Greg interviews John Beldy from Season 1 of Fundviews Podcast, on  the first ever "Update" episode. John started putting together his fund in early 2020 right before COVID, but has found that there is a better fit with a Separately Managed Account approach. He has partnered with Exceed Investments, a mutual fund manager to offer these services to the very fragmented RIA space across the United States ..read more

Greg interviews Ryan Craft, Founder of Saluda Grade. Ryan grew up in South Florida, before attending Georgetown University and making his way to Wall Street. Ryan surrounded himself with very intelligent and thought provoking people throughout his career, which took him from Merrill Lynch, Merging with Bank of America, then to RBC and Baird before launching his own firm, Saluda Grade.  Ryan has built a specialty in the residential mortgage securitization business throughout his career, and focuses on providing efficient capital to operators, funds, and managers in underserved asset classe ..read more

Greg interviews Herald Van der Linde. Herald grew up in the Netherlands near the German border and studied Macroeconomics before moving to Jakarta, Indonesia. He worked for a firm that merged with UBS as an equity research analyst, before taking a role in South Africa focused on strategy and macroeconomics. After a few years there, he moved back to Asia and eventually settled down in Hong Kong. Today, Herald is the Chief Asia Equity Strategist at HSBC. He has written 3 books over the years including his most recent “Asia’s Stock Markets from the Group Up.” He dedicates time each year to studyi ..read more

Greg interviews Chris Drose, founder of Bleecker Street Capital. Chris grew up in South Carolina, and became interested in failure and failing companies at a young age. He worked for several hedge funds after graduating college and recently took the plunge to launch his own firm and fund with a short selling bias.  Chris discusses his views on the short market and the different styles as well as how he identifies positions. He is off to a roaring start with Bleecker street, and I’m sure will be expanding over the coming years ..read more

Greg interviews Levi Benkert. Levi grew up all over the world, traveling with his family focused on missionary type work. He flipped his first house as a teenager and started a small chain of coffee shops in Sacramento, before scaling up his real estate business.  2008 hit both his business and personal life quite hard, and Levi and his family moved to Ethiopia to start an orphanage for children coming from extremely difficult situations. Over 6 years, he actively worked on the non-profit and built up several other large businesses in the country and surrounding region. Subsequently he mo ..read more

Greg interviews James A Fok. James is a veteran financial and strategic advisor to corporations and governments, as well as a brilliant author. He grew up in Hong Kong before attending college in London and eventually found his way back to Hong Kong where he resides today.  James spent the early part of his career in Investment Banking in Europe and Asia, before joining the Hong Kong Exchanges and Clearing as a senior executive for almost a decade. He played in integral role at the exchange, working on several major initiatives such as the Shanghai-Hong Kong Stock Connect programme. His b ..read more

Greg interviews Gershie Vann, Founder of Magma Capital Funds. Gershie grew up in Brooklyn and California before studying Jewish Law for several years. He started his career in Chicago working for ReMED, focused on operational process improvements and data analytics. Gershie then moved to Concerto where he honed his business intelligence skills.  After reading Ray Dalio’s book (Principles), Gershie decided it was time to take the plunge and launch Magma Capital, with a focus on building automated trading strategies that optimize risk in daily market environments ..read more

Greg interviews Dean Myerow, Founder of Southern Waters Capital. Dean grew up north of Boston, and graduated from University of Miami Law School before jumping into the bond sales and trading markets on Wall Street. Dean co-founded Bergen Capital, which created an online exchange of bond quotes before getting acquired by BB&T.  After years of special situations fixed income and capital markets, Dean moved back down to South Florida. What was a potential quiet retirement, turned into several entrepreneurial endeavors. Dean launched Southern Waters Capital, an asset management shop focu ..read more

Greg interviews author and investigator of financial wrongdoings, Jared Bibler. Jared graduated from MIT with a master’s in engineering before making his mark on Wall Street. The combination of advanced systems engineering, and financial knowledge allowed Jared to excel at building more efficient and robust processes within several banks. Eventually Jared picked up and moved to Iceland, working for one of the top 3 banks in Iceland for a several years.  The Iceland crisis in 2008 hit, and Jared was brought in as lead investigator to figure out what had happened. Today, Jared resides in Sw ..read more

Greg interviews Heeten Doshi, founder of Doshi Capital Management. After some first-hand money management experience at Rutgers, Heeten decided to go into investment management. Heeten started his career in a rotational leadership program at Lucent as the company stock took a tumble from $90 to less than $1 a share. It took several years and several companies later (along with two masters’ degree and a CFA) but he eventually ended up at Morgan Stanley as an equity analyst. Heeten was a rising star and moved over to BBH where he managed a team of equity analysts formulating equity strategy for ..read more