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 […]
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 […]
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 […]