207 episodes

Everything hedge funds and value investing

Valuewalk's ValueTalks ValueWalk

    • Business
    • 3.7, 18 Ratings

Everything hedge funds and value investing

    Structured Outcome Investments with Michael Loukas, CEO of TrueMark Investments

    Structured Outcome Investments with Michael Loukas, CEO of TrueMark Investments

    Hello Listeners,

    Today is a very special episode with Michael Loukas, Principal and CEO at TrueMark Investments. Michael brings over 20 years of investment industry experience. Before this he was president and CEO of USA Mutual and was founding Principal and CEO of WaveFront Capital Management. He earned his Bachelor’s in Government and International Politics with a minor in Economics from Bowdoin College. In today’s episode we discuss how structured outcome investments work.

    Enjoy and thanks for the listen!

    • 55 min
    Divorce, Effects of Covid with Erika Safran, Safran Wealth Advisors and Valentina Shaknes, KSTM LLP

    Divorce, Effects of Covid with Erika Safran, Safran Wealth Advisors and Valentina Shaknes, KSTM LLP

    Hello Podcast listeners,

    Today is a very special episode with Erika Safran, CFP and Principal at Safran Wealth Advisors and Valentina Shaknes, Founding Partner at Krauss, Shaknes, Tallentire & Messeri LLP. Erika has more than 30 years of experience providing high net worth individuals and families with comprehensive financial planning services. Erika is a financial literacy advocate and she has been a volunteer lecturer at The 92nd Street Y, AARP & The New York Public Business Library. Valentina received her law degree from Brooklyn Law School and has practiced exclusively matrimonial and family law. Valentina has been named to the New York Law Journal’s 2020 Distinguished Leaders list along with Caroline Krauss, founding Partner at Krauss Shaknes Tallentire & Messeri LLP. In today’s episode we discuss divorce, separation agreements and the effects of COVID.

    Enjoy and thanks for the listen!

    • 1 hr 13 min
    Biotech Investing with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, PM

    Biotech Investing with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, PM

    Hello Podcast Listners,

    Today is a very special episode with Paul Yook, CIO of LifeSci Venture Partners and Mark Charest, Portfolio Manager and Founding Partner of LifeSci Fund Management. Paul has over 20 years of healthcare investment and finance experience. He founded LifeSci Venture Partners in 2017 and launched BioShares biotechnology ETFs in 2014.. Paul earned his Bachelor in Science in Economics and Bachelor of Arts in Biochemistry from the University of Pennsylvania. Dr. Charest has a distinguished scientific background and brings over a decade of institutional healthcare investing experience. He is the inventor of 8 drug patents. He earned his Bachelors in Chemistry with highest honors from Rutgers and his PhD in Chemistry and Chemical Biology from Harvard. In today’s episode we discuss the recent launch of the Biothreat ETF and how they approach the healthcare industry.

    Enjoy and thanks for the listen!

    • 35 min
    COVID and Where to Find Value with Dr. Lewis Altfest, CEO, Altfest Personal Wealth Management

    COVID and Where to Find Value with Dr. Lewis Altfest, CEO, Altfest Personal Wealth Management

    Hello Podcast listeners,

    Today is a very special episode with Dr. Lewis Altfest, CFA, CFP, CPA, PFS, and CEO of Altfest Personal Wealth Management. Before founding his firm in 1983, Lew was a General Partner and Director of Research for Lord Abbett & Co. He began his career as a research analyst at Wertheim & Co.. He is also an Associate Professor of Finance at the Lubin School of Business at Pace University where he teaches financial planning and investments. He earned his Ph.D. from the Graduate Center of the City Univeristy of New York and his MBA from New York University. In today’s episode we discuss his approach to investing and financial planning and where he finds opportunities today.

    Enjoy and thanks for the listen!

    • 43 min
    The Joys of Compounding with Gautam Baid, CFA, PM, SEC-registered investment advisor

    The Joys of Compounding with Gautam Baid, CFA, PM, SEC-registered investment advisor

    Hello Podcast Listeners,

    Today is a very special episode with Gautam Baid, CFA, is portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. Previously, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as senior analyst in their healthcare investment banking teams. Baid is a CFA charterholder and member of CFA Institute, and in 2018 and 2019, he was profiled in Morningstar's Learn From The Masters series. Learn more at www.TheJoysOfCompounding.com and connect on Twitter @Gautam__Baid.

    You can find the Joys of Compounding at:
    https://www.amazon.com/gp/aw/d/0231197322/ref=tmm_hrd_title_0?ie=UTF8&qid=1585104074&sr=8-1

    Enjoy and thanks for the listen!

    • 45 min
    Mining Opportunities with Kevin Smith, CFA, CEO, CIO and Tavi Costa, PM, Partner Crescat Capital

    Mining Opportunities with Kevin Smith, CFA, CEO, CIO and Tavi Costa, PM, Partner Crescat Capital

    Hello Podcast Listeners,

    Today is a very special episode with Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital. Kevin brings 28 years of investment management experience spanning multiple business cycles. Before founding Crescat, he worked as a wealth advisor at Kidder Peabody. He earned his MBA from the University of Chicago and his Bachelor’s in Economics and German Studies from Stanford. Tavi has been with Crescat for 6 years where he built their macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. Before this he worked with the underwriting of financial products and in international business at Braservice, a logistics company in Brazil. He earned his BA in Business Administration with an emphasis in Finance and Spanish from Lindenwood University in St. Louis. In today’s episode we cover the current state and where they find opportunities in the present environment. We discuss the present environment and where the find opportunities especially in the mining sector. They discuss their activist case in the mining sector.

    Check out their Youtube at:
    https://www.youtube.com/channel/UCH1gkvmtAWe85N4qHmXlDug

    Enjoy and thanks for the listen!

    • 1 hr 16 min

Customer Reviews

3.7 out of 5
18 Ratings

18 Ratings

Phjkllhgd ,

Good content bad audio quality

One request to this podcast host is to invest a bit of money to improve audio quality. The guests have some very good deep intellectual conversation, but I am not able to hear either you or the guests properly

WB2ERI ,

Audio!

This could be a top 3 investing podcast if it weren't from the audio quality, which takes what could be an otherwise pleasurable and useful program and turns it into (at best) a complete chore to listen to. Such a shame.

coryM2424 ,

Agree with proper review of poor audio

I want to listen, but unfortunately I can’t given the poor audio. I’m surprised he’s able to get so many great guests given we can’t hear what they have to say. Maybe they don’t listen to the podcast before agreeing to come on?

Also, the interviewer sounds very rehearsed or like he’s reading from a script and trying to sound like he’s not. Very unnatural sounding. Normally I wouldn’t comment on this but it’s painful.

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