Blog
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Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water might be the most underappreciated investment theme on the planet.…
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Blending Insurance and Credit Expertise: How Obra Capital Finds Opportunities in Unique Situations
In this episode, Jeff Malec sits down with Peter Polanskyj, Head of Structured Credit at Obra Capital, to delve into…
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Does your Multi-PM Portfolio need an All Star? Or a Team of Role Players?
With the NFL’s football season in full swing after a bevy of $100 million plus signings of All Star quarterbacks,…
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Asset Class Scoreboard: Sept 2024
In September, most asset classes saw a slight upward trajectory, except for commodities, which have continued to slip since July:…
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Is there Alpha in boring old Muni-Bonds, with Riverbend Capital
In this episode of the Derivative podcast, our host Jeff Malec sits down with Tim McGregor and Tom Hession from…
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Asset Class Scoreboard: AUGUST 2024
🎉 August was a wild ride for asset classes! 🎢 U.S. real estate stole the show, with the IYR index…
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Trend, Prop, and Being Allergic to Optimization with Bill Gebhardt of 10Dynamics
In todays episode, Jeff Malec (@AttainCap2) sits down with Bill Gebhardt (@BillGebhardt1) , the founder of 10dynamics, to discuss his…
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Unpacking the Sell-Off! Awesome Insights from discretionary macro trader Asim Ghaffar
This week’s episode of The Derivative features an in-depth discussion with discretionary global macro trader Asim Ghaffar, founder and CIO…


