The Wall Street Lab

Otavio Costa has been an analyst on Crescat’s investment team for more than five years with a focus on global cross-asset research. “Tavi” built Crescat’s macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg, The Wall Street Journal. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. The topics discussed include: What it is like to be a global macro analyst What Otavio pays attention to when building macro models What economic indicators Otavio uses The current state of the business cycle Otavio’s view on the US

Joern Czech is the Co-Founder and Manager of IANUA Market Limited, an Alternative Investment platform and intelligence hub, founded in 2018. They simplify Alternative Investing for professional investors, co-invest with them into curated investment opportunities. Joern’s career started in Trading for a local German bank before he moved into Institutional Sales for Deutsche Bank and Goldman Sachs. Just before founding IANUA, Joern was a partner and Head of Business Development and Investor Relations at a London-based Hedge Fund called SCIO Capital LLP. In this episode we talk about the financial crisis and the credit crunch, we provide insights into the Alternative Investment market, especially the latest developments of the hunt for yield and increase complexity. Joern is telling us about the difference of Entrepreneurship in finance vs. Investment Banking, he is sharing great career advice and tips on how to strengthen yourself against stress, how to be mindful and the benefits of meditation.   0:00 -  4:25

Tobias Schulz is an Investment Manager at HTGF. High-Tech Gründerfonds is one of Europe’s biggest venture capital groups and an early stage seed investor focused on high potential high-tech start-ups. Before joining HTGF Tobias has worked as an entrepreneur and has experience in the private equity industry. In the episode we talked about the following topics: How to manage a big portfolio of Startups The venture capital market trends Europe vs US VC market How do startups scale? How do VC investment managers make decisions How do you get a job as a VC Differences between working for PE and VC

Michael John (‘MJ’) Lytle is the CEO of Tabula Investment Management, a provider of fixed income ETFs. Tabula aims to bring investors precise credit exposure. He also was a founding partner of Source, a ETF Provider, which as of 2017 is part of Invesco. He also was a founding partner of Source, a ETF Provider, which as of 2017 is part of Invesco. At Source we was the Chief Development Officer, with specific responsibility for marketing and broader involvement in product creation and design. MJ was also part of Morgan Stanley and BlackRock.    We talk about a vide variety of topics, including the startup industry, the ETF business, in particular the Fixed Income and Credit ETF business. We deep dive into CDS and the financial crisis and last MJ leaves us with some final tips.    TWSL MJ Lytle Intro & Application tips 0 - 12:10   12:10 - 19:53  Startups, VC, Europe vs. Silicon Valley   19:53 - 27:36 Going deep into ETFs and the ETF Business - the buyers perspective   27:36 - 40:19 Building an ETF startup -

We are taking a little breather! Season 2 of The Wall Street Lab podcast is coming to an end. As much as we regret not being part of your commute for the next 3 months, we look back to the interviews we conducted in Season 2 with great satisfaction. As in Season 1, the focus was in finding great guests to share their insights with us about their niche in the finance world with you, which this season included hedge funds, private equity, artificial intelligence, shipping finance, corporate VC, just to name a few. We hope to continue to do that when we return with Season 3 in October 2018. If you have any particular topics or specific guests you think would be interesting to have on the show, don’t hesitate to contact us at contact@thewallstreetlab.com As always, if you like the show, please take a few seconds to heave us 5-star review on iTunes, as it really helps us reaching greater audiences. Stay tuned and enjoy your Summer/Winter! Luke, Andy & Leo

Kerstin Eichmann and Moritz Jungmann are a part of the Innogy Innovation Hub which is the corporate venture capital arm of Innogy.
The Innogy Innovation Hub and Innogy Ventures are funded by Innogy SE, a leading German energy company with revenue of around €43 billion (2017), more than 42,000 employees and activities in 16 countries across Europe. Innogy Innovation Hub, is looking to drive game-changing ideas that can revolutionise an existing business model or industry permanently. The key focus areas of IIH include: ‘Machine Economy’, ‘Smart & Connected’, ‘Disruptive Digital’ and ‘Cyber Ventures’.  In our conversation, we talked about the difference between corporate venture capital and regular VC funds, the emerging machine economy and what it means for business, as well as how startups are integrated into the activities of the sponsor company behind the CVC. More of the topics we cover in the interview are: How does corporate venture capital differ from typical venture capital How does your activity

