Episode #126: Karen Finerman, Metropolitan Capital Advisors, “‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing”
Episode #126: Karen Finerman, Metropolitan Capital Advisors, "‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing"
Guest: Karen Finerman. Karen began her career as a trader at First City Capital, a risk arbitrage fund. She later joined Donaldson, Lufkin and Jenrette where she became Lead Research Analyst for the Risk Arbitrage department. In 1992, she co-founded New...
Episode #125: Tom Barton, White Rock Capital, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”
Episode #125: Tom Barton, White Rock Capital, “The Biggest Problem Investors Have is Things Change…and They Don’t Change”
Guest: Tom Barton. Tom is the Founder, President, and General Partner of White Rock Capital. He helped build the first multibillion-dollar short-selling hedge fund at Feshbach Brothers in the 1980s, where he exposed dozens of stock frauds. Then...
Bonus Episode: Wes Gray – Factor Investing is More Art, and Less Science
Bonus Episode: Wes Gray – Factor Investing is More Art, and Less Science
Author: Wes Gray. Wes is the CEO/CIO of Alpha Architect. He has published multiple academic papers and four books, including Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). After serving as a Captain in the United States...
Episode #124: Howard Marks, Oaktree Capital, “It’s Not What You Buy, It’s What You Pay for It That Determines Whether Something Is a Good Investment”
Episode #124: Howard Marks, Oaktree Capital, “It’s Not What You Buy, It’s What You Pay for It That Determines Whether Something Is a Good Investment”
Guest: Howard Marks is the founder and co-chairman of Oaktree Capital. Since the formation of Oaktree in 1995, Howard has been responsible for ensuring the firm's adherence to its core investment philosophy;...
Bonus Episode: Russel Kinnel – Mind the Gap
Bonus Episode: Russel Kinnel – Mind the Gap
Author: Russel Kinnel is director of manager research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site. Since joining the company in 1994, Kinnel has covered the Fidelity,...
Episode #123: Fabrice Grinda, FJ Labs, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”
Episode #123: Fabrice Grinda, FJ Labs, “We’re Still at the Very Beginning of the Tech Revolution… We Are Day One”
Guest: Fabrice Grinda is among the world’s leading Internet entrepreneurs and investors. He has over 100 exits on 400 angel investments. Fabrice has served as CEO for three multinational companies and has an impressive track record...
Bonus Episode: Rick Friedman & Anna Chetoukhina – FAANG SCHMAANG
Bonus Episode: Rick Friedman & Anna Chetoukhina – FAANG SCHMAANG
Author: Rick Friedman & Anna Chetoukhina. Rick is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, he was a senior vice president at AllianceBernstein. Previously, he was a partner at Arrowpath Venture Capital and a principal at Technology Crossover Ventures. Anna...
Episode #122: Phil Haslett, EquityZen, “It’s a Place to Connect Interested Buyers and Interested Sellers…in Late-Stage, Pre-IPO Tech Shares”
Episode #122: Phil Haslett, EquityZen, “It’s a Place to Connect Interested Buyers and Interested Sellers…in Late-Stage, Pre-IPO Tech Shares”
Guest: Phil Haslett is the Head of Investments and a co-founder of EquityZen, a platform for secondary transactions in private, pre-IPO companies. He helped found the platform in 2013 and they have since completed over 5,000 transactions...
