The Fundviews Podcast allows listeners to learn about the fund management industry and all kinds of hedge fund strategies first hand from real experienced and successful fund managers.
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Greg Poapst Podcasts
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Episode 33 - John Beldy, Exceed Investments
15:34
15:34
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15:34Greg 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 th…
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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 …
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Episode 31 - Herald Van Der Linde, Asia's Stock Markets from the Ground Up
30:45
30:45
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30:45Greg 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…
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Episode 30 - Chris Drose, Bleecker Street Capital
33:26
33:26
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33:26Greg 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 s…
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Episode 29 - Levi Benkert, Harbor Capital
37:38
37:38
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37:38Greg 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…
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Episode 28 - James Fok, Financial Cold War
1:02:53
1:02:53
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1:02:53Greg 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…
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Episode 27 - Bryce Gilleland, Asha Capital Partners
29:01
29:01
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29:01Greg Interviews Bryce Gilleland, of Asha Capital Partners. Bryce grew up in Southern California, working his way through the corporate finance world for large utilities companies before completing his MBA at UC Berkeley. After his MBA, Bryce jumped into the Cryptocurrency world, launching his first fund - Coincidence. Bryce recently launched Asha C…
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Episode 26 - Gershie Vann, Magma Capital Funds
42:25
42:25
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42:25Greg 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. Aft…
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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 specia…
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Episode 24 - Jared Bibler, Iceland's Secret
1:00:31
1:00:31
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1:00:31Greg 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. Eventuall…
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Episode 23 - Heeten Doshi, Doshi Capital Management
33:47
33:47
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33:47Greg 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 severa…
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Episode 22 - Zeb Portanova, GEM Funds
1:03:08
1:03:08
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1:03:08Greg interviews Zeb Portonova, founder of GEM Funds. Zeb grew up in Arizona, and attended Cornell, University of Florida, Harvard and Duke. He first took a position in the public office side of things before jumping into Real Estate development. He eventually made a move into Pharmaceuticals through a firm that his family had helped build many deca…
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Episode 21 - John Beldy, Sentry Capital Management
37:45
37:45
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37:45Greg interviews John Beldy, Founder of Sentry Capital Management. John reminisces back to the days of the crazy stock market floors and screaming market makers before things became digital. He was an options market maker and later became an options expert for Charles Schwab’s advisors. After a decade of providing hedging strategy consultation to In…
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Today’s guest is Adam Hagfors, Co-founder and CIO of Silverpeak. Adam grew up in the Midwest, and spent the majority of his career working at Accenture, Bear Stearns, JP Morgan and UBS. Through these roles Adam has become a specialist in all things credit. Adam launched a firm called Silverpeak Credit Partners with his partners about 5 years ago, f…
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Episode 19 - Christophe Forsinetti, Obor Capital
35:38
35:38
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35:38Greg interviews Christophe Forsinetti, founder of OBOR Capital. Christophe grew up all over Africa, Asia and Europe as his mother worked for the UN and he enjoyed learning about new countries. He quickly became fascinated with Microfinance and after working for a successful startup in Mexico, he moved to Madagascar to build a microfinance company f…
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Episode 18 - Ruth Amundsen & Alden Cleanthes
30:28
30:28
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30:28Today’s guests are Ruth Amundsen and Alden Cleanthes. Ruth is an engineer spending most of her career at NASA and Alden runs a digital art company and has always advocated for clean air, clean water, and environmental awareness. These two rockstars combined efforts to launch Norfolk Solar Qualified Opportunity Zone Fund. Norfolk Solar installs sola…
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Episode 17 - Kevin Wojton, Cleveland Impact Fund
36:36
36:36
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36:36Greg interviews Kevin Wojton on this week's episode. Kevin moved to New York city after graduating with a double major in Finance and Mandarin. He worked in Banking at Citibank for a couple years before moving to Hong Kong, travelling china, authoring a book called “Climb China” and then moving back to Chattanooga, Tennessee. Kevin is constantly le…
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Episode 16 - Mike Zlotnik, TF Management Group
39:48
39:48
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39:48Greg interviews Mike Zlotnik on the second episode of season 2. Mike moved to the US from Moldova (USSR) at a very young age. After a 15 year career in IT and Risk Management, Mike made the shift over to Real Estate Investing. Mike joined the Tempo Fund in 2009, and eventually went on to launch several other real estate focused funds with Tempo as …
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Greg interviews Eros Resmini on the first episode of season 2. Eros speaks about the early days growing up in Silicon Valley, and how he naturally gravitated towards startups and entrepreneurship. Eros launched his career at Hewlett Packard through an MBA rotational program, before joining a gaming platform company run by Jason Citron called OpenFe…
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Episode 14 - Greg Poapst, Glide Capital & Fundviews
