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The Wall Street Lab

Updated 2 months ago

Business
Careers
Investing
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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The hosts, Lukasz Musialski, Leo Severino, and Andreas von Hirschhausen interview top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favorite books, personal habits, just to name a few.

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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The hosts, Lukasz Musialski, Leo Severino, and Andreas von Hirschhausen interview top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favorite books, personal habits, just to name a few.

iTunes Ratings

43 Ratings
Average Ratings
41
1
1
0
0

New Listener

By DanielMulderink - Jan 24 2020
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Recently found the podcast. It’s a gem!

1 ep in, great

By NCR Veteran Ranger - Oct 31 2017
Read more
Only listened to the CFA (how to pass podcast), but great show!

iTunes Ratings

43 Ratings
Average Ratings
41
1
1
0
0

New Listener

By DanielMulderink - Jan 24 2020
Read more
Recently found the podcast. It’s a gem!

1 ep in, great

By NCR Veteran Ranger - Oct 31 2017
Read more
Only listened to the CFA (how to pass podcast), but great show!
Cover image of The Wall Street Lab

The Wall Street Lab

Latest release on Jul 16, 2020

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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The hosts, Lukasz Musialski, Leo Severino, and Andreas von Hirschhausen interview top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favorite books, personal habits, just to name a few.

Rank #1: #10 Ian Morgan - How to get into Investment Banking

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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.

for the full show notes go to: http://www.thewallstreetlab.com/

If the interview was valuable to you, make sure to take a few seconds to leave us a 5-Star review on iTunes.

[5:00] Ian’s background and all the projects he is involved with at the moment

[6:30] What made Ian quit his job as a Managing Director at a large Investment Bank to start running his own business.

[8:45] Ian describes his experience in resigning from his position as an MD and what the first day of running his own business felt like.

[11:15] What do successful candidates do that unsuccessful candidates generally do not?

[15:00] Cover letter writing strategies

[16:50] Ian shares his thought on networking best practices

[18:30] Practical skills for the job hunt if you did not major in business and finance.

[21:40] Is it too late to start a career in investment banking if you are in your late 20’s / early 30’s?

[23:50] Understanding the fact that interviewers also have cognitive biases and use that to our advantage during an interview

[25:50] The danger of trying to sound smarter that you really are during an interview

[27:50] Is it ok to answer an interview question with “I don’t know”?

[29:50] How much is too much when it comes to preparing for an interview?

[31:50] How do I accelerate my career at an investment bank, once I have a foot in the door?

[34:20] The performance formula

[36:50] Daily routines and habits that can help you become more productive at work

[41:30] Ways to avoid distractions at work

[44:10] The importance of reading; Ian’s book recommendations

[47:50] The importance of a “glass half-full” attitude

[49:10] Where you can find out more about Ian Morgan’s work

Stay tuned!

Luke & Leo

Apr 06 2017

52mins

Play

Rank #2: #48 Howard Marks – The Most Important Thing

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Howard Marks is co-chairman and co-founder of Oaktree Capital Management a leading global investment firm with deep expertise in credit strategies, which manages more than $120 billion in assets. Howard is the bestselling author of the two highly influential books: "Mastering the Market Cycle: Getting the Odds on Your Side" and "The Most Important Thing: Uncommon Sense for the Thoughtful Investor". He is also known for his very insightful investor letters, which has been claimed to be must-read material by many well-known investors, including none other than Warren Buffett. Howard holds a B.S.Ec. degree from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the University of Chicago.

“Experience is what you got, when you didn’t get what you wanted” – Howard Marks

In our conversation we discuss:

  • How Oaktree experienced raising and deploying capital during the GFC of 2008
  • The difference between scepticism and negativism
  • The similarities between investing and tennis
  • The rise of passive investing
  • The importance of being a contrarian
  • The mood swings of market participants and how that affects one’s own investment decision
  • Why he writes and what has kept him motivated to write even though his letters once were not as popular as they are today
  • And much more!

“When I see memos from Howard Marks in my mail, they're the first thing I open and read" – Warren Buffett

"Howard is a legendary investor" – Tony Robbins

As always, please do not forget to take 17 seconds to leave us a 5-star review on Apple Podcasts or wherever you get your podcasts from.

Be well and #stayhome!

Luke, Leo & Andy

P.s. The content of this conversation is provided for general information purposes only and does not constitute financial, accounting, legal, tax…. advice. You know the drill, right? If you want to listen to the full disclaimer, just skip through the amazing conversation with Howard, and go straight to the end of the episode and you will be highly entertained.

Apr 16 2020

46mins

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Rank #3: #27 Joern Czech - Alternative Investments, Investment Banking and Entrepreneurship in Finance

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Joern Czech is the Co-Founder and Manager of IANUA Market Limited, an Alternative Investment platform and intelligence hub, founded in 2018. They simplify Alternative Investing for professional investors, co-invest with them into curated investment opportunities. Joern’s career started in Trading for a local German bank before he moved into Institutional Sales for Deutsche Bank and Goldman Sachs. Just before founding IANUA, Joern was a partner and Head of Business Development and Investor Relations at a London-based Hedge Fund called SCIO Capital LLP. In this episode we talk about the financial crisis and the credit crunch, we provide insights into the Alternative Investment market, especially the latest developments of the hunt for yield and increase complexity. Joern is telling us about the difference of Entrepreneurship in finance vs. Investment Banking, he is sharing great career advice and tips on how to strengthen yourself against stress, how to be mindful and the benefits of meditation.

