Bringing An Outside Perspective Through Transformational Activism with Mason Morfit
In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward. Transformational activism in particular is centered around a deep commitment an...
29 Okt 20211h
5x5x5 Russo Student Investment Fund: Class of 2021
Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way. Through the 5x5x5 Russo Student Investment Fund, he set out to prove the ...
15 Okt 202156min
Chris Davis - A Multifaceted Perspective on Financial Services
A year and a half into the pandemic, a lot has changed in the investment landscape. Individual investors have been empowered, economies reacted in unpredictable ways, and we still have no clear idea...
1 Okt 20211h 16min
The Art of Fund Management with Chase Sheridan & Will Pan
Since our first podcast in the spring of 2019, we've built a wonderful audience around the world, and now have a terrific collection of interviews with remarkable investors. I have loved the opportu...
17 Sep 20211h 17min
Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of value investing, there's a crop of activist investors who are n...
9 Apr 202149min
Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example of this is the new generation of activist investo...
26 Mars 20211h 18min
Elizabeth Lilly - Embodying the Principles of Value Investing
The value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies t...
12 Mars 202157min
Anna Nikolayevsky - The Value of Independent Thought
Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm's financials and prospects, while the structural side puts...
26 Feb 202146min
