Podcasts about Citywire

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a founder who is building mission-critical software for private equity firms.I sat down in Citywire's London studio with Venkat Subramaniam, the Co-Founder of DealsPlus, to discuss why he has built a digital solution to streamline, digitize, and automate the management of complex holding and capital structures for private equity firms.Historically, private equity firms have relied on humans and manual processes to manage and track cap tables, transactions, and entities. This process has required significant human intervention and has often been rife with errors, making deals harder to consummate and transactions. Venkat has taken his 15 years of experience advising private equity managers on cross-border transactions, most recently as an Associate Partner at EY UK, to build DealsPlus to create a single source of truth for capital structures for private equity firms. DealsPlus works with a number of industry-leading private equity firms and is backed by a private equity firm with $38B in AUM.Venkat and I had a fascinating conversation about the challenges private equity firms face with managing and tracking transactions and portfolio companies. We discussed:Why it's been so hard to create a cap table management solution for private equity.Why it's much harder to build software for private equity firms than venture capital firms.How private markets can move from the Excel Age to the Digital Age.How to build software that provides a single source of truth.The atomic unit of value in private markets.Building an end-to-end platform versus building a point solution.What's next in post-investment ops tech innovation?Thanks Venkat for coming on the show to share your thoughts and wisdom on private markets tech.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and message from Ultimus01:59 Introducing Venkat Subramaniam and DealsPlus03:57 Venkat's Career Journey05:07 The Genesis of DealsPlus05:09 Challenges in Transaction Management06:25 The Lack of Uniformity in Private Equity Processes06:54 The Impact of Technology on Private Equity07:33 The Role of Cloud Computing08:24 The Consumerization of Enterprise Software09:04 Excel vs. Specialized Software09:34 The Importance of Cap Table Management10:04 Connecting Front Office and Back Office10:30 Building Effective Software Solutions13:24 Recurring Pain Points in Private Equity14:47 The Complexity of Private Equity Cap Tables15:44 Building a Platform for Private Equity16:43 Stakeholder Management in Private Equity18:50 Impact of Technology on Fund Operations20:25 Integrating DealsPlus into Workflows21:06 Best-in-Class Applications and Data Integration23:33 The Impact of Fund Size on Complexity25:42 Technology Adoption in Private Equity27:09 Network Effects in Private Equity Technology37:41 The Future of Private Markets Technology39:14 Conclusion and Closing Remarks

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast for a review of 2024 and a look at what investors can expect to look forward to in 2025.Explore Vietnam Holding's Investment Trust CentreVietnam Holding's peer group-leading performance has been recognised by several awards, including the UK Investor Magazine's ‘Best Emerging Markets Trust' and similar recognitions from Citywire and Investment Week.We start by delving into the factors that put Vietnam Holding at the front of the peer group. We look at drivers of performance and narrowing discount-to-NAV over the past year. Craig explains Vietnam Holding's innovative reception scheme and the crucial part in played in allowing the trust to expand the size of its fund.Craig finishes by outlining what investors have to look forward to in the year ahead. Hosted on Acast. See acast.com/privacy for more information.

In this edition of the Money Makers Investment Trusts Podcast, Jonathan Davis, editor of the Investment Trusts Handbook and winner of the 2024 AIC Best Broadcast Journalist Award, is joined by Gavin Lumsden, reporter on investment trusts at Citywire, who recently announced his intention to take a step back. This discussion was recorded on Monday 16 December 2024. *** Out now: The 2025 Investment Trusts Handbook *** The Investment Trusts Handbook is an independent educational publication designed to provide investors with a handy annual reference book that summarises all you need to know about investment trusts. Now in its eighth year, the Handbook is a high-quality, full-colour hardback of more than 340 pages, the largest yet, with reviews of the past year, extensive interviews and commentary, plus nearly 80 pages of “how to” information and performance data. The Handbook is an indispensable companion for anyone looking to invest in investment trusts. There is also a free e-book version you can read on a PC, tablet or smartphone. Available to order from Harriman House (https://harriman-house.com/ithb2025) or Amazon. *** Section Timestamps: 0:00:24 - Introduction 0:00:38 - Taking a step back 0:01:59 - Changes to the investment trusts industry over 25 years 0:04:02 - Asking questions of investment trusts 0:06:18 - Highlights from the last ten years 0:08:10 - Lessons from the less positive stories 0:12:22 - Activism 0:16:24 - A short break 0:17:20 - Platforms and cost disclosure 0:24:55 - Investing rules for those in the media 0:26:04 - Gavin's investments 0:29:46 - The outlook for the investment trusts sector 0:32:39 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. This week, as well as the usual features, the Circle features a profile of Murray Income (MUT). Future profiles include Schroder Oriental Income (SOI) and Rockwood Strategic (RKW). Look out for the latest edition of our new expanded weekly subscriber email which summarises Jonathan's latest thoughts and includes a comprehensive summary of all the latest news. The content of that email is also available for subscribers via the website. A subscription costs £12 a month or £120 for one year. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our nearly 250 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Please note that this podcast is provided for educational purposes only and nothing you hear should be considered as investment advice. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

This week on the Value Perspective podcast we're delighted to bring together two leading practitioners, who sit at different ends of the Value investing spectrum, to discuss and debate their similarities and differences. The fascinating conversation, split over two episodes, features Nick Kirrage, Head of the Value Team at Schroders and Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager at Antipodes Partners. Antipodes is a global equities manager with a pragmatic approach to Value investing. The firm was founded in 2015 and has just over $6 billion in assets under management. It is headquartered in Sydney Australia and has an office in London. The episodes are hosted by Simon Evan-Cook, an award-winning multi-asset fund of funds manager and leading columnist with Citywire, who regularly posts on his blog, Never Mind the Silver Bullets. In this second episode, we delve deeper into Antipodes and Schroders' portfolios, explore different areas of opportunity and how macro is navigated and how to find the right clients for your strategy. There's also a frank discussion about each manager's most painful mistakes, the lessons they have learned from them, and how Nick and Jacob's approach to risk has evolved over time. Enjoy! Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

