Latest Capital allocation Podcast Episodes

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HEDGE INTERVIEW, Service Provider Spotlight, APR 2024: Ron Geffner, Founding Partner, Sadis & Goldberg

HEDGE INTERVIEW - April 14, 2024 18:00 - 57 minutes
This is a do-not-miss episode! Attorney Ron Geffner of Sadis & Goldberg talks about the most important legal and business aspects of running a private fund. Plus, how to choose a securities lawyer, the importance of building relationships founded in trust and compatibility, legal pitfalls to avo...

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HEDGE INTERVIEW, Service Provider Spotlight: Scott Treloar, CEO, Novisicent & FundBox.AI — providing Fund Registration & Infrastructure

HEDGE INTERVIEW - March 28, 2024 17:00 - 36 minutes
Scott Treloar, Co-Founder & CEO of Novisicent & FundBox.AI, talks about how their platform leverages technology to cost-effectively provide critical infrastructure to new fund managers, which allows them to get started and attract investors faster. Plus, how the FundBox.AI platform can help fund...

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HEDGEINTERVIEW, Jan. 2024 Kevin Fu, Co-Founder & CEO, Repool, providing modern hedge fund solutions

HEDGE INTERVIEW - January 25, 2024 00:00 - 32 minutes
In this episode of the Service Provider Spotlight series on Hedge Interview, Kevin Fu talks about modernizing fund administration and what makes Repool different. He shares common fund manager misconceptions and important things new fund managers should consider as they decide which fund adminis...

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HEDGE INTERVIEW; Investors Views, DEC 2023: Cathy Dong, Director, LIG Capital (Single Family Office)

HEDGE INTERVIEW - December 29, 2023 00:00 - 38 minutes
In this episode of the Investor Views series, Cathy Dong and I talk about how she and her team qualify hedge funds and other investment opportunities. She also shares important tips for capital seekers looking to build relationships with family offices. If you'd like to be featured on HedgeInte...

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Navigating the Digital Asset Market with Edward Chin and Thejas Nalval

HEDGE INTERVIEW - June 07, 2023 19:00 - 41 minutes
How does a multi-strategy investment firm focused on the digital asset sector find success in today's challenging environment? Join us as we uncover the secrets behind the success of Parataxis Capital Management with founders Edward Chin and Thejas Nalval. We dive into their backgrounds, the cha...

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HEDGE INTERVIEW, Manager Profiles, FEB 2022: Andrew Cohen, Co-Founder, CIO, Difesa Capital

HEDGE INTERVIEW - February 13, 2023 19:00 - 18 minutes
In this 'Manager Profiles' interview, I spoke with Andrew Cohen of Difesa Capital. He and I talked about: Difesa's unique special situations strategy that uses a 'three-legged stool’ approach, designed to capture equity-linked convexity while having limited beta to equity markets and limited vo...

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HEDGE INTERVIEW: Investors Views, OCT 2022: Saad Hassan, President, Hassan Family Office

HEDGE INTERVIEW - October 09, 2022 19:00 - 36 minutes
In this episode of the Investor Views series, Saad and I talked about the Nvestiv platform which uses a proprietary algorithm to match family office investors with the specific investment opportunities they are seeking. We discussed best practices for capital seekers to communicate with family o...

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Hedge Interview: Investor Views Series, NOV 2020: Ryan Kalish, Founder & CEO, Allocator.com

HEDGE INTERVIEW - November 09, 2020 12:00 - 28 minutes
In this episode of the Investor Views series, Ryan Kalish and I discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and Allocator’s new alliance with Morningstar. We also talk...

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Hedge Interview: Investor Views Series, OCT 2020: Nitin Shakdher, Founder & CEO, Green Capital Single Family Office

HEDGE INTERVIEW - November 04, 2020 20:00 - 21 minutes
In this episode of the Investor Views series, Nitin Shakdher and I talk about some of the challenges and opportunities he’s faced this past year and what he looks forward to in 2021.

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Hedge Interview: Investor Views Series, JUL 2020: Aradhna Dayal, CIO, Regal Ford Asia (Single-Family Office)

HEDGE INTERVIEW - July 03, 2020 16:00 - 36 minutes
In this episode, Aradhna Dayal and I talk about some of the keys to her family office’s success and important lessons learned. She also shares 3 tips for family offices to consider in the new post-COVID 19 world as well as potential areas of investment opportunity.

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001 Stan Ehrlich - Trading and Investing at the Highest Levels

Understanding Investing - June 11, 2020 02:01 - 53 minutes
KEY TAKEAWAYS 09:36 – Dr. Richard welcomes to the show Stan Ehrlich who speaks to his extensive experience with investing and breaks down the acronym LYLA-LYPR 19:10 – Stan explains how being a gymnast influenced his trading methodology 22:30 – Richard asks Stan to describe the psychology beh...

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Understanding Investing Trailer

Understanding Investing - April 08, 2020 00:44 - 6 minutes
Welcome to the Understanding Investing podcast. In this episode trailer, Host Richard M. Smith talks about his background and why now is the perfect time for the launch of this show. Dr. Smith has brought his passion for simplifying the complex to the financial markets by developing several web...


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Hedge Interview: Manager Profiles Series, DEC 2019: Eric Munson, Chief Investment Strategist & Founder, ADIT Ventures

HEDGE INTERVIEW - January 26, 2020 16:00 - 59 minutes
In this episode of the Manager Profiles series, Eric Munson, Chief Investment Officer & Founding Partner of ADIT Ventures, talks about ADIT's focus on late-growth companies, how they identify trends set to change the world and how they carefully select companies for their investment portfolio.

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Hedge Interview: Investor Views Series, NOV 2019: Jeff Tumolo, Chief Investment Strategist, TAG Associates

HEDGE INTERVIEW - November 25, 2019 13:00 - 16 minutes
In this episode of the Investor Views series, Chief Investment Strategist Jeff Tumolo talks about TAG Associates’ asset manager evaluation process, plus where they stand on blockchain technology, artificial intelligence and ESG.

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Hedge Interview: Investor Views Series, Oct. 2019: Catherine Shiang, Managing Director, Single Family Office

HEDGE INTERVIEW - November 23, 2019 13:00 - 35 minutes
Hedge Interview presents Catherine Shiang, Managing Director of a large Asian family office. In this episode of the Investor Views series, Catherine discusses how her firm evaluates hedge fund investments, how they make allocations and how they manage portfolio construction.