The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained
MP3•Episode home
Manage episode 442895413 series 1523047
Content provided by Inside the Rope with David Clark and David Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Rope with David Clark and David Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly the lack of hedging options available. Michael covers Context Capital’s investment strategy, which focuses on convertible bonds, a hybrid asset that sits between debt and equity. Michael explains how the firm manages $2.7 billion while producing an average return of over 12% per year since inception, reducing risk through strategies like shorting equities. Michael also shares lessons from his restaurant ventures, drawing comparisons between running a restaurant and an investment firm. He highlights the importance of preparation and teamwork in both fields. Finally Michael highlights his views on future opportunities in convertible markets and how some investors view the strategy as being able to offer equity-like returns with historically less risk.
…
continue reading
209 episodes
MP3•Episode home
Manage episode 442895413 series 1523047
Content provided by Inside the Rope with David Clark and David Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Inside the Rope with David Clark and David Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly the lack of hedging options available. Michael covers Context Capital’s investment strategy, which focuses on convertible bonds, a hybrid asset that sits between debt and equity. Michael explains how the firm manages $2.7 billion while producing an average return of over 12% per year since inception, reducing risk through strategies like shorting equities. Michael also shares lessons from his restaurant ventures, drawing comparisons between running a restaurant and an investment firm. He highlights the importance of preparation and teamwork in both fields. Finally Michael highlights his views on future opportunities in convertible markets and how some investors view the strategy as being able to offer equity-like returns with historically less risk.
…
continue reading
209 episodes
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