http://podcast.derivactiv.com CapitalMarket Pulse, a podcast series of DerivActiv, is an expansion of the the original MuniMarket Pulse podcast that discusses the important topics affecting capital market professionals involved in the equities market. Interview guests come from the ranks of Corporate America, brokerage houses, municipalities, pension funds, private equity firms, researchers, governmental entities and non-profits. Tune in on an ongoing basis as Johan Rosenberg, CEO of DerivActiv and others, asks the pertinent questions in exclusive interviews with different prominent professionals within this industry. © 2009 DerivActiv PodTractor by OneUpWeb Tue, 16 Feb 2010 13:00:00 -0500 Thu, 11 Mar 2010 02:08:59 -0500 en-us info@derivactiv.com info@derivactiv.com http://www.derivactiv.com/Htmlimages/CapitalMarkets-150.gif http://podcast.derivactiv.com Capital Market News CapitalMarket Pulse, a podcast series of DerivActiv, is an expansion of the the original MuniMarket Pulse podcast that discusses the important topics affecting capital market professionals involved in the equities market. Interview guests come from the ranks of Corporate America, brokerage houses, municipalities, pension funds, private equity firms, researchers, governmental entities and non-profits. Tune in on an ongoing basis as Johan Rosenberg, CEO of DerivActiv and others, asks the pertinent questions in exclusive interviews with different prominent professionals within this industry. DerivActiv Municipal, Muni, Bond, Public, Finance, Fixed, Income, Tax, Exempt, Business, News, Bonds, Capital Market, Private Equity DerivActiv info@derivactiv.com no Dr. Stanley Feldman, Chairman of Axiom Valuation Solutions, talks about the potential for misreporting alternative investment values by hedge funds and equity funds. http://podgarden.podtractor.com/podcasts/derivactiv/capitalmarket/Feldman02-16-2010/mp3/Feldman02-16-2010.mp3?s=325bfae6333efbabb5672dc9f3e13b4bb11c7256 Tue, 16 Feb 2010 13:00:00 -0500 http://podgarden.podtractor.com/106/380/11405 Jim Towne Dr. Stanley Feldman, Chairman of Axiom Valuation Solutions, talks about the potential for misreporting alternative investment values by hedge funds and equity funds. 16:28 Hedge funds, Private equity funds, misreport performance, Bollen and Pool, Phalippou and Gottschalg performance of private equity funds, valuation , Madoff scandal, conflicts exist, oversight problems for pension plans, AICPA Guidelines, Topic 820, fiduciaries responsible for those asset values, The Replicating Portfolio Method, can replicate the structure of the portfolio, investment manager, customized index mimics the risk-return characteristics, forensic accounting, transparent, transparency, replicate returns, Stanley Feldman, Axiom Valuation, Jim Towne, CapitalMarket Pulse podcast no Philip Treick, Founder and Managing Partner of Thermopolis Partners and Portfolio Manager of The Fortuno Capital Fund, discusses his take on China’s role in precipitating the 2008 global economic crisis, the gigantic carry trade at the root of it, and how it became an opportunity for China to buy commodities on the cheap. http://podgarden.podtractor.com/podcasts/derivactiv/capitalmarket/Treick11-12-09/mp3/Treick11-12-09.mp3?s=325bfae6333efbabb5672dc9f3e13b4bb11c7256 Thu, 12 Nov 2009 12:13:00 -0500 http://podgarden.podtractor.com/106/380/10145 Johan Rosenberg Philip Treick, Founder and Managing Partner of Thermopolis Partners and Portfolio Manager of The Fortuno Capital Fund, discusses his take on China’s role in precipitating the 2008 global economic crisis, the gigantic carry trade at the root of it, and how it became an opportunity for China to buy commodities on the cheap. 