Michael Oliver Weinberg, APG, interviewed by Svea Herbst-Bayliss
APG manages USD 500bn (!) for Dutch pensioners. Michael Oliver Weinberg is an asset allocator for APG, and teaches investing at Columbia Business School. He…
Americas
Interviews with fund managers based in North and South America.
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Cliff Asness, ARQ Capital Management, at Project Punch Card Conference
AQR Capital Management has USD 180bn (!) AUM. Cliff Asness is a very active researcher and writer: Blog, Twitter, research papers, articles and guest contributions….
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A panel with Victor Khosla, Robert Koenigsberger, Andrew J. Herenstein
On the panel were Victor Khosla – Founder & Chief Investment Officer, Strategic Value Partners (SVP), Robert Koenigsberger – Founder & Chief Investment Officer, Gramercy…
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Barbara Ann Bernard, Wincrest Capital, interviewed
Barbara grew up in the Bahamas, where she enjoyed stints as an intern for Sir John Templeton. Later, she worked in investment banking at Goldman…
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Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019
Swen Lorenz had the pleasure to take notes during the presentations of Eileen Murray and Pat Dorsey at the Project Punch Card Conference 2019. Here…
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Rupal Bhansali (CIO of Ariel Investments) "Non-consensus investing"
As Chief Investment Officer of Ariel, Rupal Bhansali oversees USD 7bn of AUM in long-only international and global equity strategies. She started her career at…
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Swen Lorenz: Ideas & wisdom from the Project Punch Card Conference
On 11 December 2019, the 2nd annual “Project Punch Card” value investing conference took place in partnership with the Gabelli Center for Global Securities Analysis…
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Value Investing & Gold – How does that fit? An interview with Caesar Bryan
Value Investing und Gold – das ist eine Kombination, das man selten gemeinsam antrifft. Von Warren Buffett soll sogar dieses Zitat stammen: “Gold wird aus…
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The Real Secret About Why Corporate Mergers Fail
Corporate acquisitions often fail for one simple reason: the buyer pays too much. An old Wall Street adage comes to mind: Price is what you…
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Investors on the Climate Crisis: The Floriabubble & Questions on Food Security
Over the past few weeks, I have been intensively examining what scientists and long-term investors are saying about the climate crisis and climate change. The…
