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Hello podcast listeners,Today is a very special episode with Robert Israch, CMO at Tipalti. Before this he was vice president, global marketing programs at NetSuite and He was also founder and inventor at Pocketbay. He earned his BSBA from the University of Florida. In today’s episode we discuss the payments space and how Tipalti utilizes a holisti…
 
Hello Podcast listeners,Today is a very special episode with Professor Edward Hess, Professor of Business Administration at Darden School of Business. Professor Hess has spent more than 20 years in the business world as a senior executive at Warburg Paribas Becker, Boettcher & Company, the Robert M. Bass Group and Arthur Andersen. He earned his BS …
 
Hello Podcast listeners,Today is a very special episode with Mike Kerins, CFA, FRM. Mike founded and is the CEO of RobustWealth, a financial technology company, which provides financial advisors an institutional-quality robo-investments solutions. Prior to this, he was VP, Head of Asset Class Research at Franklin Templeton Investments. Mike is a gr…
 
Hello Podcast listeners,Today is a very special episode with Shondell Varcianna, founder and CEO of Varci Media. Before this she was an account manager for Canada Mortgage and Housing Corporation and a sales manager for Bank of Montreal. She earned her Bachelor’s in Business Management from Ryerson University. In today’s episode we discuss how she …
 
Hello podcast listeners,Today is a very special episode with Joe Murphy, Co-founder and CEO of Ticker Tocker. He is also Principal of Liberty Lines. Before this he was an auditor at Arthur Andersen. Joe is a graduate of Fairfield University. In today’s episode we discuss what Ticker Tocker is and what is a social trading platform. Enjoy and thanks …
 
Hello Podcast Listeners,Today is a very special episode with Adam Cohen, managing partner at Caspian Capital LP. Before joining Caspian, Adam was a vice president in a proprietary distressed investing group at Goldman Sachs. Prior to this, he worked as an attorney in the business, finance, and restructuring group of Weil, Gotshal & Manges LLP. He e…
 
Hello Podcast listeners,Today is a very special episode with David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors. David began his career at Mutual Series Fund where he worked under Michael Price. He then served as a director of European investments for Franklin Mutual Advisers. After this, he founded Marcstone Capital Management, a long-…
 
Hello Podcast listeners,Today is a very special episode with Clem Chambers, CEO of ADVFN, a stocks and investment website. He is a is a prolific financial writer and is a Senior Contributor at Forbes. He authored several books including “101 Ways to Pick Stock Market Winners”, “A Beginner’s Guide to Value Investing” and many more. In today’s episod…
 
Hello podcast listners,Today is a very special episode with David McInnis, CFP, MBA, principal and co-founder of East Paces Group. Before joining East Paces Group and ACG Wealth, David was a financial consultant for A.G. Edwards, now Wells Fargo Advisors. He also worked as a Senior Investment Consultant and Senior Portfolio Manager at Morgan Stanle…
 
Hello Podcast listeners,Today is a very special episode with David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors. David began his career at Mutual Series Fund where he worked under Michael Price. He then served as a director of European investments for Franklin Mutual Advisers. After this, he founded Marcstone Capital Management, a long-…
 
Hello podcast listeners,Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned …
 
Good morning listeners,Today is a very special episode with Joseph Cioffi, author of Credit Chronometer and partner at Davis & Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He recently released the 2nd edition 360 degree report that gauges expectations that encompasses all subprime auto particip…
 
Hello Podcast listeners,Today is a very special episode with Evan Bleker, founder of Net-Net Hunter, and author of “Benjamin Graham’s Net-Net Stock Strategy”. Before this he was a consultant for Scottish Enterprise. He earned his Bachelor’s in Philosophy from Simon Fraser University. In today’s episode we discuss his approach to investing and his r…
 
Hello Podcast listeners,Today is a very special episode with Matthew Peterson, CFA, Managing Partner of Peterson Capital Management. Before this Matthew worked as a Consultant for Goldman Sachs and as a Manager for Diamond Management and Technology Consultants. He earned his Bachelors of Science in Economics and Mathematics from the University of P…
 
Hello listeners,Today is a very special episode with Karan Sood, CEO of CBOE Vest and Head of Product Development. He has over a decade of experience in derivative based investment design and trading. Before this he worked at Proshares and worked as a Vice President at Barclays Capital. Karan earned his Master’s in Decision Science and Operations R…
 
