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ABOUT THIS PODCAST 🔗
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.
Update frequency:
every 73 days
Average audio length:
38 minutes
English
United States
27 episodes
since March 17, 2017
episodic
LATEST EPISODE 🔗
Remo Uherek is a value investor, blogger, and former startup founder.
Retired from startups after 15 years. Today, he is a private investor, and writes about health, wealth, love, and happiness. He is the author of the Life Handbook Series.
He's a lifelong learner and publishes a blog and newslet…
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Search past episodes of The Zurich Project: Build a Great Investment Firm - presented by MOI Global.
PREVIOUS EPISODES 🔗
Rishi Gosalia on Intelligent Investing in a Changing World by John Mihaljevic, CFA
Christopher Tsai on His Philosophy of Investing and Life by John Mihaljevic, CFA
Roshan Padamadan serves as COO, Risk and Compliance at Sixteenth Street Capital, based in Singapore. Previously, he was fund manager of Luminance Global Fund, which has a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Ro…
Artem Fokin is the founder and portfolio manager of Caro-Kann Capital LLC, a hedge fund based in San Francisco. Prior to founding Caro-Kann, he was a principal at Outrider Management LLC. Before entering the investing industry, Artem was an attorney with Greenberg Traurig LLP in New York City. Arte…
Tim Yates has over 45 years of general and financial management experience. From 2007 until November of 2016 Tim was with Monster.com. During that time, he served as a member of the Board of Directors, CFO, and as CEO from 2014 to 2016. In November of 2016, Randstand Holdings, Inc. acquired Monster…
David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, which he manages, has won a Lipper Fund Award in 2015, 2016 and 2017 for Best Canadian Small/Mid Cap Equity Fund over both three and five year perfo…
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 …
Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA
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 …
Disclaimer: The podcast and artwork embedded on this page are from John Mihaljevic, CFA, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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