Don Hodges, Founder and Chairman of Investments at Hodges Capital, tells Wall Street Week’s Jeff Salkin that the airline industry may have full planes but Wall Street isn’t yet fully on board. Dallas-based Hodges Funds is a family of five no-load funds with over $1 billion in total assets under management. The Hodges Small Cap Fund ranks in the top two percent of its small-cap blend category for the past three years and top four percent for the past five years.
Thomas Zucosky, President of Discovery Capital Management, discussed the impact of relaxed marketing rules for alternative investments with Julia Rhee of Alpha Institutes. Also appearing is Federico Schiffrin, Senior Vice President at Unigestion, who explains why it’s “winners take all” in the world of private equity.
David Sadigh, Founder & CEO of consulting firm Digital Luxury Group, tells Wall Street Week’s Jeff Salkin that a number of well-known brands are “about to take off” in the Chinese market. Sadigh discusses the growing role of digital marketing channels, and also the challenge of gaining market share while avoiding becoming a mass market brand.
Racheline Maltese of Media Tenor International speaks with Wall Street Week’s Jeff Salkin about the clues hidden in mass media reporting. Media Tenor’s staff monitors broadcasts and publications worldwide, seeking out changes in focus and tone. For example, Ms. Maltese says, the firm’s research can predict changes in the U.S. Consumer Confidence Index.
Bob Killebrew, of WMS Partners, a multi-family office , speaks with Wall Street Week’s Al Berkeley about the firm’s approach to wealth management. Mr. Killebrew discusses the simple task that “almost no one” does and why he enjoys the “soft and fuzzy” parts of the job, educating children to be good stewards of family wealth.
Rick Dude, CEO of QuantAdvisor, speaks with Wall Street Week’s Al Berkeley about the advantages big investors have in handling “big data.” Mr. Dude’s firm has created a data analysis platform aimed at leveling the playing field for smaller investment advisors and investors.
Keith Wade, Chief Economist and Strategist at Schroders, on a visit to the U.S., tells Wall Street Week’s Jeff Salkin that the Bank of Japan seems to be succeeding in creating an expectation of inflation. He discusses what that means for world markets and why Germany may need to spark the next euro crisis.