Eric Berger on Liftoff: Elon Musk and the Desperate Early Days…

June 13, 2021 in Audio, Full Video, Interviews, Meet-the-Author Forum 2021

Eric Berger discussed his book, Liftoff: Elon Musk and the Desperate Early Days That Launched SpaceX, at MOI Global’s Meet-the-Author Summer Forum 2021.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

Our Meet-the-Author Summer Forum aims to inspire members with reading ideas.

We are delighted to have Alex Gilchrist, a London-based research associate of MOI Global, host the Meet-the-Author Summer Forum 2021.

This conversation is available as an episode of Explore Great Books, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the book:

SpaceX has enjoyed a miraculous decade. Less than 20 years after its founding, it boasts the largest constellation of commercial satellites in orbit, has pioneered reusable rockets, and in 2020 became the first private company to launch human beings into orbit. Half a century after the space race it is private companies, led by SpaceX, standing alongside NASA pushing forward into the cosmos, and laying the foundation for our exploration of other worlds.

But before it became one of the most powerful players in the aerospace industry, SpaceX was a fledgling startup, scrambling to develop a single workable rocket before the money ran dry. The engineering challenge was immense; numerous other private companies had failed similar attempts. And even if SpaceX succeeded, they would then have to compete for government contracts with titans such as Lockheed Martin and Boeing, who had tens of thousands of employees and tens of billions of dollars in annual revenue. SpaceX had fewer than 200 employees and the relative pittance of $100 million in the bank.

In Liftoff, Eric Berger, senior space editor at Ars Technica, takes readers inside the wild early days that made SpaceX. Focusing on the company’s first four launches of the Falcon 1 rocket, he charts the bumpy journey from scrappy underdog to aerospace pioneer. We travel from company headquarters in El Segundo, to the isolated Texas ranchland where they performed engine tests, to Kwajalein, the tiny atoll in the Pacific where SpaceX launched the Falcon 1. Berger has reported on SpaceX for more than a decade, enjoying unparalleled journalistic access to the company’s inner workings. Liftoff is the culmination of these efforts, drawing upon exclusive interviews with dozens of former and current engineers, designers, mechanics, and executives, including Elon Musk. The enigmatic Musk, who founded the company with the dream of one day settling Mars, is the fuel that propels the book, with his daring vision for the future of space. Filled with never-before-told stories of SpaceX’s turbulent beginning, Liftoff is a saga of cosmic proportions.

About the author:

Eric Berger is the senior space editor at Ars Technica, covering everything from new space to NASA policy. Eric has an astronomy degree from the University of Texas and a master’s in journalism from the University of Missouri. He previously worked at the Houston Chronicle for 17 years, where the paper was a Pulitzer Prize finalist in 2009 for his coverage of Hurricane Ike. A certified meteorologist, Eric founded Space City Weather and lives in Houston.

Brinton Johns on Complexity Investing: Resilience and Optionality

June 11, 2021 in Audio, Equities, Featured, Interviews, Invest Intelligently Podcast, Member Podcasts, Wide Moat

We had the pleasure of speaking with Brinton Johns, a co-founder and investor at NZS Capital, about the firm’s investment philosophy and process.

Specifically, we dug into the topic of complexity investing, which Brinton and his team have championed for years.

NZS believes that “the economy and the stock market are best understood as biological systems: specifically, complex adaptive systems. Complex systems have unpredictable outcomes; therefore, as investors, we focus on companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes.”

In 2014, Brinton and fellow NZS co-founder Brad Slingerlend published a white paper on complexity investing. The paper remains highly influential.

Listen to the conversation (recorded on June 3, 2021):

audio paper library

A transcript will be shared with members soon.

This conversation is available as an episode of Invest Intelligently, a member podcast of MOI Global. (Learn how to access member podcasts.)

For more insights from NZS Capital, listen to our conversation with Jon Bathgate on the key players and trends in the semiconductor industry.

Brinton Johns is a co-founder and investor at NZS Capital, LLC. Brinton started in the investment industry at Janus Henderson Investors in 2000 in retail client support before becoming a research associate in 2003. Brinton became a research analyst in 2006 and later became leader of the global technology sector team and co-portfolio manager of the Janus Henderson Global Technology and Innovation Strategies with Brad until June 2017. Brinton has a Bachelor of Business Administration in Business Management from the University of Texas Arlington and a Master of Arts in Biblical/Christian Studies from the Denver Seminary.