0:00 -  4:25 Intro

4:25 - 12:10 Learnings over a long career, the credit crunch experience

12:10 - 22:08 Intro into Alternative Investments and the market, Ianua as a company and the business model behind it and how technology helps to scale the startup in finance

22:08 - 26:52 Being an entrepreneur in the financial industry, career and networking advice

26:52 - 34:57 Deep dive into Alternative Investments: lower yields and increased complexity, risks and threats of the markets, especially politics

34:57 - end Some last advice, tips on how to deal with stress through mindfulness

More information at www.TheWallStreetLab.com

Mar 28 2019

40mins

Play

Rank #4: #31 Joseph Lau – How to Become a Financial Modelling World Champion

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This week’s episode is a treat to all of the excel geeks out there. We are delighted to share the conversation we had with Joseph Lau, the only 2-time Financial Modelling World Champion at the ModelOff competition. We cover many interesting topics, ranging from his experience competing at the ModelOff competition, common mistakes people make in financial modelling, and tips on how to excel (pun intended) at financial modelling. Besides being a World Champion in his spare time, Joseph is a Director of Project Finance at the Commonwealth Bank of Australia. He is also a Co-founder of Spreadsheet Advantage, which is an Excel add-in designed to help excel users and developers increase their productivity. Joseph has a bachelor’s degree in Computer Science and Mathematics, a master’s degree in Applied Finance and a PhD in Pure Math.

The topics discussed include:

03:00 – Joseph’s background

04:50 – Requirements for excelling at financial modelling

05:30 –How Joseph got involved in the ModelOff competition

06:15 – How does the ModelOff competition work

10:30 – Joseph’s preparation to compete

12:00 – Joseph’s experience competing at the ModelOff finals

13:00 – How has become a financial modelling world champion changed Joseph’s career

15:15 – Joseph’s tips on how to excel at financial modelling

17:50 – Areas in finance that requires strong financial modelling knowledge

19:00 – How to correct modelling errors

20:00 – The future of financial modelling

21:30 – How Joseph goes about training people in financial modelling

22:45 – Common mistakes in modelling

25:00 – Why Joseph retired from competing

27:15 – Why was Joseph nicknamed Fine Wine

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Find out more at https://www.thewallstreetlab.com/

Luke, Leo & Andy

May 30 2019

29mins

Play

Rank #5: #29 Dan Rasmussen - Disrupting Private Equity

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Dan Rasmussen is the Founder and Portfolio Manager at Verdad, a hedge fund that attempts to replicate privately-equity like returns through investments in publicly listed highly leveraged micro-caps. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan graduated from Harvard summa cum laude and Phi Beta Kappa and received an MBA from the Stanford Graduate School of Business. He is the New York Times bestselling author of American Uprising: The Untold Story of America’s Largest Slave Revolt. In 2017, he was named to the Forbes 30 under 30 list.

In the episode we talked about:

  • Replicating private equity with public equities
  • Average private equity deal structures now and then
  • Leverage buyout transaction structures in US and Asia
  • Controlling for risk and bankruptcy probability
  • United States vs Japan market for equities
  • Doing research in quantitive investing
  • Difference of running big and small funds
  • The relationship between interest rates and equities
  • Why is Dan bearish on VC
  • Properties of small cap companies
  • Private equity in emerging markets
  • Do MBAs make better CEOs?

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Find out more at https://www.thewallstreetlab.com/

Luke, Leo & Andy

May 03 2019

45mins

Play

Rank #6: #38 Andreas Lukic - Angel Investing and Venture Capital

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Andreas Lukic is the Managing Partner of ValueNet Capital Partners, a Private Equity Firm based in Frankfurt. He is also the honorary Chairman of the Business Angels FrankfurtRheinmain e.V., one of the biggest Angel Investor networks of Europe where he engages to grow the Frankfurt Angel and Venture Capital ecosystem. Andreas has worked in Private Equity, Venture Capital and has been an Angel Investor himself for many years.

We spend a lot of time talking about the difference in Angel Investing, Venture Capital, and Private Equity. We also talk about how the investment process changes in all of the areas and what to watch out for when investing in startups. Other topics we get into are the differences and success factors of a good ecosystem for startups with some examples from Singapore and Frankfurt. 

Oct 03 2019

58mins

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Rank #7: #39 Markus Koch - Telling the Stories of Wall Street

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Markus Koch is a German Wall Street journalist and entrepreneur. He started trading friends & families money very early and had 70k€ debt at age 17. He then paid back the money by working at Bear Sterns before starting his own journalism company. Markus acted as Economic Advisor for the Web-Series “We, the economy”, produced by Microsoft Co-Founder Paul Allen and was part of the Introduction of the Hollywood-Blockbuster Wall Street, Money never Sleeps” in Germany.

What does Star Wars, Jazz, or Casanova have to do with Finance? Markus brings Wall Street to retail investors.

This interview provides a very honest and open insight into Wall Street from an Insider’s perspective. Markus shares his opinion on many different topics, ranging from Trading to Politics. We talk about how Markus lost his teachers’ money, started at Wall Street while sleeping on his boss’s couch. We talk about the stories that drive the stock market and what drives Markus to educate retail investors about finance. Markus gives insights into Trading and the traditions of the NYSE trading floor over the years.

Nov 29 2019

46mins

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Rank #8: #19 Jane Coffey - Financial Careers, Asset Management and Behavioral Finance

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Jane Coffey is an experienced financial professional and an executive coach. She has extensive experience in asset management having been the head of equities and executive director as well as an investment professional across various well respected institutions. She is also heavily involved with the CFA institute in the UK.

In our conversation with Jane we discussed various aspects of financial careers, asset management and behavioural finance. Here are a few topics we have discussed:

  • How to get into investment banking / asset management
  • How ESG affects the investment environment
  • How to find a finance career that will fit you
  • Investment banking vs asset management
  • How to get early financial experience
  • How to build out a network in the financial world
  • How to make the next step in your financial career properly
  • What differentiates a good fund manager from a great fund manager?
  • Which education is right for you in the asset management space
  • How has the asset management industry changed over the last 30 years

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Find out more at http://www.thewallstreetlab.com/

Luke & Leo

Apr 12 2018

53mins

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Rank #9: #02 Oliver Schebela, CFA – Private Equity Fund Investing

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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.

For the full show notes and to subscribe go to: http://www.thewallstreetlab.com/episode-02-oliver-schebela-cfa-private-equity-fund-investing/

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 in the day when starting The Wall Street Lab was just an idea, we used to grab coffee and talk about who could potentially be guests on the podcast. Oliver was really the first person we thought about! So having the opportunity to actually interview him serves as validation that our idea was really worth pursuing.

