The Education of a Value Investor

Georgina Godwin interviews Philippe Taieb, an accomplished and respected consultant and coach with a unique experience of working both in the corporate world as a consultant at Braxton Associates, a strategy consulting firm, and in the social impact sector, for The Nature Conservancy, the world’s largest environmental non profit, a role he was recruited for from Harvard Business School. Philippe discusses his upbringing in France, as the son of Tunisian immigrants and the origin of his Arabic name, Taieb. Armed with a very common Christian first name, he believes that as an immigrant family his parents wanted him to have a good start in life but also blend in and integrate in Paris, a very diverse city, with people from all backgrounds and origins. History then repeated itself, when Philippe himself became an immigrant when he moved to America 23 years ago to grab the opportunities that America offered. Philippe is a very passionate individual and his passions originate from his background and his keen awareness from his youth about equality and social justice. This ingrained ethos and the skills Philippe’s business education has given him, means he can apply that to the social impact sector to help organisations maximise their social impact instead of maximising just their profits. When he made the transition from the corporate world of the Harvard Business School to the social impact arena of The Nature Conservancy, he was in a unique position to start mentoring.  Philippe’s business expertise led him into the coaching work he does with leadership and career development, making people realise their potential, working with them to try to understand where they want to go and how to help them get there.                                                            Philippe’s passions away from the workplace are art and dance, which he believes should be a component of the fabric of any society. From gazing at Rosko’s at the National Gallery, going to the Opera in Paris or watching dance groups in Boston, he has immersed himself in the arts wherever he has lived in the world.              Finally, Philippe addresses the question about being interviewed rather than being the interviewer. He reflects on the positives of self reflection and that as long as you keep your integrity, work hard, continue to keep your goals in mind and be very aware of what’s going on around you, you will be fine. Full Transcript available here: https://aqfd.docsend.com/view/mj5gye4qgui5cu58 ContentsAbout Philippe Taieb (00:00)Philippe’s Identity and Roots (01:26)Life in America as an Immigrant (06:56)Philippe’s Passions and Career (10:00)The Non Profit Economy (12:52)Thoughts on Another Passion - Dance and the Arts (21:06)Harvard Business School Students – have they become less arrogant? (27:12)The Future of Politics in France (31:04)

In this episode, Guy Spier and Jeremy Deal speak about Hamilton Helmer’s Seven Powers and how Deal uses the framework in his own investment research as well as some of the major takeaways from this research. Finally, they discuss LinkedIn usage, informational podcasts and CEOs they both admire.Full transcript available here: https://aqfd.docsend.com/view/agr4ggjf2rsuijbuContents:Transitioning to Europe (00:01:29)Accessing Investment Research (00:06:12)Major Takeaways (00:16:30)Hamilton Helmer’s Seven Powers (00:24:29)The Past is Not Representative of the Future (00:32:11)Ad-Tech (00:47:19)Admirable CEOs (00:54:15)

Georgina Godwin interviews Jehangir Appoo, an incredibly accomplished cardiothoracic surgeon. Among his accolades, are two fellowships, the first from the Royal Brompton Hospital, Imperial College, London and the second from the University of Pennsylvania. He has also held the position of Clinical Associate Professor of Cardiac Surgery at the University of Calgary, helping establish an artificial heart programme and performing Alberta’s first artificial heart device implant.   Jehangir discusses his fascinating journey, which began as a well-travelled youngster living in at least 7 countries before the age of 18, finally settling in Canada. Medicine was an unusual choice of career for a young man who hated the sight of blood. After a chance encounter with the Dean of his Medical School, near the Taj Mahal, he offered Jehangir some wise words, ‘once you see the light don’t turn your back upon it’. As his plane took off to return home, the decision was made that his future lay in cardiac surgery. Sadly, after a long and illustrious career at the frontline of cardiac surgery, issues with Jehangir’s neck, forced him to stop operating. He was determined that his new career would need to have an on-going impact in health care and what followed was two completely different worlds colliding, digital technology and medicine. Jehangir heads up a capital fund called AOIT Health. His aim is to be part of the evolution of how AI is used for medical diagnosis using machine learning technologies. Using his experiences at the front line of health care, his aim is to develop machine learning in an environment that can make a significant change; to the way medicine is practiced. Jehangir is also involved in a non-profit organisation called Creative Destruction Lab, a partnership with scientists coming out of Universities, business schools, venture capital and entrepreneurs with the goal of building businesses. The idea being to take a project from the lab and build it into a big business, which is the whole basis of innovation and venture capitalism. Finally, Jehangir addresses the positive impact that the pandemic has brought by integrating digital technology into health care. Virtual care had never been done before but now it has been accepted as a legitimate form of medical care, the whole space has opened up to remote patient monitoring, COVID has brought 2030 a decade early, accelerating digital technology investment in health care and rethinking how healthcare can work in the future.Full transcript available here:  https://aqfd.docsend.com/view/7wfqnk9sauntku4y Contents:About Jehangir Appoo (00:00)Journey to Cardiothoracic Surgery (03:08)Thoughts on Healthcare Around the World (08:32)Professional Accomplishments (10:58)Career Change – Healthcare Meets Technology (13:26)COVID and Digital Technology (20:07)Jeffersonian Meals (24:33)Thoughts on Exciting Developments in Healthcare (28:24)

