Valuewalk's ValueTalks

Hello Podcast listeners, This is the first episode of a new series on sustainable finance hosted by Jackson Klein, current Master of Management Student at the Ross School of Business and Natalie Wu, current Master Student at John Hopkins University studying international economics and finance. Today we have a very special guest, Sophie Dejonckheere, the Director of Sustainable Finance at TD Securities. She earned her Bachelor’s from William and Mary and her Master’s in Sustainability Management from Columbia University. In today’s episode she discusses the overall State of Sustainable Finance and her experience and overall sentiment of COP 26. This episode was recorded Nov 17. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in Poltical Science with a concentration in Physics and Applied Mathematics from University of Western Ontario. In today’s episode we discuss why investor's should look into gold and the applications of gold. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with David Spika, CIO at Guidestone. Prior to this, David served as Senior Vice President and Investment Strategist at Westwood Holdings Group. Before this he was a Portfolio Manager and Investment Specialist at Bank of America. David earned his BBA in Finance from Texas A&M and is a CFA Charterholder. In today’s episode what faith based investing is and why he is passionate about it This episode was recorded Nov 10th 2021. I want to welcome David to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Thomas Kim, CEO of Enfusion. Before this, Thomas was the Chief Operating Officer of the Investment Engine group at Bridgewater. Prior to Bridgewater, Thomas was the CEO and Board Member of UNX Companies. He also was the Managing Director, Global Head of Trading and Data Services, Townsend Analytics at Lehman Brothers. He earned his Bachelor’s from the American University. In today’s episode we new fund launch trends and what new managers should consider launching their new fund. Enjoy and thanks for the listen!

Hello listeners, Today is a very special episode with Greg Zuckerman, the author of "A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19 Vaccine". Greg has spent the last 23 years writing for the Wall Street Journal. He authored several books including "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters" and "The Greatest Trade Ever: The Behind-the-scenes Story of How John Paulson Defied Wall Street and Made Financial History". This episode was recorded November 8 2021. In today’s episode we discuss his recent book on the race for the Covid-19 Vaccine. You can find it at https://www.amazon.com/gp/product/B098RQP754/ref=dbs_a_def_rwt_bibl_vppi_i0 Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Chris Knapp, Managing Director and Principal at Robertson Stephens. Chris has over 36 years of experience as an investment advisor and entrepreneur. He began his career at Brown Brothers Harriman In New York. He co-founded and served as CEO for Chilton Capital Management in Houston. Chris earned his BA in Art History and History from Williams College. In today’s episode we discuss his approach to investing, financial planning, and the importance of ESG. This episode was recorded Nov 1st 2021. I want to welcome Chris to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Bill Studebaker, President and CIO of Robo Global. Bill brings over 20 years of capital markets and investment management experience. He previously served as the portfolio manager at Apex Capital. He also worked at Merrill Lynch as a trader on the floor at the New York Stock Exchange. Bill earned his BA in Politcal Science and International relations from the University of Wisconsin-Madison. In today’s episode why he is bullish on the robotics, AI and healthcare tech industry and why investors should look into it. This episode was recorded Nov 19th 2021. I want to welcome Bill to the show and all our listeners to a very special episode. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with the founder and CEO of GraniteShares, Will Rhind. Will has extensive experience in both the ETF and gold industries. He was principal at iShares from 2002 to 2007. Following this he was managing director, USA at ETF Securities. He was then CEO of World Gold Trust Services. He is a graduate of the University of Bath. In today’s episode we discuss macro themes and potential opportunities. This episode was recorded Nov 3rd 2021. Enjoy and thanks for the listen!

Hello Podcast listeners, Today is a very special episode with Francis Oh, Managing Director and Head of Qraft AI ETFs. Prior to this, Francis was Executive Director at Vanguard. Francis earned his MBA from The University of Hong Kong and his Bachelors in Business from Korea University. He is also a CAIA Charterholder. In today’s episode we discuss his approach to investing and how they utilize AI. Enjoy and thanks for the listen!

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 his Master of Science in Finance from Golden Gate University. In today’s episode we state mandated retirement plans and the Secure Act 2.0. Enjoy and thanks for the listen!