Podcasts

June 15, 2017

Update: End of Season I

That’s it guys – The Wall Street Lab will be taking a summer break and will be back in a few months with the next season. “Whoa, what? Why?”, I hear you say. Do you want good reasons, or the true reasons? Let’s start with some good reasons: We want to be able to better plan the episodes ahead of time by recording at least 10 episodes before we have to publish them. This is beneficial for multiple reasons: 1) it allows us to focus our time on promoting the episodes, rather than scrambling to publish them on time, 2) […]
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 18, 2017

Episode #13 Prof. Dr. Philipp Sandner – Blockchain, Digital Currencies and Smart Contracts

Prof. Dr. Philipp Sandner is Head of the Frankfurt School Blockchain Center at the Frankfurt School of Finance & Management where he analyses implications of Blockchain technology on companies and business models.  Prof. Sandner is also member of the FinTech Rat – a council for financial technology of the Federal Ministry of Finance in Germany. In our interview this week we discuss the Blockchain technology and its potential implications. Prof. Dr. Sandner answers all our questions and more regarding the Blockchain and closely related technologies such as smart contracts, digital currencies and other applications of this revolutionary invention. As the […]
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 […]
April 20, 2017

Episode #11 [Special] – How to Pass the CFA Exams

Most of you are familiar with the CFA designation – the one that makes you lose at least 3 Springs of your life (if you are lucky), your friendships and sometimes your partner. The one that makes you, according to CFA Institute’s statistics, read 8,914 pages of material, study 3,865 equations and take 18 hours of examinations. It is true that studying for it can be a very daunting and time consuming task. But if you are really interested in it (and I am not here trying to convince you to become a CFA charterholder – although I think it […]
April 6, 2017

Episode #10 Ian Morgan – How to get into Investment Banking

Ian Morgan is a former Managing Director at Société Générale who, after over 20 years as an investment banker, decided to become an entrepreneur in order to follow his passion. He is now an  executive coach who provides a tailored coaching service designed specifically for finance industry professionals, in the fields of leadership, career management and interviewing. He is passionate about helping individuals reach new levels of achievement and performance. Talk to anyone who worked in finance a generation ago and you will likely hear: “You poor kids these days are in trouble”. You hear people talk about the “Good […]
March 23, 2017

Episode #09 Alexander Doll – CEO of Barclays Germany Perspective on Investment Banking and M&A

Alexander Doll is the CEO of Barclays Germany and the Head of Banking for Germany, Austria and Switzerland. Prior to his role at Barclays, Mr. Doll served as a Managing Director of Financial Advisory Business at Lazard.  Mr. Doll joined Lazard after eight years with UBS. His previous experience also includes working for Lehman Brothers in New York and Frankfurt. Have you asked yourself what the best-case scenario for your career would be? I mean, if everything goes extremely well – you get along with your colleagues, you become a well-known and recognized expert in your field, you are being nicely rewarded financially […]
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 […]
February 9, 2017

Episode #06 Dr. Nelson Lacey, CFA – A Deeper Look Into the CAIA Designation

Dr. Nelson Lacey, CFA is a professor of finance at the Isenberg School of Management at the University of Massachusetts. He earned his PhD in finance from the Pennsylvania State University and he also holds the CFA charter. Professor Lacey has been at CAIA since its inception. He has been active in working on the program’s curriculum and examination and became a Director of Exams in 2004. Professor Lacey’s academic work has led to over 50 publications in finance and economics. He is also the co-author of the book Modern Corporate Finance: Theory and Practice. The love for knowledge is […]
January 26, 2017

Episode #05 Richard Lucas – Angel Investing

Richard Lucas is an angel investor who is currently involved with close to 20 different companies across a variety of industries. He has made many investments into world-class startups over the years, including deals with startups backed by the likes of Y Combinator. For example, Richard was an early investor in the company Estimote, which won the 2013 Tech Crunch disrupt in the Hardware category. Part of the reason why Richard is such a fascinating person to talk to, is that he is involved in a variety of projects outside of his main work. He is the founder of Cambentrepreneurs, […]
January 12, 2017

Episode #04 Brian Tomlinson, CMT – Fixed Income Investing with a Global Portfolio Manager

Brian Tomlinson, CMT is currently a Global Fixed Income Portfolio Manager at Allianz Global Investors. Prior to joining AllianzGI, he spent 7 years at Pimco as a Portfolio Manager. He also worked at other companies well known to most of us, such as Merrill Lynch, Citi Bank, Dresdner Bank and IBM. If you are one of those who think fixed income is boing, I can almost guarantee you that you will change your mind after listening to our conversation with Brian. Not only is he extremely good at what he does – and you will hear that when he walks […]
December 29, 2016

Episode #03 Marcus Storr – Hedge Fund Investing

Marcus Storr is the Head of Hedge Funds at FERI Trust, a German asset management company and one of the largest investors in Alternative Assets in Germany. Marcus has held various positions in the investment industry over the years, including being a Vice-President for Global Equities at Robert Flemings in London, which is now part of JP Morgan, and a Director of Global Equities at Dresdner Kleinwort Wasserstein. Letme tell you: you are in for a real treat! As you will notice very quickly, not only did Marcus provide us with great insights about the hedge fund industry, but he […]
December 15, 2016

Episode #02 Oliver Schebela, CFA – Private Equity Fund Investing

Oliver Schebela, CFA is the Head of Private Equity Solutions of Bethmann Bank, a traditional German private bank, wholly owned by ABN AMRO. Prior to this, he spent 7 years at FERI Trust, where he started as a Private Equity Manager and worked his way up to Head of Private Equity. In his earlier days (he is still very young), he worked at Credit Suisse and at Commerzbank. This is a special episode for us. Not necessarily for the great conversation we had with Oliver, but for what it means to this journey Luke and I have embarked on. Back […]
November 28, 2016

Episode #01 Simon Hirst – Investment Banking, Mergers & Acquisitions and Private Equity Investments

Before this interview, The Wall Street Lab was all but an idea. What changed? Luke decided to e-mail Simon Hirst, without really expecting to receive a positive response. After all, he is a very busy man. Besides, “what is The Wall Street Lab anyway?”, he must have thought. To our surprise, Simon Hirst was very gracious in agreeing to meet us on the next day. We were officially in business! To make a long story short, what you are about to hear is the fruit of that initial hard work (which, by the way, pales in comparison to what we have done […]
November 26, 2016

Episode #00 The Wall Street Lab – 2016 Trailer

Welcome to The Wall Street Lab!!! That’s it! After months of preparation, including getting used to listening to the recording of our own voices, The Wall Street Lab is finally live! Luke and I are really excited about starting this journey with all of you. We really believe we have put together something special that will hopefully add some value to your careers in finance. So what are we all about? We started The Wall Street Lab to provide you with exclusive insights into the world of finance. We strive to offer you access to practical information that cannot be […]