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 Internation…
 
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. Erik…
 
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 2…
 
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 …
 
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 cha…
 
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 MB…
 
Hello Listeners,Today is a very special episode with Bryan Bibbo, AIF, advisor at JL Smith Group. Before this, he worked as a financial advisor coach at Clarity 2 Prosperity Advisory Group. Bryan earned his Bachelor's in Accounting and Finance from Kent State University. In today's episode we discuss how to navigate the current climate. Enjoy and t…
 
Hello Podcast listeners,Today is a very special episode on Reps, Warranties and Insurance. I have 3 special guests to cover this topic. Allyson Coyne, is the Managing Director & Chief Broking Officer at Aon M&A and Transactions Solutions. She earned her JD and MBA from Villanova University and her BA in English from Notre Dame. Matthew Wiener is Ma…
 
Hello Podcast listeners,Today is a very special episode with Kyle Hegarty, managing director at TSL Marketing. He also served as VP Global Sales and Marketing at TSL and Project Manager at Braingem. He graduated Bowdoin College with an AB in International Relations and Economics. He is the author of “The Accidental Business Nomad” and in today’s ep…
 
Hello Podcast listeners,Today is a very special episode with Andrew Rodriguez, CEO and CIO of Change Finance. Before this he was a Portfolio Manager at Principium and Assistant Portfolio Manager and Senior Research Analyst at Keel Asset Management. He earned his MBA, Sustainable Systems, at Pinchot University and his BA in Philosophy from Universit…
 
Hello Podcast listeners,Today is a very special episode with Frank Van Gansbeke, Professor of Practice at Middlebury College and Founder and Managing Member of Goose Creek Venture Partners. Before this, Frank was MD Corporate and Investment Banking at BNP Paribas and VP M&A and Treasury at Assurant. Today is a very special episode hosted and produc…
 
Hello Podcast listeners,Today is a very special episode with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. He is ultimately responsible for OSAM’s investment strategies. Jim authored several books including, “Invest Like the Best” and “What Works on Wall Street”. In today’s episod…
 
Hello Podcast listeners,Today is a very special episode with Tim Koller, Partner at McKinsey & Company, Strategy & Corporate Finance. Tim has been consulting for over 28 years where he has served clients globally on value creation, corporate strategy, capital-market issues and M&A transactions. He co-authored Valuation which is in its 7th edition. …
 
Hello Podcast listeners,Today is a very special episode with Dave Donavan, EVP of Financial Services Publicis Sapient. Before this he was a Senior Trader at Fidelity Investments where he worked for 13 years. He earned his Bachelor of Science from Boston College. In today’s episode we discuss the top technology trends banks are investing inEnjoy and…
 
Hello Podcast listeners,Today is a very special episode with Will Rhind, CEO and Founder at Graniteshares. Before this he was CEO of World Gold Trust Services and Managing Director, USA at ETF Securities. He was also Principal at iShares. In today’s episode we discuss how Graniteshares delivers unique strategies such as gold and his new ETF XOUT. W…
 
Hello Podcast listeners,Today is a very special episode with Rob Wyrick, CIO of Post Oak Private Wealth Management. Rob brings over 25 years of investment experience. He began his career as an intern with Oppenheimer & Co. and then proceeded to Underwood, Neuhaus and Company. Rob earned his Bachelor of Business Administration, Finance from the Univ…
 
Hello podcast listeners,Today is a very special episode with Eric Becker, Portfolio Manager at Water Island Capital. Eric has been with Water Island Capital since 2010. He earned his MBA from Cornell Univeristy and his Bachelor’s in Business Administration and Management from Bucknell University. In today’s episode we discuss his approach to merger…
 
Hello Podcast listeners,Today is a very special episode with Sean Covey, business executive, author, speaker and innovator. He is the president of Franklin Covey Education. He authored many books including “The Leader in Me” and “The 7 Habits of Highly Effective Teens”. He earned his Bachelor’s with honors from Brigham Young University and his MBA …
 
Hello Podcast listeners,Today is a very special episode with Skip Johnson, RICP, Partner and Lead Advisor at Great Waters Financial. Before Co-founding Great Waters Financial, he worked as a National Sales Manager at BNG Holdings, Inc. He was also, co-owner and VP of Sales at Vantage Companies, LLC. He is a graduate of North Dakota State University…
 
Hello podcast listeners,Today is a very special episode with John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator. John brings over 30 years of Investment Management experience beginning with AFAM. In 2018 he joined Kovtiz after Kovitz acquisition of AFAM. In today's episode we discuss where he finds oppor…
 
Hello podcast listeners. Today's very special episode with Siggy Eggert, CEO of Grizzly research and activist short selling firm. Before this Siggy worked as an analyst at geo investing, and as a research assistant at forensic economics Incorporated. He specializes in short selling special situations and micro caps. He earned his master's in financ…
 
