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 […]