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The Zurich Project: Build a Great Investment Firm - presented by MOI Global

John Mihaljevic, CFA

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The Zurich Project: Build a Great Investment Firm - presented by MOI Global
The Zurich Project: Build a Great Investment Firm - presented by MOI Global

The Zurich Project: Build a Great Investment Firm - presented by MOI Global

John Mihaljevic, CFA

0
Followers
0
Plays
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About Us

The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of managers and capital allocators.

Latest Episodes

Rishi Gosalia on Intelligent Investing in a Changing World

Rishi Gosalia on Intelligent Investing in a Changing World by John Mihaljevic, CFA

51 MINOCT 30
Comments
Rishi Gosalia on Intelligent Investing in a Changing World

Christopher Tsai on His Philosophy of Investing and Life

Christopher Tsai on His Philosophy of Investing and Life by John Mihaljevic, CFA

39 MINOCT 30
Comments
Christopher Tsai on His Philosophy of Investing and Life

Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team

Roshan Padamadan serves as COO, Risk and Compliance at Sixteenth Street Capital, based in Singapore. Previously, he was fund manager of Luminance Global Fund, which has a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Roshan spent more than seven years with the HSBC Group, including more than three years with HSBC Asset Management, as a Product Specialist. He worked for the highly commended Offshore Indian Equity team which ran US$5+ billion from Singapore, including a US$100+ million award-winning India hedge fund. Roshan has earned an MBA in Management from Indian Institute of Management, Ahmedabad. He holds the CFA, FRM and CAIA charters and speaks over five languages.

32 MINJAN 22
Comments
Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team

Artem Fokin on Platform Companies and His Path as an Investor

Artem Fokin is the founder and portfolio manager of Caro-Kann Capital LLC, a hedge fund based in San Francisco. Prior to founding Caro-Kann, he was a principal at Outrider Management LLC. Before entering the investing industry, Artem was an attorney with Greenberg Traurig LLP in New York City. Artem earned an MBA from the Stanford GSB (Arjay Miller Scholar), a Master of Laws degree from NYU School of Law (Newman Scholar) and a bachelor of law from the Higher School of Economics (Presidential Scholar) in Russia. Artem is admitted to the practice of law in the State of New York and is a dual citizen of the United States and Russia. Caro-Kann Capital LLC is the general partner of an investment partnership based on the principles of value investing that focuses primarily on special situations and compounders. Caro-Kann Capital is named after a chess defense that emphasizes building safety and defensible position before contemplating an offensive strategy. The Founder’s substantial lega...

56 MIN2018 AUG 22
Comments
Artem Fokin on Platform Companies and His Path as an Investor

Timothy Yates on Lessons Learned as a Public Company Director

Tim Yates has over 45 years of general and financial management experience. From 2007 until November of 2016 Tim was with Monster.com. During that time, he served as a member of the Board of Directors, CFO, and as CEO from 2014 to 2016. In November of 2016, Randstand Holdings, Inc. acquired Monster.com in a transaction designed to build on Monster's global brand and online recruiting technology. Previously, Tim was a member of the Board of Directors and Chief Financial Officer of Symbol Technologies. After implementing a successful turnaround of this manufacturer of Bar Code Scanners and Mobile Computers, Symbol was sold to Motorola in a $4 billion transaction. From 1971 to 1995, Tim was Bankers Trust Company in a variety of management positions. From 1990-1995, Tim was Chief Financial and Chief Administrative Officer. Tim currently serves on the Board and Chairs the Audit Committee of CommScope, Inc, a $6 billion global leader in wireless and fiber optic solutions. Tim has been an ...

54 MIN2018 JUN 4
Comments
Timothy Yates on Lessons Learned as a Public Company Director

David Barr on Value Investing and the Business of Investing

David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, which he manages, has won a Lipper Fund Award in 2015, 2016 and 2017 for Best Canadian Small/Mid Cap Equity Fund over both three and five year performance periods. The Lipper Awards recognize consistently strong performance relative to peers. The Fund has also received a Fundata FundGrade A+ Award in each of the last six years, with the Pender Value Fund winning in 2016 and 2017. The A+ ranking is based on an objective rating system that tracks risk-adjusted returns. David holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst designation in 2003 and is a past President of CFA Society Vancouver, having also served on its Board of Directors for four years. He remains an active member. David is a regular guest on BNN’s Busine...

27 MIN2018 MAY 30
Comments
David Barr on Value Investing and the Business of Investing

Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm

Adam Schwartz is a Senior Managing Director and Portfolio Manager at First Manhattan Co. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Together, Adam and Bob manage assets for individuals, families, partnerships, and family and charitable trusts. Adam also serves as Co-Portfolio Manager of FM First China Fund, a limited partnership he co-founded in 2009. He holds a BA from Brown University in Economics and International Relations and a MBA from Columbia University Graduate School of Business.

