My Worst Investment Ever Podcast

Meredith Jones is an internationally recognized researcher-writer and speaker. She's worked in the investment industry for 20 years and is the author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too) which won an Axiom Award Gold Medal in 2016.  She was named one of Inc. magazine's “17 Inspiring Women to Watch in 2017”.  She has been a regular columnis...

Guest profile Eslam Shaaban Radwan is a civil construction manager with 13 years of experience in the construction field in the Middle East and Gulf Cooperation Council. He is an international real estate investor, investing in USA, Turkey, Thailand, Brazil & Caribbean. His investments including hotel apartments, single-family house, multi-family house & plots.  Currently, he is enjoying his work...

After graduating with a post-doctorate degree specializing in accounting and finance, Mitchell embarked on a career in academia working at major research universities in Hong Kong, Canada, Singapore and Australia.  During 15 years, Mitchell published more than 50 international peer-refereed journal articles and several research book chapters, a research book, and various professional related artic...

Sopon Srisakunpath has three and a half years experience working in Thailand at the big four accounting firms of KPMG and PwC. He has analyzed and observed business processes and coordinated with the management of large public, non-life insurance companies. He is completing his MBA at the Sasin School of Management where he majors in Finance and Strategy. He is also currently representing his univ...

Jonathan Freedman  is the managing member of Consilience Capital Management LLC. He began his career at Sanford C. Bernstein & Co. as a clerk in 1992 quickly moving up to research assistant to the Chief Investment Strategist, followed by a promotion to research associate. Subsequently, he was promoted to research analyst for the firm’s equity hedge fund product with responsibility for industrial c...

Daniel Egan  is currently in charge of Behavioral Science and Investing at Betterment, where he integrates behavioral finance and passive investment management to help customers achieve their goals. He evolved from Behavioral Finance Specialist to the Director of Behavior Science and Investing. He researches into what drives, and how to prevent harmful financial behavior. This includes how to incr...

Asif Khan is the Managing Partner at EDGE Research & Consulting Limited, an independent equity research provider based out of Bangladesh which caters to foreign institutional investors. Prior to starting EDGE in early 2018, Asif had worked in both buy and sell side roles for around 9 years. Around 4.5 years were spent with an Emerging Markets fund called Caravel Management LLC where he looked at S...

Alexander Burstein works in the pharmaceutical industry, first doing a sales career in Merck KGA and Angelini, then a marketing career. And the last 18 years, he is in business development for Sanova, a company of the McKesson Group. In his leisure time, he loves to do sports like jogging and hiking, and he is a passionate historian.  In this episode, Alexander shares his worst investment ever sto...

Shagun Jain  holds a Master's degree in Management Studies (MBA) from Jamnalal Bajaj Institute (JBIMS), Mumbai specializing in Finance. Heis also Chartered Accountant from the Institute of Chartered Accountants of India (ICAI). His professional career exposed him to sales, research and consulting resulting in a rare blend of expertise in the financial services space. He worked as a relationship ma...

Daniel Crosby, Ph. D. , is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been t...

Brian Portnoy is the Director of Investment Education at Virtus Investment Partners, where he develops the firm’s content on behavioral finance and investment solutions. Mr. Portnoy has worked in the mutual fund and hedge fund industries for the past 18 years. Prior to joining Virtus in 2014, he held senior investment and strategy roles, including at Mesirow Financial and Morningstar. Brian is the...

Frank Moffatt is an International Best Selling Author, Motivational Speaker, Lifestyle Coach, Music Producer, Movie Producer, TV Producer, and founder of Your Second Fifty. Today Frank is focused on his position as CEO of Your Second Fifty (YSF)- home of inspirational education to improve and enhance one’s life throughout their second fifty. In addition, Frank looks forward to serving those seekin...

Attila  Koksal is a Board member of Unlu Securities, Turkey’s leading investment house. He began his career in 1985 at the Center for International Financial Research, Inc., in Princeton. Between 1988 and 2001, he held senior positions in Turkey’s leading financial institutions and associations until he became a partner at Dundas Unlu. He currently serves as a board member of Unlu & Co., Turkey’s...