This week on the Value Perspective podcast we're delighted to bring together two leading practitioners, who sit at different ends of the Value investing spectrum, to discuss and debate their similarities and differences. The fascinating conversation, split over two episodes, features Nick Kirrage, Head of the Value Team at Schroders and Jacob Mitchell, Chief Investment Officer and Lead Portfolio Manager at Antipodes Partners. Antipodes is a global equities manager with a pragmatic approach to Value investing. The firm was founded in 2015 and has just over $6 billion in assets under management. It is headquartered in Sydney Australia and has an office in London. The episodes are hosted by Simon Evan-Cook, an award-winning multi-asset fund of funds manager and leading columnist with Citywire, who regularly posts on his blog, Never Mind the Silver Bullets. In this first episode, we cover where Schroders and Antipodes sit in the Value spectrum and how Nick and Jacob's investment processes differ. We also delve into how each manager avoids the classic Value trap, and the lines that they won't cross when building portfolios. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Recognised by Citywire as one of the top female portfolio managers globally and the only one based in Australasia, Kate Howitt built an impressive track record over 15 years managing the Australian Opportunities Fund at Fidelity International, a global investment house with over $1 trillion under management. Kate's investment approach focused on finding attractively valued companies with strong competitive positions and management teams. After stepping down from Fidelity, Kate now focuses on governance and advisory roles, including at Boston Consulting Group, and remains a sought-after business commentator in Australia. Join us as we ask Kate how she became a portfolio manager, how her investment approach evolved, why she's optimistic about Australia's outlook, why more women should pursue careers in financial services, and how to cut the noise and see the signals needed for investing success.

Biodiversity is essential for the survival of humankind, yet we threaten it every day as a society. But what's most concerning is how it's vastly overlooked by companies in the investment space, not realizing how their future returns depend on having healthy ecosystems. To help shift this narrative is my guest Ingrid Kukuljan, Head of Impact and Sustainable Investing at Federated Hermes. Ingrid's journey begins in Croatia, where her childhood experiences with nature laid the foundation for her future career. She started as an equity research analyst at Lazard, where she quickly made her mark and earned a spot in Citywire's first-ever global compilation of the 1,000 top fund managers in the world.With a career trajectory that spans several significant roles, she's now at Federated Hermes, a multi-strategy US/UK-based asset manager with $770 billion in AUM and $1.8 trillion under stewardship advisory.There, Ingrid is responsible for developing and leading their impact and sustainable investing franchise, overseeing products, strategies, and thought leadership primarily within the public markets.She explains how Federated Hermes integrates impact across all investment portfolios using proprietary data tools, ensuring sustainability is embedded in every aspect of their operations across multiple asset classes. We also talk about their biodiversity champions, transition investments, their proprietary data tools, stewardship and engagement work, and their Biodiversity Equity Fund.Join this conversation to learn about how Federated Hermes is leading the charge in biodiversity investing and beyond. —Show notes.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor and cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.—Connect with SRI360°: Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X.Follow SRI360° on FACEBOOK.—Key TakeawaysIntroducing Ingrid Kukuljan and her early connection to nature (00:00)Ingrid's start at Lazard & other career moves (11:28)Ingrid delivers an overview on Federated Hermes (17:36)The theory of change at Federated Hermes & investing on the secondary market (26:33)Ingrid's take on integrating sustainability and impact in investment analysis (30:04)Investment process, KPIs, and generating impact across various asset classes (36:23)A peek into Federated Hermes' proprietary data tools (47:12)The role of stewardship for achieved targeted outcomes & divestment  (52:40)The Biodiversity Equity Fund at Federated Hermes & biodiversity credits (58:00)Rapid fire questions (01:03:59)—Additional ResourcesLearn more about Federated Hermes.Connect on LinkedIn or X. Connect with Ingrid on LinkedIn.

To quote Sir Francis Bacon, “Some books are to be tasted, others to be swallowed, and some few to be chewed and digested.” Therefore, it is my absolute pleasure to introduce our global Investing Matters audience to the Investor, Mentor, Keynote speaker, Business Development guru, Multi award winning Fund Manager and global bestselling author of one of the best investing trading books, ‘The Art of Execution: How the world's best investors get it wrong and still make millions' - the global investment thought leader Lee Freeman-Shor. Lee left school with ambitions to become a Chef. However, he discovered he did not like the unsociable hours. He then returned to education to study and attained at Law degree at Nottingham Trent University. Alas he didn't have the desire pursue the path of a legal sector profession. “Through unplanned serendipity”, Lee qualified to become an Independent Financial Adviser (IFA) thus commencing his professional finance/investing journey. His role as an Investment Development Manager, with AXA Winterthur in March 2002, was followed by the same role at Schroders in September 2004. Then, his previous boss at Winterthur, who moved to Skandia Asset Management as their CIO, asked Lee to join him on the Investment Research side of Skandia with the possibility of eventually running money in October 2005. To quote Lee, “the rest is history.” From October 2005, Lee went onto be the Fund Manager for the $1bn+ Best Ideas Fund Range. Previously Co-Head of the Equities Research team, he co-managed a 10-person, multi-national team and had direct responsibility for the research and monitoring of all equity managers used across Skandia's platforms, including multi-manager funds, single strategy funds, guided-architecture ranges and much more. The significant success that Lee achieved at Skandia Asset Management led to be him being recognised as one of the World's Top Fund Managers in the inaugural Citywire 1000 report: for the performance of the Skandia European Best Ideas, Skandia Global Best Ideas and Skandia UK Best Ideas funds. Following the merger of Skandia Investment Group and Old Mutual Asset Management in 2012, Lee became a Fund Manager for Old Mutual Global Investors from June 2012 until May 2018. During this time, he went on to manage many more billions per year, including bonds, multi-asset funds of funds, winning mandates and managing a larger number of global fund managers. In this insightful and fascinating Investing Matters interview, discover how the multi-award-winning Fund Manager and international bestselling author Lee Freeman-Shor, researched over a period of seven years. Hear about the investing habits of forty-five of the best Fund Managers in the world that he had allocated between $25m and $150m during that time. Hear about ‘The Winners checklist', ‘being greedy when winning' and much more, including… -Serendipity -Importance of proper mentoring -Equity Management / Best ideas -The Kelly Criteria -Risks -The genesis of the global bestselling book, The Art of Execution -Learning the about the characteristics, mindset & straits of individuals & fund managers -Performance & investing performance hit rates - Discover the five distinct tribes and habits of investors: Assassins, Hunters, Rabbits, Connoisseurs and Raiders -Best strategies for when you are experiencing a losing investment -Best strategies for when you are experiencing winning investment -The Wingman, the trading tool -Psychology -Biases impact even professional investors -Overconfidence bias -Confirmation bias -Endowment Bias -Anchoring bias -Sunken cost bias -The boredom factor -Price targets are bad -Dealing with losing trades -Why price targets are bad -British American Tobacco, Superdry, Bitcoin, Nvidia, Gold, ETFS, S&P 500, Mining stocks -Long-term investing & compounding are key -Ride / run your winners -Cultivate multibaggers -Personal investing strategy -Investing & much more We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

