Leaders in Business and Investing
By Ironhold Capital
www.ironholdcapital.com/
Leaders in Business and InvestingJul 01, 2020
Fireside Chat with Legendary Value Investor Mohnish Pabrai
Chairman & CIO of Ironhold Capital Siddharth Singhai speaks with legendary value investor Mohnish Pabrai. Mohnish Pabrai is the managing partner of the Pabrai Investment Funds. Pabrai Investment funds have grown to over $580 million AUM in the second quarter of 2019. The funds invest in public equities utilizing the “Munger/Buffet Focused Value" investing approach. Since inception, the fund has outperformed market indices and most investment managers. During the interview, Mr.Pabrai explains his investment methodologies and some experiences and lessons he has learned from various investments he made in the past. He talks about some mistakes he made as well as what he has learned from more than 20 years in the field as a value investor.
Lessons from the Worlds Greatest Investors ft. Renowned Author William Green
Mr. William Green, famed author of "Richer, Wiser, Happier" and "The Great Minds of Investing", joins Mr. Paul Gray, founder and managing partner of Ironhold Capital Management for an in-depth conversation on the lessons learned from some of the greatest investors in the world. Mr. William Green is a highly respected author renown for his close relationships and high profile interviews with legendary investors such as Charlie Munger, Sir John Templeton, Joel Greenblatt, Howard Marks, Bill Ackman, Seth Klarman, Bill Miller, Tom Russo, Marty Whitman, Bill Nygren, Donald Yacktman, Mohnish Pabrai, Jean-Marie Eveillard, Peter Lynch, Bill Ruane, and Michael Price. During the conversation, Mr. Green distills the many lessons he learned throughout his conversations with these investors. Mr. Green goes into detail describing the attributes that make these individuals great investors. He then describes the habits and virtues they practice personally to become better and more well rounded people. Mr. Green ends the conversation by describing to Mr. Gray how other people can also implement these principles in their own lives both personally and professionally. We hope you enjoy this interview and find as much value as we have. For further information about the author, please kindly see the following below. Richer Wiser Happier Book: https://www.amazon.com/Richer-Wiser-Happier-Greatest-Investors/dp/1501164856/ William Green: https://williamgreenwrites.com/
Raising Capital with Richard Wilson; Founder of the Family Office Club
Co-Founder and Managing Partner of Ironhold Capital Paul Gray speaks with Richard Wilson CEO of the Family Office Club. Richard C. Wilson is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. During the interview, Mr. WIlson explains the different dynamics of family offices, some common mistakes he sees when people begin setting up family offices, and how he goes about inviting different family offices to his platform.
Fireside Chat with Hedge Fund Legend Guy Spier
Chairman & CIO of Ironhold Capital Siddharth Singhai speaks with legendary value investor Guy Spier.
Guy Spier is a Zurich-based investor and the author of The Education of a Value Investor. Since 1997, he has managed Aquamarine’s privately offered investment funds.
Guy previously worked as an investment banker in New York and as a management consultant in London and Paris. He has an MBA from the Harvard Business School, class of 1993, and holds a First Class degree in Politics, Philosophy and Economics from Oxford University. On graduating from Oxford, he was co- awarded the George Webb Medley prize for the best performance that year in economics.
Rise of Family Offices w. Marc Sharpe of The Family Office Association
Managing Partner of Ironhold Capital, Paul Gray, speaks with Marc Sharpe of the Family Office Association. They had the opportunity to discuss the rise of the Family Office sector as it pertains to investing. This episode gives detailed insight into the approaches used within Family Offices and how their investment strategies differ.
For those interested in learning more about Ironhold Capital, please visit us at:
Always Something To Do ft. Tobias Carlisle
Paul Gray, co-founder and managing partner of Ironhold Capital, had the pleasure of joining Tobias Carlisle, Principal of Acquirers Funds. They had the opportunity to discuss value, the market, Acquirers Multiple, and value investing so that you can know what to look out for when investing in different markets.
For those interested in learning more about Ironhold Capital, please visit us at:
The Future of the Alternative Investment Industry ft. Bill Kelly and Paul Gray
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital, had the pleasure of joining Bill Kelly, the CEO of CAIA. They had the opportunity to discuss alternative investments in asset management, including hedge funds, crypto, fintech and AI. And, they detail how investors can utilize alternative investments to solidify their portfolios. Additionally, they analyze the current state of the market and the keys to having a strong portfolio in the long-term.
