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The Sure Investing Podcast
40 minutes | Oct 4, 2018
Greg Powell on Systematic Dividend Investing
Today’s conversation is with Greg Powell, the Deputy Chief Investment Officer at Miller/Howard Investments. Greg joined Miller/Howard after a distinguished 19-year career as a portfolio manager and director of research at AllianceBernstein. Greg has a PhD in Economics from Northwestern University and today oversees Miller/Howard’s Income-Equity portfolios. Our conversation discusses everything from Greg’s history prior to Miller/Howard, the firm’s history as an investment management firm, and the characteristics that Miller/Howard views an important when selecting individual securities. Please enjoy this conversation with Greg Powell from Miller/Howard Investments. You can view full show notes from this episode here: https://www.suredividend.com/greg-powell-dividend-investing/
44 minutes | Jul 19, 2018
Bernard George and Patrick Aber on Reinventing the Online Broker
Today's conversation is with Bernard George and Patrick Aber, the co-founders of NVSTR. NVSTR is an online broker that provides institutional-level investment tools for use by individual investors. Bernard and Patrick met at Harvard and have worked at some of Wall Street's most sophisticated financial institutions. Our conversation covers their history prior to NVSTR, the platform's current capabilities, and how investors can best use it for their own investment success. Please enjoy this conversation with Bernard and Patrick of NVSTR.
71 minutes | May 3, 2018
Tobias Carlisle on Deep Value and Special Situations
Today’s conversation is with Tobias Carlisle, a professional investor and the author of The Acquirer’s Multiple, Deep Value, Concentrated Investing, and Quantitative Value – which happens to be one of my favorite books on investing. Tobias is a Co-Founder and Managing Partner at Carbon Beach Asset Management, a value investing firm that manages portfolios for high net-worth individuals, endowments, and institutions. Our conversation is wide-ranging and discusses everything from special situations to portfolio construction and the Kelly criterion to an interesting concept called “The Broken Leg” phenomenon. Please enjoy this conversation with Tobias Carlisle. You can view full show notes from this episode here: http://sureinvesting.co/tobias-carlisle-deep-value-special-situations/
59 minutes | Apr 25, 2018
Private Equity Investing in the Public Markets with Dan Rasmussen and Nick Schmitz
Today’s conversation is with Dan Rasmussen and Nick Schmitz from Verdad Advisers. Verdad is an investment firm that seeks to capture private equity-like returns in the public markets by quantitatively capturing the most important drivers of private equity returns. Surprisingly, these aren’t the operational improvements that many private equity firms claim, but more fundamental factors like size, value, leverage, and the willingness to pay down debt. This conversation also includes a detailed discussion of Verdad’s favorite international market, and why capital allocation differences there make their strategy even more powerful. The first voice you’ll hear is Dan, followed by Nick. Please enjoy this conversation with Dan and Nick from Verdad Advisers. You can sign up for Verdad's email list - where they publish truly excellent research - here. You can view full show notes from this episode of Sure Investing here.
52 minutes | Apr 17, 2018
Charles Fournier on What The Future Holds For His Top 10 Holdings
Returning from episode 3 of the podcast is Charles Fournier, a retired financial services executive who left the workforce early thanks to a high-quality portfolio of dividend growth stocks. My last conversation with Charles on the podcast provided a high-level overview of his investment philosophy. Today's conversation is a bit different. We spend our time talking in detail about each of his ten largest portfolio holdings. Please enjoy this conversation with Charles Fournier. For full show notes, visit our website here: http://sureinvesting.co/sip012-charles-fournier-on-what-the-future-holds-for-his-ten-largest-holdings/
38 minutes | Mar 28, 2018
Eddie Lorin on Socially Responsible Real Estate Investing
Today’s conversation is with Eddie Lorin, the Founder of Strategic Realty Holdings & Impact Housing REIT, and the co-founder of the HAPI Foundation. During his 30-year career, Eddie has been responsible for the acquisition of more than $3.7 billion in office, industrial, and apartment community assets nationwide. Since 2001, he has successfully purchased and transformed more than $3 billion worth of multifamily real estate amount to more than 180 thriving communities with approximately 40,000 apartment units nationwide. In this conversation, we talk about the merits of socially responsible investing, the workforce housing crisis in the United States, and how Impact Housing REIT is different from the major real estate players. Please enjoy this conversation with Eddie Lorin.
60 minutes | Mar 19, 2018
Sean Iddings on Intelligent Fanatics
Today’s conversation is with Sean Iddings, the co-author of the book Intelligent Fanatics: How Great Leaders Build Sustainable Businesses. Sean’s research is focused on finding leaders (both in business and other domains) who have achieved remarkable success through unconventional methods. Sean (and his co-author Ian Cassel) have now published a second book called Intelligent Fanatics: Standing on the Shoulders of Giants. They write extensively about their research at www.IntelligentFanatics.com. Outside of his work with the Intelligent Fanatics research team, Sean is also the founder of Unconventional Capital Wisdom, a registered investment advisor in New York State seeking to invest in high-quality companies led by intelligent fanatics. In this episode, we discuss a number of interesting concepts that are applicable to both business and to general life, including how to identify intelligent fanatics, what investors should do when an intelligent fanatic leaves the company they founded, and how to take the principles used by intelligent fanatics to drive personal growth. Please enjoy this wide-ranging discussion with Sean Iddings.