As you will notice from the interview, Oliver is a very down to earth, extremely competent and experienced private equity fund manager. During our conversation, we touch on topics such as the difference between direct and fund of fund private equity investing, the pros and cons of working for large companies versus smaller boutiques, his experience studying for the CFA exams, things he looks at when interviewing candidates to work for him, to name a few.

We really hope you enjoy this conversation with Oliver. If you do, make sure rate us on iTunes and follow us on the various social media platforms.

Please see the show notes below:

  • The difference between private and public equity [03:30]
  • The difference between direct and indirect private equity investments [04:50]
  • How Oliver started in finance [07:00]
  • The importance of combining theory and practice when starting your career in finance [08:00]
  • The early days of private equity in Germany [10:00]
  • The pros and cons of working for a large company when compared to boutiques [12:30]
  • Different ways to get into private equity [14:30]
  • How Oliver selects private equity fund managers [16:30]
  • How he is able to read through fund marketing pitches and extract important information from private equity managers [20:00]
  • The differences between investing for institutional clients versus investing for high net worth individuals [22:00]
  • Oliver’s view on the illiquidity premium received by private equity funds [27:00]
  • Oliver’s opinion on the best way to get a head start in private equity [31:15]
  • What Oliver looks at when interviewing people to work for him [35:30]
  • Oliver’s experience studying for the CFA exams and receiving his charter [40:10]
  • His opinion on the importance of having a CFA charter in asset management [42:05]
  • Oliver’s suggestion on how to prepare for the CFA exams [44:00]
  • What daily activity would he outsource, if he had the chance to [46:50]
  • Who are Oliver’s role models [48:10]
  • Oliver’s view on the importance of having a mentor [49:30]
  • Oliver’s favorite book [50:55]

For more information and to subscribe to our newsletter please visit: www.thewallstreetlab.com

Dec 15 2016

55mins

Play

Rank #10: #41 Christina Qi - High Frequency Trading, Hedge Funds, and Women in Finance

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Christina Qi serves as Founding Partner at Domeyard LP, among the longest running HFT hedge funds in the world, and CEO of Databento, a unified data discovery platform. She started Domeyard 8 years ago with $1000 in savings. Domeyard trades up to $1 billion USD per day. Her company’s story has been featured on the front page of Forbes and Nikkei, and quoted in the Wall Street Journal, Bloomberg, CNN, NBC, and the Financial Times. Christina is a contributor to the World Economic Forum’s research on AI in finance. She is a visiting lecturer at MIT, including Nobel Laureate Robert Merton’s “Retirement Finance” class since 2014, and and alongside President Emerita Susan Hockfield and Dean David Schmittlein in 2019. Christina teaches Domeyard’s case study at Harvard Business School and other universities.

Christina was elected as a Member of the MIT Corporation, MIT’s Board of Trustees. She was elected Co-Chair of the Board of Invest in Girls in 2019. Christina also sits on the Board of Directors of The Financial Executives Alliance (FEA) Hedge Fund Group, drives entrepreneurship efforts at the MIT Sloan Boston Alumni Association (MIT SBAA), and serves on U.S. Non-Profit Boards Committee of 100 Women in Finance. Her work in finance earned her a spot on the Forbes 30 Under 30 and Boston Business Journal 40 Under 40 lists. She holds an S.B. in Management Science from MIT and is a CAIA Charterholder.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

We speak about High Frequency Trading, (Alternative) Market Data, the difference between High Frequency Trading and Quantitative Finance, the use of technology, Giving back and philanthropic efforts like Invest in Girls or 100 Women in Finance. Christina also shares her tips for Time Management, Life, Career and how to make people stay.

Jan 09 2020

48mins

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Rank #11: #33 David Salem - A Deep Dive into Capital Allocation

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#33 David Salem - A Deep Dive into Capital Allocation

This interview is a true master class for anyone interested in capital allocation and manager selection. We had the great pleasure to speak to David Salem, the Co-Chairman of New Providence Asset Management, a firm that provides investment office solutions for endowments, foundations and family offices. David is also a contributor to Epsilon Theory, an online community in which he writes extremely thoughtful articles about investment management and combines it with his passion for the game of baseball.

Before assuming his current post, David served as a Managing Partner at Windhorse Capital Management, which merged with New Providence in 2018. For almost two decades before that, David served as the Founding President and CIO for the Investment Fund for Foundations (TIFF), a non-profit investment cooperative that managed over $8bn on behalf of more than 700 endowed charities by the time he left.

We discuss many different topics during our conversation, which includes the Yale Model, which then became known as the Endowment Model and why David thinks it may be dangerous for institutions to try to replicate it. We also discuss David’s framework for selecting money managers, what his due diligence process looks like and what he focuses on when meeting a money manager for the very first time.

The topics discussed include:

02:00 – David’s background

06:00 – David’s opinion what it takes to become a great investor

10:00 – The Endowment Model and why David thinks it may be dangerous for institutions to try to replicate it

16:00 – How does David thinks about diversification, as well as his thoughts on how to design an investment program

24:00 – David’s thoughts on how one should account for human biases in the measurement of risk tolerance

33:00 – David’s thoughts on Private Equity and crypto currencies

39:00 – David’s personal process on how to select investment managers

43:00 – Characteristics David looks for (and seeks to avoid) in vetting money managers

49:00 – How does David prepare for a first meeting with a money manager, and what he spends the first meeting on

55:00 – What David thinks about the use of Investment Committee in making investment decisions

59:00 – How does David decide on how when to part ways with managers he has invested in

62:00 – David’s thoughts on mentorship

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Luke, Leo & Andy

Jul 05 2019

1hr 8mins

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Rank #12: #11 [Special] How to Pass the CFA Exams

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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 is a great thing to do if you are passionate about finance), I think you are going to get a lot out of this episode.

For the full show notes go to: http://www.thewallstreetlab.com/

I have been asked many times over the years about tips and tricks on how to improve your chances of passing the CFA exams. So, in this special episode in which we decided to be the ones doing all the talking, Luke and I put together a list 18 points that may improve your chances of being more successful in studying for the CFA exams. I must say that the combination of the points shared during this podcast made a huge difference in my studying attitude and I like to think they have positively influenced my results. Please note, however, that these are tactics that have worked well for me, and may not work so well for others, so pick whatever idea you like most and try to implement it to your mindset.

