Unfiltered Finance!

Unfiltered Finance!

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2d ago

From Bar Mitzvah Money to Running a Hedge Fund | Matt Poliak on Investing, Energy, AI & Building a Life

In this episode of Unfiltered Finance, Ron Geffner sits down with Matt Poliak, founder of Hummingbird Capital, to discuss his journey from trading stocks with bar mitzvah money to launching a long-short energy hedge fund. Matt shares how he fell in love with investing at a young age, the mentors who shaped his career, and what he learned working at firms like Balyasny, Millennium, and other elite investment platforms before starting his own business. The conversation dives into energy investing, AI-driven power demand, data centers, market-neutral investing, entrepreneurship, risk-taking, stoicism, family, and building a meaningful life while managing stress in high finance. This episode is essential listening for investors, entrepreneurs, aspiring hedge fund managers, and anyone interested in the intersection of markets, ambition, and personal growth.

41 min
Jun 5

How Hedge Fund Operations Actually Work | Fund Administrators, AI, and the Biggest Mistakes Managers Make

In this episode of Unfiltered Finance, Ron Geffner sits down with David Goldstein of STP to break down the hidden operational side of hedge funds and private funds. They discuss what fund administrators actually do, how managers should choose service providers, why operational mistakes can become catastrophic, and how the fund industry has evolved from the “Wild West” days of hedge funds to today’s institutionalized environment. David also shares insight into the impact of AI, automation, private equity ownership, vendor commoditization, investor expectations, and why choosing the cheapest provider can become incredibly expensive long term. This episode is essential listening for hedge fund managers, emerging managers, fund operations professionals, allocators, and anyone trying to understand how private funds really function behind the scenes. fund administration, hedge fund operations, hedge fund administration, emerging managers, fund administrator, hedge fund industry, hedge fund operations explained, private funds, AI in finance, hedge fund startup, operational due diligence, hedge fund service providers, David Goldstein, STP, Ron Geffner, Unfiltered Finance, institutional investing, fund accounting, hedge fund compliance, operational risk

31 min
May 29

Third Party Marketing Explained – Learning lessons from one of the industry’s well regarded marketers

In this episode of Unfiltered Finance, Ron Geffner sits down with Don Steinbrugge, founder of Agecroft Partners and one of the most respected placement agents in the hedge fund industry. Don breaks down how hedge funds and investment firms actually raise capital, what institutional investors look for, why most managers fail to communicate their edge, and how branding, messaging, and presentation quality determine fundraising success. They also discuss the realities of placement agents, emerging managers, institutional sales, Wall Street politics, and the biggest mistakes fund managers make when trying to scale. This episode is essential listening for hedge fund managers, emerging managers, private fund professionals, institutional allocators, and anyone interested in the business of raising capital. hedge fund marketing, hedge fund capital raising, placement agent, institutional investors, fundraising for hedge funds, emerging managers, Don Steinbrugge, Agecroft Partners, hedge fund strategy, institutional sales, investment marketing, raising assets, hedge fund branding, private funds, allocator relations, asset management business, hedge fund industry, Wall Street fundraising, institutional asset management, Unfiltered Finance

39 min
May 8

Why Most Businesses Fail to Execute | Leadership, Culture, and Coaching That Actually Works

In this episode of Unfiltered Finance, Ron Geffner sits down with Joe Greco, a leadership and executive coach, to break down why most businesses struggle—not with ideas, but with execution. They discuss how to build alignment inside organizations, why communication breaks down, the biggest blind spots leaders have, and how to create real accountability that actually drives results. Joe also shares practical frameworks for running effective meetings, building culture, improving team dynamics, and making strategy stick, along with a powerful perspective on AI vs human value in business. This episode is essential for business owners, leaders, entrepreneurs, and anyone responsible for managing people and driving results. business coaching, leadership development, executive coaching, business strategy, team alignment, company culture, leadership skills, communication in business, management mistakes, business execution, Joe Greco, Ron Geffner, Unfiltered Finance, organizational leadership, AI in business, coaching frameworks, productivity, business growth strategy

