April 18, 2019

Episode #28 Otavio Costa – Global Macro Hedge Fund Research, Economic Indicators and Business Cycle

Otavio Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. “Tavi” built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg, The Wall Street Journal. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi […]
March 28, 2019

Episode #27 Joern Czech – Alternative Investments, Investment Banking and Entrepreneurship in Finance

Joern Czech is the Co-Founder and Manager of IANUA Market Limited, an Alternative Investment platform and intelligence hub, founded in 2018. They simplify Alternative Investing for professional investors, co-invest with them into curated investment opportunities. Joern’s career started in Trading for a local German bank before he moved into Institutional Sales for Deutsche Bank and Goldman Sachs. Just before founding IANUA, Joern was a partner and Head of Business Development and Investor Relations at a London-based Hedge Fund called SCIO Capital LLP. In this episode we talk about the financial crisis and the credit crunch, we provide insights into the […]
March 15, 2019

Episode #26 Tobias Schulz – Venture Capital, Market Trends, German VC Ecosystem, Portfolio Management and How to Become a VC

Tobias Schulz is an Investment Manager at HTGF. High-Tech Gründerfonds is one of Europe’s biggest venture capital groups and an early stage seed investor, focused on high potential high-tech start-ups. Before joining HTGF Tobias has worked as an entrepreneur and has experience in the private equity industry. In the episode we talked bout the following topics: How to manage a big portfolio of Startups The venture capital market trends Europe vs US VC market How do startups scale? How do VC investment managers make decisions How do you get a job as a VC Differences between working for PE and […]
March 1, 2019

Episode #25 Michael John Lytle – ETF Business, Fixed Income, CDS and the Financial Crisis

Michael John (‘MJ’) Lytle is the CEO of Tabula Investment Management, a provider of fixed income ETFs, which was founded in 2018. Tabula aims to bring investors precise credit exposure. They give access to parts of the fixed income asset class, which currently are less accessible.  He also was a founding partner of Source, a ETF Provider, which as of 2017 is part of Invesco. At Source we was the Chief Development Officer, with specific responsibility for marketing and broader involvement in product creation and design. MJ was also part of Morgan Stanley and BlackRock.    We talk about a […]