Also, here is a spoiler alert – if you are looking for tactics and/or ideas on how to tackle specific CFA curriculum material, you will not find any of it here. There are plenty of resources online for that.

If you listened to the episode and still have any questions, feel free to send us an e-mail at contact@thewallstreetlab.com and we will do our best to answer any questions you may have.

Also, while we are at it, If the interview was valuable to you, make sure to take a few seconds to leave us a 5-Star review on iTunes.

Stay tuned!

Luke & Leo

Apr 20 2017

47mins

Play

Rank #13: #23 Peter Schwicht - Asset Management, Megatrends, ESG Investing, Financial Research and Regulation

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Peter Schwicht is the former CEO of JP Morgan Asset Management EMEA. He held various positions in JP Morgan over the years including being the head of trading for JP Morgan Germany. Currently he is sitting on the board of many companies and continuing to share his expertize. In the interview, we touch on many topics such as: Megatrends in Asset management as well as ESG investing and how regulation impacts the asset management industry.

More of the topics we cover in the interview are:

  • Megatrends in asset management
  • The raise of passive asset management
  • Perspective on ESG investing and social responsibility of financial managers
  • Active vs passive asset management
  • What can you learn from financial crisis
  • How does regulation and governance affect the asset management space
  • What impact will MIFID have on asset management
  • What is the future of research in asset management
  • Small vs big asset management firms in today’s world
  • Career advice for getting into asset management
  • How to find a mentor

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Find out more at https://www.thewallstreetlab.com/

Luke, Leo & Andy

Jun 07 2018

46mins

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Rank #14: #03 Marcus Storr - Hedge Fund Investing

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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.

For the full show notes and to subscribe go to:http://www.thewallstreetlab.com/episode-03-marcus-storr-hedge-fund-investing/

Let me 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 is also very entertaining and humorous.

During our interview, we touch on a range of topics including different hedge fund strategies, the current state of the hedge fund industry, how to improve your chances of getting hired by a hedge fund manager, and many other very interesting topics.

And now, to the show notes:

01:42 – Start of the Interview

02:05 – What does a Hedge Fund Manager do?

04:03 – How did Marcus get into Investment Banking?

08:37 – Working at a Scottish investment bank

09:05 – How does working in London compare to working in Germany?

11:40 – How does Marcus’ previous Investment banking experience compare to investing into Hedge Funds

13:00 – On moving from London to Frankfurt

14:30 – Investment Banking and “The Work-Life Balance”

17:50 – Best practices for starting out in Investment Banking

20:50 – His thoughts on the CFA Program

21:35 – Hedge Fund Job Interview

24:00 – The Perfect Cover Letter

25:40 – Intensity of working in finance

27:15 – Good body is good for the health

28:40 – Typical day as the Head of Hedge Funds

31:00 – Conversation on the hedge fund performance

33:55 – Fund of funds, direct investing and custom portfolios

36:20 – Great Manager or a great investment strategy? Which is better?

38:20 – How the due diligence process in hedge funds investing looks like?

41:10 – What is the craziest hedge fund strategy Marcus has ever seen?

42:50 – Hedge funds as an exit route for investment banking professionals?

46:30 – Personal routines and questions

We are really interested in your opinion, so if you have any thoughts on how we can make the podcast more valuable to you, e-mail us at contact@thewallstreetlab.com

Stay tuned for our next episode, which will come out in two weeks, on January 12th!

Also, make sure to sign up to our newsletter. We promise not to spam you!

Find out more at http://www.thewallstreetlab.com/

Dec 29 2016

55mins

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Rank #15: #35 Gerard Tong - The unromantic truth about becoming a trader

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If you always wanted to have a real and unromantic view on what it takes to be a trader, this is the episode for you. Gerard is Principle at Epitrain, a financial markets, business, and project management training company. He also teaches Trading courses at the National University of Singapore, one of Asia’s most prestigious universities and Singapore Management University. Gerard has been in the realms of trading since 1992, the very early days of trading in Singapore. In the past 25 years, from open outcry to electronic trading, he has seen it all.  With his company he is working closely with universities, large banks, hedge funds, and financial institutions to train their people, help them make the right hires and much more.

Gerard, in his straight and unapologetic manner gave us very interesting insights into financial markets and trading more specifically. He also gave us the harsh truth about being in trading and what it takes to get into trading. We talk about his own experiences, stories from the markets, what he learned about skill and mindset throughout the years and what it really takes to succeed in financial markets.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast.

You can find out more about Gerard at http://www.epitrain.com or add Gerard on LinkedIn.

He also recommends the book “The old man and the sea” and believes there are two interpretations of the book. And only with one you’ll be successful in Trading. Do reach out to us or him to let us know your interpretation.

1:40 What is Gerard’s background?

5:05 How do you make sure to win more often than you loose?

9:25 What do you do when the premises of your trade are broken?

11:45 what is the difference between trading and investing? And what is the difference between technical and fundamental analysis?

14:35: What makes people trade?

15:10 The unromantic part about trading!

20:10 What skills do you need as a trader?

26:10 How do you test and learn those skills?

31:05 How important is a university degree for trading? A hedge fund hiring example

36:25 What skills are important in an algorithmic trading world?

38:05 Do you have tips for people that want to get into algorithmic trading?

39:50 Algorithmic trading

42:30 last words and Challenge

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Luke, Leo & Andy

Aug 02 2019

45mins

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Rank #16: #40 Uwe Wystup - Quantitative Finance and Exotic Options

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Uwe Wystup is the founder and Managing Director of MathFinance, a quantitative finance advisory firm. They specialize in the development of state-of-the art models for trading, sales and risk management. Their focus is on FX options, the volatility surface and structured derivatives. Uwe is also a Professor of Financial Option Price Modeling at the University of Antwerp, Honorary Professor at Frankfurt School of Finance & Management, was a Visiting Professor at Carnegie Mellon University, where he holds a Ph.D. in Mathematical Finance.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

Are you interested in the difference between Plain Vanilla and Exotic Options? Or the difference between Finance and Quantitative Finance? And of course what skills you need to land a job in quantitative finance? Uwe explains the science behind exotic options valuations, how quantitative models get developed and improved upon. Learn how brokers, treasurers, and hedge funds interact in financial markets.

