Doing Well by Doing Good with Heidi Wheatley of Keystone National Properties
Heidi Wheatley is the Chief Operating Officer of Keystone National Properties, a real estate firm providing tax-advantaged.
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Visionaries & Innovators
Interviews with Experts and Influencers
Sharing perspectives on the market, business opportunities & lessons learned.
Hosted by Amanda Jogia, CEO of PrimeAlpha
- Oct 26, 2022
Importance of Adding Value in Everything You Do with Dipak Jogia of Highmore Group
Dipak Jogia is the Managing Partner and Co-Founder of Highmore, a full-service, SEC-registered asset manager.
- Oct 19, 2022
Innovation & Disruption in Consumer-Facing Industries with David King of Palermo Capital
Managing Member of Palermo Capital, U.S.-based long/short equity strategy, focused on companies disrupting consumer-facing industries.
- Jun 15, 2022
Preparing for the SEC’s New Marketing Rule with Wayne Davis of Tannenbaum Helpern
Wayne Davis is the Chair of Tannenbaum Helpern's Investment Management Practice, Co-chair of Business and Finance
- May 24, 2022
Adapting to the Changing World of Trading with Edward Ryan of StoneX
Edward Ryan is the Director of Institutional Sales of StoneX, an institutional-grade financial services network
- Apr 14, 2022
A Different Way to Invest in Healthcare with Jeff Edelman and Zach Sharon of Pavadi Capital
Jeff Edelman and Zach Sharon are the co-founders of Pavadi Capital, a healthcare-focused investment firm. “We first began working...
- Apr 7, 2022
The Bravery in Figuring out What you Don’t Want to do with Chris Johnson of Tailor Ridge Capital
Chris Johnson is the co-founder and managing partner of Tailor Ridge Capital Management.
- Mar 31, 2022
More Than Just A Fund, Where Culture & Values Make an Impact with Kapil Rastogi of PlusPlus Capital
Kapil Rastogi is the managing partner and co-founder of PlusPlus Capital Management, a quantitative trading firm focused on trading...
- Mar 24, 2022
The Journey and Mission to Make Quality Real Estate Accessible with Mohsin Masud of AKRU
Mohsin Masud is the CEO & Founder of AKRU, a real estate Investment platform democratizing and tokenizing commercial real estate.
- Mar 9, 2022
The Art of Pivoting with Charles Sizemore of Sizemore Capital Management
Charles Sizemore is the CIO of Sizemore Capital Management and the Blue Orbit Capital fund co-manager.
- Mar 1, 2022
Uncovering the Value of Farmland Investing with Chris Chard of Sower Farmland
Chris Chard is the General Partner and Managing Director of Sower Farmland.
- Dec 29, 2021
Architecting and Designing Future Tech with Barbara Bickham of Trailyn VC
Barbara Bickham is the founding and managing director of Trailyn VC, a pre-seed fund investing in diverse, deep tech founders.
- Dec 21, 2021
Turning a Crisis into a Career with Matt Beary at Clarity Strategic
Matt Beary is a Founding Principal at Clarity Strategic Opportunities is an opportunistic real estate development and value-add...
- Dec 14, 2021
Risk vs Reward Trade Off with Danny Dayan at DWD Partners
Danny began his career as a risk management consultant and advised clients on best practices for risk management of equity exotic option...
- Dec 7, 2021
Succeeding in Real Estate, The Big Lessons Learned with Alex Anderson at Time Equities
Alex Anderson is the Director of Time Equities' Equity Division. who oversees the sales distribution of Time Equities Securities’...
- Dec 2, 2021
Innovation in Managed Futures with Marat Molyboga at Efficient Capital Management
Dr. Marat Molyboga has been working on quantitative portfolio management and risk management of multi-CTA portfolios for two decades now....
- Nov 30, 2021
How Not Being Scared and Taking a Chance Paid Off with Monica Jalife at Pinnacle Associates
Monica Jalife is the Principal of the Private Client Group at Pinnacle Associates, where she leads the group’s investment committee and...
- Nov 23, 2021
Staying Intellectually Sharp with Peter Borish
Peter Borish started his career at the Federal Reserve Bank of New York, he has been at the intersection of technology, financial...
- Nov 19, 2021
Following the Science with Robert Zuccaro at Golden Eagle
Robert Zuccaro is the Founder & CIO of Golden Eagle Strategies, who manages a strategy predicated on statistical analysis and principles...