20:59 Global economic collapse of 2008, mutual funds, Transamerica, Cyprus Funds, tangible assets relative to financial assets, collapse of credit, credit bubble, decoupled, emerging markets, US economy, Chinese managing the upward revaluations of the yuan, weakness in the dollar, gradual revaluation, currency, BRIC economies, Treasury paper, Agency paper, low cost currency, carry trade, selling yuan and buying dollars, pegging to the dollar, currency trader, oil, gold, copper, leverage, commodities, all commodities are priced to the US dollar, manipulate their currency downward, victim of volatility, countertrend rally, global reserve currency, Philip Treick, Thermopolis Partners, Fortuno Capital Fund, Johan Rosenberg, CapitalMarket Pulse podcast no Dr. Stanley Feldman, Chairman of Axiom Valuation Solutions, talks about several myths that have developed around the application of the fair value standard, or FAS 157, to alternative investments. http://podgarden.podtractor.com/podcasts/derivactiv/capitalmarket/Feldman10-23-09/mp3/Feldman10-23-09.mp3?s=325bfae6333efbabb5672dc9f3e13b4bb11c7256 Fri, 23 Oct 2009 14:24:00 -0400 http://podgarden.podtractor.com/106/380/10032 Johan Rosenberg Dr. Stanley Feldman, Chairman of Axiom Valuation Solutions, talks about several myths that have developed around the application of the fair value standard, or FAS 157, to alternative investments. 11:07 Five myths, post Madoff era, FAS 157, the fair value standard, fiduciaries, investment managers, traditional asset classes, commodities, real estate, alternative investments, private equity, hedge funds, CMOs, all of those assets that are in those plans have to be marked to fair value, illiquid, thinly traded, AICPA, portfolio, endowment funds, ERISA, they could lose their wealth, Stanley Feldman, Axiom Valuation, Jim Towne, CapitalMarket Pulse podcast no Dr. Stanley Feldman, Chairman of Axiom Valuation Solutions, talks about how the Madoff scandal and implementation of FAS 157 have increased the level of responsibility for a fiduciary, particularly in relation to valuing alternative investments. http://podgarden.podtractor.com/podcasts/derivactiv/capitalmarket/Feldman10-05-2009/mp3/Feldman10-05-2009.mp3?s=325bfae6333efbabb5672dc9f3e13b4bb11c7256 Mon, 05 Oct 2009 17:54:00 -0400 http://podgarden.podtractor.com/106/380/9850 Johan Rosenberg Dr. Stanley Feldman, Chairman of Axiom Valuation Solutions, talks about how the Madoff scandal and implementation of FAS 157 have increased the level of responsibility for a fiduciary, particularly in relation to valuing alternative investments. 14:19 Fiduciary Responsibility in the Post-Madoff Era, fair value standard, FAS 157, ERISA, alternative investments, financial accounting standard 157, fair value of an asset or liability, movement in the accounting world to fair value accounting, private equity investments, hedge funds, private equity funds, endowment, retirement plan, transparency risk, audited financial statements, independent valuations of asset values, finance theory, replicating portfolio, Stanley Feldman, Axiom Valuation, Jim Towne, CapitalMarket Pulse podcast no Gene Phillips Director at PF2 Securities Evaluations, talks about the collateralized loan obligation or CLO market and the important role of amendments in preventing defaults and maintaining credit availability. http://podgarden.podtractor.com/podcasts/derivactiv/capitalmarket/Phillips07-01-09/mp3/Phillips07-01-09.mp3?s=325bfae6333efbabb5672dc9f3e13b4bb11c7256 Wed, 01 Jul 2009 14:45:00 -0400 http://podgarden.podtractor.com/106/380/8451 Johan Rosenberg Gene Phillips Director at PF2 Securities Evaluations, talks about the collateralized loan obligation or CLO market and the important role of amendments in preventing defaults and maintaining credit availability. 11:55 Collateralized Debt Obligations, amendments, credit, defaults, CLO Market, extension risk, CLO securitizations, securitization, trust, Gene Phillips, PF2 Securities Evaluations, Inc., Jim Towne, DerivActiv, CapitalMarket Pulse podcast no