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The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.

Joann Lublin on Her Book, Power Moms

June 10, 2021 in Audio, Full Video, Interviews, Meet-the-Author Forum

Joann S. Lublin discussed her book, Power Moms: How Executive Mothers Navigate Work and Life, at MOI Global’s Meet-the-Author Summer Forum 2021.

Watch this session:

audio recording

Our Meet-the-Author Summer Forum aims to inspire members with reading ideas.

We are delighted to have Alex Gilchrist, a London-based research associate of MOI Global, host the Meet-the-Author Summer Forum 2021.

This conversation is available as an episode of Explore Great Books, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the book:

A retired Wall Street Journal editor and mother compares two generations of women—boomers and GenXers—to examine how each navigates the emotional and professional challenges involved in juggling managerial careers and families. For the first time in American history, a significant number of mothers are heading major corporations, including General Motors, Ulta Beauty, and Best Buy. Over the past several decades, women have made gains throughout executive suites. Yet these “Power Moms” still struggle with balancing their management responsibilities with raising children. Joann S. Lublin draws on the experiences of the nation’s two generations of these successful women to measure how far we’ve come—and how far we still need to go.

Lublin combines her own insights with those of eighty-five executive mothers across industries—including experienced public-company chiefs such as Carol Bartz, the first woman to command Autodesk and Yahoo; Hershey’s Michele Buck, DuPont’s Ellen Kullman, ITT’s Denise Ramos, and WW International’s Mindy Grossman—and twenty-five of their grown daughters. Lublin reveals how trailblazer boomers, many now in their sixties, often endured sweeping disapproval for their demanding management careers, even as their own daughters sometimes rejected their choices. While the second wave of executive mothers—all under forty-five—handle working parenthood with less angst, they still lead stressful lives.

Power Moms provides lessons and advice to help today’s professional women, their families, and their employers navigate this challenging terrain. Lublin looks at the trade-offs mothers are too often forced to make between work and family and the root causes, including the dearth of large-scale paid parental leave and other family-friendly policies. While it celebrates the gains women have made, Power Moms makes clear how much more must be done to make being a working mother easier.

About the author:

Joann S. Lublin has been a journalist since she helped launch her elementary school newspaper at age 10. Both “Power Moms” and “Earning It” describe many of her experiences as a veteran journalist for The Wall Street Journal. She created “Managing Your Career,” the newspaper’s first career column, in 1993. “Your Executive Career,” her subsequent advice column, appeared regularly in the Journal until May 2020. In 2003, Ms. Lublin was a member of a Journal team awarded the Pulitzer Prize in explanatory reporting for a series of stories that exposed corporate scandals, bringing them to life in compelling narratives. In 2018, she won the Lifetime Achievement Award given annually by the Gerald Loeb Awards, the highest honor in business journalism. She was only the third woman to ever receive this prestigious award. As management news editor for the Journal until April 2018, Ms. Lublin wrote about issues such as executive pay, corporate governance, executive recruitment, management succession and women in the workplace. She remains a regular contributor to The Wall Street Journal, and often profiles high-achieving women for its Personal Board of Directors feature.

Ram Parameswaran: Quarterly Update on Internet Business Trends

June 10, 2021 in Audio, Commentary, Equities, Gain Industry Insights Podcast, Information Technology, Interviews, Member Podcasts, Venture Capital

We had the pleasure of speaking with Ram Parameswaran, founder and managing partner of San Francisco-based Octahedron Capital.

Ram discussed business trends in the Internet economy, as gleaned from the latest quarterly earnings releases and conference calls of key industry participants. Ram shared highlights from a quarterly slide deck by Octahedron, entitled “A Few Things We Learned”.

Prior to founding Octahedron, Ram was a partner at Altimeter Capital, a multi-billion dollar firm, where he focused on public and private investments in the technology sector. He was responsible for investments in pre-IPO Uber and TikTok parent Bytedance.

The following conversation is also available as an episode of Gain Industry Insights, a member podcast of MOI Global. (Learn how to access member podcasts.)

Members, log in below to access the restricted content.