Karl-Mikael Syding  was a hedge fund manager for 15 years. In 2010, Futuris, his 1.3 Billion dollars global long and short equity hedge fund received Hedge Fund Review's award as "The European Hedge Fund of The Decade". As one of three partners at Futuris, his responsibilities included investments in financials, software & IT services, plus professional support services and leisure. Before joining...

Yoshimasa Satoh , CFA, is APAC’s Product Strategist and Solutions Specialist. He is also the Vice President at eVestment, which is a NASDAQ company. He has been in charge of portfolio management, multi-asset investment strategy and asset allocation model development throughout his career. Previously, he served as a portfolio manager of quantitative investment strategies at Goldman Sachs Asset Mana...

Stuart Leckie is based in Hong Kong and advises on investments and pensions in Hong Kong and Mainland China. He is the author of books titled "Pension Funds in China" and "Investment Funds in China". He was Founding Chairman of the Hong Kong Retirement Schemes Association, acts as an advisor or trustee to a number of funds and was the Chairman of the CFA Institute Advisory Council on Standards and...

Alan Lim Seong Chun is currently a Senior Research Analyst at the research division of MIDF Amanah Investment Bank Berhad. He has close to 10 years’ experience as a sell-side analyst and has covered sectors which include plantation, property, REITs, and telecommunication. He is a Chartered Financial Analyst (CFA) with a first degree in Computer Science from University of Technology, Malaysia. Alan...

A few of the firsts in Michael Markels’ career include the origination of the World Bank’s inaugural Sharia-compliant MYR bond and swaps back to $US libor; the first securitization of bank loans in eastern Europe, which reduced mismatches on the balance sheet of Slovenia’s largest bank; and the execution of the inaugural “N” transactions, in which the Resolution Trust Corporation sold management r...

Colin McLean is the Founder and CEO of SVM Asset Management, an independent Edinburgh-based fund management group specializing in UK, European & Global equities. Colin is a regular member of CFA Institute and was elected to the Board of Governors in 2012. He is a Fellow of CFA UK, a Chartered Fellow of CISI and a Fellow of the Institute & Faculty of Actuaries. Colin is also an Honorary Professor a...

Mike Matoney  has been the CEO of New Directions for the past 7 years, and also the CEO of Crossroads & Beacon Health for the past 23 years in Cleveland, Ohio. Mike did his undergraduate and graduate MBA studies at Cleveland State University, focusing on Marketing and Quality Improvement as his primary field of study. He began his career as a supervisor at Huron Road Hospital in 1985 and eventuall...

Lasse-Peter Pestel is an Investment Strategist at Deka Investment in Frankfurt Am Main. He self-describes as having grown up between two cultures - Germany and Finland. He later added to this cultural mix by through extensive investing experience in Asia, in particular, Thailand and Taiwan. Starting his career as an intern at Georg Reisse GmbH CoKgin 2004, Lasse-Peter worked for over a dozen diffe...

Paul Gambles  is the co-founder of the MBMG Group and the Chief Investment Officer of MBMG's Asset Management Division—which now oversees clients’ assets in excess of US $400 million.    Paul is a member of the Advisory Board of IDEA Economics and a well-known expert commentator who appears regularly on national and international television. Paul has written a great number of academic research pap...

David Ying is a Senior Consultant at the Systex Corporation in Taipei since 2012. David Ying holds a bachelor degree in Economics from National Taiwan University, along with an MBA degree, and an Executive MBA degree in Business Administration.   In 1982, David started his career as a banking officer at Continental Illinois National Bank (CINB) located in Taipei City, where he was promoted to loan...

Katsunari Yamaguchi , Ph. D., CFA, CMA, Chairman, Ibbotson Associates Japan, Inc. He joined The Long-Term Credit Bank of Japan (LTCB) in 1979. He worked as portfolio manager for LTCB’s asset management subsidiaries, LTCB-MAS in U.S. and LTCB Investment Management, from 1986 to 1999. He founded Ibbotson Associates Japan, Inc. in 2000, and served over 15 years as president since then. He has been it...

Emil Voehlert   is the commercial manager at aCommerce – a company based in Bangkok that provides e-commerce Solutions throughout Southeast Asia. Emil started his career as Web Technician and later Client coordinator for customers from Thailand at Mobillos.dk in Denmark. Later he moved to Thailand and developed his career there, working as a business development manager position at Tropical Focus...