Podcasts by The Zurich Project: Build a Great Investment Firm - presented by MOI Global
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.
Further podcasts by John Mihaljevic, CFA
Podcast on the topic Wirtschaft
All episodes
Remo Uherek on How to Fix Depression and Anxiety (Life Handbook Series) from 2020-04-16T13:27:05
Remo Uherek is a value investor, blogger, and former startup founder.
Retired from startups after 15 years. Today, he is a private investor, and writes about health, wealth, love, and happ...
Rishi Gosalia on Intelligent Investing in a Changing World from 2019-10-29T19:54:17
Rishi Gosalia on Intelligent Investing in a Changing World by John Mihaljevic, CFA
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Christopher Tsai on His Philosophy of Investing and Life from 2019-10-29T19:53:46
Christopher Tsai on His Philosophy of Investing and Life by John Mihaljevic, CFA
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Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team from 2019-01-21T23:22:53
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 inves...
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Artem Fokin on Platform Companies and His Path as an Investor from 2018-08-22T09:31:43
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 en...
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Timothy Yates on Lessons Learned as a Public Company Director from 2018-06-03T16:22:53
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 Direct...
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David Barr on Value Investing and the Business of Investing from 2018-05-29T20:34:51
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 ...
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Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm from 2018-05-29T19:47:15
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 ...
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Bogumil Baranowski on Outsmarting the Crowd from 2018-04-15T17:33:57
Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA
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Massimo Fuggetta on Setting Up a Fund in Europe from 2017-06-03T18:10:42
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 car...
Dustin Johnson on Value Investing in the Resources Sector from 2017-06-01T18:43:37
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.
Dust...
Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven) from 2017-06-01T18:41:18
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...
Mark Walker on Making Better Decisions from 2017-06-01T18:35:26
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 in...
Mike Lee: What My Toddlers Have Taught Me About Investing from 2017-06-01T18:26:19
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 Marc...
Johan Bynelius on His Favorite Warren Buffett Quotation from 2017-06-01T18:15:11
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 in...
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Brian Stout on Math, Deliberate Practice, and Value Investing from 2017-05-26T13:00:39
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 fascinat...
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Alirio Sendrea on Conviction, Hard Work, and Humility from 2017-05-26T12:33:10
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 In...
Jim Roumell on the Mistake of Trying to Go Big from 2017-05-19T09:53:21
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. Roumel...
Phil Ordway on Setting Up His Investment Firm from 2017-05-08T20:48:05
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 F...
Fang Li on Investing With a Focus on Customer Value from 2017-05-08T20:45:40
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 ...
James Ferguson on GEM's Approach to Selecting Managers from 2017-05-07T16:12:46
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 Manag...
Arko Kadajane on the Investment Process of a Family Office from 2017-05-07T16:07:53
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 equ...
Abdallah Toutoungi on Dan Ariely’s Behavioral Economics from 2017-05-03T19:31:15
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 cap...
Steven Kiel on Taking Control of a Small Public Company from 2017-05-02T11:52:05
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 tal...
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Samir Patel on Grit, Growth, and Trait Adaptivity from 2017-04-06T15:11:46
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 t...
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Zeke Ashton on Analyzing and Learning from Mistakes from 2017-03-29T13:07:25
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...
Daniel Gladis on the Importance of Attracting the Right Clients from 2017-03-17T20:15:54
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 man...
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