Fundviews Podcast

Greg interviews Heeten Doshi, founder of Doshi Capital Management. After some first-hand money management experience at Rutgers, Heeten decided to go into investment management. Heeten started his career in a rotational leadership program at Lucent as the company stock took a tumble from $90 to less than $1 a share. It took several years and several companies later (along with two masters’ degree and a CFA) but he eventually ended up at Morgan Stanley as an equity analyst. Heeten was a rising star and moved over to BBH where he managed a team of equity analysts formulating equity strategy for many multi-billion dollar hedge funds and investment shops. 

After a while Heeten realized that he wanted to go solo and put his analysis into action. He launched Doshi Capital Management and has been managing an algo fund with an absolute return target for the past 9 years. Today the firm has expanded, and now donates 5% of the performance fee to a foundation to help people in need all around the world.

Greg interviews Heeten Doshi, founder of Doshi Capital Management. After some first-hand money management experience at Rutgers, Heeten decided to go into investment management. Heeten started his career in a rotational leadership program at Lucent as the company stock took a tumble from $90 to less than $1 a share. It took several years and several companies later (along with two masters’ degree and a CFA) but he eventually ended up at Morgan Stanley as an equity analyst. Heeten was a rising star and moved over to BBH where he managed a team of equity analysts formulating equity strategy for many multi-billion dollar hedge funds and investment shops. 

After a while Heeten realized that he wanted to go solo and put his analysis into action. He launched Doshi Capital Management and has been managing an algo fund with an absolute return target for the past 9 years. Today the firm has expanded, and now donates 5% of the performance fee to a foundation to help people in need all around the world.

Greg interviews Zeb Portonova, founder of GEM Funds. Zeb grew up in Arizona, and attended Cornell, University of Florida, Harvard and Duke. He first took a position in the public office side of things before jumping into Real Estate development. He eventually made a move into Pharmaceuticals through a firm that his family had helped build many decades ago, named Eli Lilly. Zeb went on to become CEO of several large multinationals, before finally starting his own investments funds in various opportunity zone verticals. 

Zeb has always donated his time and money to causes he believes in, and today is no different. He has built several investment verticals including hydroponic farming, solar installations, and cryptocurrency mining. Zeb and his partners are extremely excited, but also looking forward to a long overdue vacation down the line.

Greg interviews Zeb Portonova, founder of GEM Funds. Zeb grew up in Arizona, and attended Cornell, University of Florida, Harvard and Duke. He first took a position in the public office side of things before jumping into Real Estate development. He eventually made a move into Pharmaceuticals through a firm that his family had helped build many decades ago, named Eli Lilly. Zeb went on to become CEO of several large multinationals, before finally starting his own investments funds in various opportunity zone verticals. 

Zeb has always donated his time and money to causes he believes in, and today is no different. He has built several investment verticals including hydroponic farming, solar installations, and cryptocurrency mining. Zeb and his partners are extremely excited, but also looking forward to a long overdue vacation down the line.

Greg interviews John Beldy, Founder of Sentry Capital Management. John reminisces back to the days of the crazy stock market floors and screaming market makers before things became digital. He was an options market maker and later became an options expert for Charles Schwab’s advisors. 

After a decade of providing hedging strategy consultation to Investment Advisors, coupled with his extensive ETF and Option trading experience, John decided to launch his own fund.  Using options strategies and passive ETF investing, John aims to provide exposure to the broad equity markets while reducing the volatility and risk by a substantial amount. Little known fact – John was a professional bowler before becoming a financial guru and fund manager.

Greg interviews John Beldy, Founder of Sentry Capital Management. John reminisces back to the days of the crazy stock market floors and screaming market makers before things became digital. He was an options market maker and later became an options expert for Charles Schwab’s advisors. 

After a decade of providing hedging strategy consultation to Investment Advisors, coupled with his extensive ETF and Option trading experience, John decided to launch his own fund.  Using options strategies and passive ETF investing, John aims to provide exposure to the broad equity markets while reducing the volatility and risk by a substantial amount. Little known fact – John was a professional bowler before becoming a financial guru and fund manager.

Today’s guest is Adam Hagfors, Co-founder and CIO of Silverpeak. Adam grew up in the Midwest, and spent the majority of his career working at Accenture, Bear Stearns, JP Morgan and UBS. Through these roles Adam has become a specialist in all things credit.

Adam launched a firm called Silverpeak Credit Partners with his partners about 5 years ago, focused on private credit investments of about 10 to 30 Million dollars. Adam explains the importance of being with the right team and the right partners as you grow your business, and the importance of being patient and disciplined as an entrepreneur.

Today’s guest is Adam Hagfors, Co-founder and CIO of Silverpeak. Adam grew up in the Midwest, and spent the majority of his career working at Accenture, Bear Stearns, JP Morgan and UBS. Through these roles Adam has become a specialist in all things credit.

Adam launched a firm called Silverpeak Credit Partners with his partners about 5 years ago, focused on private credit investments of about 10 to 30 Million dollars. Adam explains the importance of being with the right team and the right partners as you grow your business, and the importance of being patient and disciplined as an entrepreneur.

Greg interviews Christophe Forsinetti, founder of OBOR Capital. Christophe grew up all over Africa, Asia and Europe as his mother worked for the UN and he enjoyed learning about new countries. He quickly became fascinated with Microfinance and after working for a successful startup in Mexico, he moved to Madagascar to build a microfinance company from the ground up. 

Christophe eventually decided to move back to his mother’s home country of Cambodia, and started a VC fund called OBOR, focused on providing capital and advice to help small companies grow to the point where they can attract international investment. Christophe has a very interesting background, and always thinks about the social impact he is making as much as the commercial success if his investments.

Greg interviews Christophe Forsinetti, founder of OBOR Capital. Christophe grew up all over Africa, Asia and Europe as his mother worked for the UN and he enjoyed learning about new countries. He quickly became fascinated with Microfinance and after working for a successful startup in Mexico, he moved to Madagascar to build a microfinance company from the ground up. 

Christophe eventually decided to move back to his mother’s home country of Cambodia, and started a VC fund called OBOR, focused on providing capital and advice to help small companies grow to the point where they can attract international investment. Christophe has a very interesting background, and always thinks about the social impact he is making as much as the commercial success if his investments.