Valuewalk's ValueTalks

ValueWalk

Everything hedge funds and value investing

Episodes

  1. 07/01/2022

    Looking into Alternative Investing with Brendan Lake CEO and Frank Burke CIO at PPB Capital Partners

    Hello Podcast listeners, Today is a very special episode with Brendan Lake, Founder and CEO of PPB Capital Parnters and Frank Burke, CIO at PPB Capital Partners. Before founding PPB Capital Partners, Brendan co-founded Pacer Financial a start-up that focused on developing alternative investment products for private wealth. Brendan earned his Master’s degree from the Fels Institute, University of Pennsylvania after graduating with a Bachelor’s degree from Temple University. Frank brings over 20 plus years of asset management, portfolio construction & financial advisory experience. Prior to PPB Capital Partners, Frank was a former senior member of the portfolio management team at Hatteras Funds, managing several of the firm’s alternative investment fund of funds and co-investment strategies. Frank holds the CFA and CAIA charters and earned an MBA from the Fuqua School at Duke University and a B.S. from Villanova University. In today’s episode we discuss alternative strategies and the demand for them. Enjoy and thanks for the listen!

    49 min

  2. 06/15/2022

    Finding Solutions to the Inflation Puzzle with Kristof Gleich and Tom Glanfield

    Hello Podcast listeners, Today is a very special episode with Tom Glanfield, Founding Partner, Portfolio Manager, Quantix Commodities and Kristof Gleich, Chief Investment Officer and President of Harbor Capital Advisors. Tom brings over 15 years of experience in commodities markets. He worked at Goldman Sachs where he was Global Head of Investor Swaps Trading, Lead Index Options and Commodity Structured Products Trader, Head of European Oil Products and Global Head of Oil Derivatives. Tom holds a B.S. in Mechanical Engineering with a minor in Economics from Massachusetts Institute of Technology. Kristof joined Harbor in 2018 from JP Morgan Chase & Co. where he was managing director and head of manager selection. He earned a B.S. in Physics from University of Bristol. In today’s episode we discuss commodity investing and inflation.

    53 min

  3. 06/06/2022

    Venture Capital with Edward Knight president at Antler

    Hello podcast listeners, Today's a very special episode with Edward Knight president at Antler. Ed brings over a multi decade career in European banking and capital markets. He worked at Goldman Sachs for 14 years and was a partner in their equities division. Prior to that, Edward was executive director at Citi. He earned his Bachelor's in Modern Languages from Durham University. In today's episode we discuss venture capital, and why investors should look into it. Enjoy and thanks for the listen!

    34 min
  • 3 Episodes

4
out of 5
25 Ratings

About

Everything hedge funds and value investing

Information

  • Creator
    ValueWalk
  • Years Active
    2017 - 2022
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Valuewalk's ValueTalks