The topics, stocks and shares mentions / discussed include: Special guest Algy Hall of Citywire Elite Companies Top Fund Managers / Top Portfolio Managers Rolls Royce / RR. Unilever / ULVR Renault / RNO Reckitt Benckiser / RKT BridgeBio Pharma / BBIO Mortgage Advice Bureau (Holdings) / MAB1 Moneysupermarket.com / MONY Thor Industries / THO Inditex Group / BMAD Tractor Supply Co. / TSCO Macerich Co. / MAC GSK / Haleon / HLN Biotech Consumer Staples Funds Investment Trusts Phil Oakley's blog Investingstuff | Phil Oakley | Substack Harriman House books Powder Monkey Brewing Co  10% discount code : TWINPETES CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Just Giving page Investing Trading & more The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.  PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

As we move into the New Year, we take a closer look at the market's historic year, offer a preview on the year to come, look at bond predictions, global investing and much more. Today on the podcast, Rusty and Robyn are joined by Jeff DeMaso - editor and founder of The Independent Vanguard Adviser. Jeff was previously the co-editor and research director of The Independent Adviser for Vanguard Investors. He also served as Portfolio Manager, Director of Research and the interim CIO at Adviser Investments, LLC—a leading investment advisory firm. He has been quoted in Forbes, The Wall Street Journal, Barron's, InvestmentNews and Kiplinger, to name a few. Citywire named him a Rising Star of manager research in 2019. Jeff graduated magna cum laude from Tufts University with a B.A. in economics in 2006 and holds the Chartered Financial Analyst designation.Key Takeaways[03:04] - Jeff's research, professional background and what drives him.[05:57] - What really motivates Jeff's newsletter, The Independent Vanguard Adviser?[07:40] - What were some of the biggest events for Vanguard in 2023 and which are the ones that investors should care about the most?[09:30] - What does Jeff like best about Vanguard and where does he think they could improve?[11:02] - Vanguard's latest thoughts on ESG strategies.[13:55] - The top highlights and lowlights for the 2023 market.[15:58] - Jeff's  economic and market outlook for 2024.[19:00] - Jeff's view on the healthcare sector moving forward.[21:00] - How should investors be treating their bond allocations these days?[22:35] - Are many of Jeff's readers asking if they should move their investment funds to money market accounts? If so, how is he addressing this with them?[24:23] - Jeff's take on  non-US stocks, both strategically and tactically, in balanced portfolios.[26:17] - What is his favorite investment idea, currently, for 2024?Quotes[04:18] - "That's going to be my career hack…find the person you can learn the most from and go work with them as closely as possible. Ask questions, don't be afraid to make mistakes and just keep learning." ~ Jeff DeMaso[10:15] - "...Vanguard's service in tech…continues to fall short of its competitors, and I cannot wait for the day when I get to write the article that says ‘Hey, Vanguard has really stepped up their game and their service is  firing on all cylinders' - today is not that day." ~ Jeff DeMasoLinksJeff DeMaso on LinkedInThe Independent Vanguard AdviserAloe Blacc - The Man (Explicit)Just One Thing PodcastMorgan Housel PodcastConnect with UsMeet Rusty Vanneman, Orion's Chief Investment OfficerCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0031-OPS-1/5/2024Disclosure(s)Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

What a wonderful way to kick off the New Year with Algy Hall. Happy New Year, all my dear listeners; so grateful to see you here with my guests in a brand new year. Today, it's one of those conversation that put a big smile on my face. Algy writes about investing but is also an author and illustrator of children's books; we have some laughs about very serious and less serious matters. Algy Hall is an award-winning financial journalist and author of Four Ways to Beat the Market: A Practical Guide to stock-screening Strategies to help you pick winning shares. For over a decade, Algy followed several market-beating screening strategies in his weekly column for Investors' Chronicle, an FT-owned, leading British investment magazine. Since 2022, Algy has been the investment editor of Citywire Elite Companies, where he has helped develop Citywire's objective and powerful stock-rating system based on the level of backing shares have from the world's best-performing portfolio managers. He is also the author and illustrator of 11 children's picture books. We start the conversation with a very personal story that sheds more light on Algy's relationship with money and curiosity about investing. I'm a big proponent of using screening in the investment process. I've tested and back-tested a variety of screens throughout my two-decade-long career. Algy takes on a number of stock screens in his book Four Ways to Beat the Market, a Practical Guide to Screen Strategies to Help You Pick Winning Shares. The book came out in 2023, and I believe it belongs among the classics in the genre — James O'Shaughnessy's What Works on Wall Street, Ken Fisher's 1984 Super Stocks, and Joel Greenblatt's The Little Book the Beats the Market. My guest explains how stock screens give investors an edge. One of my biggest revelations over the years has been the power of filters, and I notice the more experienced, the more seasoned investors use very deliberate filters in deciding what kind of stocks, news, and even people make it into their portfolios, days, and lives. We talk about quality stock, contrarian value investing, dividend stock approach, and momentum investing. As serious as the topics might be today, Algy shares his passion for children's books and tells the story of the scariest monster in the world. Stay tuned until the end to hear how stories and fairy tales we heard as kids might have been hiding lessons, advice, and wisdom that we so desperately need as adults. I had so much fun recording with Algy, and I trust you'll enjoy the next hours with us as well. https://www.amazon.com/Four-Ways-Beat-Market-stock-screening/dp/0857199412/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= Citywire Elite Companies link: https://citywire.com/elite-companies Illustration link: www.algy.co.uk Also mentioned in the episode: James O'Shaughnessy and Morgan Housel. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

Alex O'Cinneide, fund manager of Gore Street Energy Storage, denounces the pressure petro states brought to bear on the climate change summit but says the global growth in renewable energy storage is unstoppable.

