To access all our features

Open the Goodpods app
Close icon

The Wall Street Lab

Andreas von Hirschhausen

The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews 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, favourite books, personal habits, just to name a few.

 ...more

1 Listener

All episodes

Best episodes

Top 10 The Wall Street Lab Episodes

Best episodes ranked by Goodpods Users most listened

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.

1 Listener

bookmark
share episode

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.

bookmark
share episode

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.

bookmark
share episode

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.

bookmark
share episode

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.

bookmark
share episode
episode art
play

05/07/20 • 44 min

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.

bookmark
share episode
episode art
play

04/30/20 • 39 min

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.

bookmark
share episode
episode art
play

04/16/20 • 46 min

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.

bookmark
share episode

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

bookmark
share episode

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.

bookmark
share episode

Show more

Toggle view more icon
























































FAQ

How many episodes does The Wall Street Lab have?

The Wall Street Lab currently has 106 episodes available.

What topics does The Wall Street Lab cover?

The podcast is about Economics, Finance, Trading, Business and Investing.

What is the most popular episode on The Wall Street Lab?

The episode title '#51 Howie Li - Thematic Investing and the Future of Asset Management' is the most popular with 1 listens and 1 ratings.

What is the average episode length on The Wall Street Lab?

The average episode length on The Wall Street Lab is 47 minutes.

How often are episodes of The Wall Street Lab released?

Episodes of The Wall Street Lab are typically released every 14 days.

When was the first episode of The Wall Street Lab?

The first episode of The Wall Street Lab was released on Dec 1, 2016.

Show more FAQ

Toggle view more icon

Comments

0.0

out of 5

Star filled grey IconStar filled grey IconStar filled grey IconStar filled grey IconStar filled grey Icon
Star filled grey IconStar filled grey IconStar filled grey IconStar filled grey Icon
Star filled grey IconStar filled grey IconStar filled grey Icon
Star filled grey IconStar filled grey Icon
Star filled grey Icon

Rating

Star iconStar iconStar iconStar iconStar icon

Review or comment on this podcast...

Post

Generate a badge

Get a badge for your website that links back to this

Select type & size
Open dropdown icon

Copy