Fundviews Podcast

Greg 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 the very fragmented RIA space across the United States.

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 launching his own firm, Saluda Grade. Ryan has built a specialty in the residential mortgage securitization business throughout his career, a...

Greg 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 Asia and eventually settled down in Hong Kong. Today, Herald is the Chief Asia Equity Strategist at HSBC. He has written 3 books over the years in...

Greg 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 short market and the different styles as well as how he identifies positions. He is off to a roaring start with Bleecker street, and I’m sure ...

Greg 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 to Ethiopia to start an orphanage for children coming from extremely difficult situations. Over 6 years, he actively worked on the non-profi...