s financial inclusion. Prior to that, Michaela served as a Project Director for the U.S. Congressional Office of Technology Assessment, and as a Program Associate with the Rockefeller Brothers Fund. Michaela also was a pioneer woman manager with Merrill Lynch in Beirut, Lebanon, in the ’60s, and the first woman Partner of Boettcher & Company in the ’70s, and in 1980.  This episode is a rare one. Michaela […]
September 23, 2021

Episode #74 Daniel Faggella – Use Cases for AI in Financial Services and where funding really goes

Daniel Faggella is the Founder, CEO, and Head of Research at Emerj Artificial Intelligence Research. He is also a Member of the OECD Network of Experts on AI, a Fellow at the Institute for Ethics and Emerging Technologies. Daniel previously founded Science of Skill, CLVboost, and Black Diamond Mixed Martial Arts Academy, so we have someone with a very specific and similarly broad experience set. Dan also hosts a total of 3 podcast: The AI in Business Podcast, The AI in Consulting Podcast, The AI in Financial Services Podcast. Dan holds a Masters degree from the University of Pennsylvania in […]
September 16, 2021

Episode #73 Hugo Bongers – Corporate Venture Capital, Grooming Unicorns, and Investing in Startups

Hugo Bongers is the Head of ABN Amro Ventures, the 150 million Euro Corporate Venture Capital fund of Dutch Bank ABN Amro. His mission is to make strategic investments in early-stage (series A and onwards) tech and fintech companies which are relevant for the bank. His job is to scout for innovative companies, invest in them, connect them with relevant stakeholders within the bank. Hugo is on the board of a lot of startups, like solarisbank, penta, crosslend, just to name a view. Hugo has a background in acquisition finance and private equity. Hugo holds Masters degrees in law and […]
September 9, 2021

Episode #72 Colin Lancaster – Global Macro Trading, Hedge Funds, The Covid Pandemic, and Market Trends

Colin Lancaster is a 25-year Wall Street professional. He has run two of the highest profile global macro businesses for the top-performing hedge funds in the world and has worked directly for a number of the icons in the investing world. Most recently he was Head of Global Macro Strategies at Citadel and prior to that he was Head of Global Macro at Balyasny Asset Management. He has managed investment operations in London, New York, Hong Kong, Singapore, Chicago, and San Francisco. Colin is a graduate of Princeton University and is a lawyer by training. Colin is also the author […]
June 10, 2021

Episode #71 JC de Swaan from Princeton University – Finance as a Force for Good

Jean-Christophe or JC de Swaan is a lecturer in the economics department at Princeton University, where he is affiliated with the Bendheim Center for Finance.  He teaches courses on ethics in finance and on Asian capital markets to undergraduate and graduate students.  He also teaches at the Judge Business School at the University of Cambridge.  In the past he has taught at Yale University, Hong Kong UST, and Cheung Kong Business School in Beijing. Separately, JC de Swaan is a Partner at Cornwall Capital, an investment fund based in New York.  Prior to Cornwall, he was a senior advisor on China […]
May 27, 2021

Episode #70 Patrick Lowry of Iconic Holding & Cryptology Asset Group – Institutional Crypto Adoption, BTC ETPs, Bitcoin Mining and ESG, and NFTs

Patrick Lowry is the CEO and Managing Partner of Iconic Holding. Iconic Holding is a global crypto asset management group that started in 2017 with Iconic Lab, a global crypto VC and accelerator. Iconic also launched a series of crypto asset index vehicles under the Iconic Funds brand.Patrick is also the CEO of Cryptology Asset Group. Cryptology is a Malta based investment company investing in crypto assets and companies around the world with portfolio companies including Block.one, nextmarkets and Iconic. Cryptology is the largest publicly traded holding company for blockchain companies and crypto assets.Previously, Patrick was an auditor at PwC […]
May 13, 2021

Episode #69 Bashar Al Natoor from Fitch Ratings – Islamic Finance, Intro, Challenges, and Opportunities