Hello podcast listeners,Today is a very special episode with Chad Parks, CEO and Founder at Ubiquity Retirement and Savings. He is also executive producer of Broken Eggs, a documentary about the looming retirement crisis in America. He is a graduate of Florida International University with a Bachelor of Science in Hospitality Management and earned …
 
Hello Podcast listeners,Today is a very special episode with Chad Glauser, Founder and Portfolio Manager at Alpine Quantitative. Before this he was President and Managing Partner of the Glauser Group and President at Glauser Mercedes-Benz. In today’s episode we discuss his approach and how he uses volatility.…
 
Hello Podcast listeners,Today is a very special episode with Winston Justice, Vice President at Bernstein Private Wealth Management. He is co-founder of Elixir Coffee Roasters in Philadelphia which now has 4 locations. Before this he was a portfolio manager for PIA’s Alternative Investment Group and co-founded MJC Capital, an early stage investment…
 
Hello podcast listeners,Today is a very special episode with Jack Vogel, Phd, CIO/CFO at Alpha Architect. Dr. Vogel conducts research in empirical asset pricing and behavioral finance. He co-authored “DIY Financial Advisor” and “Quantitative Momentum”. He earned his Ph. D. in Finance and MS in Mathematics from Drexel University and his BS in Mathem…
 
Hello listeners,Today is a very special episode with Dan Pipitone, co-founder of Tradezero America. He is also managing member of the Boomerang Development Group. Before this he was VP Operations of Turnkey Brokerage Solutions, Inc. and principal at Nobletrading.com. He is a graduate of Binghamton University with a BS in accounting. In today’s epis…
 
Hello Listeners,Today is a very special episode with Andrew Sandoe, CIO at Fidelis Capital Management, Lecturer at Harvard University, and Veteran. Andrew began his investment career in 2000 at Morgan Stanley, at 2 World Trade Center on the 63rd floor. He was not there during September 11, however, that day changed his career trajectory and shortly…
 
Hello Listeners,Today is a very special episode with Chris Scibelli, Managing Director and Institutional Client Relations, at Alpine Capital Research. Chris brings over 25 year’s of investment management experience. Before ACR, he was a Managing Director for Ares Management L.P. and Managing Director and Institutional Distribution & Consultant Rela…
 
Hello Podcast Listeners,Today is a very special episode with Priya Bajoria, Senior Vice President, Financial Services at Publicis Sapient. Before this she was Vice President and Portfolio Head at Infosys and was Investment Banking Executive at Merrill Lynch. She earned her MBA, Finance from SVKM’s Narsee Monjee Insistute of Management Studies and h…
 
Hello listeners,Today is a very special episode with Chris Cordoba, Certified Financial Planner, Founding Partner, and Personal Wealth Manager of California Retirement Advisors. He served as Regional Vice President, Investments at Great Western Financial Securities. Chris founded California Retirement Advisors since 1997. He is a graduate of Califo…
 
Hello Podcast listeners,Today is a very special episode with Don Steinbrugge, CFA, Founder and CEO of Agecroft Partners. He has been involved in the institutional investment management industry for over 34 years. In today’s episode we discuss the trends across the hedge fund industry and Agecroft’s webinars, where institutional investors share thei…
 
Hello Podcast Listeners,Today is a very special episode with Jeff Kreisler, Editor-in-Chief PeopleScience, Speaker, Comedian, Behavioral Science Advocate. Jeff is co-author of “Dollars and Sense: How We Misthink Money and How to Spend Smarter.” In today’s episode we discuss the potential biases that we may face during this crisis. Enjoy and thanks …
 
Today's very special episode is with Steve Nadel, partner in Seward & Kissel’s Investment Management Group. He has over 25 years of experience as an attorney to hedge funds, private equity firms and registered advisors. He's the author of the New Hedge Fund Study, and the Form ADV Study. He's a graduate of the Brooklyn Law School and NYU Stern Scho…
 
Hello Podcast Listeners,Today is a very special episode Nate Tobik, CEO of CompleteBankData and founder of Oddball Stocks Newsletter. Nate co-authored “The Bank Investor’s Handbook: How to Find, Analyze and Invest in Bank Stocks.” He was also a technical consultant at Summa Technologies and software engineer at both Solutionary and VigilantMinds. I…
 
Hello podcast listeners,Today is a very special episode with Lance King, counsel in Seward and Kissel’s Investment Management Group. His practice focuses on a broad range of regulatory, compliance and transactional matters affecting investment companies and registered advisers. Before this he served as assistant vice president and associate general…
 
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