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Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

Ram Parameswaran is the founder of Octahedron Capital, a global, growth-oriented investment firm that seeks to make concentrated investments in leading public and private companies that drive the world’s internet economy. Prior to Octahedron, Ram was a partner and portfolio manager at Altimeter Capital, a multi-billion dollar investment firm in Menlo Park, where he helped lead the firm’s investments in the internet and payments sectors, across both the hedge fund and private growth funds. Prior to Altimeter, Ram was the technology analyst at Falcon Edge Capital, co-founded the Internet research team at Sanford Bernstein, and started his career as a senior engineer at Qualcomm. Ram has an MBA in finance from the University of Chicago Booth School of Business and a Masters in EE from Virginia Tech.

The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.

Robert Hagstrom on Warren Buffett: Inside the Ultimate Money Mind

June 9, 2021 in Audio, Equities, Explore Great Books Podcast, Full Video, Interviews, Meet-the-Author Forum, Meet-the-Author Forum 2021, Meet-the-Author Forum 2021 Featured, Member Podcasts

Robert G. Hagstrom discussed his book, Warren Buffett: Inside the Ultimate Money Mind, at MOI Global’s Meet-the-Author Summer Forum 2021.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

This conversation is available as an episode of Explore Great Books, a member podcast of MOI Global. (Learn how to access member podcasts.)

This session is part of our Meet-the-Author Summer Forum 2021, designed to provide summer reading inspiration to MOI Global members. We look forward to releasing additional conversations in the coming weeks.

Editor’s note: We are delighted to have Alex Gilchrist, a London-based research associate at MOI Global, host the Meet-the-Author Summer Forum 2021.

About the book:

In Warren Buffett: Inside the Ultimate Money Mind, Robert Hagstrom breaks new ground with a deep analysis of Buffett’s essential wisdom, an intricate mosaic of wide-ranging ideas and insights that Buffett calls a Money Mind.

What exactly is a Money Mind? At one level, it’s a way of thinking about major financial issues such as capital allocation. At another level, it summarizes an overall mindset for successfully investing in today’s fast-paced stock market, a mindset that depends on a commitment to learning, adapting, and facing down irrelevant noise.

This is not a method book. It is a thinking book.

Warren Buffett: Inside the Ultimate Money Mind explains the philosophies of self-reliance, stoicism, rationalism, and pragmatism and their contributions to making intelligent investment decisions. It also outlines the evolution of value investing, discusses how to develop a business-driven investing mindset, and describes the defining traits of successful active management. Lastly, it examines the surprising aspects of a Money Mind – sportsman, teacher, and artist.

In short, Warren Buffett: Inside the Ultimate Money Mind helps readers understand the building blocks that go into making a Money Mind so they can begin to incorporate its principles in the service to a life of value.

About the author:

Robert G. Hagstrom is Chief Investment Officer at EquityCompass Investment Management LLC, and Senior Portfolio Manager of the Global Leaders Portfolio. He joined EquityCompass as a Senior Portfolio Manager in April 2014 and launched the Global Leaders Portfolio in July 2014.

In addition, Robert serves as Chairman of the Investment Management Committee for Stifel Asset Management. Prior to joining EquityCompass, he was the Chief Investment Strategist of Legg Mason Investment Counsel, and before that, he spent 14 years as the Portfolio Manager of the Growth Equity Strategy at Legg Mason Capital Management, where he managed over $7 billion in assets. Robert was the recipient of “Honorable Mention” as Morningstar’s U.S. Equity Manager of the Year in 2007.

Robert has written ten books, including the New York Times bestseller The Warren Buffett Way, which has sold over one million copies worldwide and been translated into 18 foreign languages. He is also the author of The Warren Buffett Portfolio: Mastering the Power of the Focus Investing Strategy and Investing: The Last Liberal Art.

Robert earned his Bachelor’s and Master’s of Arts degrees from Villanova University and is a member of the CFA Institute and the CFA Society of Philadelphia.

Ep. 44: Aggregation of Marginal Gains | A Study of Lifetime Value Creation

June 8, 2021 in Audio, Podcast, This Week in Intelligent Investing

It’s a pleasure to share with you Season 1 Episode 44 of This Week in Intelligent Investing, co-hosted by

  • Phil Ordway of Anabatic Investment Partners in Chicago, Illinois;
  • Elliot Turner of RGA Investment Advisors in Stamford, Connecticut; and
  • John Mihaljevic of MOI Global in Zurich, Switzerland.