Dec 17 2019

47mins

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Rank #17: #18 Prof. Oliver Gottschalg - Private Equity Research, Performance Persistence and Data Acquisition

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Prof. Oliver Gottschalg is one of the leading researchers in private equity space. He is a an associate professor at HEC Paris but also among other things he is a co-founder and head of research at Peracs, a firm providing analytics and research on private equity investments.

In our conversation with Prof Gottschalg we discussed various aspects of private equity as an asset class, performance measurements in the space as well as various other related topics. Here are a few items we have touched on:

  • How to measure performance of private equity funds
  • How does bridging affect private equity fund performance
  • How to start a career in private equity
  • How to clean up private equity performance data?
  • Performance persistence in private equity
  • Do big private equity funds outperform smaller private equity funds?
  • What are some public market equivalents of private equity
  • Co-investment opportunities in private equity
  • Is performance of private equity funds based on value created?
  • How value is created in private equity
  • What makes a good GP and LP

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

Find out more at http://www.thewallstreetlab.com/

Luke, Leo & Andy

Mar 28 2018

55mins

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Rank #18: #14 Dan Kemp - Using Behavioral Finance to Make Better Investment Decisions

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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 at Saltus Partners.

We touch on a wide range of topics such as how to prevent buying at a high and selling at a low, the importance of having an investment process in place that allows for other team members to poke holes at your ideas, while at the same time avoiding Groupthink. Dan was also kind enough to share some of his productivity tricks, what he looks for when hiring a candidate for a job, his favorite behavioral finance books, and much more.

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes!

 For the full show notes go to: http://www.thewallstreetlab.com/14-dan-kemp-using-behavioral-finance-to-make-better-investment-decisions

Jun 01 2017

1hr 3mins

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Rank #19: #20 Stefan Schuetze & Juan Rodriguez - Venture Capital, Fintech, Cryptocurrencies, Blockchain and ICOs

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Stefan Schuetze & Juan Rodriguez are both part of the board of directors of Finlab AG, one of the first and one of the largest German company builders and investors in the financial services technology sector. Both Stefan and Juan have extensive experience in working in the Venture Capital, Fintech and Startups space. In the conversation we take a deep dive into the topic ranging from venture capital and fintech to blockchain and ICOs. 

Some of the topics we discuss in the interview include:

  • How to become a managing director at a VC Fund?
  • How top VCs choose their projects?
  • What is exciting for a VC in the Fintech/Blockchain space now
  • How being a publicly listed company affect decision making of a company
  • How to grow a Fintech Company
  • What do VCs see in Blockchain technology
  • 100 million USD fund to invest in Blockchain EOS projects
  • Will ICOs displace Venture Capital?
  • What experience or skills do you need to get into fintech / VC space
  • What you should never say when pitching a company to a VC

And many more.

Find out more at www.TheWallStreetLab.com

Apr 26 2018

50mins

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Rank #20: #46 Dan Houlihan - Asset Servicing, Behind the Scenes of Asset Management

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Dan Houlihan is an Executive Vice President and Head of Northern Trust Asset Servicing for the Americas. Prior to joining Northern Trust, Dan spent 19 years in numerous leadership positions across several companies in the investment management, technology, and service space. He currently serves as Chairman of the Board for the National Investment Company Service Association (NICSA) and as a Director on the Advisors Investment Trust. 

We talk about the asset servicing business and its various components like custody, fund administration, investor servicing and outsourced solutions across the front, middle and back office. We touch on trends in the asset management industry in regard to outsourcing and technologies and last but not least about diversity in the banking industry.

Mar 19 2020

45mins

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#57 Andrew White – Intro to Regulation Technology (RegTech) and a Master Class in Company Bootstrapping

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Andrew White is the founder and CEO of fundapps, a regulatory technology company founded 10 years ago. He completely bootstrapped fundapps and grew it from a small startup to over 60 people and 9 trillion USD in monitored client assets. The company provides Shareholder Disclosure software to Hedge Funds and other asset owners. Before founding fundapps, Andrew was a managing director at aquin components, a company that was acquired by State Street. 

We start off our conversation by Andrew walking us through the space of regtech, giving us a history of the space, and how the regulation technology industry changed over the years. We talk about the difficulties to adhere to all regulations globally as a Hedge Fund or Asset Owner. 

We then take an unforeseen and interesting turn and Andrew gives us a masterclass in the art of Bootstrapping a startup. This part starts at about minute 30. 

Jul 16 2020

52mins

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#56 Lila Preston – A Deep Dive into Sustainable and ESG Investing

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Lila Preston is a Partner at Generation Investment Management, and is Co-Head of the Growth Equity platform – Generation’s private equity fund.  Generation was, amongst others, founded by former US Vice President Al Gore. In Addition, Lila serves on the board of several companies. Lila holds a Bachelor’s degree from Stanford University and an MBA from London Business School. 

In this episode we deep dive into the world of ESG and Sustainable Investing. Lila talks about Generation’s investment approach and process, from research, over pipeline building, deal sourcing, to the decision factors. We take you step by step through the process of what it means to invest with impact into Private Equity. Lila also shares some great career advice and the importance of culture in a company. 

Jul 02 2020

47mins

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#55 Jacco Minnaar – How to Create Returns While Investing with Impact

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Jacco Minnaar is the Chair of the Management Board and Managing Director of Triodos Investment Management, a globally active, multi-billion Dollar Impact investor. 

Jacco has 25 years of experience in the financial and investment industry. Prior to his current position as Chair, he served Triodos across various positions including Director of Energy and Climate, Fund Manager of Triodos Fair Share Fund, and Regional Manager of Africa and Latin America. Before joining Triodos in 2006, he managed the Financial Markets Development Program of the International Finance Corporation (IFC) in the Mekong region. Jacco holds a Master of Science degree in Industrial Engineering and Management Science and is a CFA charter holder.