Swiss-listed BB Biotech celebrates 30 years of outperformance with fund manager Dr Daniel Koller confident the biotechnology slump of the past two years will in time look like a small setback.

To understand the point of cryptocurrencies and crypto assets, a fundamental understanding for money is critical in bringing us into that world. Ian's book gives us the context for the rise of Bitcoin and, ultimately, decentralized finance (DeFi). That explores the realities of nonfungible tokens (NFTs), the metaverse, and the financial component of it all. This week, episode 180 of the Tech Intersect™ Podcast is about the promise and pitfalls of decentralized finance! POWERED BY ADVANTAGE EVANS™ ACADEMY Join me for the Launch Party! Get your VIP Launch Experience Tickets at https://bit.ly/dmdviplaunch. You can find the book, launch party, and bonuses at https://bit.ly/getdmdIan Horne is the European Head of Content at Money 20/20, the organizer of the largest global events for the fintech industry, where he works towards setting the fintech agenda for investors, technologists, banks and payments organizations. Prior to this, he was Head of UK Audience Development at Citywire. Ian Horne has been shortlisted for HeadlineMoney's UK Fintech Journalist of the Year award and is based in London, UK.Today, we provide a balanced and nuanced discussion of cryptocurrency and decentralized finance (DeFi). Ian shares his background working in traditional finance and how he became interested in crypto. We discuss both the opportunities of DeFi, such as increased access and financial innovation, as well as potential risks like scams and lack of consumer protections. Ian and I emphasize that this is a complex topic with reasonable arguments on both sides. We stress the importance of education so people can make informed choices about crypto. Ian Horne and I discuss:Crypto's impact on traditional finance and economy.Finance, trust, and innovation in traditional and crypto markets.Access and inclusion in decentralized finance (DeFi). Balancing financial innovation with consumer protection.Understanding blockchain technology and its potential impact on financial systems.Acknowledging the benefits and risks involved in crypto.CONNECT WITH IAN HORNE:LinkedInX (Formerly Twitter)By Why DeFi Matters by Ian Horne (Amazon)CONNECT WITH DR. TONYA M. EVANS:Questions and requests: hello@techintersectpodcast.com Follow: Twitter @AtTechIntersect | Instagram @TechIntersect Web: Tech Intersect Podcast  Connect for exclusive content: https://advantageevans.activehosted.com/f/6 LINKS MENTIONED:Books and Resources available on our BookShelf Preorder my book, Digital Money Demystified, at https://digitalmoneydemystified.com/ today!Regulate & The Rabbit Hole by Notty Prod licensed via Creative Commons Attribution-NoDerivatives 4.0 International License. Produced by Tonya M. Evans for Advantage Evans, LLC

Veteran activist investor and North Atlantic Smaller Companies fund manager Chris Mills discusses how he is cautiously reinvesting the investment trust's £107m cash pile after a series of spectacular successes.

A CFA charterholder and active researcher, Franklin Parker is an international speaker and author of dozens of peer-reviewed articles and trade publications including his 2023 book with Wiley, Goals-Based Portfolio Theory, a #1 new release on Amazon. In 2017, he won the NAAIM Founder's Award for his work incorporating business cycle analysis into goals-based investing.   Franklin serves on the advisory board of the Journal of Wealth Management, and his written work has appeared in Forbes, Financial Planning Magazine, Enterprising Investor, RealClear Markets, CityWire, Foundation of Economic Education, Journal of Behavioral Finance, Journal of Wealth Management, and many others.   Since beginning his career in 2007, Franklin has been dedicated to helping investors of all kinds achieve their goals using financial markets.   Listen to this insightful RIA episode with Franklin Parker about his firm, Directional Advisors. Here is what to expect on this week's show: - How marketing is essential for financial advisors and registered investment advisors if they want to reach the right people. - Why many advisors would benefit from a system that consistently connects them with the right clients without excessive effort. - How there are two main approaches for lead generation: networking while actively prospecting or hiring a marketing firm. - Why having better ideas lets people achieve better results in their lives and businesses. - How Directional Advisors aims to provide hyper-customized solutions to the mass affluent with the help of technology.   Connect with Franklin: Links Mentioned: https://directional-advisors.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Investing Matters podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this podcast series. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. In June the London South East and Investing Matters teams and I took the Investing Matters interviews on the road. We conducted our second "LIVE" event at the Queen Elizabeth the second conference centre in London at the prestigious UK Investor Show. With the topic of discussion being, "How to find quality stocks during difficult market conditions", with a fantastic five-star panel of guests consisting of: George Barrow, Fund Manager, co-Manager of the Polar Capital Financial Opportunities Fund; Gabrielle Boyle, Fund Manager for the Troy Trojan Global Equity Fund, responsible for Troy Asset Management' Global Equity Strategy and Head of Research; Algy Hall, award-winning financial journalist, author and Citywire' Elite Companies Editor; Gervais Williams, Author, awarding winning Fund Manager and Head of Equities at Premier Miton; Stephen Yiu, Chief Investment Officer at Blue Whale Capital, Lead Manager at LF Blue Whale Growth Fund. Each individually brilliantly delivered their own strategies to a packed audience of "How to find quality stocks during difficult market conditions".

Welcome to the Investing Matters podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this podcast series. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. In April the London South East and Investing Matters teams and I took the Investing Matters interviews on the road. We conducted our very first "LIVE" event at the largest investors event in London at the Master Investors Show. With the topic of discussion being, "Investing in uncertain times", with a fantastic panel of stellar panel guests consisting of: Iain Barnes, Chief Investor Officer at Netwealth; Moira O'Neill, an award-winning independent freelance investment and money writer, editor, presenter and regularly Financial Times columnist; Algy Hall, award-winning financial journalist, author and Citywire' Elite Companies Editor' and Jay Younger, Investment Analyst at Aubrey Capital. Each took to the stage to individually present brilliantly their own strategies to a packed audience of how they would navigate investing in uncertain times. The topics recorded from this panel session for your educational pleasure include: investment returns / performance, strategy dedicated to a growth strategy, valuation discipline, tax efficient strategies, discipline, funds and ETFs and much more.