Peter Schwicht is the former CEO of JP Morgan Asset Management EMEA. He held various positions in JP Morgan over the years including being the head of trading for JP Morgan Germany. Currently he is sitting on the board of many companies and continuing to share his expertize. In the interview, we touch on many topics such as: Megatrends in Asset management as well as ESG investing and how regulation impacts the asset management industry. More of the topics we cover in the interview are: Megatrends in asset management The raise of passive asset management Perspective on ESG investing and social responsibility of financial managers Active vs passive asset management What can you learn from financial crisis How does regulation and governance affect the asset management space What impact will MIFID have on asset management What is the future of research in asset management Small vs big asset management firms in today’s world Career advice for getting into asset management How to find a mentor As always, make sur

Sven Korschinowski is Partner for Payments and Banking at KPMG, one of the big four auditing and consulting companies. Before that he worked for a long time at Deutsche Bank in various countries. In our conversation we have a wide-ranging conversation from consulting, over fintech, payment, banking, innovation, blockchain, and for the ambitious among you: career advice on becoming a partner at KPMG. Topics we cover in the interview: Introduction and career advice in consulting Fintech vs incumbents, what are the chances and weaknesses of both How to succeed as a startup How much is hype and what is real in the fintech space What are the use cases for blockchain and ICOs What the german fintech ecosystem can learn from the world As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes! Find out more at http://www.thewallstreetlab.com/ Luke, Leo & Andy    

Olaf Danckwerts has spent many years working on ship finance deals for some of the biggest banks and financial institutions in the shipping finance and restructuring fields. In our conversation we cover the topic such as: introduction the ship finance field, what characteristics does ship finance as an asset class have and how deals typically look like in that space... Oh and also pirates.  Topics we cover in the interview: Introduction to ship finance and the shipping industry How does ship finance compare to real estate and other asset classes Who are the major players involved in ship financing How does a deal process typically look like in ship financing Regulations in the shipping industry How does the industry deal with issues like isuch as piracy As always, make sure you share the podcast with anyone you think might benefit from the information. And don’t forget to leave us a 5-Star review on iTunes! Find out more at http://www.thewallstreetlab.com/ Luke, Leo & Andy

Stefan Schuetze & Juan Rodriguez are both part of the board of directors of Finlab AG, one of the first and one of the largest German company builders and investors in the financial services technology sector. Both Stefan and Juan have extensive experience in working in the Venture Capital, Fintech and Startups space. In the conversation we take a deep dive into the topic ranging from venture capital and fintech to blockchain and ICOs.  Some of the topics we discuss in the interview include: How to become a managing director at a VC Fund? How top VCs choose their projects? What is exciting for a VC in the Fintech/Blockchain space now How being a publicly listed company affect decision making of a company How to grow a Fintech Company What do VCs see in Blockchain technology 100 million USD fund to invest in Blockchain EOS projects Will ICOs displace Venture Capital? What experience or skills do you need to get into fintech / VC space What you should never say when pitching a company to a VC And many mor

Jane Coffey is an experienced financial professional and an executive coach. She has extensive experience in asset management having been the head of equities and executive director as well as an investment professional across various well respected institutions. She is also heavily involved with the CFA institute in the UK. In our conversation with Jane we discussed various aspects of financial careers, asset management and behavioural finance. Here are a few topics we have discussed: How to get into investment banking / asset management How ESG affects the investment environment How to find a finance career that will fit you Investment banking vs asset management How to get early financial experience How to build out a network in the financial world How to make the next step in your financial career properly What differentiates a good fund manager from a great fund manager? Which education is right for you in the asset management space How has the asset management industry changed over the last 30 years A

Prof. Oliver Gottschalg is one of the leading researchers in private equity space. He is a an associate professor at HEC Paris but also among other things he is a co-founder and head of research at Peracs, a firm providing analytics and research on private equity investments. In our conversation with Prof Gottschalg we discussed various aspects of private equity as an asset class, performance measurements in the space as well as various other related topics. Here are a few items we have touched on: How to measure performance of private equity funds How does bridging affect private equity fund performance How to start a career in private equity How to clean up private equity performance data? Performance persistence in private equity Do big private equity funds outperform smaller private equity funds? What are some public market equivalents of private equity Co-investment opportunities in private equity Is performance of private equity funds based on value created? How value is created in private equity What

Ralf Heim is the Co-founder and Co-CEO of Fincite, a digital wealth management fintech and one of the fastest growing startups in Germany currently employing over 60 people. He has a developer background. He has worked for two startups. He started developing database mostly for logistics companies as a freelancer beginning with 16. He very early joined a business intelligence startup and quickly rose in ranks to head the business development and joining the extended management board. After the company called Cundus, was sold, he and his two co-founders started Fincite and managed to develop it into one of the fastest growing startups in Germany. Fincite currently works with large corporates and banks across Germany, Netherlands, Switzerland and Belgium. In our conversation with Ralf we discussed various aspects of fintechs, roboadvisors and entrepreneurship. Here are a few topics we have discussed: How is it to work on projects and implement solutions for large banks and financial institutions How does the p

