Cover image of The Zurich Project: Build a Great Investment Firm - presented by MOI Global
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The Zurich Project: Build a Great Investment Firm - presented by MOI Global

Updated 8 days ago

Business
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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.

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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.

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iTunes Ratings

6 Ratings
Average Ratings
4
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Cover image of The Zurich Project: Build a Great Investment Firm - presented by MOI Global

The Zurich Project: Build a Great Investment Firm - presented by MOI Global

Updated 8 days ago

Read more

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.

Rank #1: Phil Ordway on Setting Up His Investment Firm

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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 Fund, L.P. Previously, Phil was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Phil was responsible for investments across the capital structure in various industries. Prior to joining Chicago Fundamental Investment Partners, Phil was an analyst in structured corporate finance with Citigroup Global Markets from 2002 to 2005, where he was part of a team responsible for identifying financing solutions for companies initially in the global power and utilities group and ultimately in the global autos and industrials group. Phil earned his M.B.A. from the Kellogg School of Management at Northwestern University in 2007 and his B.S. in Education & Social Policy and Economics from Northwestern in 2002.

May 08 2017

45mins

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Rank #2: Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven)

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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 portfolio manager at 1949 Value Advisors, a traditional value-driven global equity investment management company serving accredited investors including family offices and select institutions. Matthew purchased a first edition copy of The Intelligent Investor nearly 25 years ago for the grand price of $1 in an antique shop in New Hope, PA. It has served as his investing bible ever since. 1949 Value Advisors seeks to provide investment solutions for conservative long-term investors who share the firm’s core principles in the face of an increasingly short-term and emotion-driven capital market environment. Matthew and his team are bottom-up, fundamental research-driven value investors, seeking to outperform the MSCI World Index with less absolute risk through the careful selection of high conviction stock ideas from around the world.

Jun 01 2017

27mins

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Rank #3: Bogumil Baranowski on Outsmarting the Crowd

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Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA

Apr 15 2018

49mins

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Rank #4: Brian Stout on Math, Deliberate Practice, and Value Investing

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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 fascinating aspects of learning math and how mathematics applies to life.

Brian is joining Minerva Schools from the U.S. Naval Academy. He earned his Ph.D. and M.A. in Mathematics from the City University of New York (CUNY) Graduate Center in 2013 and 2011, respectively. After finishing his Ph.D., he joined the U.S. Naval Academy as an Assistant Professor from 2013 to 2016. Professor Stout researches in arithmetic dynamics, a confluence of number theory and discrete dynamical systems, where he has had several publications in journals such as Journal of Number Theory and Acta Arithmetica. Professor Stout has taught a broad array of Mathematics and Statistics courses at CUNY and the U.S. Naval Academy. He has also supervised several undergraduate research projects in number theory and dynamics. Professor Stout views mathematics as a quantitative framework that assists in problem solving in wide contexts.

May 26 2017

46mins

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Rank #5: Dustin Johnson on Value Investing in the Resources Sector

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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.

Dustin rejoined Pala in 2016 as a manager focusing on equity investments within the liquid investment strategy. From 2012 to 2014, Dustin was an associate within the Pala investment team, where he participated in a number of transactions and investments. Specifically, he played a significant role in the advancement of Sierra Rutile (AIM: SRX), including the development of the Lanti Dry mining project and a variety of corporate strategy initiatives. Prior to rejoining Pala, Dustin was a Private Equity Manager at the Brazilian investment bank, BTG Pactual, where he monitored and managed the bank’s JV investment in Petrobras Oil & Gas B.V. Dustin also has over 4 years of investment banking experience with BMO Capital Markets, where he advised on various M&A transactions and capital raising processes both in the mining and energy sectors. Dustin holds an MBA from INSEAD, a B.Comm (with distinction) from the University of Saskatchewan and he is a CFA charterholder.

Jun 01 2017

26mins

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Rank #6: Mark Walker on Making Better Decisions

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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 investing independently while working in equity research on the sell side. He left to find a working environment more conducive to sound investment practice, one in which competitive edge is behavioral, characterized by inaction, fostering independent thought, intellectual humility, and patience. Today he works for a small fund in London as a global equity research analyst. Mark also personally manages family capital in separate accounts.

Jun 01 2017

46mins

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Rank #7: Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm

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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 assets for individuals, families, partnerships, and family and charitable trusts. Adam also serves as Co-Portfolio Manager of FM First China Fund, a limited partnership he co-founded in 2009. He holds a BA from Brown University in Economics and International Relations and a MBA from Columbia University Graduate School of Business.

May 29 2018

39mins

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Rank #8: Massimo Fuggetta on Setting Up a Fund in Europe

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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 career in 1988 with JP Morgan Investment Management in London, where he was an equity portfolio manager and then the head of global balanced portfolios. In 1999 he moved to Milan, where he was CIO and then CEO of Sanpaolo IMI Asset Management. In 2004 he founded Horatius, an asset management company which he ran until 2011. In 2012 he moved back to London, where in 2014 he founded Bayes Investments, which since May 2016 has been the investment advisor to the Made in Italy Fund, a Luxembourg mutual fund dedicated to Italian small caps. Massimo graduated in Economics at LUISS in Rome, has a D.Phil. and an M.Phil. in Economics from the University of Oxford and has taught Behavioural Finance at Bocconi University in Milan. He is a member of the CFA Institute and has served on the Editorial Board of the Financial Analysts Journal. In 2012 he started the popular Bayes blog, where he writes, among other things, about investing and probabilities.

Jun 03 2017

31mins

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Rank #9: Jim Roumell on the Mistake of Trying to Go Big

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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. Roumell entered the securities industry in 1986. Before founding the firm in 1998, he was a Registered Principal at Raymond James Financial Services, Inc. Mr. Roumell was selected to participate in, and won, two consecutive Wall Street Journal stock picking contests (in 2001 and 2002) before the contest was discontinued. Mr. Roumell has been featured in such publications as Barron's, Kiplinger's, Value Investor Insight, Financial Planning Magazine, and The Washington Post. Mr. Roumell is also listed and quoted in The Art of Value Investing: How the World's Best Investor's Beat the Market. He is a graduate of Wayne State University in Detroit, Michigan. He is married with two children (one living/working in Denver, CO and the other still at home) and lives in Chevy Chase, MD.

May 19 2017

40mins

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Rank #10: Mike Lee: What My Toddlers Have Taught Me About Investing

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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 March 2013. Previously, he was a partner at Royal Capital Management, a multi-billion dollar investment manager based in New York. Prior to Royal, Mike was a private equity associate at Parthenon in Boston and an investment banking analyst at Bear Stearns in New York.

Jun 01 2017

21mins

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