The Zurich Project: Build a Great Investment Firm - presented by MOI Global

The Zurich Project: Build a Great Investment Firm - presented by MOI Global

zurichproject.com
The mission of The Zurich Project is to accelerat…
Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team
Jan 21 • 32 min
Roshan Padamadan serves as COO, Risk and Compliance at Sixteenth Street Capital, based in Singapore. Previously, he was fund manager of Luminance Global Fund, which has a global unconstrained investment strategy, looking at special situations and deep…
Artem Fokin on Platform Companies and His Path as an Investor
Aug 22, 2018 • 56 min
Artem Fokin is the founder and portfolio manager of Caro-Kann Capital LLC, a hedge fund based in San Francisco. Prior to founding Caro-Kann, he was a principal at Outrider Management LLC. Before entering the investing industry, Artem was an attorney with…
Timothy Yates on Lessons Learned as a Public Company Director
Jun 3, 2018 • 54 min
Tim Yates has over 45 years of general and financial management experience. From 2007 until November of 2016 Tim was with Monster.com. During that time, he served as a member of the Board of Directors, CFO, and as CEO from 2014 to 2016. In November of…
David Barr on Value Investing and the Business of Investing
May 29, 2018 • 27 min
David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, which he manages, has won a Lipper Fund Award in 2015, 2016 and 2017 for Best Canadian Small/Mid Cap…
Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm
May 29, 2018 • 39 min
Adam Schwartz is a Senior Managing Director and Portfolio Manager at First Manhattan Co. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Together, Adam and Bob manage assets for individuals, families, partnerships, and family…
Bogumil Baranowski on Outsmarting the Crowd
Apr 15, 2018 • 49 min
Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA
Massimo Fuggetta on Setting Up a Fund in Europe
Jun 3, 2017 • 31 min
Massimo Fuggetta, chief investment officer of Bayes Investments, based in London, talks about how he chose the structure and platform for his fund launch in Europe. Massimo started his career in 1988 with JP Morgan Investment Management in London, where…
Dustin Johnson on Value Investing in the Resources Sector
Jun 1, 2017 • 26 min
Dustin Johnson, senior manager at Pala Investments, based in Zug, Switzerland, talks about his approach to value investing in sectors such as oil and gas as well as metals and mining. Dustin rejoined Pala in 2016 as a manager focusing on equity…
Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven)
Jun 1, 2017 • 27 min
Matthew Haynes, chief investment officer of 1949 Value Advisors, based in Mahwah, NJ talks about “Pedigree vs. ‘PhD’ (Poor, hungry and Driven)”. Matthew is the chief investment officer and portfolio manager at 1949 Value Advisors, a traditional…
Mark Walker on Making Better Decisions
Jun 1, 2017 • 46 min
Mark Walker, global equity investment manager with Seven Pillars Capital, based in London, discusses the process of making better decisions. Mark developed a passion for long-term value investing independently while working in equity research on the sell…
Mike Lee: What My Toddlers Have Taught Me About Investing
Jun 1, 2017 • 21 min
Michael Lee, managing member of Hypotenuse Capital Management in North Hollywood, CA opines on the topic, “What my toddlers have taught me about investing”. Mike founded Hypotenuse in March 2013. Previously, he was a partner at Royal Capital Management, a…
Johan Bynelius on His Favorite Warren Buffett Quotation
Jun 1, 2017 • 28 min
Johan Bynelius of Fair Investments in Stockholm, Sweden shares perspectives on Warren Buffett’s quote, “I am a better investor because I am a businessman and a better businessman because I am an investor.” Johan has been an entrepreneur since young age.…
Brian Stout on Math, Deliberate Practice, and Value Investing
May 26, 2017 • 46 min
Brian Stout, Assistant Professor at the Minerva Project, based in North Stonington, CT, talks about deliberate practice and 10,000 hours of deep work in value investing. He also touches on fascinating aspects of learning math and how mathematics applies…
Alirio Sendrea on Conviction, Hard Work, and Humility
May 26, 2017 • 21 min
Alirio Sendrea Sabina, Equity Analyst at Invexcel Patrimonio in Madrid, Spain, talks about “200: A story of conviction, hard work, humility and kindness“. Alirio is an equity analyst at Invexcel, an IFA firm specialized in institutional vehicles. He…
Jim Roumell on the Mistake of Trying to Go Big
May 19, 2017 • 40 min
Jim Roumell, President of Roumell Asset Management in Chevy Chase, Maryland, discusses what failure taught him — lessons learned from two decades of building an investment firm. Mr. Roumell entered the securities industry in 1986. Before founding the firm…
Phil Ordway on Setting Up His Investment Firm
May 8, 2017 • 45 min
Phil Ordway, Managing Principal of Anabatic Investment Partners, based in Oak Brook, IL, discusses the genesis of his investment firm. Phil is principal and portfolio manager of Anabatic Fund, L.P. Previously, Phil was a partner at Chicago Fundamental…
Fang Li on Investing With a Focus on Customer Value
May 8, 2017 • 51 min
Fang Li, Managing Partner of Baleen Capital, based in New York City, talks about “starting with the customer”: customer value, customer-centric investing, and finding great products. Fang is founder and managing partner of Baleen Capital. Baleen invests…
James Ferguson on GEM’s Approach to Selecting Managers
May 7, 2017 • 35 min
James Ferguson, Principal at Global Endowment Management in Charlotte, NC, discusses GEM’s investment process. James is a principal and head of public investments at Global Endowment Management. His primary responsibilities include research, selection,…
Arko Kadajane on the Investment Process of a Family Office
May 7, 2017 • 19 min
Arko Kadajane, Portfolio Manager of Ambient Sound Investments, based in Tallinn, Estonia, discusses the investment decision process of his family office. Arko is responsible for listed equity investments, investing ASI’s stock portfolio based on…
Abdallah Toutoungi on Dan Ariely’s Behavioral Economics
May 3, 2017 • 28 min
Abdallah Toutoungi, private investor and Chairman of Cordoba Consulting Corporation, based in Accra, Ghana, discusses Dan Ariely’s principles of behavioral economics. Abdallah is chief capital allocator of Cordoba Fund. Having lived on the bleeding edge…
Steven Kiel on Taking Control of a Small Public Company
May 2, 2017 • 44 min
Steven Kiel, Chief Investment Officer of Arquitos Capital Management, based in Larchmont, NY, discusses his approach to investing in private companies through a controlled public company. Steve talks about his background and how he took control of a…
Samir Patel on Grit, Growth, and Trait Adaptivity
Apr 6, 2017 • 47 min
Samir Patel, portfolio manager of Askeladden Capital Management, discusses grit, growth, and trait adaptivity, or “why elephants should not take up competitive rock-climbing”. The dilemma is how to balance having a growth mindset (and the “grit” to push…
Zeke Ashton on Analyzing and Learning from Mistakes
Mar 29, 2017 • 37 min
Zeke Ashton discusses lessons learned about the investment process following an in-depth internal review of mistakes made over the long term. Zeke has managed the Centaur Total Return Fund (formerly called the Tilson Dividend Fund) since its inception in…
Daniel Gladis on the Importance of Attracting the Right Clients
Mar 17, 2017 • 33 min
Daniel Gladis, member of The Zurich Project and portfolio manager of Vltava Fund, explains why having the right type of investors is a necessity for long-term survival and success in investment management. Daniel is based in the Czech Republic and has…