51 min listen
David Berns & Mike Taylor, Simplify: Finance for a Cure
David Berns & Mike Taylor, Simplify: Finance for a Cure
ratings:
Length:
58 minutes
Released:
Nov 3, 2022
Format:
Podcast episode
Description
Our guests today are David Berns & Mike Taylor. David Berns is Chief Investment Officer & Co-Founder of Simplify Asset Management, which is focused on creating hedge fund and structured product strategies in a liquid, transparent, tax-efficient and low cost vehicle (ETF’s). David has a PhD in Physics from MIT in the field of Quantum Computation. Mike Taylor is Portfolio Manager for the health care strategy at Simplify, which is one of the most unique strategies in the investment management industry, with all net profits donated to the Susan G. Komen Foundation. He has spent the last two decades managing hedge fund strategies at funds including Millennium, Citadel and Diamondback Capital. Mike holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business. In today’s episode, we discuss how Simplify was created and how the idea for their health care strategy came together. We then discuss Mike’s hedge fund career, how managing a long only health care ETF differs from hedge fund investing and much more. We recorded this episode in October for breast cancer awareness month and we wanted to highlight the great work Simplify is doing with Susan G. Komen, using finance as a cause for good. This is the first 100% pro bono ETF, with all net profits donated for the benefit of Susan G. Komen Foundation. Our hosts today are Steve Curley, CFA, past President of CFA Society Orlando and co-founder of the Investors First Podcast, and Javier Perez, CFA, also a past President of CFA Society Orlando & Director at Skyview Investment Advisors. Follow us on Twitter and LinkedIn.
Released:
Nov 3, 2022
Format:
Podcast episode
Titles in the series (82)
Raphael Bostic & Steve Curley, CFA: Rates, Race, and Economic Mobility: Our guest today is , the President of the Federal Reserve Bank of Atlanta and the first African-American President in the 106 year history of the Fed. Prior to his role at the Federal Reserve, he served as a professor at the University of Southern... by The Investors First Podcast