Enjoy the conversation!

download audio recording

In this episode, Phil Ordway, Elliot Turner, and John Mihaljevic discuss

  • the concept of “aggregation of marginal gains” and related examples; and
  • an academic study of lifetime value creation in the stock market.

Follow Up

Would you like to get in touch?

Follow This Week in Intelligent Investing on Twitter.

Engage on Twitter with Elliot, Phil, or John.

Connect on LinkedIn with Elliot, Phil, or John.

This Week in Intelligent Investing is available on Amazon Podcasts, Apple Podcasts, Google Podcasts, Pandora, Podbean, Spotify, Stitcher, TuneIn, and YouTube.

If you missed any past episodes, you can listen to them here.

About the Podcast Co-Hosts

Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department.

Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy.

John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club’s prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast. [dkpdf-remove]
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Marc Rubinstein on India’s Largest Fintech and the Concept of Pivoting

June 8, 2021 in Audio, Commentary, Equities, Financials, Gain Industry Insights Podcast, Interviews, Member Podcasts, Net Interest

We had the pleasure of speaking with Marc Rubinstein, author of Net Interest, a financial sector newsletter, about his essay, Paytm from Idea to IPO.

Marc writes:

Ten years ago, the idea of the pivot was popularised by Eric Ries through his book, The Lean Startup. Ries recognised that startups frequently need to shift strategy before they find success. In some cases, the capacity to pivot is retained inside a company’s DNA as it grows, helping the company to evolve with changing conditions. A good example of this is Netflix, whose founder wrote his own book on the subject, No Rules Rules: Netflix and the Culture of Reinvention.

I don’t know whether he’s read either of these books, but Vijay Shekhar Sharma reflects these ideas in his company, Paytm and its holding company, One97. His company is now over twenty years old, but it has shifted direction multiple times – from phone services to marketing to mobile phone top-ups to payments to e-commerce to full-scale financial services. Along the way, it’s attracted funding from Ant Group, Softbank and Warren Buffett. Today, Paytm is the largest fintech in India, readying itself for an IPO, expected to launch over the next few months.

Sharma hasn’t written a book of his own – and has no plans to – but he has written 36,000 tweets that chronicle the growth of Paytm. In order to get a handle on his company ahead of its IPO, let’s look through them.

Read on or listen to our conversation (recorded on June 7, 2021):

download audio read article

This conversation is available as an episode of Gain Industry Insights, a member podcast of MOI Global. (Learn how to access member podcasts.)

About This Audio Series:

MOI Global is delighted to engage in illuminating conversations on the financial sector with Marc Rubinstein, whose Net Interest newsletter we have found to be truly exceptional. Our goal is to bring you Marc’s insights into financial services businesses and trends on a regular basis, with Marc’s weekly essays serving as inspiration for our discussions.

About Marc Rubinstein:

Marc is a fellow MOI Global member, managing partner of Fordington Advisors, and author of Net Interest. He is a former analyst and hedge fund manager, most recently at Lansdowne Partners, with more than 25 years of experience in the financial sector. Marc is based in London.

About Net Interest:

Net Interest, authored by Marc Rubinstein, is a newsletter of insight and analysis from the world of finance. Enjoyed by the most senior executives and smartest investors in the industry, it casts light on this important sector in an easy-to-read style. Each post explores a theme trending in the sector. Between fintech, economics and investment cycles—there’s always something to talk about!

Members, log in below to access the restricted content.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

The content of this website is not an offer to sell or the solicitation of an offer to buy any security. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this website. BeyondProxy’s officers, directors, employees, and/or contributing authors may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated herein.

Camila Russo on Her Book, The Infinite Machine

June 5, 2021 in Audio, Full Video, Interviews, Meet-the-Author Forum 2021

Camila Russo discussed her book, The Infinite Machine: How an Army of Crypto-Hackers Is Building the Next Internet with Ethereum, at MOI Global’s Meet-the-Author Summer Forum 2021.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

Our Meet-the-Author Summer Forum aims to inspire members with reading ideas.

We are delighted to have Alex Gilchrist, a London-based research associate of MOI Global, host the Meet-the-Author Summer Forum 2021.