Jacco explains to us what is Impact Investing and why it is important, how you can differentiate yourself as an Impact Investor. We debunk myths about impact investing and lagging returns by looking at the performance drivers of sustainable investments. We also speak about Triodos’ investment process, the areas they invest in, and how they choose their portfolio companies and strategies. 

Jun 18 2020

33mins

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#54 Clare Flynn Levy – Using Data to Preserve Alpha as a Fund Manager

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Clare Flynn Levy, Founder and CEO of Essentia Analytics, a behavioral data analytics service that helps professional investors make measurably better investment decisions. She also sits on the board of several and before founding Essentia, she was active as a fund manager, both for a company she founded herself and big names like DWS.

Clare tells us how data analytics can be used to become a better fund manager by analysing decision patters. She goes into a concept called the alpha lifecycle. We talk about trends in the asset management industry like AI, blockchain, or model delivery.

Jun 04 2020

47mins

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#53 Toby Main - Venture Capital, Private Equity, and Mentoring

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Toby is the Co-Founder and Managing Director of Efficient Frontier Investing, a Swiss financial product engineering firm. He also founded Isla Capital Management, a company that providers bespoke financial Solutions in Asset Management and Advisory Services. Before he was active as as Interim CIO at Status Capital and active in several Roles at Bedrock Group, one of Europe’s biggest Family Offices. 

Toby tells us his approach on getting returns above the efficient frontier by understanding, quantifying and managing risk. Toby takes us through their Investment Process and gives us some great insights into the Private Equity Market in Switzerland. We also talk about the importance of Mentoring, a having good reputation and building trust. Toby didn’t mention it in the episode, but sent me the link to a great TED talk on coaching and mentoring he wanted you listeners to know about. The talk is named “Want to get great at something? Get a coach” by Atul Gawande. The link is of course also in the show notes. 

May 28 2020

47mins

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#52 Gregory Zuckerman – Insights into Wall Street and the Man Who Solved the Market

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Gregory Zuckerman is a Special Writer at The Wall Street Journal, a 23-year veteran of the paper and a three-time winner of the Gerald Loeb award - the highest honor in business journalism. Greg is the author of five books: The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution; The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters; The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History; Rising Above: How 11 Athletes Overcame Challenges in Their Youth to Become Stars and Rising Above: Inspiring Women in Sports.

In this episode we talk about his job as a journalist for the wall street journal, how he finds the stories he writes about for his articles and books. We get into his book „The man who solved the market “, and what lessons he learned from his research about Jim Simons, the founder of Renaissance Technologies, probably the most successful trader of all times. 

May 21 2020

35mins

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#51 Howie Li - Thematic Investing and the Future of Asset Management

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Howie is the Head of ETF for Legal and General Investment Management (LGIM). Prior to joining LGIM, Howie was the CEO of Canvas, an ETF platform acquired by Legal and General in 2018. Prior to that, Howie trained and worked at Simmons & Simmons in London advising the hedge fund industry. LGIM is with 1.5 trillion USD AuM among the 20 largest Asset Managers in the world.

This episode is all about trends. We talk about thematic investments and the underlying trends. Howie leads us through the thematic investment process LGIM makes with examples like changes in e-commerce. We also talk about the three changes in the asset management industry: Quantitative Analyis, Digitalisation, Regulation. 

May 14 2020

43mins

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#50 Anniversary Episode aka Our Random Show

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Today we have some absolutely non-special guests. We talk to…ourselves.

To celebrate our 50th episode we made our own random episode, talking about our founding story and sharing some background on our professional lives. We also share some of our favourite episodes, books, podcasts, online learning resources and a bunch of nonsense comments. If you expect deep insights into a new financial topic, better wait for the next episode. If you want to know a bit more about us und get some recommendations, please stay and enjoy the episode.

May 07 2020

44mins

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#49 Peter Chun - Asian M&A Trends

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Peter Chun is the founder of Silverbear Capital, a globally positioned consulting and investment banking firm. Peter Chun has nearly 20 years of International finance expertise. He specialises in corporate restructuring, corporate finance, and M&A. He has worked with and represented companies of all sizes and configurations. He also brings listing experience in Korea, Toronto, Hong Kong, Frankfurt, and in the US, as well as experience in the private equity/ pre-IPO arena.

In our conversation we discuss:

* Asian mergers & acquisitions trends * The biggest biggest differences in M&A in US / EU and Asia * The 2020 M&A environment expectations * The COVID-19 effects on the market and expected outcomes * US-China-EU trade relations in 2020 * M&A / IB careers in Asia and differences from US / EU

As always, please do not forget to take 17 seconds to leave us a 5-star review on Apple Podcasts or wherever you get your podcasts from.

Be well and #stayhome!

Luke, Leo & Andy

Disclaimer: Information contained in this podcast constitutes the opinions of individuals and should not be treated as: Investment, Tax, Financial, or Legal advice. We take no responsibility for the accuracy of any statements made in this podcast. This podcast is for informational and educational purposes only and it does not contain an offer to sell or buy any sort of financial products and should not be treated as advertisement for such. Any copying, distribution or reproduction of this podcast without the prior permission of the creators of this podcast is strictly prohibited.

Apr 30 2020

39mins

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#48 Howard Marks – The Most Important Thing

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Howard Marks is co-chairman and co-founder of Oaktree Capital Management a leading global investment firm with deep expertise in credit strategies, which manages more than $120 billion in assets. Howard is the bestselling author of the two highly influential books: "Mastering the Market Cycle: Getting the Odds on Your Side" and "The Most Important Thing: Uncommon Sense for the Thoughtful Investor". He is also known for his very insightful investor letters, which has been claimed to be must-read material by many well-known investors, including none other than Warren Buffett. Howard holds a B.S.Ec. degree from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the University of Chicago.

“Experience is what you got, when you didn’t get what you wanted” – Howard Marks

In our conversation we discuss:

  • How Oaktree experienced raising and deploying capital during the GFC of 2008
  • The difference between scepticism and negativism
  • The similarities between investing and tennis
  • The rise of passive investing
  • The importance of being a contrarian
  • The mood swings of market participants and how that affects one’s own investment decision
  • Why he writes and what has kept him motivated to write even though his letters once were not as popular as they are today
  • And much more!