Bashar Al-Natoor is Fitch Rating’s Global Head Islamic Finance. Bashar is responsible for coordinating all Islamic Finance activities across Fitch’s Sovereign, Financial Institutions, Corporate, Structured Finance, Infrastructure and Insurance teams. Bashar has more than 16 years’ experience in the Islamic Finance market. Prior to joining Fitch, Bashar spent seven years at the Islamic Development Bank (IDB) in key roles. Bashar graduated with an MSc in banking and financial studies from the Arab Academy for Finance and Banking Science and a BS in finance and banking from Amman University. Bashar is also a Certified Bank Auditor (CBA), a Certified Risk Professional (CRP), […]
April 29, 2021

Episode #68 Radboud Vlaar from Finch Capital – Venture Capital Investments into European Fintechs

Radboud Vlaar is a Managing Partner at Finch Capital, a VC investor based out of Amsterdam.  Prior to launching Finch Capital and its first fund in 2013, Radboud was a Partner at McKinsey & Company, focused on Financial Services, PE, and M&A. Prior to McKinsey, Radboud worked at TPG, co-founded 3 companies. Radboud holds four Master’s Degrees from the University in Groningen. Radboud leads the firms’ investments in ZOPA, Fixico, BUX, Safened, Salviol, DIG (incl. KNIP and Komparu), Trussle, Supply Finance among others. This episode is dedicated to VC investments into Fintech startups. We have a look into investing in AI […]
April 15, 2021

Episode #67 Brett King – The Ultimate Fintech Episode

Brett King is a futurist, an Amazon bestselling author, an award-winning speaker, host the globally recognized radio show Breaking Banks, is the Founder and Executive Chairman of neo-bank Moven. He advised the Obama administration on the Future of Banking. Brett has spoken at TED conferences, given opening keynotes for Wired, Techsauce, Singularity University, Web Summit, The Economist, IBM’s World of Watson, CES, SIBOS, and many more. He has appeared as a commentator on CNN, CNBC, BBC, ABC, Fox, and Bloomberg. He previously advised the Obama administration on Fintech policy and advises regulators and bank boards around the world on technology transformation. This […]
April 1, 2021

Episode #66 Stephen Stonberg – Cryptocurrencies, Tokenisation, and Regulation

Stephen Stonberg is the Chief Operating Officer and Chief Financial Officer at Bittrex Global, one of the leading crypto trading platforms. Before joining Bittrex Global, Stephen held Managing Director positions with Deutsche Bank, J.P. Morgan, Credit Suisse, the Winton Group, and Goldman Sachs. He was Partner and CEO U.S. of the hedge fund Brevan Howard.  In this episode, we talk about all things crypto. We talk about the newest trends, the latest news, what’s going on with regulation in the crypto space, and where Stephen sees regulation going. We talk about Ripple and their quarrel with the SEC. We talk about tokenized equity and leverage tokens. And of course, how to learn to get into the […]
March 11, 2021

Episode #65 Elizabeth Crain – Current Trends in M&A and Investment Banking

Elizabeth Crain is the Chief Operating Officer and a Founding Partner at Moelis & Company where she leads the Firm’s global strategy, infrastructure, and business management functions. Elizabeth has been in the investment banking and private equity industries for over 25 years as a banker, principal, and operations executive. Moelis is a global independent investment bank that has advised on more than $3.5 trillion on transactions, with deal sizes ranging from $100 million to $160billion. Prior to Moelis & Company, Elizabeth was a Managing Director in the UBS Investment Bank where she was the Manager of the Investment Bank Client […]
February 11, 2021

Episode #64 Chris Younger – Entrepreneur-First Investment Banking

Chris Younger co-founded Class VI in 2005 with a mission to Enable the Entrepreneurial Spirit. Prior to Class VI, Chris spent more than 20 years gaining experience in executive management, marketing, sales, law, and mergers and acquisitions. Chris was a co-founder and President of Expanets, the nation’s largest provider of converged communications solutions. During his tenure with Expanets, Chris led the acquisition and integration of 27 companies, ranging in size from $2 million to over $1 billion in annual revenues, ultimately leading to its acquisition by Avaya in late 2003. Prior to Expanets, Chris was an associate with the law firm of Wilson, […]
January 28, 2021