In this conversation Grant Schreiber talks to Georgina Godwin about growing up in South Africa, his books, Real Leaders magazine and his future plans.Full transcript available here: https://aqfd.docsend.com/view/7xek49puhrabuxsqContents:Early Life and Education under Apartheid (01:51)Business Regulations in South Africa (06:51)The Books: Healing Through Humour (09:03)Becoming Global Citizens (11:02)Real Leaders: What Makes Them Stand Out? (14:29)Sustainability Under the Loop (19:54)Future Plans (23:45)The Power of Networking and Personal Connections (25:27)

In this conversation, Joe Chapman talks to me about his squash career, Chapman Property Group and master-planned communities. University of Rochesterwww.rochester.edu/ Michael Rizzo http://www.sas.rochester.edu/eco/people/faculty/rizzo_michael/index.html Journal Monetary Economicswww.journals.elsevier.com/journal-of-monetary-economics Wikipedia Pagehttps://en.wikipedia.org/wiki/Joe_Chapman BVI Olympic Committeehttp://bviolympics.org/joe-chapman/ Full transcript available here: https://aqfd.docsend.com/view/2fvsz6stqz4gfimhContents:From the British Virgin Islands to the University of Rochester (00:43)A Career in Squash (02:49)Hurricane Irma: What is There to Be Learned? (06:48)Chapman Property Group: Structure and Future Ideas (09:18)Successful Models of Urban Environment (15:18)Master-Planned Communities (21:17)

In this call Georgina Godwin and Amanda Pullinger discuss the advantages of having a diverse workplace, and the opportunities presented by having more women take leading roles in finance. Amanda Pullinger, CEO of 100 Women in Finance, uses her experience to predict what proportion women will make up the finance sector by 2030.Full transcript available here: https://aqfd.docsend.com/view/cjy2hevj6jpyu9zmContents:About Amanda Pullinger (00:00)Pursuing a Career After University (07:51)Women Underrepresented in Finance (11:41)Lack of Diversity in the Workplace (15:01)100 Women in Finance (18:43)Openness to Political Debate (30:12)How Will a Biden Administration Affect the World of Finance? (33:02)Thoughts on Brexit (37:06)

Introducing Georgina Godwin - who will be doing some of the interviews and hosting.  In this episode Guy Spier interviews Georgina Godwin, who will conduct some of the interviews going forward. She discusses her start as a radio host, working at Monocle, and the importance of asking about interviewees early influences.More about Georgina Godwin here:HTTP://www.twitter.com/georginagodwinOr find her on Monocle RadioHTTP://www.monocle.com/radio/Full transcript available here: https://aqfd.docsend.com/view/xjmvtyqynv4rjr58Contents:Meeting Georgina Godwin (01:33)Ending Up in Radio (04:14)Feeling Antipathy Towards Women Who Choose Not to Work (07:41)Monocle Organization (09:48)Events Pivoting to More of a Digital Presence (13:36)Importance of Early Influences (17:01)

Listen (or watch) on youtube here on.aqu.am/3fzgKKU You can read the email here: on.aqu.am/37cyvMa sign up to be on the email list here: bit.ly/2NX8XdQ Email Update: Knowledge Management in a New Era by Guy Spier is licensed under a Creative Commons License.

In this conversation Kevin Schawinski talks to me about galaxies’ transition process, quantum mechanics and machine learning. He also goes into detail about his Galaxy Zoo citizen science project and about Modulos.Other relevant links here:  https://twitter.com/kevinschawinski  ch.linkedin.com/in/kevin-schawinski-517b2a74  de.wikipedia.org/wiki/Kevin_Schawinski  https://skyandtelescope.org/sky-and-telescope-magazine/galaxy-zoo-a-citizen-science-project/ Full transcript available here: https://aqfd.docsend.com/view/a8j8qtx74gky7vhjContents:From Cornell University to Balliol College, Oxford (01:54)The Mechanisms Behind Galaxies’ Transition Process (06:26)Quantum Mechanics: The Many-Worlds Interpretation (19:23)The Limits of the Laws of Nature (33:53)Galaxy Zoo: A Citizen Science Project (44:11)The Difficulties Of Machine Learning Technology (54:01)Modulos: Building a Universal Tool (1:03:25)Powerful Algorithms Behind Social Media (1:15:40)What Can Switzerland and the UK Learn From Each Other? (1:29:56)

In this conversation Aaron Edelheit and I talk about modern approaches to value investing, Twitter, his book and American home.  Full transcript available here: https://aqfd.docsend.com/view/gu8jh94rj4cemuu5Contents:Modern Approaches To Value Investing (00:41)Twitter as a Curation Tool (03:15)Twitter: The Teenage Years (16:47)Expanding the Twitter Ecosystem (19:43)Jack-of-All-Trades Investors (33:29)The Birth of a Value Investor (37:45)Business vs. Investing (39:25)Every Day and Twice on Sunday (41:51)Delayed Shareholder Gratification (48:43)