49 min
May 1

Young Investors Building Wealth in Crypto | Markets, Risk, AI, and the Future of Finance

In this episode of Unfiltered Finance, Ron Geffner sits down with a young group of investors building their edge in crypto, markets, and alternative investing. They break down how they got started, what they’ve learned from real market experience, and why crypto continues to attract the next generation of investors. The conversation dives into market cycles, risk management, volatility trading, tokenization, AI, and the future of finance. They also challenge common assumptions about crypto, explain why experience matters more than theory, and share where they believe the industry is heading over the next decade. This episode is perfect for young investors, traders, entrepreneurs, and anyone looking to understand how the next generation is approaching money and markets.

43 min
Apr 10

Japan Investing Explained: Bubbles, Bear Markets, and How Smart Money Finds Opportunity | Chris McGuire

In this episode of Unfiltered Finance, Ron Geffner sits down with Chris McGuire of Eagles View Capital to break down the Japanese markets, one of the most misunderstood opportunities in global investing. They cover Japan’s historic 1989 bubble and collapse, why it took decades to recover, how the culture of honor and corporate behavior impacts investing, and what’s changed recently to drive a new bull market. Chris also explains how he makes money using convertible bonds, volatility trading, and market-neutral strategies, and why Japan behaves differently than any other market in the world — often acting as the global “ATM” for investors during volatility. This episode is essential for investors, traders, finance professionals, and anyone looking to understand global markets, risk, and where opportunity exists today. SEO tagsJapan investing, Japanese stock market, Nikkei, Japan bubble 1989, global investing, convertible bonds, volatility trading, hedge fund strategy, Eagles View Capital, Chris McGuire, Ron Geffner, Unfiltered Finance, macro investing, international markets, Japan economy, risk management investing, market neutral strategy, global markets, investing psychology, financial crisis lessons

45 min
Apr 2

Tokenization Explained: The Truth About Blockchain, Crypto Hype, and the Future of Finance | Duke Kim

In this episode of Unfiltered Finance, Ron Geffner sits down with Duke Kim of Securitize to break down what tokenization actually is — without the hype, jargon, or confusion. They cover how real-world assets are being brought on-chain, why most people misunderstand tokenization as a fundraising shortcut, the difference between blockchain vs crypto, and how regulations still apply no matter how “new” the technology feels. Duke also shares his journey from Wall Street to crypto, the biggest lessons he’s learned about risk, incentives, and speculation, and where this is all going — including AI-powered investing, tokenized assets, and the future of financial systems. This episode is essential for investors, founders, fund managers, finance professionals, and anyone trying to understand what’s real — and what’s noise — in crypto and blockchain. ----tokenization, blockchain explained, crypto explained, real world assets, RWA tokenization, Securitize, Duke Kim, Ron Geffner, Unfiltered Finance, blockchain vs crypto, digital assets, crypto investing, risk management investing, decentralized finance, defi, AI investing, future of finance, tokenized assets, capital markets, private funds, crypto myths, bitcoin investing, financial technology, fintech

50 min
Mar 20

How Early-Stage Companies and Emerging Fund Managers Raise Capital | Jeff Fidelman on Fundraising, Diligence & AI

In this episode of Unfiltered Finance, Ron Geffner sits down with Jeff Fidelman, founder of Fiman and Company, to talk about how early-stage companies and emerging fund managers actually raise capital in today’s market. They break down what “fundraise as a service” means, how investor outreach really works, what founders get wrong about valuation, how to diligence a placement agent, why honesty matters in fundraising, and where AI helps — and where it completely falls short. This episode is packed with practical insight for founders, fund managers, GPs, entrepreneurs, private fund professionals, startup operators, and anyone trying to understand the real mechanics of raising money.

41 min

TBD

Creator

Unfiltered Finance!
Years Active

2025 - 2026
Episodes

22
Rating

Clean
Show Website

Unfiltered Finance!