Episode #63 Martin Boyd – Lessons from the largest Fintech in the world

Martin is President of FIS’ Capital Market Solutions business. You might have heard of FIS because of their 43 billion Dollar acquisition of worldpay in 2019, which was the largest acquisition in the Fintech industry to date. FIS is the world’s largest Fintech with over 10 billion USD in revenue and over 55,000 employees globally.  In this role, Martin is responsible for developing and delivering the technology and services that facilitate the movement, management and growth of money and global securities. He joined FIS in 2015 with the acquisition of SunGard, where he began his leadership journey in 1998. Over […]
January 7, 2021

Episode #62 Weijian Shan – A Private Equity Deep Dive and Money Games

Weijian Shan is chairman and CEO of PAG, a leading Asia-focused private equity firm. Prior to PAG, he was a partner of TPG, and co-managing partner of TPG Asia (formerly known as Newbridge Capital).Over two decades, Weijian Shan has led a number of landmark transactions. Previously, Shan was a managing director of JP Morgan, and an assistant professor at the Wharton School of the University of Pennsylvania. He holds an M.A. and a Ph.D. from the University of California, Berkeley, and an M.B.A. from the University of San Francisco. Shan is the author of Out of the Gobi: My Story of China […]
December 10, 2020

Episode #61 Stephan Feilhauer – Principal Investing in Infrastructure Tech Startups

Stephan Feilhauer is a Managing Director at Macquarie Capital, the corporate advisory, capital markets and principal investment arm of Macquarie Group. Stephan leads Macquarie Capital’s growth equity investment, or investments on the firm’s own balance sheet, in the Infratech sector. Before Macquarie Capital, Stephan was a VP at Deutsche Bank, a Graduate Researcher at MIT, a Financial Economist at The World Bank, and a Financial Analyst at Goldman Sachs. Stephan holds a Bachelors of Engineering in Business Finance from University College London and the London School of Economics and a Masters in Engineering and Economics from MIT. In this episode […]
November 26, 2020

Episode #60 Rich Nuzum – Advising 16 Trillion Dollars in Assets

Rich Nuzum is President of Mercer’s Investments & Retirement business and a member of Mercer’s Executive Leadership Team. Rich is also the Executive Sponsor for Mercer’s Pride Business Resource Network. Rich’s prior roles include President and Global Business Leader for Mercer’s Investment Management business and global Chief Investment Officer for Mercer’s Investment Management business. Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor’s degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. He is a CFA® charterholder and a member of the CFA […]
October 22, 2020

Episode #59 Martin Hahn – An Overview of the Private Equity Investment Space

Martin is Chief Executive Officer, Head of Business Development and a member of the Executive Committee of Capital Dynamics. He has over 30 years of experience in sales, marketing and general management. Prior to joining Capital Dynamics, Martin was an independent management consultant and CEO at TestQuest, Inc., a start-up software company in the US. Earlier in his career, he held general manager positions at several publicly traded technology companies in the US. Martin holds a Bachelor’s degree in Economics from the University of Minnesota and an MBA from the University of Chicago. Capital Dynamics is a global private asset […]
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 […]
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 […]
October 14, 2019

Episode #37 Mark Yusko – CEO and CIO of Morgan Creek Capital Management (Part 2)

THIS IS PART 2 OF A 2 PART INTERVIEW Mark Yusko is the Founder, CEO and Chief Investment Officer at Morgan Creek Capital Management, a company that provides investment management services to institutions and wealthy families. Prior to forming Morgan Creek, Mark was the President, Chief Investment Officer and Founder of UNC Management Company, the endowment investment office for the University of North Carolina at Chapel Hill. Prior to that, Mark was the Senior Investment Officer for the university of Notre Dame Investment office, where he joined as an Assistant Investment Officer in October of 2003. We spend a lot […]
September 5, 2019

Episode #36 Mark Yusko – CEO and CIO of Morgan Creek Capital Management (Part 1)