Kamil Dimmich, Citywire AAA-rated manager of the £690m Pacific North of South EM All Cap Equity fund, discusses avoiding the hottest pockets of emerging markets. 

Wesley McCoy, manager of the £375m Abrdn UK Value fund, discusses why banks like Barclays are now a more contrarian bet than energy giants but defends making money from coal companies. 

Dragon Capital founder Dominic Scriven discusses the anti-corruption drive that shook Vietnamese markets last year and the prospects for pioneering £1.4bn investment trust, Vietnam Enterprise Investments Limited. 

The fog of uncertainty is clearing around real estate investment trusts after last year's selloff, says TR Property's Marcus Phayre-Mudge, who tells Gavin Lumsden where he is finding good value in a sector trailing on steep discounts to asset value.

En la primera hora de Capital Intereconomía miramos en el primer análisis de la mañana a la actualidad de los mercados financieros con Araceli de Frutos, ASESORA del fondo Alhaja Inversiones FI. Puntilla con Diego Montes del Vigo, Periodista financiero en Citywire. También miramos a la prensa económica, nacional e internacional para contar sus principales titulares.

Ken Wotton, the manager of the £361m Gresham House Multi Cap Income fund and Strategic Equity Capital trust, discusses lowly-rated British smaller companies and the next wave of corporate activity.

In this episode, Rusty talks with Jeff DeMaso, Editor and Founder of The Independent Vanguard Adviser. Jeff is also the interim CIO and Director of Research at Adviser Investments. He has been quoted in USA Today, Forbes, The Wall Street Journal, Barron's, InvestmentNews, and Kiplinger, to name a few, and named a Rising Star of manager research in 2019 by Citywire.  Jeff launched The Independent Vanguard Adviser to provide independent, honest, and unbiased coverage of all things Vanguard. The goal is to give practical investment advice and education in a language everyone can understand. Jeff talks with Rusty about what's great about Vanguard, what could be improved, why the company is having a tough year of sales, and a whole lot more.  Key Takeaways [02:30] - Jeff's career history and how he came to be in The Independent Vanguard Adviser. [05:22] - The best things about Vanguard as a company and a product. [08:50] - What Vanguard needs to do better. [11:50] - Why Vanguard is having its worst year of sales. [14:21] - Jeff's take on ETFs as the new trend. [17:04] - What Jeff thinks about Vanguard's asset allocation products. [21:09] - How Jeff rates Vanguard Wellesley Income. [22:13] - What Jeff expects for 2023. [25:22] - Jeff's outlook on inflation. [29:05] - Jeff's thoughts on real assets. [31:52] - The qualities Jeff looks for in a team member. [33:13] - How Jeff personally invests. [34:03] - How Jeff maintains mental and physical health to perform at his best. [35:30] - The people Jeff is grateful for on a professional level. [38:33] - Jeff's recommendations for content. Quotes [05:45] - "There's a lot to like about Vanguard. It's bringing low-cost investing to the masses. And not just within Vanguard, they put fee pressure on other players in the industry. We can thank Vanguard for that general pressure on fees coming down and making it such a great time to be an investor today." ~ Jeff DeMaso [09:07] - "There are some things Vanguard could improve upon, without a doubt. The biggest one is the customer service and technology side. And this is the other coin of their low-cost effort, where Vanguard has been cutting costs for years and years." ~ Jeff DeMaso [18:50] - "I always recommend ETFs and index funds, particularly for someone looking to get exposure to the market, keep costs low, keep things straightforward, and don't feel they have an edge." ~ Jeff DeMaso   Links  Jeff DeMaso on LinkedIn Jeff DeMaso on Twitter The Independent Vanguard Adviser Storm by Yoshida Brothers Morningstar VWINX - Vanguard Wellesley Income Fund Investor Shares VWELX - Vanguard Wellington fund Investor Shares VNQ Real Estate ETF Daniel Wiener Palm Valley Capital Baillie Gifford Sir John Templeton Warren Buffett Charlie Munger John Bogle Diversification Works Common Sense on Mutual Funds Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts   2253-OPS-11/21/2022

4x15 ¿Qué inversiones deberíamos tener en cartera para 2023? ¿Qué oportunidades se han puesto a tiro para invertir tras las caídas de 2022? No tenemos la bola de cristal (manida frase, pero muy socorrida).Lo que Lo que sí podemos hacer en este final de 2022 es hacer balance y revisar nuestras carteras. Nosotros por nuestra parte empezamos a hacer balance de cómo ha sido el año en los fondos de inversión y qué nos puede deparar 2023. Y lo hacemos con Juan Hernando, responsable del equipo de Selección de Fondos de MoraBanc y nombrado recientemente de nuevo selector de fondos más influyente de España y Andorra por CityWire. Antes comentamos en “El corrillo” algunas curiosidades sobre categorías de fondos de inversión más rentables en 2022. Y después, Carmen Fontán en su sección “En el fondo” nos da más detalles sobre su perfil inversor. 🔴 ¿Quieres conocer las perspectivas de grandes gestoras? Vuelve a ver aquí Outlook 2023 by Finect ✅ https://youtu.be/a6vOfC_X62s 🕵️‍♀️ Encuentra un asesor y saca el máximo partido a tu dinero. ✅ https://www.finect.com/asesores 🫣 Conoce tu perfil inversor en Finect ✅ https://www.finect.com/pildoras/conoce-tu-perfil-inversor 📊 Categorías de fondos: los más rentables en 2022 https://www.finect.com/fondos-inversion/categorias 📅 Todos los eventos Finect, a las 18:00h de lunes a miércoles en directo en nuestro canal de Youtube ✅ https://www.youtube.com/channel/UCzKnSeOq30zVvgosDFlne5g

Gavin Lumsden and Jeremy Gordon discuss the best and worst performing funds and investment trusts in a rollercoaster year, key investment themes and what 2023 might bring.

