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 manage ...
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Remo Uherek on How to Fix Depression and Anxiety (Life Handbook Series)
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Remo Uherek is a value investor, blogger, and former startup founder.Retired from startups after 15 years. Today, he is a private investor, and writes about health, wealth, love, and happiness. He is the author of the Life Handbook Series.He's a lifelong learner and publishes a blog and newsletter at remo.org…
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Rishi Gosalia on Intelligent Investing in a Changing World
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Rishi Gosalia on Intelligent Investing in a Changing World by John Mihaljevic, CFABy John Mihaljevic, CFA
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Christopher Tsai on His Philosophy of Investing and Life
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Christopher Tsai on His Philosophy of Investing and Life by John Mihaljevic, CFABy John Mihaljevic, CFA
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Roshan Padamadan on Risk Controls and Building a Multi-Cultural Team
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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 Grou…
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Artem Fokin on Platform Companies and His Path as an Investor
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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…
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Timothy Yates on Lessons Learned as a Public Company Director
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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'…
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David Barr on Value Investing and the Business of Investing
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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 consist…
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Adam Schwartz on the Qualities Needed to Build a Lasting Investment Firm
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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 limi…
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Bogumil Baranowski on Outsmarting the Crowd
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Bogumil Baranowski on Outsmarting the Crowd by John Mihaljevic, CFABy John Mihaljevic, CFA
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Massimo Fuggetta on Setting Up a Fund in Europe
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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 mo…
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Dustin Johnson on Value Investing in the Resources Sector
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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 P…
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Matthew Haynes on Pedigree vs PhD (Poor, hungry, and Driven)
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Matthew Haynes, chief investment officer of 1949 Value Advisors, based in Mahwah, NJ talks about “Pedigree vs. ‘PhD’ (Poor, hungry and Driven)".Matthew is the chief investment officer and portfolio manager at 1949 Value Advisors, a traditional value-driven global equity investment management company serving accredited investors including family off…
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Mark Walker, global equity investment manager with Seven Pillars Capital, based in London, discusses the process of making better decisions.Mark developed a passion for long-term value investing independently while working in equity research on the sell side. He left to find a working environment more conducive to sound investment practice, one in …
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Mike Lee: What My Toddlers Have Taught Me About Investing
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Michael Lee, managing member of Hypotenuse Capital Management in North Hollywood, CA opines on the topic, “What my toddlers have taught me about investing”.Mike founded Hypotenuse in March 2013. Previously, he was a partner at Royal Capital Management, a multi-billion dollar investment manager based in New York. Prior to Royal, Mike was a private e…
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Johan Bynelius on His Favorite Warren Buffett Quotation
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Johan Bynelius of Fair Investments in Stockholm, Sweden shares perspectives on Warren Buffett’s quote, “I am a better investor because I am a businessman and a better businessman because I am an investor.”Johan has been an entrepreneur since young age. He started his first “toll bridge” when he was four years old as gate opener for cars passing the…
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Brian Stout on Math, Deliberate Practice, and Value Investing
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Brian Stout, Assistant Professor at the Minerva Project, based in North Stonington, CT, talks about deliberate practice and 10,000 hours of deep work in value investing. He also touches on fascinating aspects of learning math and how mathematics applies to life.Brian is joining Minerva Schools from the U.S. Naval Academy. He earned his Ph.D. and M.…
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Alirio Sendrea on Conviction, Hard Work, and Humility
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Alirio Sendrea Sabina, Equity Analyst at Invexcel Patrimonio in Madrid, Spain, talks about “200: A story of conviction, hard work, humility and kindness“.Alirio is an equity analyst at Invexcel, an IFA firm specialized in institutional vehicles. He focuses on independent, bottom-up analysis of European small and mid-caps. Prior to joining Invexcel,…
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Jim Roumell on the Mistake of Trying to Go Big
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Jim Roumell, President of Roumell Asset Management in Chevy Chase, Maryland, discusses what failure taught him — lessons learned from two decades of building an investment firm.Mr. Roumell entered the securities industry in 1986. Before founding the firm in 1998, he was a Registered Principal at Raymond James Financial Services, Inc. Mr. Roumell wa…
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Phil Ordway on Setting Up His Investment Firm
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Phil Ordway, Managing Principal of Anabatic Investment Partners, based in Oak Brook, IL, discusses the genesis of his investment firm.Phil is principal and portfolio manager of Anabatic Fund, L.P. Previously, Phil was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Phil was responsible for investments …
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Fang Li on Investing With a Focus on Customer Value
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Fang Li, Managing Partner of Baleen Capital, based in New York City, talks about “starting with the customer": customer value, customer-centric investing, and finding great products.Fang is founder and managing partner of Baleen Capital. Baleen invests in companies with outstanding products, unit economics, and growth potential. It has a flexible, …
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James Ferguson on GEM's Approach to Selecting Managers
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James Ferguson, Principal at Global Endowment Management in Charlotte, NC, discusses GEM's investment process.James is a principal and head of public investments at Global Endowment Management. His primary responsibilities include research, selection, and ongoing monitoring of public equity and hedge fund managers, as well as selection and oversigh…
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Arko Kadajane on the Investment Process of a Family Office
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Arko Kadajane, Portfolio Manager of Ambient Sound Investments, based in Tallinn, Estonia, discusses the investment decision process of his family office.Arko is responsible for listed equity investments, investing ASI’s stock portfolio based on value-investing principles. Investments are made into different sectors except for non-ethical industries…
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Abdallah Toutoungi on Dan Ariely’s Behavioral Economics
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Abdallah Toutoungi, private investor and Chairman of Cordoba Consulting Corporation, based in Accra, Ghana, discusses Dan Ariely’s principles of behavioral economics.Abdallah is chief capital allocator of Cordoba Fund. Having lived on the bleeding edge of technology for many years, Warren and Charlie were a breath of fresh air and a reason to slow …
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Steven Kiel on Taking Control of a Small Public Company
44:03
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Steven Kiel, Chief Investment Officer of Arquitos Capital Management, based in Larchmont, NY, discusses his approach to investing in private companies through a controlled public company. Steve talks about his background and how he took control of a public company, Sitestar Corporation, creating a permanent capital vehicle.Steven Kiel is the presid…
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Samir Patel on Grit, Growth, and Trait Adaptivity
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Samir Patel, portfolio manager of Askeladden Capital Management, discusses grit, growth, and trait adaptivity, or "why elephants should not take up competitive rock-climbing". The dilemma is how to balance having a growth mindset (and the "grit" to push yourself) with the humility to focus on playing games you can win based on a recognition of your…
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Zeke Ashton on Analyzing and Learning from Mistakes
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Zeke Ashton discusses lessons learned about the investment process following an in-depth internal review of mistakes made over the long term.Zeke has managed the Centaur Total Return Fund (formerly called the Tilson Dividend Fund) since its inception in March 2005. Zeke is the founder and managing partner of Centaur Capital Partners. Founded in 200…
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Daniel Gladis on the Importance of Attracting the Right Clients
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Daniel Gladis, member of The Zurich Project and portfolio manager of Vltava Fund, explains why having the right type of investors is a necessity for long-term survival and success in investment management. Daniel is based in the Czech Republic and has built an impressive long-term investment track record.…
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