
65 episodes

Outside In with Jon Lukomnik Spark Network
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- Business
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5.0 • 7 Ratings
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Well-known institutional investor and author Jon Lukomnik hosts Outside In, the interdisciplinary podcast for financial professionals who value different thinking. We interview fascinating people – from Shakespeare scholars to financial data scientists – to see what the financial community can learn from non-traditional sources and from traditional sources thinking in non-traditional ways. We’re breaking down the silos which too often surround the financial community. Come listen to the sounds of the walls collapsing.
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Deconstructing Today's Reality - Back to the Future of Finance with Dave Nadig.
ETF industry pioneer Dave Nadig is the Financial Futurist for ETF Trends and ETF Database. Nadig comes with 25 years of ETF experience, most recently as Managing Director of ETF.com, where he helped grow the business and provide expert commentary for the past decade. Before that, he managed mutual funds at startup MetaMarkets.com, and was a Managing Director at Barclays Global Investors in the 1990s. He’s widely leveraged by media and institutions as a key expert in the field. Dave has been involved in researching, reporting and analyzing the investment management industry for more than 20 years, and recently co-authored a definitive book on ETFs, “A Comprehensive Guide To Exchange-Traded Funds,” for the CFA Institute.
On this episode of Outside In, Dave talks with Jon about deconstructing today's reality to see where future change will come from, how the fundamental nature of democratic capitalism is in danger, quantum physics, AI and much more. -
Ellen Quigley: From Existential Risk to Universal Ownership; the Interaction between Climate, Finance and Investing.
Dr Ellen Quigley is a Senior Research Associate in Climate Risk & Sustainable Finance at the Centre for the Study of Existential Risk (CSER) and the Special Adviser (Responsible Investment) to the Chief Financial Officer, both at the University of Cambridge. Her work centres on the mitigation of climate change and inequality through the investment policies and practices of institutional investors. She is from Saskatoon, Saskatchewan, Canada, and holds an AB in English literature from Harvard College, an MSc in Nature, Society, and Environmental Policy from the University of Oxford, and a PhD in economics education from the University of Cambridge. Her article, Universal Ownership in Practice: A Practical Investment Framework for Asset Owners, won the GRASFI Paper Prize for Potential Impact on Sustainable Finance Practices in 2020.
On this episode of Outside In Ellen talks with Jon about systemic risk, existential risk, and why divestiture and or exclusion doesn't make a difference in her opinion. They also discuss universal ownership and the importance of coordinated engagement around systemic risks. -
Eva Haller: Survivor, Philanthropist; Special.
Eva Haller is a Hungarian-American philanthropist, activist, and executive. Her service includes Trustee of the University of California, Santa Barbara, co-founder and President of the Campaign Communications Institute of America, Visiting Professor at Glasgow Caledonian University, Board member of Counterpart International, Sing for Hope, and Creative Visions. Born in 1930 in Budapest, Hungary, she was hidden among students at the Scottish Mission, which was raided by soldiers when they discovered that the Institute was hiding Jewish students. Eva convinced a Nazi officer that she was too young and too beautiful to die and to let her escape; she remained in hiding throughout World War II. Eva eventually reached New York, where she cleaned houses and concurrently earned a master's degree in social work from Hunter College. In 1965, she joined Dr. Martin Luther King, Jr. in the Selma march. Along with her late husband, Murray Roman, Eva co-founded the Campaign Communications Institute of America, a marketing and research company that revolutionized the use of telemarketing in political campaigns. In 1968 Murray and Eva Roman set off to volunteer with UNICEF in Southeast Asia for close to a year. The couple returned to the United States with a renewed commitment to social issues. She and Murray re-opened their business, which became one of the first to advocate for women’s rights. With help from the proceeds of their successful business, they continued the pursuit of their philanthropy. Eva married Yoel Haller in 1987 and has continued to pursue her philanthropic career. Eva is widely revered and honored with numerous awards.
On this episode of Outside In, Eva talks with Jon about her driving forces, why she's an instinctual survivor and to whom and what she owes her philanthropy, -
Bruce Dubinsky: One of the World's Foremost Forensic Accountants on Why It's Not Just About the Numbers.
Bruce Dubinsky is one of the foremost forensic accountants in the world. He has been an expert witness more than a hundred times in his career and has been involved not only in Department of Justice enforcement actions, but also cases brought by the SEC and the IRS.
He's been integral to investigations into Bernie Madoff, Enron, a contested International Brotherhood of Teamsters election, the Lehman Brothers bankruptcy and the Parmalat fraud. Now the owner of the eponymously named Dubinsky Consulting, Bruce was global leader for forensics at Duff & Phelps. He's a CPA and holds certifications in Fraud Examinations, Anti Money Laundering, Valuation and Foreign Financial Forensics, as well as a master's degree in Tax Accounting and a certificate as a Master Analyst in Financial Forensics. Bruce is so respected that he was elected chairman of the Association of Certified Fraud Examiners Board of Regents.
On this episode of Outside In Bruce talks with Jon about the mind of the fraudster, the granularity of the Madoff fraud investigation, spotting the warning signs of fraud and why the wise warrior avoids the battle. -
Josh Zinner, CEO at ICCR: Understanding What ICCR is Bringing to Bear in Today's Capital Markets and in their Interaction with Society in General.
As ICCR’s Chief Executive Officer since January 2016, Josh Zinner oversees programs and operations for the organization, and is the lead external organizational representative. Josh has more than 25 years’ experience as a non-profit leader, coalition-builder and policy advocate. Josh is also a long-time public interest lawyer who has spent his career working to promote social and economic justice and corporate accountability. For the eight years prior to coming to ICCR, Josh co-directed the New Economy Project, an organization that works with community groups on economic justice issues and is at the forefront both locally and nationally in the fight against discriminatory financial practices.
On this episode of Outside In, Josh talks with Jon about shareholder advocacy, ethical values and financial value, systemic risk and universal ownership. Jon and Josh discuss how transparency and disclosure is still critical but why ICCR is looking more and more for companies to put in place principles and governance mechanisms to align their political spending and their lobbying with their stated core values. -
Zach Stafford, Award-winning Journalist and Producer: A Slice of His Life - A Story in the Making.
Zach Stafford is an award-winning journalist, Tony Award-winning Broadway producer for the play A Strange Loop, Podcaster, and currently columnist for MSNBC. Zach combines his lived experience as a black gay man with superb reporting and storytelling skills to provide a voice that's uniquely his. He's the former editor in chief of The Advocate, and his work has appeared in everything from The Guardian and the New York Times to the BBC and The Daily Show with Trevor Noah. One of his more recent endeavors is as an advisory board member for Colorful Capital, which seeks to bring capital and support to enterprises, founded and led by members of the broad LGBTQ+ community. He is also the co-editor of the book Boys, An Anthology, the co-author of the book When Dogs Heal, and the executive producer of the documentary BOYSTOWN.
On this episode of Outside In, Zach talks with Jon about finding underdogs, failing and winning (failure is where real knowledge is gained), thinking outside the box and why a good story never dies. They also discuss "border walkers", stepping into a room where you're not comfortable to see what you learn and supporting enterprises founded and led by members of the broad LGBTQ+ community.