For those interested in learning more about Ironhold Capital, please visit us at:
Finding the Next Unicorn w. Aydin Senkut of Felicis Ventures
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital, had the pleasure of joining Aydin Senkut, the Founder and Managing Partner of Felicis Ventures. They had the opportunity to discuss Aydin’s unique background, as well as what he believes are the keys to success in venture capital. Additionally, Aydin gives his insights and secrets for how you can be a stronger investor by investing in markets and securities that no one else is looking at.
For those interested in learning more about Ironhold Capital, please visit us at:
Endgame For The Market? ft. Boaz Weinstein
Siddharth Singhai, Co-Founder and CIO of Ironhold Capital, had the pleasure of joining Boaz Weinstein, Founder and CIO of Saba Capital Management. They had the opportunity to talk about his start in finance, value investing, the market, bonds, the need for fixed rates, insurance, learning valuable lessons, and the importance of relaxation and finding joy.
For those interested in learning more about Ironhold Capital, please visit us at:
SUCCESSFUL Sales ft. Amanda Holmes
Paul Gray, Co-founder and Managing Partner of Ironhold Capital, had the pleasure of joining Amanda Holmes, CEO of Chet Holmes International. They had the opportunity to discuss how great sales people are made, Chet Holmes legendary salesman skills and techniques, utilizing technology, and what characteristics drive success.
For those interested in learning more about Ironhold Capital, please visit us at:
Building Success in a Business ft. Sunny Vanderbeck
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital, had the pleasure of joining Sunny Vanderbeck, the Co-Founder and Managing Partner of Satori Capital and author of Selling without Selling. They had the opportunity to talk about running a successful business through the value of building a successful leadership team, transparency, understanding operations, conscious capitalism, and practicing resiliency.
For those interested in learning more about Ironhold Capital, please visit us at:
Financial Success through Life Long Learning ft. Gautam Baid
Siddharth Singhai, Co-Founder and CIO of Ironhold Capital, had the pleasure of joining Gautam Baid, CFA, the author of international best-seller The Joys of Compounding and Portfolio Manager of an SEC-registered investment advisory based in Salt Lake City, Utah. They had the opportunity to talk about compounding, value-Investing, philanthropy, psychological bias, investing in India, and Mr. Baid’s book, The Joy's of Compounding.
For those interested in learning more about Ironhold Capital, please visit us at:
A Look into Value Investing w. Gary Mishuris
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital, had the pleasure of speaking with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners. They had the opportunity to discuss how Mr. Mishuris uses his expertise in microeconomics as a tool with Value Investing and what Value Investing means to him. He offers tips on how Value Investing can be a strong opportunity for you.
For those interested in learning more about Ironhold Capital, please visit us at:
A Deep Dive into Value Investing w. Bruce Greenwald
Siddarth Singhai, Co-Founder and CIO of Ironhold Capital, joins Bruce Greenwald, a retired professor from Columbia Business School and author of Value Investing: From Graham to Buffet and Beyond. They had the opportunity to take a deep dive into what value investing is and how it should be approached in your portfolio.
For those interested in learning more about Ironhold Capital, please visit us at:
Popular Trends Among Institutional Investors ft. Troy Gayeski
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital, talks with Troy Gayeski, Co-CIO of Skybridge Capital, about popular trends among institutional investors and some emerging trends they might be looking towards to help you with your portfolio, like classic investment vehicles like real estate, and emerging asset classes like cryptocurrency.
For those interested in learning more about Ironhold Capital, please visit us at:
Unconventional Marketing ft. Jay Abraham
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital, is joined by marketing magnate, Jay Abraham. Jay is one of the world's best marketing professionals, and we get a look into his experience in the industry to discuss what are effective and ineffective marketing strategies. They discuss what a strong marketing strategy looks like, and how you can demonstrate value to your consumers.
For those interested in learning more about Ironhold Capital, please visit us at:
Social Influence in Marketing ft. Dr. Jonah Berger
Paul Gray, Co-Founder and CEO of Ironhold Capital joins Dr. Jonah Berger, a world renowned Professor at the Wharton School of Business, to discuss his new book, The Catalyst: How to Change Anyone’s Mind. Dr. Berger is well known for his research of change, as well as his theories of how it affects individuals and the market. They two had the opportunity to look into the process of social influence and its role in marketing and advertisement, and they delve into the psychology behind marketing strategies.
