Episode #304: Damon Ficklin, Polen Capital, “Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots

Episode #304: Damon Ficklin, Polen Capital, “Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots   Guest: Damon Ficklin joined Polen Capital in 2003. Mr. Ficklin is Head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy.  From 2012 through June 30, 2019,...

Episode #303: Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”

Episode #303: Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”   Guest: Kevin Lozer, CFP is the co-founder of Holistiplan, an end to end tax planning tool for financial advisors and the owner and founder of Oakton Financial in Northern Virginia. Date Recorded: 3/24/2021     |     Run-Time: 46:09 Summary: In today’s episode, we’re talking about how...

Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”

Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”   Guest: Lisa Rich is managing partner of Hemisphere Ventures, an early stage VC firm focused on frontier tech. She’s also founder and COO of Xplore, a space company dedicated to deep space exploration. Date Recorded: 3/31/2021     |     Run-Time: 44:46 Summary: In...

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”   Guest: Daniel Crosby, Ph.D, is Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science. Date Recorded: 3/17/2021     |    ...

Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”

Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”   Guest: Geoffrey Batt has been investing on the Iraq Stock Exchange since January 2008. In October 2010, Mr. Batt launched the Euphrates Iraq Fund. Prior to his Iraq investments,...

Episode #299: Sundeep Ahuja, Climate Capital, “Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around”

Episode #299: Sundeep Ahuja, Climate Capital, “Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around”   Guest: Sundeep Ahuja is a 3x founder-turned-investor who's currently GP @ Duro Ventures, Climate Capital, and DVC. Prior investments include Good Eggs, Substack, Mighty Buildings, Goodreads, and Shef. He's also the...

Episode #298: Boris Wertz, Version One, “I Really Think About The Next Decade As A Golden Decade For Technology”

Episode #298: Boris Wertz, Version One, “I Really Think About The Next Decade As A Golden Decade For Technology”   Guest: Boris Wertz is founding partner of Version One and one of the top tech early-stage investors in North America. Born in Germany and based in Vancouver, Boris takes a wide-angle view to find great companies all...

Episode #297: Tim Ranzetta, Next Gen Personal Finance, “Every Student Wants To Learn About Money”

Episode #297: Tim Ranzetta, Next Gen Personal Finance, “Every Student Wants To Learn About Money”   Guest: Tim Ranzetta is the co-founder of Next Gen Personal Finance (NGPF), a non-profit organization to partner with teachers by sharing timely and relevant curricular resources, providing effective professional development, and advocating to increase access to financial education. Date Recorded: 3/3/2021    ...

Episode #296: Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”

Episode #296: Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”   Guest: Jason Hsu is the founder and chairman of Rayliant Global Advisors. Prior to his current role, Jason was the co-founder and vice chairman of Research Affiliates. Date Recorded: 3/3/2021     |     Run-Time: 51:11 Summary: In today’s episode, we get an update from...

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”   Guest: Jacob Rubin is the Founder and Managing Member at Philosophy Capital Management LLC, launched April 1, 2020. Prior to Philosophy, Jacob was a Managing Director at Lonestar Capital and...