Mark Yusko is the Founder, CEO and Chief Investment Officer at Morgan Creek Capital Management, a company that provides investment management services to institutions and wealthy families. Prior to forming Morgan Creek, Mark was the President, Chief Investment Officer and Founder of UNC Management Company, the endowment investment office for the University of North Carolina at Chapel Hill. Prior to that, Mark was the Senior Investment Officer for the university of Notre Dame Investment office, where he joined as an Assistant Investment Officer in October of 2003. We spend a lot of time talking about asset allocation, manager selection and […]
August 2, 2019

#35 Gerard Tong – The unromantic truth about becoming a trader

If you always wanted to have a real and unromantic view on what it takes to be a trader, this is the episode for you. Gerard is Principle at Epitrain, a financial markets, business, and project management training company. He also teaches Trading courses at the National University of Singapore, one of Asia’s most prestigious universities and Singapore Management University. Gerard has been in the realms of trading since 1992, the very early days of trading in Singapore. In the past 25 years, from open outcry to electronic trading, he has seen it all.  With his company he is working […]
July 18, 2019

#34 Paul Smith – President and CEO of the CFA Institute

This week, we had the pleasure to speak to the current (as of July 2019) CEO of the CFA Institute, Paul Smith. In our conversation, we cover some of Paul’s challenges in running the CFA Institute during his almost 5-year tenure, the future of the investment management industry, his vision for the organization, why he thinks it is important to have a mandatory Continuing Professional Development requirement for CFA Charterholders, as well as why he thinks young professionals interested in in investment management should strive to become CFA Charterholders. Please keep in mind this is not investment advice. Full disclaimer […]
July 5, 2019

Episode #33 David Salem – A Deep Dive into Capital Allocation

This interview is a true master class for anyone interested in capital allocation and manager selection. We had the great pleasure to speak to David Salem, the Co-Chairman of New Providence Asset Management, a firm that provides investment office solutions for endowments, foundations and family offices. David is also a contributor to Epsilon Theory, an online community in which he writes extremely thoughtful articles about investment management and combines it with his passion for the game of baseball.  Before assuming his current post, David served as a Managing Partner at Windhorse Capital Management, which merged with New Providence in 2018. […]
June 13, 2019

Episode #32 Iven Kurz – Passive Dynamic Investing

We had the pleasure to chat with Iven Kurz, founder and CEO of Evergreen GmbH. Evergreen is a German retirement focused Robo advisor. Before founding his own company, Iven was a total return fund manager for two of the biggest German Private Banks. The total return investing style Iven uses is called Passive Dynamic Investing, which is based on the Black-Scholes Option Pricing Theory and he used for many years. We dive deep into the weeds of this investment form and see why it is being used for retirement saving. Please keep in mind this is not investment advice. Full […]
May 30, 2019

Episode #31 Joseph Lau – How to Become a Financial Modelling World Champion

This week’s episode is a treat to all of the excel geeks out there. We are delighted to share the conversation we had with Joseph Lau, the only 2-time Financial Modelling World Champion at the ModelOff competition. We cover many interesting topics, ranging from his experience competing at the ModelOff competition, common mistakes people make in financial modelling, and tips on how to excel (pun intended) at financial modelling. Besides being a World Champion in his spare time, Joseph is a Director of Project Finance at the Commonwealth Bank of Australia. He is also a Co-founder of Spreadsheet Advantage, which […]
May 17, 2019

Episode #30 Charlie Eaton – Pioneering the Placement Agent Industry

This week we are talking about the placement agent business in the alternative investments space. We could not have imagined finding a better person to discuss this topic with than Charles “Charlie” Eaton, the Founder of Eaton Partners and one of the pioneers of the whole industry. Charlie founded Eaton Partners in 1983 as one of the first and now one of the largest placement agents in the world. Eaton Partners was acquired by Stifel Financial in 2016. According to Eaton Partners’ website, it has been widely recognized as the world’s leading placement agent. Since the firm’s founding in 1983, […]
May 3, 2019

Episode #29 Dan Rasmussen – Disrupting Private Equity

Dan Rasmussen is the Founder and Portfolio Manager at Verdad, a hedge fund that attempts to replicate privately-equity like returns through investments in publicly listed highly leveraged micro-caps. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan graduated from Harvard summa cum laude and Phi Beta Kappa and received an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list. The topics discussed include: Replicating private equity with […]