For those interested in learning more about Ironhold Capital, please visit us at:
Art of Playing Defense ft. Whitney Tilson
Siddharth Singhai, Co-Founder and CIO of Ironhold Capital is joined by Whitney Tilson, CEO of Empire Financial Research, in a discussion about current events, rational investing, and what it means to be a defensive investor. They discuss how you can apply these strategies so that you can build a stronger, more well-rounded portfolio.
For those interested in learning more about Ironhold Capital, please visit us at:
Investing in Hedge Funds ft. Anthony Scaramucci
Paul Gray, Co-Founder and Managing Partner of Ironhold Capital is joined by Anthony Scaramucci of Skybridge Capital to discuss current events, hedge fund management, and why generosity matters. They discuss Anthony's experiences as being one of the most successful people on Wall Street and how you can be a stronger investor.
For those interested in learning more about Ironhold Capital, please visit us at:
Common Sense ft. Hedge Fund Legend Joel Greenblatt
Siddharth Singhai, Co-Founder and CIO of Ironhold Capital, is joined by legendary Value Investor, Joel Greenblatt, Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, to discuss his new book, Common Sense: The Investor's Guide to Equality, Opportunity, and Growth. In this interview, Joel cleverly explores how society can create more equality, opportunity, and growth for everyone. They also explain how the government and the private sector can work hand-in-hand to disrupt the status quo. During this conversation, Joel offers a unique investor’s perspective on building an economy that he believes would work for everyone.
For those interested in learning more about Ironhold Capital, please visit us at:
Unknown Market Wizards ft. Legendary Author Jack Schwager
Legendary Author, Mr. Jack Schwager, of the Market Wizards Series joined CEO Paul Gray of IronHold Capital to discuss his latest edition titled 'Unknown Market Wizards'. Jack's latest masterpiece chronicles the stories and profiles of some of the greatest traders in the world who trade on the behalf of their own accounts. These traders typically fly below the radar and operate outside the public scope as the title of the book suggests.
Among his many accolades, Jack is best known for his profile interviews with some of the greatest hedge fund managers of the last three decades as depicted in his Market Wizard Series. These managers have included the likes of Ray Dalio, Paul Tudor Jones, Stanley Druckenmiller and Edward Thorp just to name a few. Jack's Best Sellers have included the following: Market Wizards (1989, 2012), The New Market Wizards (1992), Stock Market Wizards (2001), Hedge Fund Market Wizards (2012), and The Little Book of Market Wizards (2014).
Jack is also the proud Founder of FundSeeder which connects some of the most talented individual traders in the world with seed capital. Previously, Mr. Schwager was a partner in the Fortune Group, a London-based hedge fund advisory firm. His prior experience also includes 22 years as Director of Futures research for some of Wall Street’s leading firms, most recently Prudential Securities.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
Managing Inflation ft. SALT Keynote Speaker Nancy Davis
CIO Nancy Davis of Quadratic Capital Management joined CEO Paul Gray of IronHold Capital to discuss her revolutionary ETF coined 'The Quadratic Interest Rate Volatility and Inflation Hedge ETF' (ticker: IVOL).
Ms. Davis began her career at Goldman Sachs where she spent nearly ten years. Ms. Davis founded Quadratic Capital in 2013. She previously began her career at Goldman Sachs where she spent nearly ten years and then the last seven with a proprietary trading group where she rose to become the Head of Credit, Derivatives and OTC Trading. Prior to starting Quadratic, she also served as a portfolio manager at Highbridge Capital Management where she managed $500 million of capital in a derivatives only portfolio. She later then served in a senior executive role at AllianceBernstein.
She has been the recipient of numerous industry recognitions. She was named by Barron’s as one of the “100 Most Influential Women in U.S. Finance.” Institutional Investor called her a “Rising Star of Hedge Funds.” The Hedge Fund Journal tapped her as one of “Tomorrow’s Titans.”
