Ep. 23 – If I’m Being Totally Honest with Jonathan Freedman

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…

Ep. 22 – Remember That Time is Your Greatest Asset with Daniel Egan

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 increase…

Ep. 21 – Value Traps: Bargain Hunters Beware! with Asif Khan

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…

Ep. 20 – Beware of Stock Tips. Do your Own Research with Alexander Burstein

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…

Ep. 19 – Overlooking Growth and Expansion with Shagun Jain

Shagun Jain holds a Master’s degree in Management Studies (MBA) from Jamnalal Bajaj Institute (JBIMS), Mumbai specializing in Finance. He is 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…

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