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Bill Nygren - Fundamental Investing From A Generalist's Perspective
With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With over 40 years of experience in the industry, this is a lesson that today's guest, Bill Nygre
Angela Aldrich - Developing A Differentiated View
One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldrich, fits that bill perfectly. Angela is t
Charley Ellis - The Evolution of the Asset Management Industry
Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped and highly resourced experts competing
Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow into profitability. Today's discussion is on
Mitch Julis - Finding the Opportunity in Complexity
To be a good value investor, you must be a good credit analyst. Over the years, I learned so much from the many investors I've met through Heilbrunn. I've shamelessly incorporated these ideas and insights into my lecture notes and the curri
Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
"Right next to the really cheap junk, there are some really cheap gems." Welcome to a new season of the Value Investing with Legends podcast! We're delighted to welcome our first guests for the season, Andrew Wellington and Dan Kaskawits fr
Amy Zhang - Identifying Exceptional Potential
"We look for exceptional small and mid cap companies with the wherewithal to become exceptional large companies." This is at the core of the investment philosophy of today's guest, Columbia Business School alum Amy Zhang. Amy is Executive V
Ashvin Chhabra - The Aspirational Investor
How do you create a portfolio strategy that takes into account both safety and the pursuit of your aspirational goals? That's what today's guest, Ashvin Chhabra, set out to answer with the Wealth Allocation Framework. Ashvin is President an
Abby Joseph Cohen - Blending the Quantitative with the Qualitative
"The data is the data, and that's it." As a model user, it's easy to get hyperfocused on quantitative data but reality requires a broader approach. In the current market environment with uncertainty at every turn, it's an advantage to be ab
Allison Fisch - Unlocking Value in Emerging Markets
Welcome back to Season 7! From the move to Manhattanville to the new curriculum for the value investing program at The Heilbrunn Center, there have been many changes since we wrapped our last season at the end of 2021. Outside of that, a lo
Munib Islam - Creating Long-Term Value
Time arbitrage is one of the biggest behavioral advantages an investor can have. Joining us today to talk about what it means to be an engaged, long-term shareholder is Munib Islam. Munib is someone who has experienced investing from many d
Lauren Taylor Wolfe - Adding Value With A Creative Approach to Environmental, Social, and Governance Change
Activist investing is the new frontier for value investors, allowing them to be the agents of their own returns. Today we're continuing our examination of the activist style of investing by exploring the intersection of two important trends
Bringing An Outside Perspective Through Transformational Activism with Mason Morfit
In a world of plentiful capital and compressed yields, activism and being the agent of one's returns is a way forward. Transformational activism in particular is centered around a deep commitment and trusting relationship between the invest
5x5x5 Russo Student Investment Fund: Class of 2021
Not satisfied with the lack of value most student-run investment clubs offered to students, Tom Russo designed a better way. Through the 5x5x5 Russo Student Investment Fund, he set out to prove the teaching value of a long-term fund rather
Chris Davis - A Multifaceted Perspective on Financial Services
A year and a half into the pandemic, a lot has changed in the investment landscape. Individual investors have been empowered, economies reacted in unpredictable ways, and we still have no clear idea of what is to come. At the same time, whe
The Art of Fund Management with Chase Sheridan & Will Pan
Since our first podcast in the spring of 2019, we've built a wonderful audience around the world, and now have a terrific collection of interviews with remarkable investors. I have loved the opportunity to host these interviews myself but f
Anne-Sophie d'Andlau - Driving Change By Engaging With Impact
Listeners of this podcast will know that I believe one of the most dynamic areas of investing is that of activism. In the true spirit of value investing, there's a crop of activist investors who are now embracing their role in engaging mana
Florian Schuhbauer and Klaus Roehrig - Applying Activist Tactics to European Markets
One of our goals with this podcast is to get to know new markets, new situations, and new investors who bring dynamism to all markets. A great example of this is the new generation of activist investors in Europe. Students of mine have hear
Elizabeth Lilly - Embodying the Principles of Value Investing
The value investing in legends class is one of the highlights of the Heilbrunn year. It's filled with special moments, including the annual visit from our guest today, Elizabeth Lilly. Beth embodies the principles and practices of value inv
Anna Nikolayevsky - The Value of Independent Thought
Any sound investment strategy must include both a tactical and a structural component. The tactical side requires close attention to the firm's financials and prospects, while the structural side puts that analysis in the specific context o
David Marcus - Developing a 3D Perspective of Investing
Over the last few years, the opportunities for global value investing have improved significantly. Yields are incredibly low across the board, putting pressure on improving operational performance to generate returns. In such an environment
Samantha Greenberg - Recognizing True Asymmetry
Many of the guests that I've had on this program are people I've known for years. We approached those conversations as an opportunity to explain together to the audience their methods, philosophies, and approach. Today's conversation with S
Mohnish Pabrai - The Value of Continuous Learning
There are several great investors out there who are effectively offering free lessons through their positions, letters, and interviews. What's surprising is that while many people listen to them, hardly anyone puts those lessons into practi
Jan Hummel - The Rare Advantage of Real-World Experience
Modern value investing emphasizes investing in resilient franchises and letting the compounding do the work for you. Today's guest, Jan Hummel, is a fantastic expositor of this subject and a friend of the Center who has been part of many of
Howard Marks - Successful Investing Through Buying Things Well
The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades. Today's conversation is with
The Multi-Faceted Future of Value Investing with Henry Ellenbogen and Anouk Dey
Today's conversation is with Henry Ellenbogen and Anouk Dey from Durable Capital Partners. Henry founded Durable in 2019 and serves as Managing Partner and Chief Investment Officer. Before that, he was a Vice President of T. Rowe Price, T.
Rishi Renjen - Evolving Your Investment Process
Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a
Richard Lawrence - Investing in Superior Businesses
With the COVID-19 crisis dominating our spring semester, the focus of the podcast shifted slightly, and we had several conversations with distinguished investors talking about the impact of the crisis on financial markets. For this season,
Learning from Five Years of the 5x5x5 Russo Student Investment Fund
Welcome back to a new season of the show! Our first conversation is going to be a little different as we'll be talking about this year's picks for the 5x5x5 Russo Student Investment Fund. Joining me today is Tom Russo, who designed and fund
Kim Shannon - Value Investing - Bringing it All Together
Today's conversation is with Kim Shannon President and Co-Chief Investment Officer at Sionna Investment Managers. Kim founded Sionna Investment Managers in 2002 and has more than 35 years of industry experience, and previously served as the
