27 episodes

The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.

The Zurich Project: Build a Great Investment Firm - presented by MOI Global John Mihaljevic, CFA

    • Business
    • 5.0, 1 Rating

The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.

    Remo Uherek on How to Fix Depression and Anxiety (Life Handbook Series)

    Remo Uherek on How to Fix Depression and Anxiety (Life Handbook Series)

    Remo Uherek is a value investor, blogger, and former startup founder.

    Retired from startups after 15 years. Today, he is a private investor, and writes about health, wealth, love, and happiness. He is the author of the Life Handbook Series.

    He's a lifelong learner and publishes a blog and newsletter at remo.org

    • 36 min
    Rishi Gosalia on Intelligent Investing in a Changing World

    Rishi Gosalia on Intelligent Investing in a Changing World

    Rishi Gosalia on Intelligent Investing in a Changing World by John Mihaljevic, CFA

    • 51 min
    Christopher Tsai on His Philosophy of Investing and Life

    Christopher Tsai on His Philosophy of Investing and Life

    Christopher Tsai on His Philosophy of Investing and Life by John Mihaljevic, CFA

    • 39 min
    Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team

    Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team

    Roshan Padamadan serves as COO, Risk and Compliance at Sixteenth Street Capital, based in Singapore. Previously, he was fund manager of Luminance Global Fund, which has a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Roshan spent more than seven years with the HSBC Group, including more than three years with HSBC Asset Management, as a Product Specialist. He worked for the highly commended Offshore Indian Equity team which ran US$5+ billion from Singapore, including a US$100+ million award-winning India hedge fund. Roshan has earned an MBA in Management from Indian Institute of Management, Ahmedabad. He holds the CFA, FRM and CAIA charters and speaks over five languages.

    • 32 min
    Artem Fokin on Platform Companies and His Path as an Investor

    Artem Fokin on Platform Companies and His Path as an Investor

    Artem Fokin is the founder and portfolio manager of Caro-Kann Capital LLC, a hedge fund based in San Francisco. Prior to founding Caro-Kann, he was a principal at Outrider Management LLC. Before entering the investing industry, Artem was an attorney with Greenberg Traurig LLP in New York City. Artem earned an MBA from the Stanford GSB (Arjay Miller Scholar), a Master of Laws degree from NYU School of Law (Newman Scholar) and a bachelor of law from the Higher School of Economics (Presidential Scholar) in Russia. Artem is admitted to the practice of law in the State of New York and is a dual citizen of the United States and Russia. Caro-Kann Capital LLC is the general partner of an investment partnership based on the principles of value investing that focuses primarily on special situations and compounders. Caro-Kann Capital is named after a chess defense that emphasizes building safety and defensible position before contemplating an offensive strategy. The Founder’s substantial legal experience brings a greater ability to analyze complex corporate documentation accompanying extraordinary corporate events. The Fund’s core investment principles include: (1) concentration when properly compensated, (2) risk is not equivalent to volatility, (3) non-economic selling can lead to attractive opportunities; (4) capital allocation is often underappreciated by the market, and (5) incentives and insider ownership are paramount.

    • 56 min
    Timothy Yates on Lessons Learned as a Public Company Director

    Timothy Yates on Lessons Learned as a Public Company Director

    Tim Yates has over 45 years of general and financial management experience. From 2007 until November of 2016 Tim was with Monster.com. During that time, he served as a member of the Board of Directors, CFO, and as CEO from 2014 to 2016. In November of 2016, Randstand Holdings, Inc. acquired Monster.com in a transaction designed to build on Monster's global brand and online recruiting technology. Previously, Tim was a member of the Board of Directors and Chief Financial Officer of Symbol Technologies. After implementing a successful turnaround of this manufacturer of Bar Code Scanners and Mobile Computers, Symbol was sold to Motorola in a $4 billion transaction. From 1971 to 1995, Tim was Bankers Trust Company in a variety of management positions. From 1990-1995, Tim was Chief Financial and Chief Administrative Officer. Tim currently serves on the Board and Chairs the Audit Committee of CommScope, Inc, a $6 billion global leader in wireless and fiber optic solutions. Tim has been an active private investor and mentor to early stage companies and currently serves on the Board Directors of Cyndx Holding Company - a secure cloud-based platform enabling financial institutions to obtain curated information about institutional investors. Tim was an early backer of OpenLink Financial - a private company which is the global leader in trading, risk management and financial software. He received his MBA from Harvard Business School and his BA from Yale University.

    • 54 min

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