June 1, 2017

Episode #14 Dan Kemp – Using Behavioral Finance to Make Better Investment Decisions

Dan Kemp is the Chief Investment Officer for the EMEA region at Morningstar Investment Management. Dan has a very interesting background. For instance, he holds a BA in Theology at Kings College in London – we spend quite a bit of time talking about how his non-business background has helped him in his investment career. Prior to joining Morningstar Investment Management, he was a Founder and Partner at Albemarle Street Partners, an investment advisory firm that assists advisors in client risk profiling, fund research, portfolio construction and asset allocation. Prior to that, he was a Multi-Asset Fund of Funds manager […]
May 4, 2017

Episode #12 Joerg de Vries-Hippen – Equity Research and Portfolio Management with Allianz Global Investors’ CIO of European Equities

Jörg de Vries-Hippen is the CIO for European Equities at Allianz Global Investors. He has built his career within AGI and has been part of the organization for 25 years since he finished his M.B.A. degree from the Universit of Mannheim in Germany. You may have heard of one of Aesop’s fables called “The Tortoise and the Hare”. The fable is about an overconfident hare who ridicules a tortoise for being too slow. One day, the tortoise gets tired of being insulted and challenges the hare to a race. The hare, confident as it was, decides to take a nap […]
March 9, 2017

Episode #08 Dr. Thomas Bloch – Fintechs, Robo-Advisors and The New Banking

Dr. Thomas Bloch is the Co-Founder and Co-CEO of Vaamo, a leading German Robo-Advisory platform. Prior to founding an asset management fintech Dr. Bloch has worked in investment banking for J.P. Morgan for almost 9 years. This unique set of experiences makes our today’s guest an amazing conversation partner as he shares valuable insights as seen from both sides of the table. In our conversation, we jump from topic as we discuss the history of Vaamo as well as the current fintech environment and the struggles of founding a financial startup. We also get very deep into the way a […]
February 23, 2017

Episode #07 Steven Gerbel – Merger Arbitrage Hedge Fund Investing

Steven Gerbel is the Founder and Chief Investment Officer at Chicago Capital Management, a US-based merger arbitrage hedge fund. Steven has over 20 years of experience in hedge funds focused on merger arbitrage and convertible arbitrage markets. Prior to founding Chicago Capital Management, Steven was a general partner at First Capital Management LP, a Chicago-based hedge fund focused on merger and convertible arbitrage, value investing, and distressed markets. Prior to this, Steven traded commodities on the Mid-American Commodities Exchange at the Chicago Board of Trade. He holds a bachelor of science in economics degree from DePaul University. In this wide […]