Having just left Allianz after 16 years to take over running the Premier Miton UK Value Opportunities fund, Matthew Tillett discusses why the switch and where he is finding bargains for the long-term while taking less risk today.

Alex Savvides, manager of the £1.1bn JOHCM UK Dynamic fund, discusses investing in companies at the moment of change and once-in-a-generation value in the UK stock market.

Guinness Global Investors chairman Tim Guinness discusses founding (at least) two asset managers, the evolving use of data in investing and opportunities in sustainable versus traditional energy stocks.

Fidelity Special Values fund manager Alex Wright explains why the next decade will be unlike the past 15 years. Investment returns will fall, but the cheap UK stock market is placed to do very well.

After three years of strong performance, Smithson investment trust has suffered badly in the 2022 growth selloff. Fund manager Simon Barnard explains how he is keeping faith with his stock picks.

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode twenty-two, which is with the hugely talented, founder, director and fund manager, Sharon Bentley-Hamlyn of Aubrey Capital Management, a specialist global investment manager. Sharon has been responsible for Aubrey's European strategy since its inception in 2008. She is also head of research and lead manager on two Luxembourg quoted European SICAVs (investment company with variable capital), and a UK quoted Europe ex-UK OEIC (an open-ended investment company). Sharon heads up Aubrey's Sustainability Committee, which ensures the consistency of ESG scoring across both investee companies and internally within Aubrey, as well as monitoring UN supported PRI (Principles for Responsible Investment) reporting. Sharon's financial career started at Crédit Commercial de France as an analyst in its Mergers & Acquisitions division. This came after she originally trained as an opera singer in the 1980s. Between 1992 and 2006, Sharon was with Walter Scott & Partners, becoming a Board Director in 2001. Here, she had a global remit following extensive research experience into the major markets of the world: the UK and Europe (including emerging Europe), the USA and Far East. For almost a decade she held primary responsibility for the firm's European stock selection and for the firm's regional European assignments, either fully discretionary or with client-specific parameters. Sharon helped develop the firm's institutional fund management business and managed several publicly quoted SICAVs. Sharon was ranked 9th in Citywire's Alpha Female Report, which ranks managers across all asset classes according to consistency of performance over the past 5 years. Investment Week's Women in Investment Awards awarded her Highly Commended in the category Fund Manager of the Year (small to medium firms). In 2021, Aubrey Fund Manager Sharon Bentley-Hamlyn was yet again one of Citywire Top 30 Female Investment Managers Worldwide, highlighting the expert skills of our fund management team. The Aubrey European Investment team (led by AAA Citywire ranked fund manager Sharon Bentley-Hamlyn) focuses on companies with ROE, EPS and CROA greater than 15%, which typically have little or no debt. In addition to holding a degree from Bristol University and a MBA from the University of Edinburgh, Sharon is fluent in both French and Italian. In this Investing Matters podcast, I discuss with Sharon, the winning overperformance strategies of the Aubrey Capital funds, running fully invested portfolios, buying methodology, triggers for selling, the potential of investing in European growth stocks, ESG, psychology, diversity, role in supporting and nurturing the next generation of potential smart/well equipped young leaders, her experiences of working through the "Big Bang/deregulation of the financial markets, her investing inspirations, mistakes, lessons, success and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

George Cheveley, Citywire AA-rated manager of Ninety One's Global Gold and Global Natural Resources funds, discusses the energy crisis in context, inflation, gold's lacklustre 2022, and whether his portfolios' strong run can continue even as we head for recession.

Joe Studwell, economist, author and director of Baillie Gifford's Pacific Horizon investment trust, discusses the surprising secrets of development in Asia and Africa, and why the fastest growing economies rarely generate the best investment opportunities.

Nick Montgomery of Schroder Real Estate explains how UK commercial property is well positioned for the slowdown in the economy and why real estate investment trusts can generate income ahead of inflation and also do their bit for the environment.

Questa settimana, sul sito Citywire, è stato pubblicato lo scoop riguardo la generosa campagna reclutamento che l'ex Iw Bank entrata ora nel gruppo Intesanpaolo starebbe per lanciare per aumentare le masse sotto gestione. Come? Attuando una generosa campagna acquisti per attrarre con ricchi premi private banker e consulenti finanziari con grossi portafogli clienti.La tecnica? Fino al 4% di premio d'ingaggio al consulente finanziario con mandato in un'altra banca (promotore finanziario secondo la vecchia nomea, consulente finanziario abilitato all'offerta fuori sede secondo la nuova) che trasferirà armi (soldi, clienti) e bagagli nella nuova realtà, convincendo i suoi clienti a seguirlo.Un consulente con masse sotto gestione per 50 milioni di euro complessivi (fondi d'investimento o gestioni patrimoniali soprattutto, perché se il risparmiatore fa da sé non vale quasi nulla, secondo questo listino) quindi potrà ottenere 2 milioni di euro di bonus se porterà il suo “gregge” sotto un altro pastore.

Simon Evan-Cook joins us this week for the 50th episode of the Value Perspective podcast to discuss the lessons that he has learnt on his journey to becoming a better investor that you can apply in everyday life to help solve problems. Simon is a successful multi-asset, fund-of-funds manager with over 25 years' experience in financial services.  He currently works for Downing Fund Managers, having built his reputation at Fidelity, Rothschild Asset Management, Gartmore and Premier Asset Management. Simon combines his fund management role with his second passion, which is writing. In this capacity he produces ‘the Fund-of-Funds Insider' column for Citywire and the ‘Never Mind the Silver Bullets' blog. He describes this as a journey through the world of complex problems, looking at how to solve these when there aren't simple ‘silver bullet' solutions. Enjoy! Liked what you've heard? For more from Simon click on these links: https://www.trustnet.com/news/704403/simon-evan-cook-should-you-invest-with-indiana-jones https://www.trustnet.com/news/4867770/butch-cassidy-and-the-sundance-kid--should-you-invest/   NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.