39 MIN2018 MAY 30
Comments
Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm

Bogumil Baranowski on Outsmarting the Crowd

Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA

49 MIN2018 APR 16
Comments
Bogumil Baranowski on Outsmarting the Crowd

Massimo Fuggetta on Setting Up a Fund in Europe

Massimo Fuggetta, chief investment officer of Bayes Investments, based in London, talks about how he chose the structure and platform for his fund launch in Europe. Massimo started his career in 1988 with JP Morgan Investment Management in London, where he was an equity portfolio manager and then the head of global balanced portfolios. In 1999 he moved to Milan, where he was CIO and then CEO of Sanpaolo IMI Asset Management. In 2004 he founded Horatius, an asset management company which he ran until 2011. In 2012 he moved back to London, where in 2014 he founded Bayes Investments, which since May 2016 has been the investment advisor to the Made in Italy Fund, a Luxembourg mutual fund dedicated to Italian small caps. Massimo graduated in Economics at LUISS in Rome, has a D.Phil. and an M.Phil. in Economics from the University of Oxford and has taught Behavioural Finance at Bocconi University in Milan. He is a member of the CFA Institute and has served on the Editorial Board of the Fi...

31 MIN2017 JUN 4
Comments
Massimo Fuggetta on Setting Up a Fund in Europe

Dustin Johnson on Value Investing in the Resources Sector

Dustin Johnson, senior manager at Pala Investments, based in Zug, Switzerland, talks about his approach to value investing in sectors such as oil and gas as well as metals and mining. Dustin rejoined Pala in 2016 as a manager focusing on equity investments within the liquid investment strategy. From 2012 to 2014, Dustin was an associate within the Pala investment team, where he participated in a number of transactions and investments. Specifically, he played a significant role in the advancement of Sierra Rutile (AIM: SRX), including the development of the Lanti Dry mining project and a variety of corporate strategy initiatives. Prior to rejoining Pala, Dustin was a Private Equity Manager at the Brazilian investment bank, BTG Pactual, where he monitored and managed the bank’s JV investment in Petrobras Oil & Gas B.V. Dustin also has over 4 years of investment banking experience with BMO Capital Markets, where he advised on various M&A transactions and capital raising processes both...

26 MIN2017 JUN 2
Comments
Dustin Johnson on Value Investing in the Resources Sector

Latest Episodes

Rishi Gosalia on Intelligent Investing in a Changing World

Rishi Gosalia on Intelligent Investing in a Changing World by John Mihaljevic, CFA

51 MINOCT 30
Comments
Rishi Gosalia on Intelligent Investing in a Changing World

Christopher Tsai on His Philosophy of Investing and Life

Christopher Tsai on His Philosophy of Investing and Life by John Mihaljevic, CFA

39 MINOCT 30
Comments
Christopher Tsai on His Philosophy of Investing and Life

Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team

Roshan Padamadan serves as COO, Risk and Compliance at Sixteenth Street Capital, based in Singapore. Previously, he was fund manager of Luminance Global Fund, which has a global unconstrained investment strategy, looking at special situations and deep value. Prior to launching Luminance in 2013, Roshan spent more than seven years with the HSBC Group, including more than three years with HSBC Asset Management, as a Product Specialist. He worked for the highly commended Offshore Indian Equity team which ran US$5+ billion from Singapore, including a US$100+ million award-winning India hedge fund. Roshan has earned an MBA in Management from Indian Institute of Management, Ahmedabad. He holds the CFA, FRM and CAIA charters and speaks over five languages.

32 MINJAN 22
Comments
Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team

Artem Fokin on Platform Companies and His Path as an Investor

Artem Fokin is the founder and portfolio manager of Caro-Kann Capital LLC, a hedge fund based in San Francisco. Prior to founding Caro-Kann, he was a principal at Outrider Management LLC. Before entering the investing industry, Artem was an attorney with Greenberg Traurig LLP in New York City. Artem earned an MBA from the Stanford GSB (Arjay Miller Scholar), a Master of Laws degree from NYU School of Law (Newman Scholar) and a bachelor of law from the Higher School of Economics (Presidential Scholar) in Russia. Artem is admitted to the practice of law in the State of New York and is a dual citizen of the United States and Russia. Caro-Kann Capital LLC is the general partner of an investment partnership based on the principles of value investing that focuses primarily on special situations and compounders. Caro-Kann Capital is named after a chess defense that emphasizes building safety and defensible position before contemplating an offensive strategy. The Founder’s substantial lega...