46:30
46:30
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46:30Molly Canfield-Poapst interviews Greg Poapst. Greg is the host of the Fundviews Podcast and Head of Operations for Glide Capital. Greg grew up in Brockville, Canada and moved to Ottawa, Canada to study at Carleton University. Greg speaks about his time studying at Carleton, and how he figured out his career path. He switched majors three times and …
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Episode 13 - Stephen Feid, Bedford Global Capital Strategies
34:43
34:43
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34:43Greg Interviews Stephen Feid, Founder of Bedford Global Capital Strategies. Stephen grew up in Ohio, went to a boarding school in Princeton New Jersey before studying at Trinity College in Hartford. Stephen worked for a short time at an advertising agency in NYC, before getting pulled into the wall street craze. He got licensed and immediately beca…
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Greg Interviews Mukul Pal, cofounder of Ait Inc, a long-short equity fund focused on generating uncorrelated alpha for investors. Mukul grew up in New Delhi and Bombay, moved to Romania and eventually to Canada. He has seen how financial markets operate in emerging, frontier and developed countries. Mukul is a very science-oriented investor. He foc…
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Episode 11 - David P.A. Mullings, Blue Mahoe Capital
59:46
59:46
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59:46Greg interviews David P.A. Mullings, founder of Blue Mahoe Capital. David grew up in two worlds - Jamaica and Miami. He was one of the youngest to graduate from the University of Miami at the age of 19 years old, and after a year of professional soccer he went back and graduated with his MBA at the age of 22. He founded a company called Random Medi…
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Episode 10 - Frank Holmes, US Global Investors
41:47
41:47
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41:47Greg interviews Frank Holmes, of US Global Investors. Frank grew up in Toronto, Canada and went to Western University. He became a successful investor in mining companies, metals and commodities, and bought a majority share of US Global Investors and moved to Texas in 1989. His funds have received dozens of awards over the years, and he has since l…
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Episode 09 - Jim Rogers, The Quantum Fund
37:30
37:30
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37:30Greg interviews prominent investor, Jim Rogers. Jim cofounded the famous Quantum Fund with George Soros which returned over 4200% in a ten year period from 1970 to 1980. In comparison, the S&P index returned just north of 47% in that same time period. Jim is an avid traveler, having broken world records for travelling around the world on a motorcyc…
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Greg Interviews Geetu Sharma, Founder of AlphasFuture. Geetu grew up in India, and found her way to London, Switzerland and now Minneapolis. She spent most of her career working for large banks and institutions and analyzing companies. After working on Pictet and Cie's ESG investing team in Geneva, she gained an insight into why companies are succe…
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Episode 07 - Brian and Candice Brackeen, Lightship Capital
34:14
34:14
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34:14Greg interviews Brian Brackeen and Candice Matthews Brackeen on this first ever power duo episode! Candice studied economics and statistics but became an entrepreneur and built an app called Hello Parent, before working with an accelerator funding minority owned and operated startups and subsequently launching Lightship Capital. Brian has been a co…
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Greg interviews Steve Jasmin, of SC3 in the first episode where the is not directly a fund manager, but rather an asset manager and merchant banker. Steven Jasmin grew up in the United states, graduated from Emory University’s Business School, and immediately built a management consulting business providing advice to fortune 500 companies such as D…
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Episode 05 - Dave Seymour, Freedom Venture Investments
56:34
56:34
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56:34Greg interviews Dave Seymour of Freedom Venture investments. Dave moved to the USA when he was 20 years old. Dave was a firefighter for 16 years, before getting into real estate through wholesale transactions in 2007. After losing virtually everything in the great financial crisis of 2008, he bounced back and ran a construction and real estate comp…
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Episode 04 - Robert Frankfurt, The Living Fund
34:25
34:25
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34:25Greg interviews Robert Frankfurt of The Living Fund. Rob talks about his early beginnings at Wharton and UCLA Business School as well as me spent as an investment banker and activist investor. After becoming an activist investor in the parent company of Lane Bryant (largest plus size retailer) and tearing his ACL in Jiu Jitsu Rob became focused on …
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Episode 03 - Michael Brown, Bowery Capital
52:50
52:50
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52:50Greg interviews Michael Brown of Bowery Capital. Mike has a very unique view on career paths focusing on asymmetry (high upside with limited downside). This mindset has allowed Mike to make bold moves through Richard Branson's Virgin Group and AOL Ventures before starting his own early stage venture fund. Mike expresses the importance of mentorship…
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Episode 02 - "Raph" Martorello, Lotus Group Capital
53:46
53:46
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53:46Greg interviews Raph Martorello the founder of Lotus Group Capital. Raph discusses his engineering background and management consulting experience that led him to found a wealth management firm, and eventually a life settlement fund, focused on buying life insurance policies on the secondary market. For those interested in very niche and interestin…
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Episode 01 - Jeff Ransdell, The First Mover
53:20
53:20
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53:20Greg interviews Jeff Ransdell from Fuel Venture Capital about how he became a fund manager, what it was like to work in leadership at Merrill Lynch, and his views and experiences starting a Venture Capital Fund 3 years ago, focused on identifying exponential technologies. Jeff is an early stage investor by nature, so naturally he was happy to be th…
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