“When I see memos from Howard Marks in my mail, they're the first thing I open and read" – Warren Buffett

"Howard is a legendary investor" – Tony Robbins

As always, please do not forget to take 17 seconds to leave us a 5-star review on Apple Podcasts or wherever you get your podcasts from.

Be well and #stayhome!

Luke, Leo & Andy

P.s. The content of this conversation is provided for general information purposes only and does not constitute financial, accounting, legal, tax…. advice. You know the drill, right? If you want to listen to the full disclaimer, just skip through the amazing conversation with Howard, and go straight to the end of the episode and you will be highly entertained.

Apr 16 2020

46mins

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#47 Chris Schelling – Assessing the People Behind Private Equity Funds

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Christopher (“Chris”) Schelling is the Director responsible for Private Equity investments at Texas Municipal Retirement System (“TMRS”). Prior to joining TRMS, Chris served as Deputy Chief Investment Officer and Director of Absolute & Real Return at Kentucky Retirement Systems and as an Adjunct Professor of Finance at University of Kentucky, where he taught a class in Alternative Investments. 

He If you are an allocator and want to know more about how some of the best in the business go about vetting their private equity fund managers, this episode is for you! Aside from being a well-known columnist for Institutional Investor, and a guy who makes his passion, deep understanding and curiosity for the profession very evident, Chris takes quite a scientific approach to manager selection. We start our conversation by going through Chris’ career, we move on to discuss the due diligence process at TMRS in more detail, covering topics such as their sourcing funnel, how they sperate the “wheat from the chaff” and their investment their investment approval process. We then get very specific about how Chis and his colleagues at TMRS evaluate one of the 4 P’s of manager selection, the People (the other three being Process, Product and Performance). In fact, Chris wrote a great article for Chief Investment Officer about the topic titled “Psyching out Money Managers”, which you can find here and serves as great background for that discussion. Finally, Chris talks about careers as an allocator and what it takes to succeed in this field.

In such trying times marked loneliness and social distancing, give your friends (and your enemies, who knows?) the gift of knowledge and companionship by sharing this podcast with them.

Also, please don’t don’t forget to take 23 seconds to leave us a 5-star review on Apple Podcasts or wherever you get your podcasts from.

By the way – don’t take anything said in this episode as investment advice. It is not! We might just as well have made all of this up. Be smart and speak to an investment professional if you are looking for advice. For a full version of the disclaimer, I would recommend you go to the very end of this recording. Luke’s sexy British accent alone will make it all worth it!

Be well and #stayhome!

Luke, Leo & Andy

Apr 02 2020

54mins

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#46 Dan Houlihan - Asset Servicing, Behind the Scenes of Asset Management

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Dan Houlihan is an Executive Vice President and Head of Northern Trust Asset Servicing for the Americas. Prior to joining Northern Trust, Dan spent 19 years in numerous leadership positions across several companies in the investment management, technology, and service space. He currently serves as Chairman of the Board for the National Investment Company Service Association (NICSA) and as a Director on the Advisors Investment Trust. 

We talk about the asset servicing business and its various components like custody, fund administration, investor servicing and outsourced solutions across the front, middle and back office. We touch on trends in the asset management industry in regard to outsourcing and technologies and last but not least about diversity in the banking industry.

Mar 19 2020

45mins

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#45 Daniel Crosby - Deep Dive into Behavioral Finance

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Daniel Crosby is a New York Times Bestselling author with books like “Personal Benchmark”, “The Laws of wealth”, and “The behavioral investor”. He is also the Chief Behavioral Officer of Brinker Capital. He spoke at TEDx in Huntsville and hosts the podcast “Standard deviations”. Daniel holds a PhD in Psychology from Brigham Young University.

We talk about his role as Chief Behavioural Officer, the insights of his several books and how to apply the learnings from behavioural finance in real life. We dive into the psychology of human beings, how investors can stick with their portfolio during difficult times and how to outsmart yourself and other investors. We touch on hedge funds like Long Term Capital Management and Renaissance Technologies and the merits of active and passive investing.

Mar 05 2020

53mins

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#44 Paolo Sironi - Fintech, Innovation, and Financial Market Transparency

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Paolo Sironi is the Author of several books including “Financial Market Transparency” or “Fintech Innovation”. He is a Fintech Advisor for IBM, Fintech Thought Leader, co-host of the podcast “breaking banks europe”, and member of the advisory boards of several companies. In the past, Paolo founded his own fintech startup as a joint venture of German Private Bank Sal. Oppenheim and Fitch ratings. Before that he was working as Director of Risk Management at the large Italian bank Intesa Sanpaolo. We talk about his different books, the insights he gained from his research and how his views developed over time. Paolo shares with us the biology of how humans make investment decisions, the importance of financial market transparency and how banks and fintechs can leverage those insights to succeed in the coming years. This episode was recorded in December 2019.

Links

Paolo’s website: http://www.thepsironi.com/

Paolo’s LinkedIn: https://www.linkedin.com/in/thepsironi/

IBM: https://www.ibm.com/us-en/?lnk=fcc

Breaking Banks podcast: https://breakingbanks.com/

Fitch Ratings: https://www.fitchratings.com/site/home

Intesa Sanpaolo: https://www.intesasanpaolo.com/

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on Apple Podcasts or wherever you get your podcasts from.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

Luke, Leo & Andy

Feb 22 2020

48mins

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#43 Michael O'Sullivan - Economics, Globalization, and the life of a CIO

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Michael O’Sullivan is the author of the book 'The Levelling' - What's Next After Globalisation? He has a blog with the same name. He is a World Economic Forum Global Futures Council member and Forbes contributor. Michael holds a PhD from Oxford and is the former Chief Investment Officer for International Wealth Management of Credit Suisse.

We talk about his different roles, like being an equity strategist and of course his work as CIO for Credit Suisse. We talk about education and Michael lets us in on his career advice, what it takes to succeed in Finance and the skills a CIO needs. We then jump into Michael’s book “The Levelling” and speak about economics, the impact of globalization, the global financial crisis and many more interesting topics.

