EisnerAmper Podcast

Venture Capital Investing in FinTech

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rachel ten Brink, General Partner of Red Bike Capital, a Latina-led seed stage fund based in New York investing in fintech, ecommerce infrastructure and future of consumer. Rachel shares her outlook for investing in those areas, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.

Digital Assets Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Siemer, CEO of Wave Financial, an over $1 billion digital asset manager based in Santa Monica. During the podcast recorded on November 8th, 2022, a notable day in the crypto industry, David shares with us his outlook for digital assets including the greatest opportunities and challenges he faces. He also addresses how the firm integrates DEI.

Fundamental & Quantitative Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Frank Fu, Founder & CEO of CaaS Capital. He shares his outlook for fundamental and quantitative investing, including the greatest opportunities and challenges, how the firm is embracing ESG, DEI and more.

Fixed-Income Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Steve Kaczmarek, CEO, East End Wealth Management, an investment manager focused on fixed-income. He shares his outlook for investing in fixed-income including the greatest opportunities and challenges, his views on the SEC pushing for increased transparency, and more. 

Asset Backed Specialty Finance Enhanced Through Blockchain Technology

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kevin Miao, Head of Credit at BlockTower Capital, an institutional investment firm headquartered in Miami focused on cryptocurrency and blockchain technology. Kevin shares with us his outlook for asset-backed specialty finance enhanced through blockchain technology, including the greatest opportunities and challenges. He addresses how the firm integrates DEI.

High Income Marketable Alternatives

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Floyd Tyler, President & CIO of Preserver Partners, a Memphis-based investment manager focused on high income, marketable alternative portfolios. A former Partner at Gerber/Taylor Capital Advisors, Tyler shares his views on investing in high income marketable alternatives portfolios, including the greatest opportunities and challenges, how the firm integrates DEI and more.

Convexity Strategies

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nancy Davis, Chief Investment Officer of Quadratic Capital Management, a Greenwich, Connecticut-based investment advisory firm focused on convexity strategies.    

She shares with us her outlook for investing in convexity strategies, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry and how the firm is embracing DEI.

Deep Tech Venture Capital Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Wang, General Partner, Creative Ventures, a deep tech venture firm investing in early-stage companies. He shares his outlook for VC investing in early-stage companies, including the greatest opportunities and challenges, how the firm is embracing DEI and more.

Emerging Markets Infrastructure Debt

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Susan Wisialko, Founder and CIO of Global Infrastructure Finance, a Boston-based asset manager that invests in emerging markets infrastructure debt. She shares with us her outlook for investing in emerging markets infrastructure debt, including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.

ESG Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ima Edomwonyi, Executive & Senior ESG Analyst at Franklin Mutual Advisers. He shares his outlook for ESG including the greatest opportunities and challenges, how the firm integrates it and more.  

Systematic Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Clifton Hill, Senior Vice President and Global Macro Portfolio Manager at Acadian Asset Management, a Boston-based systematic investment manager. He shares his outlook for systematic investing including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.

Venture Capital Investing in Women-Owned Entrepreneurs

Publications, EisnerAmper, speaks with Victoria Pettibone, Chief Investment Officer & Managing Partner, Astia Fund, a Silicon Valley-based early-stage venture capital fund that invests in women entrepreneurs.   

Victoria shares her outlook for VC investing in women-owned companies, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.

Private Credit

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Danielle Brown, CEO, Altriarch Capital Management, a Charleston, South Carolina-based private credit manager.  Brown, a well-known name in the industry, who was formerly managing director at Neuberger Berman’s Dyal Capital, shares her outlook for private credit, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and how the firm is embracing DEI. 

Growth Equity Investing in Hospitality & Hospitality Tech

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Mark Leavitt, Managing Partner & Co-Founder of Enlightened Hospitality Investments, a New York-based growth equity fund he co-founded with restauranteur Danny Meyer. He shares his outlook for investing in hospitality and hospitality tech including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.

