Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries. I want to introduce Spring Hollis, founder of Strong Capital, a private debt investment firm focused on lending to lower middle market companies, where she has invested approximately 145 million in private debt transactions since the inception of the firm in 2019. She is extremely accomplished with over 25 years of experience, and we will hear about her bac...
Jun 07, 2024•16 min
Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries. I want to introduce Ben Arnold, founder and managing partner of Meraki Global Advisors. Meraki is a premier buy-side solution that provides global multi-asset trading, leverage management, and capital introduction services to sophisticated and diversified clients. With an independent and unconflicted approach, Meraki helps partners manage complex strategies...
Aug 23, 2023•27 min
Doing Well by Doing Good with Heidi Wheatley of Keystone National Properties Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries. I would like to introduce Heidi Wheatley, Chief Operating Officer of Keystone National Properties. A real estate firm providing tax-advantaged and impact real estate investment opportunities for accredited investors while making a positive difference. Their Hallmark is “doing well ...
Feb 21, 2023•17 min
Importance of Adding Value in Everything You Do with Dipak Jogia of Highmore Group. Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries I would like to introduce Dipak Jogia, Managing Partner and Co-Founder of Highmore Group. Dipak heads the Trade and Specialty Finance Business which provides innovative working capital financing programs to small and medium-sized enterprises. Dipak and his team have funded ov...
Oct 24, 2022•17 min
Innovation & Disruption in Consumer-Facing Industries with David King of Palermo 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 Dave King, CFA, Managing Member of Palermo Capital Management, a U.S.-based long/short equity strategy focused on companies disrupting consumer-facing industries. It employs a fundamentally-driven, bottom-up stock selection process, e...
Oct 17, 2022•13 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 practice focuses on advising clients with respect to the formation and ongoing ...
Jun 14, 2022•21 min
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 markets ecosystem. StoneX provides institutional clients with a complete s...
May 24, 2022•25 min
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 finding overlooked, deep-value investment opportunities across the large ...
Apr 13, 2022•26 min
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-institutional residential assets.
Apr 05, 2022•11 min
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 in real estate development & has over a decade of experience in ...
Mar 23, 2022•19 min
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 futures around the globe.
Mar 22, 2022•17 min
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 primarily serving high net worth individuals, family offices and institutio...
Mar 03, 2022•13 min
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 on behalf of its investor clients. He believes the foundation of th...
Feb 21, 2022•19 min
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 formed a separate firm to meet the needs of the fund managers and pr...
Jan 05, 2022•12 min
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 diverse real estate and finance experience having completed acquisitions,...
Dec 21, 2021•22 min
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 University of Chicago Booth School of Business, with dual concentration...
Dec 14, 2021•14 min•Ep. 34
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 experience in technology and entrepreneurship. Interestingly, she's worked ...
Dec 13, 2021•26 min•Ep. 33
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 experience in sourcing and analyzing new acquisitions. Alex holds a bachel...
Dec 07, 2021•21 min•Ep. 30
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 academics and industry thought leaders on research papers that help instit...
Dec 02, 2021•23 min•Ep. 29
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 and globally diversified growth strategies. She is a member of the Ne...
Nov 29, 2021•19 min•Ep. 28
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 crash and coupled with his appointment to the Brady Commission, foster...
Nov 23, 2021•30 min•Ep. 27
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 pioneer driven by a never-ending pursuit to identify the common threads of ...
Nov 19, 2021•17 min•Ep. 26
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 Management. As the co-CIO and Managing Director of Investments, he is resp...
Nov 17, 2021•15 min•Ep. 25
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 as we speak with Mr. Mickelson, a successful fund manager, and estate ...
Nov 10, 2021•18 min•Ep. 24
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 processes with technology, engineering, and innovation. HCG is a spec...
Nov 03, 2021•26 min•Ep. 23
Every Well Diversified Portfolio Should Have Managed Futures with Ernest Jaffarian 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 Ernest Jaffarian. In 1991, Ernest Jaffarian became convinced that every well-diversified portfolio should have exposure to managed futures. This conviction eventually led to his founding Efficient Capital Managemen...
Oct 27, 2021•15 min•Ep. 22
Taking a Vision and Making It Reality with Chris Carsley and Brock Freeman of Kirkland 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 Brock Freeman and Chris Carsley, the Managing Partners of Kirkland Capital Group and managers of the Kirkland Income Fund. Their objective is to provide a high-yield, principal preservation-focused fixed income return to help build ...
Oct 20, 2021•20 min•Ep. 21
Turning My Passion For Snowboarding Into Investing with John Brant of A3 Financial. 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 John Brant who has been investing in alternative investments since 2000. He’s spent the last 14 years managing a private investment partnership and recently joined A3 Financial in Denver, Colorado as a portfolio manager....
Oct 13, 2021•16 min•Ep. 20
Investing in the Future of Healthcare and Technology Innovations with Neal Mody of Zoic 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 Neal Mody, co-founder of two hard science companies collectively worth over $300M that have a real chance to be Unicorns, and the managing director of Zoic Capital, a venture capital firm, focused on commercializing companies that...
Oct 06, 2021•15 min•Ep. 19
Carbon Credits: A Greener Solution with Kyle Hong and Kevin Duan of Alcove 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 welcoming our panelists, Kyle Hong and Kevin Duan, to give us a primer on Carbon Credits. The main goal of this podcast is to provide a general overview of Carbon Credits, then follow up with more in-depth discussions about opportunities....
Sep 27, 2021•19 min•Ep. 18
