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 […]
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 […]