Investing With Purpose

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Timothy Dunn, Managing Partner and Chief Investment Officer of Terra Alpha Investments, a Washington D.C.-based sustainability investment firm. He shares his outlook for sustainable investing including the greatest opportunities and challenges, thoughts on the SEC’s rules to enhance ESG disclosures, how the firm is addressing DEI and more.

Investing With a Climate Lens

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Zach Stein, Co-Founder of Carbon Collective, a San Francisco-based investment adviser focused on solving climate change. He shares his outlook for investing in companies focused on addressing climate change, including the greatest opportunities and challenges, thoughts on the SEC’s push for more transparency, how the firm is integrating DEI and more.

Interval Funds

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Kim Flynn, Managing Director, Alternative Investments, XA Investments, a Chicago-based alternative investment manager focused on interval funds. She shares her views on interval funds including the greatest opportunities and challenges, how the firm integrates ESG, the challenges of making private investments more accessible for every investor and more.

The “Social” Component of ESG Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Eleni D. Janis​, Managing Partner and Chief Investment Officer of Equivico, a New York City-based woman-owned impact investment management firm launched with support from the National Community Reinvestment Coalition (NCRC) that focuses on the “S” or “Social” component of ESG investing, exclusively on economic inclusion and high-volume responsible lending to small businesses including but not limited to women, people of color, veteran-owned businesses and those in low income areas. She shares her views on the importance of focusing on the social component of ESG investing, including the greatest opportunities and challenges in the space, her experience being a woman in investment management, what the firm is doing to champion DEI and more.

Systematic Global Macro Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Neil Ramsey, Founder, CEO & CIO of Ramsey Quantitative Systems, Inc., a Louisville-based quantitative investment management firm that employs systematic trading strategies. A pioneer in systematic trading, he shares his outlook for systematic global macro investing, including the greatest opportunities and challenges, why he forayed into yield investing, his perspective on ESG and his thoughts on the SEC’s push for enhanced transparency.

80/20 Rule for Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Leon Brujis, Partner, Palladium Equity Partners, a minority-owned $3 billion private equity firm that invests in lower middle market companies in the consumer, services, industrials, and health care sectors.  He discusses the 80/20 rule and how it applies to investing, the SEC’s approach to 100% disclosure, DEI and more.

Water investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Matt Diserio, President of Water Asset Management, a New York City and San Francisco-based investment manager deemed one of the first water industry investors investing exclusively in companies and assets that ensure water quality and supply. He shares with us his outlook for investing in those companies, including the greatest opportunities and challenges. In addition, he shares insight on ESG.

ESG Real Estate Loans

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Chris Callahan, President & CEO of X-Caliber Capital, an impact-focused commercial real estate, direct lending firm based in New York. He shares his views on investing in ESG-focused real estate loans, including the greatest opportunities and challenges in the space, what the firm is doing to champion DEI and more.

Crypto Hedge Fund Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Sadie Raney, Co-Founder and CEO at crypto hedge fund Strix Leviathan and Co-Founder at crypto robo advisor Makara. She discusses her outlook for crypto investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, what she is doing to encourage more women to manage money and how the firm is embracing DEI.

ESG from a Risk Management and Investment Perspective

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Patrick Ghali, Managing Partner of Sussex Partners, who shares his outlook for the alternative investment industry, including strategies he sees most attractive and ones that face the biggest challenges. In addition, he shares his outlook for ESG, which has become more prominent in the alternative investment space.

Capital Raising in a Hybrid World

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Jeff Schachter, President, Crawford Lake Capital Management, a trading oriented long/short equity strategy. Jeff, a 25+ year industry veteran who co-founded a few other prominent hedge funds, shares his outlook for capital raising in a mainly virtual world, how he pivoted during COVID-19, advice he has to successfully raise capital and finally, what he anticipates capital raising will be like post-COVID-19.