Feb 09 2020

40mins

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#42 Jorge Tavio - The Data that Powers Financial Markets

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Jorge Tavio is the Market Development Director, Wealth EMEA for Refinitiv. Refinitiv is one of the largest market data providers on the planet with more than 40,000 clients in 190 countries. In his current role Jorge is leading the wealth market development team in EMEA. He and his team are connecting the dots between new technology, regulation, new business models and innovative customer experiences. His previous roles included being the Head of Partners and Digital Innovation Continental Europe and several Specialist roles within Refinitiv (former Thomson Reuters).

The episode was recorded in July 2019

With over 20 years of experience in the financial data industry we dig into the history of delivering market data and how the business changed over the years. We learn how market data helps financial institutions to make decisions and powers financial markets. Jorge shares with us the latest trends in technology, the big challenges of all industries, especially the wealth industry and his thoughts on hiring and learning. 

Jorge’s profile: https://www.linkedin.com/in/jorge-tavio-ascanio/

Refinitiv: https://www.refinitiv.com/en

As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on Apple Podcasts or wherever you get your podcasts from.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

Luke, Leo & Andy

Jan 24 2020

33mins

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#41 Christina Qi - High Frequency Trading, Hedge Funds, and Women in Finance

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Christina Qi serves as Founding Partner at Domeyard LP, among the longest running HFT hedge funds in the world, and CEO of Databento, a unified data discovery platform. She started Domeyard 8 years ago with $1000 in savings. Domeyard trades up to $1 billion USD per day. Her company’s story has been featured on the front page of Forbes and Nikkei, and quoted in the Wall Street Journal, Bloomberg, CNN, NBC, and the Financial Times. Christina is a contributor to the World Economic Forum’s research on AI in finance. She is a visiting lecturer at MIT, including Nobel Laureate Robert Merton’s “Retirement Finance” class since 2014, and and alongside President Emerita Susan Hockfield and Dean David Schmittlein in 2019. Christina teaches Domeyard’s case study at Harvard Business School and other universities.

Christina was elected as a Member of the MIT Corporation, MIT’s Board of Trustees. She was elected Co-Chair of the Board of Invest in Girls in 2019. Christina also sits on the Board of Directors of The Financial Executives Alliance (FEA) Hedge Fund Group, drives entrepreneurship efforts at the MIT Sloan Boston Alumni Association (MIT SBAA), and serves on U.S. Non-Profit Boards Committee of 100 Women in Finance. Her work in finance earned her a spot on the Forbes 30 Under 30 and Boston Business Journal 40 Under 40 lists. She holds an S.B. in Management Science from MIT and is a CAIA Charterholder.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

We speak about High Frequency Trading, (Alternative) Market Data, the difference between High Frequency Trading and Quantitative Finance, the use of technology, Giving back and philanthropic efforts like Invest in Girls or 100 Women in Finance. Christina also shares her tips for Time Management, Life, Career and how to make people stay.

Jan 09 2020

48mins

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#40 Uwe Wystup - Quantitative Finance and Exotic Options

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Uwe Wystup is the founder and Managing Director of MathFinance, a quantitative finance advisory firm. They specialize in the development of state-of-the art models for trading, sales and risk management. Their focus is on FX options, the volatility surface and structured derivatives. Uwe is also a Professor of Financial Option Price Modeling at the University of Antwerp, Honorary Professor at Frankfurt School of Finance & Management, was a Visiting Professor at Carnegie Mellon University, where he holds a Ph.D. in Mathematical Finance.

Please keep in mind this is not investment advice. Full disclaimer at the end of the podcast. 

Are you interested in the difference between Plain Vanilla and Exotic Options? Or the difference between Finance and Quantitative Finance? And of course what skills you need to land a job in quantitative finance? Uwe explains the science behind exotic options valuations, how quantitative models get developed and improved upon. Learn how brokers, treasurers, and hedge funds interact in financial markets.

Dec 17 2019

47mins

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#39 Markus Koch - Telling the Stories of Wall Street

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Markus Koch is a German Wall Street journalist and entrepreneur. He started trading friends & families money very early and had 70k€ debt at age 17. He then paid back the money by working at Bear Sterns before starting his own journalism company. Markus acted as Economic Advisor for the Web-Series “We, the economy”, produced by Microsoft Co-Founder Paul Allen and was part of the Introduction of the Hollywood-Blockbuster Wall Street, Money never Sleeps” in Germany.

What does Star Wars, Jazz, or Casanova have to do with Finance? Markus brings Wall Street to retail investors.

This interview provides a very honest and open insight into Wall Street from an Insider’s perspective. Markus shares his opinion on many different topics, ranging from Trading to Politics. We talk about how Markus lost his teachers’ money, started at Wall Street while sleeping on his boss’s couch. We talk about the stories that drive the stock market and what drives Markus to educate retail investors about finance. Markus gives insights into Trading and the traditions of the NYSE trading floor over the years.

Nov 29 2019

46mins

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#38 Andreas Lukic - Angel Investing and Venture Capital

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Andreas Lukic is the Managing Partner of ValueNet Capital Partners, a Private Equity Firm based in Frankfurt. He is also the honorary Chairman of the Business Angels FrankfurtRheinmain e.V., one of the biggest Angel Investor networks of Europe where he engages to grow the Frankfurt Angel and Venture Capital ecosystem. Andreas has worked in Private Equity, Venture Capital and has been an Angel Investor himself for many years.

We spend a lot of time talking about the difference in Angel Investing, Venture Capital, and Private Equity. We also talk about how the investment process changes in all of the areas and what to watch out for when investing in startups. Other topics we get into are the differences and success factors of a good ecosystem for startups with some examples from Singapore and Frankfurt. 

Oct 03 2019

58mins

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iTunes Ratings

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New Listener

By DanielMulderink - Jan 24 2020
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Recently found the podcast. It’s a gem!

1 ep in, great

By NCR Veteran Ranger - Oct 31 2017
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Only listened to the CFA (how to pass podcast), but great show!