Ms. Davis has been profiled by Forbes, and interviewed by The Economist, The Wall Street Journal, and The Financial Times among others. Ms. Davis is a frequent guest on financial television including CNBC, CNN, Sina, Fox and Bloomberg. She has been published in Institutional Investor, Absolute Return and Financial News, and has contributed papers to two books. She has been interviewed by The Economist, The Wall Street Journal, The Financial Times, New York Magazine and Le Figaro. Ms. Davis has also appeared on CNBC, CNN, Reuters, Sina, and Bloomberg.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
Active Investing in Emerging Markets ft. Cartica CIO Emily Alejos
Our host and the CEO of IronHold Capital, Paul Gray, is joined today by Cartica Management CIO, Emily Alejos. Emily leads Cartica in identifying companies selling below their intrinsic value and that have operations they feel can be approved upon in a sustainable or ESG approach. Paul and Emily were previously introduced to one another after both of their respective firms were featured in a recent and highly acclaimed Forbes article.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
The New Paradigm ft. JP Morgan’s Chief Global Strategist Dr. David Kelly
IronHold Capital and CEO Paul Gray we’re proudly joined by Dr. David Kelly PhD, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, Dr. Kelly provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
The World's Largest Investor Community ft. SumZero Co-Founder Divya Narendra
We were truly honored to be joined last week by one of the early pioneers in social media, Divya Narendra. Divya conceived the notion of creating an online community while still an undergraduate student at Harvard University in 2002. He then went on to co-found the Harvard Connection which would later give rise to Facebook. Based on his previous success, along with extensive experience in several prestigious banking and finance roles, Divya decided to create a similar community for investment professionals and capital allocators alike. Today, SumZero is the largest investor community in the world and has subsequently changed the landscape of Finance forever. IronHold Capital and its founding partners are currently proud and active members of SumZero. For those seeking financial ideas, talent or capital, we highly recommend you join the platform as well. Thank you, we hope you enjoy this fantastic episode.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
The Einstein of Wall Street ft. Peter Tuchman
We had the great pleasure of being joined by legendary stock trader Peter Tuchman. Peter is widely considered the “most famous trader on Wall Street.” Over the last 35 years, Peter has been trading on the New York Stock Exchange and has been profiled regularly on leading media outlets including CNBC, Bloomberg, Reuters, CNN, Washington Post as well as many others. Due to his iconic image, Peter is also commonly referred to as the “Einstein of Wall Street” and is frequently sought out after for his immense insight and experience in the market. It was a great honor for us to have Peter on the show as he's an inspiration to us as well as so many others across the industry.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
Executive Training ft. Yankees Performance Coach Dana Cavalea
Coach Dana is a former Yankees Performance Coach who trained legends such as Derek Jeter, Alex Rodriguez, Mariano Rivera, and many others. Coach Dana helped lead the Yankees to a World Series Championship back in 2009. He is driven by a strong desire to coach others and lead them to become great performers. Today he not only works with high level athletes, but he also coaches top CEOs, Hedge Fund Managers and Executives alike. He’s an international recognized keynote speaker who inspires others using his 5-Drivers of Performance Framework. All of which you can find in his amazing book Habits of a Champion - Nobody Becomes a Champion by Accident.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
Breaking into Real Estate ft. Joshua Kahr Founder of Kahr Real Estate
Joshua Kahr is a nationally recognized expert in real estate market analysis, finance, and investment with specialties ranging from distressed, brownfield and multifamily investing. As the proud founder of Kahr Real Estate and Metropolitan America, Josh is highly regarded as one of the best investors and educators in real estate today. Most recently, Josh and his partner, Jack O'Connell, started a premier co-working startup called Essex Suites, located in Verona, New Jersey. Essex Suites was designed to fill a void in suburban America and provide quality co-working office space not found elsewhere. Apart from investing and consulting, Joshua is also a highly respected Real Estate Professor at Columbia University. His classes teaching real estate analysis have become an online sensation on YouTube and have helped educate hundreds of students across the globe.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
Teaching Value ft. Director Jim Kelly of Fordham Gabelli School of Business
Mr. James Kelly, the director of the Gabelli Center for Global Security Analysis, joined Paul Gray of IronHold Capital to discuss his value investing program at Fordham University. In this episode, Professor Kelly explains how he and Fordham University are preparing the future generation of value investors.
