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 […]
March 9, 2017

Episode #08 Dr. Thomas Bloch – Fintechs, Robo-Advisors and The New Banking

Dr. Thomas Bloch is the Co-Founder and Co-CEO of Vaamo, a leading German Robo-Advisory platform. Prior to founding an asset management fintech Dr. Bloch has worked in investment banking for J.P. Morgan for almost 9 years. This unique set of experiences makes our today’s guest an amazing conversation partner as he shares valuable insights as seen from both sides of the table. In our conversation, we jump from topic as we discuss the history of Vaamo as well as the current fintech environment and the struggles of founding a financial startup. We also get very deep into the way a […]