Carl Richards has a financial wealth management background and has been working for some of the largest financial institutions out there in various advisory roles. He is best known for being a creator of the Sketch Guy column, appearing weekly in the New York Times since 2010. Carl has also featured on Marketplace Money, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.   In our conversation with Carl we discussed various aspects of behavioural finance and wealth management. Here are a few topics we have discussed:   What problems are plaguing the wealth management industry How carl advised clients in wealth manage

Jack Schwager is a recognized industry expert in futures and hedge funds and the author of a number of widely acclaimed financial books including the Market Wizards series. Mr. Schwager is one of the founders of Fund Seeder. Mr. Schwager was a partner in the Fortune Group (2001-2010), a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street’s leading firms, most recently Prudential Securities. Guess who is back! We are so excited to bring to you the second season of The Wall Street Lab podcast! To kick off the season we are bringing you the interview with probably one of the most knowledgable people in trading and futures Jack Schwager. Through dozens of interviews and years of work experience in trading Mr. Schwager is probably the best person to tell us about what makes a great trader. We have learned a lot from his experience and we hope you will as well. Other topics we have discussed in our conversation include What trai

After a long summer break The Wall Street Lab Podcast is back! Check out the new trailer. We are kicking off the season 2 on February 15th! We are looking forward to talking to you soon! Find more information at: www.TheWallStreetLab.com

That’s it guys – The Wall Street Lab will be taking a summer break and will be back in a few months with the next season. “Whoa, what? Why?”, I hear you say. Do you want good reasons, or the true reasons? read all about it in the blogpost below: http://www.thewallstreetlab.com/update-end-of-season-i/ We will be back soon! Subscribe to the newsletter on our website to stay up to date! www.thewallstreetlab.com 

Dan Kemp is the Chief Investment Officer for the EMEA region at Morningstar Investment Management. Dan has a very interesting background. For instance, he holds a BA in Theology at Kings College in London - we spend quite a bit of time talking about how his non-business background has helped him in his investment career. Prior to joining Morningstar Investment Management, he was a Founder and Partner at Albemarle Street Partners, an investment advisory firm that assists advisors in client risk profiling, fund research, portfolio construction and asset allocation. Prior to that, he was a Multi-Asset Fund of Funds manager at Saltus Partners. We touch on a wide range of topics such as how to prevent buying at a high and selling at a low, the importance of having an investment process in place that allows for other team members to poke holes at your ideas, while at the same time avoiding Groupthink. Dan was also kind enough to share some of his productivity tricks, what he looks for when hiring a candidate for a

Prof. Dr. Philipp Sandner is Head of the Frankfurt School Blockchain Center at the Frankfurt School of Finance & Management where he analyses implications of blockchain technology on companies and business models.  Prof. Sandner is also member of the FinTechRat – a council for financial technology of the Federal Ministry of Finance in Germany. In our interview this week we discuss the Blockchain technology and its potential implications. Prof. Dr. Sandner answers all our questions and more regarding the Blockchain and closely related technologies such as smart contracts, digital currencies and other applications of this revolutionary invention. As the conversation continues we jump into topics such as Bitcoin farming, regulatory issues and most recent disruptions in the field. We also discuss how can people and businesses prepare for the arrival and progressive implementation of the blockchain in the financial industry.   For the full show notes and to subscribe to our newsletter go to: http://www.thewall

Jörg de Vries-Hippen is the CIO for European Equities at Allianz Global Investors. He has built his career within AGI and has been part of the organization for 25 years since he finished his M.B.A. degree from the Universit of Mannheim in Germany. In this interview, we cover a wide range of topics such as the skills needed to succeed as a portfolio manager, the importance of both technical knowledge and the communication skills to be able to sell the story to prospective clients, how he handles uncertainty as a central part of his job as a CIO, what he looks for when hiring equity analysist and fund managers, and much more! For the full show notes go to: http://www.thewallstreetlab.com/ If the interview was valuable to you, make sure to take a few seconds to leave us a 5-Star review on iTunes.     [04:00] The importance of being flexible to change with your organization over time [05:00] The difference between working in finance today when compared to 25 years ago [06:15] What does it mean to build your care