Professor Kelly is a senior lecturer in finance at Fordham's Gabelli School of Business, where he teaches courses in value investing and global investments. He is also the faculty advisor to the university's Student Managed Investment Fund. Professor Kelly has more than 30 years of experience in the international capital markets, including senior-level positions in international securities sales and trading at Merrill Lynch, where he was vice president of institutional sales; Deutsche Bank Securities, as senior vice president and manager of the international fixed-income sales and trading department; and Auerbach Grayson & Co., as executive vice president of equity emerging markets. While at Deutsche Bank, he also served as marketing director of Deutsche Bank Research, the bank's macroeconomic research institute.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
The Man who Solved the Market Ft. Greg Zuckerman
We had the great pleasure of interviewing best-selling author Mr. Greg Zuckerman. Greg wrote several amazing books including "The Greatest Trade Ever", "The Frackers" and most recently "The Man Who Solved the Market". In this interview, Greg shares his insights and knowledge centered around arguably the greatest Hedge Fund in the world Renaissance Technologies and its incredible mastermind Jim Simons.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
Value Investing w. Vishal Mishra of Project Punch Card
We were joined last week by Mr. Vishal Mishra who is the Founder and CIO of Mishra Capital Partners. Mr. Mishra is a wonderful value investor specializing in Micro Cap securities based in the U.S. As an avid admirer of Benjamin Graham and Warren Buffett, Mr. Mishra follows the core principles of value investing. Mr. Mishra is also the proud founder of an amazing Non-Profit called Project Punch Card which tries to promote underrepresented students within the Investment Management industry. Mr. Mishra was kind enough to join Paul Gray of IronHold Capital and discuss his investment philosophy as well as his current perspective of the market.
Full Video: https://www.ironholdcapital.com/libi
Linkedin: https://www.linkedin.com/in/pauljohngray/
Newsletter: http://eepurl.com/hbYkxf
1st Physician to Volunteer at Ground Zero 9/11 shares his Insights on Coronavirus
Dr. Emil Chynn - en.wikipedia.org/wiki/Emil_Chynn
Dr. Chynn's Practice - parkavenuelasek.com/
Dr. Chynn's Instagram - www.instagram.com/parkavenuelasek/
Dr. Chynn's Facebook - www.facebook.com/parkavenuelasek/
Promoting Development & Transparency for Hedge Funds on Capitol Hill ft. Mitch Ackles
Hedge Fund lobbyist and public relations specialist Mitch Ackles speaks with Paul Gray about his experiences representing leading Hedge Funds around the world. Mitch is the Founder and CEO of Hedge Fund PR and the President and Spokesman for the Hedge Fund Association. In this episode, Mitch delves into his insights on the Hedge Fund industry and how the landscape has changed since he first started. Mitch also discusses his passion for charity and his devotion to 2 amazing Non-Profits called A Leg to Stand On and Help for Children. It was such a great honor having Mitch on the show as he brought a lot of terrific insight you won't want to miss! Please feel free to follow Mitch on Social Media and attend his events at the Hedge Fund Association which hosts the best panels and speakers in the industry.
Linkedin - https://www.linkedin.com/in/mitchackles
Twitter - https://twitter.com/hfpr?lang=en
Hedge Fund PR - http://www.hedgefundpr.net
Hedge Fund Association - https://www.hedgefundassoc.org
Leg to Stand On - https://www.altso.org
Help for Children - http://www.hfc.org
How the U.S. Presidential Election will affect the Global Economy ft. Dr. Christopher McKee PhD
Dr. Christopher McKee, founder of the PRS Group, is a revered economist and global investor. Dr. McKee speaks with Paul Gray about the current geopolitical situation in the United States and what he expects to see in the market moving forward. For over 40 years, the PRS Group has been the world's leading quant-driven geopolitical and country risk forecasting and rating firm, which hosts marquee clients including the world's largest institutional investors, sovereign nations, transnational companies, central banks, and leading research scientists at such institutions as Harvard, Princeton, Yale, and LSE. Cited as a “leading organization in investment risk analysis” by hedge fund investor, Jim Rogers, and as 'the most authoritative in the field' by leading academics, PRS' risk-driven investment portfolios have produced returns of over 20% with less risk and volatility.
Who Stole your Pension? Ft. SEC Whistleblower Ted Siedle
Ted Siedle is a renowned attorney who has done well-over $1 trillion dollars worth of investigations into retirement plans. He famously collected the largest whistleblower awards in the history of the SEC and CFTC with both $48M and $30M respectively. He also recently co-authored a wonderful and insightful book with Rich Dad founder Robert Kiyosaki called 'Who Stole My Pension". Ted was kind enough to join Paul Gray from IronHold Capital this week and speak in regards to how pensions are being looted by Wall St. and money managers alike. Find out how your pension is being stolen and what you can do to stop it before it's too late!
Ted Siedle - https://www.linkedin.com/in/edward-siedle-48643718
Who Stole My Pension Book - https://www.amazon.com/Who-Stole-My-Pension-Looting/dp/1612681034
Benchmark Financial Services - http://www.benchmarkalert.com/
Hedge Fund Legend Whitney Tilson at the Art of Short Selling Conference
Investing with Family Offices ft. Marcia Nelson of the Alberleen Group.