PrimeAlpha: Visionaries & Innovators Series

PrimeAlpha: Visionaries & Innovators Series

PrimeAlpha's interview series - insights from industry practitioners discussing their journey and their discoveries.

Episodes

June 14, 2022 21 min

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 Committee. 

Wayne’s p...

Share
Mark as Played

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 global marke...

Share
Mark as Played

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 exclusively on find...

Share
Mark as Played

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-institution...

Share
Mark as Played

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 an expert ...

Share
Mark as Played

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 options on futur...

Share
Mark as Played

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, Texas primari...

Share
Mark as Played

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 strategies...

Share
Mark as Played

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 spun out and ...

Share
Mark as Played

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 decades of diver...

Share
Mark as Played

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 at the Uni...

Share
Mark as Played

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 years of exp...

Share
Mark as Played

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 extensive experi...

Share
Mark as Played

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 with acade...

Share
Mark as Played

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 dividend a...

Share
Mark as Played

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 1987 market cr...

Share
Mark as Played

 Following the Science with Robert Zuccaro of Golden Eagle.

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 Robert Zuccaro, Founder & CIO of Golden Eagle Strategies, who manages a strategy predicated on statistical analysis and principles derived from 40+ years of research. He is a quant pi...

Share
Mark as Played

Managed Futures Capitalizes on Both Long and Short Assets with Chad Martinson of Efficient Capital.

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 Chad Martinson. After nearly a decade in the technology industry, Chad began his Managed Futures career in 2002 when he joined Efficient Capital Manag...

Share
Mark as Played

 Jumping into DeFi and Crypto with David Mickelson of CkSum Capital.

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 David Mickelson as he shares his journey from a comfortable retirement to founding CkSum Capital, a cutting-edge cryptocurrency and decentralized finance (DeFi) hedge fund. Join us a...

Share
Mark as Played

How Learning Leads to Self Discovery with Hadi Habal of HCG Fund Management.

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 Hadi Habal, Co-Founder and CEO of HCG Fund Management. HCG was founded with a commitment to generating absolute and asymmetrical returns by combining fundamental investment p...

Share
Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks then look no further. Josh and Chuck have you covered.

    The Daily

    This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

    The Bobby Bones Show

    Listen to 'The Bobby Bones Show' by downloading the daily full replay.

Advertise With Us

For You

    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2022 iHeartMedia, Inc.