56 MIN2018 AUG 22
Comments
Artem Fokin on Platform Companies and His Path as an Investor

Timothy Yates on Lessons Learned as a Public Company Director

Tim Yates has over 45 years of general and financial management experience. From 2007 until November of 2016 Tim was with Monster.com. During that time, he served as a member of the Board of Directors, CFO, and as CEO from 2014 to 2016. In November of 2016, Randstand Holdings, Inc. acquired Monster.com in a transaction designed to build on Monster's global brand and online recruiting technology. Previously, Tim was a member of the Board of Directors and Chief Financial Officer of Symbol Technologies. After implementing a successful turnaround of this manufacturer of Bar Code Scanners and Mobile Computers, Symbol was sold to Motorola in a $4 billion transaction. From 1971 to 1995, Tim was Bankers Trust Company in a variety of management positions. From 1990-1995, Tim was Chief Financial and Chief Administrative Officer. Tim currently serves on the Board and Chairs the Audit Committee of CommScope, Inc, a $6 billion global leader in wireless and fiber optic solutions. Tim has been an ...

54 MIN2018 JUN 4
Comments
Timothy Yates on Lessons Learned as a Public Company Director

David Barr on Value Investing and the Business of Investing

David Barr is the President and CEO of Pender. He is also the Portfolio Manager of several of Pender’s funds. The Pender Small Cap Opportunities Fund, which he manages, has won a Lipper Fund Award in 2015, 2016 and 2017 for Best Canadian Small/Mid Cap Equity Fund over both three and five year performance periods. The Lipper Awards recognize consistently strong performance relative to peers. The Fund has also received a Fundata FundGrade A+ Award in each of the last six years, with the Pender Value Fund winning in 2016 and 2017. The A+ ranking is based on an objective rating system that tracks risk-adjusted returns. David holds a Bachelor of Science degree from the University of British Columbia and an MBA from the Schulich School of Business. He earned his Chartered Financial Analyst designation in 2003 and is a past President of CFA Society Vancouver, having also served on its Board of Directors for four years. He remains an active member. David is a regular guest on BNN’s Busine...

27 MIN2018 MAY 30
Comments
David Barr on Value Investing and the Business of Investing

Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm

Adam Schwartz is a Senior Managing Director and Portfolio Manager at First Manhattan Co. He joined the firm in 2001 to work with Bob Gottesman, First Manhattan’s CEO. Together, Adam and Bob manage assets for individuals, families, partnerships, and family and charitable trusts. Adam also serves as Co-Portfolio Manager of FM First China Fund, a limited partnership he co-founded in 2009. He holds a BA from Brown University in Economics and International Relations and a MBA from Columbia University Graduate School of Business.

39 MIN2018 MAY 30
Comments
Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm

Bogumil Baranowski on Outsmarting the Crowd

Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFA

49 MIN2018 APR 16
Comments
Bogumil Baranowski on Outsmarting the Crowd

Massimo Fuggetta on Setting Up a Fund in Europe

Massimo Fuggetta, chief investment officer of Bayes Investments, based in London, talks about how he chose the structure and platform for his fund launch in Europe. Massimo started his career in 1988 with JP Morgan Investment Management in London, where he was an equity portfolio manager and then the head of global balanced portfolios. In 1999 he moved to Milan, where he was CIO and then CEO of Sanpaolo IMI Asset Management. In 2004 he founded Horatius, an asset management company which he ran until 2011. In 2012 he moved back to London, where in 2014 he founded Bayes Investments, which since May 2016 has been the investment advisor to the Made in Italy Fund, a Luxembourg mutual fund dedicated to Italian small caps. Massimo graduated in Economics at LUISS in Rome, has a D.Phil. and an M.Phil. in Economics from the University of Oxford and has taught Behavioural Finance at Bocconi University in Milan. He is a member of the CFA Institute and has served on the Editorial Board of the Fi...

31 MIN2017 JUN 4
Comments
Massimo Fuggetta on Setting Up a Fund in Europe

Dustin Johnson on Value Investing in the Resources Sector

Dustin Johnson, senior manager at Pala Investments, based in Zug, Switzerland, talks about his approach to value investing in sectors such as oil and gas as well as metals and mining. Dustin rejoined Pala in 2016 as a manager focusing on equity investments within the liquid investment strategy. From 2012 to 2014, Dustin was an associate within the Pala investment team, where he participated in a number of transactions and investments. Specifically, he played a significant role in the advancement of Sierra Rutile (AIM: SRX), including the development of the Lanti Dry mining project and a variety of corporate strategy initiatives. Prior to rejoining Pala, Dustin was a Private Equity Manager at the Brazilian investment bank, BTG Pactual, where he monitored and managed the bank’s JV investment in Petrobras Oil & Gas B.V. Dustin also has over 4 years of investment banking experience with BMO Capital Markets, where he advised on various M&A transactions and capital raising processes both...

26 MIN2017 JUN 2
Comments
Dustin Johnson on Value Investing in the Resources Sector
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