49 minutes | Mar 15, 2018
Jack Vogel on Quantitative Value and Momentum Investing
Today’s conversation is with Jack Vogel, the CFO and CIO of Alpha Architect – a quantitative factor-based investing firm that invests client money using empirically-verified strategies like the value effect and the momentum effect. Jack has a PhD from Drexel University and has an interesting mix of an academic’s knowledge and a practitioner’s experience. What really stands out about this conversation is his intellectual curiosity and his commitment to do the right thing for his customers – which means compounding capital at high rates on an after-tax basis over long periods of time. Our conversation is wide-ranging and discusses everything from behavioral finance to security analysis to his firm’s research methodology. Please enjoy my conversation with Jack Vogel. Interested in more episodes of the podcast? Check out the Sure Investing Podcast website. Alternatively, check out the Sure Dividend website to learn more about my firm's research efforts.
48 minutes | Mar 11, 2018
David Kim on Private Debt and Startup Investing
Today’s conversation is with David Kim, a venture technology portfolio manager and Assistant Vice President at Square 1 Bank. David spends his time working with small private companies in the technology sector to assess their growth prospects and determine whether his firm should extend debt financing to them. I’m really excited about this interview for three reasons: one, David is our first guest with experience investing in private businesses; two, David is also our first guest whose expertise is on the debt side of the balance sheet, and three, David is a thoroughly interesting person an excellent conversationalist. Please enjoy this conversation with David Kim.
60 minutes | Mar 8, 2018
Brad Thomas on Intelligent REIT Investing and the Trump Factor
Today’s episode is an insightful conversation with Brad Thomas, the editor of the Forbes Real Estate Investor publication and a Senior Research Analyst for iREIT. Brad researches and writes on a variety of real estate-based fixed-income alternatives including publicly-listed real estate investment trusts. Brad is the co-author of The Intelligent REIT Investor: How To Build Wealth With Real Estate Investment Trusts. His investment universe includes approximately 100 U.S. equity REITs, mutual funds, and REIT ETFs. In this interview, we discuss Brad’s due diligence process for REIT investing, the differences between equity REITs and mortgage REITs, and Brad’s new book The Trump Factor: Unlocking the Secrets Behind the Trump Empire. Please enjoy this unique conversation with Brad Thomas.
39 minutes | Mar 5, 2018
Bob Ciura on the Investing Due Diligence Process
In today's episode, I’m thrilled to be interviewing Bob Ciura, a Senior Vice President at Sure Dividend, the company that backs the Sure Investing Podcast. Bob has an MBA from the University of Notre Dame and spends his time performing fundamental, bottom-up equity research on dividend stocks for Sure Dividend’s website, publication partners, and premium investing newsletters. In this interview, we discuss Bob’s investment due diligence process, his thoughts on why dividend stocks outperform, and the characteristics that he believes make an outstanding long-term investment. Please enjoy my conversation with Bob Ciura.
41 minutes | Mar 2, 2018
Nicholas Ward on the Young Investor's Approach to Dividend Investing
On today’s episode I’m interviewing Nicholas Ward, a young investor who writes dividend growth-focused investment analysis on Seeking Alpha and the Income Minded Millenial channel on themaven.net. Nicholas manages a portfolio of high-quality stocks that includes both “classic” dividend growth stocks as well as a handful of more speculative growth securities. In this episode, we discuss Nick’s investment philosophy, where he’s seeing opportunity in the market, and how individual investors can position themselves to achieve above-average total returns. We also hear what Nick's portfolio would look like if he had to sell all of his stocks and change his strategy to a hyper-concentrated approach of holding exactly 5 securities.
53 minutes | Feb 26, 2018
Eric Ervin on Dividend ETFs and the Future of Blockchain
In this episode I get to speak with Eric Ervin, the President and CEO of Reality Shares. Reality Shares is an innovative asset management firm, ETF issuer, and index provider that manages quantitative dividend ETFs that select individual securities using a proprietary system called DIVCON. Eric is also very knowledgeable about blockchain technology and has led Reality Shares to the launch of an ETF that invests in the leading global companies creating and implementing blockchain solutions. In this interview, we discuss the factors and strategies that drive Reality Shares’ dividend offerings, the motivation behind its new blockchain fund, and why Eric thinks that blockchain has the potential to be as disruptive as the Internet.
49 minutes | Feb 21, 2018
Charles Fournier on How He Reached Financial Freedom
This episode of the Sure Investing Podcast contains an interview of Charles Fournier, a retired executive from the Canadian financial services industry who left the workforce in his mid-fifties thanks to a high-quality portfolio of dividend growth stocks. He currently shares detailed information about his investment journey on his website, www.financialfreedomisajourney.com. In this episode, we discuss his investment due diligence process, his current holdings, and how Charles managed to engineer an early retirement primarily through investing in dividend stocks. Stay tuned for more.
54 minutes | Feb 21, 2018
Andrew Sather on Financial Statement Analysis
In this episode, I’m excited to be interviewing Andrew Sather, the Founding Publisher of einvestingforbeginners.com and the Sather Research eLetter. Andrew is passionate about helping educate individual investors and helping them to avoid common mistakes in the stock market. He’s also a gifted analyst of financial statements, which is a major focus of this episode.
37 minutes | Feb 21, 2018
Ben Reynolds on The 8 Rules of Dividend Investing
In this episode, I interview Ben Reynolds, the founder and CEO of Sure Dividend. Sure Dividend is an investment newsletter provider aimed at helping individual investors achieve superior investing outcomes by taking low-cost, long-term positions in individual stocks. In this episode, we discuss how individual investors can position themselves to succeed by implementing easy-to-understand quantitative investment strategies. Ben also provides a detailed explanation of Sure Dividend's quantitative strategy - The 8 Rules of Dividend Investing.
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