“We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies.”   This is at the core of the investment philosophy of today's guest, Columbia Business School alum Amy Zhang. Amy is Executive Vice President and Portfolio Manager of the Alger Small Cap Focus, Alger Mid Cap Focus, Alger Mid Cap 40, and Alger Small Cap Growth Strategies. She joined Alger in 2015 and has 27 years of investment experience, including over a decade at Brown Capital Management as a Partner, Managing Director, and Senior Portfolio Manager of its Brown Capital Small Company Strategy.   Amy has received multiple accolades, including being named one of the "Best Female PMs to Invest with Now" by Morningstar in 2022 and one of the “Top 20 Female Portfolio Managers” by Citywire in 2021, 2019, and 2018.   In this episode, Amy, Michael, and I discuss Amy's unconventional background and studies, why she made the move to managing small cap growth portfolios, how to think about small cap investments, the key metrics she looks for when assessing potential companies, her classification system of motorboats and sailboats, opportunities available in the current market, and so much more!   For more information and disclosures please visit www.alger.com     Key Topics:   Reflections on the 2021/22 academic year (0:51) Welcome Amy to the show (1:26) How Amy found her way from studying math and physics to starting her investment career (2:44) How Amy's decision to apply to Columbia Business School (CBS) led to her first job in finance (5:43) Getting broad experiences after graduating from CBS (8:33) The valuable training and experiences Amy gained in her early career (10:24) Why Amy made the move to managing small cap growth portfolios (12:23) How Amy's investment philosophy has evolved (14:23) Alger's criteria for small cap (16:30) Getting a realistic perspective on the total addressable market (TAM) (19:10) Measuring the growth of intangibles inside a firm (23:53) Quantitative and qualitative metrics for assessing moats (25:12) Why management discussion is essential (26:51) Company classification: motorboats vs. sailboats (30:14) Why barriers to entry are more significant than first-mover advantage (32:15) Making the buy or sell decision (35:05) Assumptions that go into the margin of safety (37:37) Opportunities offered by the current market turmoil (41:42) Not all growth is created equal (45:57) How Amy thinks about portfolio construction in today's market (48:02) The importance of being benchmark agnostic (50:53) What worries and excites Amy most about the next few years in financial markets? (52:50) Amy's book recommendations (54:47) And much more!     Mentioned in this Episode:   Philip A. Fisher's Book | Common Stocks and Uncommon Profits and Other Writings Seth A. Klarman's Book | Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor Michael Mauboussin's Book | More Than You Know: Finding Financial Wisdom in Unconventional Places Scott Davis' Book | Lessons from the Titans: What Companies in the New Economy Can Learn from the Great Industrial Giants to Drive Sustainable Success Mark Robichaux's Book | Cable Cowboy: John Malone and the Rise of the Modern Cable Business     Thanks for Listening!   Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.   Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

Martin Gilbert, co-founder and former CEO of Aberdeen Asset Management, looks back (not so fondly) on a high-profile scandal, warns about PE valuations, and shares the qualities he looks for in a fund manager.

Ian Fraser, author of the bestselling book Shredded, stops by this week to discuss the events that led to the collapse of the Royal Bank of Scotland. Listen along as we dive deep into the scandal, from the changes instituted in the 80s by Matheson, to the ill-fated acquisition of ABN, the Government bailout and the aftermath... You'll never look at banks the same way after this episode.About IanIan Fraser is an award-winning journalist, commentator and broadcaster who writes about business, finance, politics and economics. He has written for titles including The Economist, Financial Times, The Sunday Times, The Times, Daily Telegraph, Daily Mail, Mail on Sunday, Independent on Sunday, the Herald, Sunday Herald, BBC News, Thomson Reuters, Dow Jones, Accountancy, CA Magazine and Citywire.His book, Shredded: Inside RBS, The Bank That Broke Britain, published in June 2014, explores how and why RBS, the world's largest company by assets at the time of its collapse, became the world's most expensive bank to bail out. The book — based on extensive interviews with more than 120 current and former RBS insiders, advisers, politicians, and others — was longlisted for the Financial Times and McKinsey Business Book of the Year and has received positive reviews including from FT chief economics correspondent Martin Wolf.Guest Links:Book Link: USBook Link: UKWebsiteSocials:TwitterLinkedInOther Links:The RBS Crisis: Timeline of EventsIf you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!2 Bulls Discord:https://discord.gg/Q8hft2zMTMAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Buy the book here - Independent -https://uk.bookshop.org/books/shredded-inside-rbs-the-bank-that-broke-britain/9781780276045Amazon - https://www.amazon.co.uk/Shredded-Inside-Britain-Revised-Updated/dp/1780276044/On today's podcast I am happy to be hosting Ian Fraser, author of "Shredded: Inside RBS, the Bank That Broke Britain".On the podcast we talk about the point at which RBS turned in the wrong direction, leadership incompetence and whether any issues were learnt from the catastrophe which broke Britain. Ian Fraser is an award-winning journalist, commentator and broadcaster who writes about business, finance, politics and economics. He has written for titles including The Economist, Financial Times, The Sunday Times, The Times, Daily Telegraph, Daily Mail, Mail on Sunday, Independent on Sunday, the Herald, Sunday Herald, BBC News, Thomson Reuters, Dow Jones, Accountancy, CA Magazine and Citywire.His book, Shredded: Inside RBS, The Bank That Broke Britain, published in June 2014, explores how and why RBS, the world's largest company by assets at the time of its collapse, became the world's most expensive bank to bail out. The book — based on extensive interviews with more than 120 current and former RBS insiders, advisers, politicians, and others — was longlisted for the Financial Times and McKinsey Business Book of the Year and has received positive reviews including from FT chief economics correspondent Martin Wolf.Since March 2009, Ian has worked on programmes about the global financial crisis and its aftermath for the BBC. These have included RBS: Inside The Bank that Ran Out of Money, (a one-hour documentary that was shortlisted for Bafta), Trust Me I'm A Banker for BBC Scotland Investigates, Carry on Banking for BBC 1 Panorama and seven Radio 4 ‘File on 4' documentaries (including Badly Behaving Bankers).Ian Fraser - Website - https://www.ianfraser.org/LinkedIn - https://www.linkedin.com/in/ianfraser/Twitter - https://twitter.com/Ian_FraserWTFinance:Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this episode, Louis Diamond offers some important insights into that decision making process. Louis Diamond is president of Diamond Consultants and responsible for the day-to-day operations of the firm, with an eye towards future growth. After graduating magna cum laude with a BBA degree in finance and international business from George Washington University, Louis began his career at Ernst & Young, and later at Morgan Stanley and UBS. Louis is an author and contributor to the financial services media on industry news and trends, including The Wall Street Journal, Financial Planning magazine, Barron's, The Washington Post, wealthmanagement.com, FundFire, RIABiz, ThinkAdvisor, Citywire, and On Wall Street. Louis is also co-host of the podcast Mindy Diamond on Independence. Advisors who go independent, they do it for many other reasons than just the economics. Math has to make sense. Your family has to be comfortable with it. You have to have the confidence that it's the right move. But other factors, like having ultimate flexibility and control, and building a business, those factors have to be weighted pretty heavily…” Louis Diamond