This conversation is available as an episode of Explore Great Books, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the book:

Written with the verve of such works as The Big ShortThe History of the Future, and The Spider Network, here is the fascinating, true story of the rise of Ethereum, the second-biggest digital asset in the world, the growth of cryptocurrency, and the future of the internet as we know it.

Everyone has heard of Bitcoin, but few know about the second largest cryptocurrency, Ethereum, which has been heralded as the “next internet”. The story of Ethereum begins with Vitalik Buterin, a supremely gifted 19-year-old autodidact who saw the promise of blockchain when the technology was in its earliest stages. He convinced a crack group of coders to join him in his quest to make a super-charged, global computer.

The Infinite Machine introduces Vitalik’s ingenious idea and unfolds Ethereum’s chaotic beginnings. It then explores the brilliant innovation and reckless greed the platform – an infinitely adaptable foundation for experimentation and new applications – has unleashed and the consequences that resulted as the frenzy surrounding it grew: increased regulatory scrutiny, incipient Wall Street interest, and the founding team’s effort to get the Ethereum platform to scale so it can eventually be accessible to the masses.

Financial journalist and cryptocurrency expert Camila Russo details the wild and often hapless adventures of a team of hippy-anarchists, reluctantly led by an ambivalent visionary, and lays out how this new foundation for the internet will spur both transformation and fraud – turning some into millionaires and others into felons – and revolutionize our ideas about money.

About the author:

Camilla Russo is founder of The Defiant, a newsletter focusing on decentralized finance. Previously, she was a journalist for eight years at Bloomberg rotating between Buenos Aires, Madrid and New York. Camila covered Argentine, Market, European Stock, macroeconomics and cryptocurrencies. She holds an MSc from Northwestern’s School of Journalism and a bachelors from Pontificia Universidad Catolica de Chile. Camillar is author of The Infinite Machine the first book on the history of Ethereum, which was published by Harper Collins in July, 2020.

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Owen Walker on Built on a Lie: The Rise and Fall of Neil Woodford…

June 1, 2021 in Audio, Full Video, Interviews, Meet-the-Author Forum 2021

Owen Walker discussed his book, Built on a Lie: The Rise and Fall of Neil Woodford and the Fate of Middle England’s Money, at MOI Global’s Meet-the-Author Summer Forum 2021.

The full session is available exclusively to members of MOI Global.

Members, log in below to access the full session.

Not a member?

Thank you for your interest.  Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:

Our Meet-the-Author Summer Forum aims to inspire members with reading ideas.

We are delighted to have Alex Gilchrist, a London-based research associate of MOI Global, host the Meet-the-Author Summer Forum 2021.

This conversation is available as an episode of Explore Great Books, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the book:

The definitive account of the Neil Woodford scandal from the award-winning FT journalist who first broke the story. This is the gripping tale of Britain’s top investor’s fall from grace and the shattering consequences.

The proud owner of a sprawling £14m estate in the Cotswolds, boasting a stable of eventing horses, a fleet of supercars and neighbouring the royal family, Neil Woodford was the most celebrated and successful British investor of his generation. He spent years beating the market; betting against the dot com bubble in the 1990s and the banks before the financial crash in 2008, making blockbuster returns for his investors and earning himself a reputation of ‘the man who made Middle England rich’. As famous for his fleet of fast cars and ostentatious mansions, he was the rockstar fund manager that had the lifestyle to match. But, in 2019, after a stream of poorly-judged investments, Woodford’s asset management company collapsed, trapping hundreds of thousands of rainy-day savers in his flagship fund and hanging £3.6bn in the balance.

In Built on a Lie, Financial Times reporter Owen Walker reveals the disastrous failings of Woodford, the greed and opulence at the heart of his operation, the flaws of an industry in thrall to its star performers and the dangers of limited regulation. With exclusive access to Woodford’s inner circle, Walker will reveal the full, jaw-dropping story of Europe’s biggest investment scandal in a decade.

About the author:

Owen Walker is European banking correspondent at Financial Times and previously was their asset management correspondent. Owen was named joint business journalist of the year at the London Press Club awards 2020. Walker is an experienced, award-winning journalist, who has covered business and investment issues in the US, UK and continental Europe.

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