PrimeAlpha: Visionaries & Innovators Series

Doing Well by Doing Good with Heidi Wheatley of Keystone National Properties

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries. I would like to introduce Heidi Wheatley, Chief Operating Officer of Keystone National Properties. A real estate firm providing tax-advantaged and impact real estate investment opportunities for accredit...

Importance of Adding Value in Everything You Do with Dipak Jogia of Highmore Group. 

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries  I would like to introduce Dipak Jogia, Managing Partner and Co-Founder of Highmore Group. Dipak heads the Trade and Specialty Finance Business which provides innovative working capital financing ...

Innovation & Disruption in Consumer-Facing Industries with David King of Palermo Capital

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Dave King, CFA, Managing Member of Palermo Capital Management, a U.S.-based long/short equity strategy focused on companies disrupting consumer-facing indu...

Preparing for the SEC’s New Marketing Rule with Wayne Davis of Tannenbaum Helpern 

 Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Wayne Davis, Chair of Tannenbaum Helpern's Investment Management Practice, Co-chair of Business and Finance, and a member of the Firm's Management Committ...

Adapting to the Changing World of Trading with Edward Ryan of StoneX.

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce  Edward Ryan, Director of Institutional Sales of StoneX, an institutional-grade financial services network that connects companies, organizations, traders, and investors to the g...

A Different Way to Invest in Healthcare with Jeff Edelman and Zach Sharon of Pavadi Capital. 

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Jeff Edelman and Zach Sharon, co-founders of Pavadi Capital, a healthcare-focused investment firm. Pavadi Capital manages investment funds focused exclusiv...

The Bravery in Figuring out What you Don’t Want to do with Chris of Tailor Ridge Capital.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Chris Johnson, co-founder and managing partner of Tailor Ridge Capital Management. A specialty lender focusing on construction and bridge loans secured by sub-...

The Journey and Mission to Make Quality Real Estate Accessible with Mohsin of AKRU.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Mohsin Masud, the CEO & founder of AKRU, a real estate Investment platform working towards democratizing and tokenizing commercial real estate investments. He is...

More Than Just A Fund, Where Culture and Values Make an Impact with Kapil of PlusPlus Capital Management.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Kapil Rastogi, managing partner and co-founder of PlusPlus Capital Management, a quantitative trading firm focused on trading futures and optio...

The Art of Pivoting with Charles of Sizemore Capital Management.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. Today, I would like to introduce Charles Lewis Sizemore, CIO of Sizemore Capital Management and co-manager of the Blue Orbit Capital Fund, Sizemore Capital is a registered investment adviser based in Dallas, Te...

Uncovering the Value of Farmland Investing with Chris Chard of Sower Farmland.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. Today, I would like to introduce Chris Chard. General partner and managing director of Sower Farmland, a fiduciary farmland investment, and management company, executing acquisition and management...

Why PR Matters in Alternatives with Charlotte Luer at LJHFM.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. In 2002, Charlotte was recruited away from a marketing/PR fund to work full-time for one of her clients – a fund of hedge funds based in New York City and Naples, Florida. Several years later, the marketing team sp...

Turning a Crisis into a Career with Matt Beary at Clarity Strategic.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. Matt Beary is a Founding Principal at Clarity Strategic Opportunities is an opportunistic real estate development and value-add investment platform. Clarity’s two principals collectively have over six decad...

Risk vs Reward Trade Off with Danny Dayan of DWD Partners.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. Danny began his career as a risk management consultant and advised clients on best practices for risk management of equity exotic option trades and portfolios. He then completed his Masters of Business Administration...

Architecting and Designing Future Tech with Barbara Bickham of Trailynvc.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Barbara Bickham. Barbara is a founder and managing director of trail and VC, a pre-seed fund investing in diverse, deep tech founders. She's a serial CTO and has over 35 ...

Succeeding in Real Estate, The Big Lessons Learned with Alex Anderson of Time Equities.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Alex Anderson. Alex oversees the sales distribution of Time Equities Securities’ investment funds through the Broker-Dealer advisory community. He also has exten...

Innovation in Managed Futures with Marat Molyboga of Efficient Capital Management.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Dr. Marat Molyboga. For two decades, he has been working on quantitative portfolio management and risk management of multi-CTA portfolios.  Marat enjoys collaborating...

How Not Being Scared and Taking a Chance Paid Off with Monica Jalife of Pinnacle Associates.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing Monica Jalife is a Principal at the Private Client Group at Pinnacle Associates where she leads the group’s investment committee and co-manages the...

Staying Intellectually Sharp with Peter Borish.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of having Peter Borish with us today. Since starting his career at the Federal Reserve Bank of New York, Peter has been at the intersection of technology, financial markets, and innovation. He called the 198...