Making the decision to breakaway from a wirehouse or larger firm can be a daunting one. There are many things to consider when making a move to independence. In this episode, Louis Diamond offers some important insights into that decision making process. Louis Diamond is president of Diamond Consultants and responsible for the day-to-day operations of the firm, with an eye towards future growth. After graduating magna cum laude with a BBA degree in finance and international business from George Washington University, Louis began his career at Ernst & Young, and later at Morgan Stanley and UBS. Louis is an author and contributor to the financial services media on industry news and trends, including The Wall Street Journal, Financial Planning magazine, Barron's, The Washington Post, wealthmanagement.com, FundFire, RIABiz, ThinkAdvisor, Citywire, and On Wall Street. Louis is also co-host of the podcast Mindy Diamond on Independence. Advisors who go independent, they do it for many other reasons than just the economics. Math has to make sense. Your family has to be comfortable with it. You have to have the confidence that it's the right move. But other factors, like having ultimate flexibility and control, and building a business, those factors have to be weighted pretty heavily…” Louis Diamond

On todays podcast I am happy to be hosting Alberto Gallo, Head of Global Credit Strategies at Algebris Investments. This was a recording of a live event hosted by myself in collaboration with the WTFinance Podcast, Warwick Trading Society, Kent Invest & Warwick Emerging Markets Society. The event consisted of a 45 minute presentation by Alberto and a short Q&A afterwards. Alberto has nearly 20 years experience running  credit research teams at major US and UK investment banks, including Merrill Lynch, Bear Stearns & Co, Goldman Sachs & RBS. He is now Head of Global Credit Strategies at Algebris Investments. He is an advisor to central banks and regulators on macro financial stability, and guest faculty in macroeconomics at his alma mater, Bocconi University.The GCO fund has been awarded by EuroHedge in 2019 as best Macro-Fixed Income Ucits, and best Multi-Strategy credit fund by Alt-Credit in 2020. It has been rated AAA by Citywire and five stars by Morningstar.Alberto Gallo - LinkedIn - https://www.linkedin.com/in/alberto-gallo-cfa-0473821/Twitter - https://twitter.com/macrocreditWebsite - https://www.albertogallo.com/Algebris - https://www.algebris.com/Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Energy reporter Angelica Oung joins me to discuss China's energy crunch and Taiwan's energy future. I learned so much and had a great time! We discuss the trade-off and tribulations of China's command economy, what's happening with Chinese coal, how Taiwan's president basically spoke the Taiwanese renewables economy into being, and more! China Faces a Cruel and Dirty Winter, Angelica Oung, Citywire. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit nuclearbarians.substack.com

For the latest episode of Mistakes Were Made, Alex and Frank are joined by Citywire's executive chairman and founder Lawrence Lever, AKA their boss.  A former lawyer and investigative journalist, Lawrence tells Alex and Frank about some of the mistakes he made when starting the business, what he learned from them, and how these lessons ultimately led to the success Citywire enjoys today.   Some early missteps include not taking all the advice on offer from renowned venture capitalist Hermann Hauser and trusting a rival to act honorably (spoiler alert: they didn't!).  We also discuss mistakes that the media can make when covering investment (Lawrence has some pointers for Alex on this), what fund managers often get wrong when starting their own shops, and why asset managers are probably nicer than investment bankers.   This is the last episode in the current series of Mistakes Were Made. We're taking a break over the summer and will be back September. Thank you for listening.  

Welcome to Mistakes Were Made, a new podcast from Citywire that asks investors about their worst mistakes and what they learned from them.    Hosted by Citywire's US editor Alex Steger and head of research Frank Talbot, each week we hear from an investor about their biggest errors and the lessons that came from them, all in an effort to help us make better investments.   Our guest for this episode is Liz Simmie, the co-founder of Honeytree Investment Management, a boutique ESG manager, headquartered in Toronto, Canada.   In this interview, she tells Alex and Frank about the dangers of being short term and the common mistakes being made by some ‘ESG' managers.  

Welcome to Mistakes Were Made, a new podcast from Citywire that asks investors about their worst mistakes and what they learned from them. Hosted by Citywire's US editor Alex Steger and head of research Frank Talbot, each week we'll hear from an investor about their gravest errors and the lessons that came from them. All in an effort to help us make better investments. Over the coming weeks, our guests will include financial advisers, fund selectors, portfolios managers, and even a celebrity (look out for that one), from the US, UK, and Europe. The jobs and locations may differ, but the lessons learned are universal. Our guest for this first episode is Daniel Crosby, a New York Times bestselling author of books such as The Laws of Wealth and The Behavioral Investor. A trained psychologist, Daniel is chief behavioral officer at Brinker Capital, a wealth and asset management business based in Pennsylvania, USA.

In this episode, Jeff and Amelia discuss: • The story of CityWire and how it has expanded into the USA.• The rapidly growing RIA community and their growth in the industry.• What the Best-In-Class RIAs are doing that makes them stand out.• Those things that may be holding a firm back from thriving.  Key Takeaways: • The independent RIAs are the future, this is where the growth is.• For young females in the industry, find a female mentor that can help you grow and expand your skills in the industry.• Ask questions. People want to teach and they want to help you.• Treat your employees as business owners, not employees. Give them freedom to help your firm grow and evolve and expand.  "Challenge yourself. Do things you're afraid of." —  Amelia Garland