- Nov 17, 2021
Managed Futures Capitalizes on Both Long and Short Assets with Chad Martinson at Efficient Capital
Chad Martinson is the co-CIO and Managing Director of Efficient Capital's Investments, who is responsible for the firm’s investment...
- Nov 10, 2021
Jumping into DeFi and Crypto with David Mickelson at CkSum Capital
David Mickelson is the founder of CkSum Capital, a cutting-edge cryptocurrency and decentralized finance (DeFi) hedge fund. He shares his...
- Nov 4, 2021
How Learning Leads to Self Discovery & Laser Focus to Success with Hadi Habal at HCG Fund Management
Hadi Habal is the Co-Founder and CEO of HCG Fund Management. HCG was founded with a commitment to generating absolute and asymmetrical...
- Oct 28, 2021
Every Well Diversified Portfolio Should Have Managed Futures with Ernest Jaffarian at Efficient
Ernest Jaffarian is the CEO and co-CIO of Efficient Capital Management. In 1991, Ernest Jaffarian became convinced that every...
- Oct 21, 2021
Taking a Vision and Making It Reality with Chris Carsley and Brock Freeman at Kirkland Capital
Brock Freeman and Chris Carsley are the Managing Partners of Kirkland Capital Group and managers of the Kirkland Income Fund. Their...
- Oct 13, 2021
Turning My Passion For Snowboarding Into Investing with John Brant at A3 Financial
John Brant has been investing in alternative investments since 2000. He’s spent the last 14 years managing a private investment...
- Oct 7, 2021
Investing in the Future of Healthcare and Technology Innovations with Neal Mody at Zoic Capital
Neal Mody is the co-founder of two hard science companies collectively worth over $300M that have a real chance to be Unicorns, and the...
- Sep 30, 2021
Carbon Credits: A Greener Solution with Kyle Hong and Kevin Duan at Alcove Management
Kyle Hong and Kevin Duan are here to give us a primer on Carbon Credits. The main goal of this podcast is to provide a general overview...
- Sep 22, 2021
Socially Responsible Investment Strategies with Richard Beleutz at Air Asset Management
Rich Beleutz is the CEO of AIR Asset Management, a rapidly growing hedge fund management firm from Chicago. The firm specializes in...
- Sep 15, 2021
Exploring the Growth of Digital Assets and DeFi with Kenny Estes at Diffuse Inc
Kenny Estes is the CEO of alternative fund platform Diffuse Inc. Through his unique experiences, Kenny spotted an opportunity to apply...
- Sep 9, 2021
Passion for Teaching and Cultivating Startups as a Driving Force with Kim King at Launch Factory
Kim King is the general partner of Launch Factory, a venture capital and growth startup studio. Launch Factory, built in 2018, provides...
- Sep 7, 2021
An Innovative Approach to Maximizing After-tax Wealth with Hoon Kim at Quantinno Capital
Hoon Kim is the founder and CIO of Quantinno Capital Management. Quantinno has a singular focus on enhancing the after-tax wealth of its...
- Sep 1, 2021
Analyzing the Evolving Currency Trends with Ulf Lindahl at Currency Research Associates
Ulf Lindahl is the CEO of Currency Research Associates. Ulf formed the company in 2020 after 40 years as the co-founder and CEO at A. G....
- Aug 18, 2021
Discovering Opportunities in the Constantly Changing European Market with Pieter Taselaar at Lucerne
Pieter Taselaar is the Founder and Portfolio Manager of Lucerne Capital Management. Lucerne, founded in 2002, specializes in fundamental,...
- Aug 12, 2021
Blending Passion & Talent for Tech Data Science & Finance with Andy Chakraborty at Duo Reges
Andy Chakraborty is the Portfolio Manager of Duo Reges Capital Management. Andy founded Duo Reges in 2018, stemming from his experience...
- Aug 10, 2021
The Constantly Changing Cannabis Industry with Sanjay Tolia at Bengal Capital
Sanjay Tolia is the Founder and Managing Director of Bengal Capital, a private equity firm in the emerging cannabis industry. “My journey...
- Aug 5, 2021
A Unique Journey Of How Her German Language Skills Led to Life Settlements with Anna Bailey
Anna Bailey is the CIO and Portfolio Manager for HedgeAct's Life Settlements Waterford Fund. “There's always a new challenge, whether...
