The Ideaweek Podcast - presented by MOI Global: Recent Episodes
John Mihaljevic, CFA
David Marcus has more than 20 years of experience in the investment management business. He began his career at Mutual Series Funds, mentored by renowned value investor Michael Price, and rose to manage the Mutual European Fund and co-manage the Mutual Shares and Mutual Discovery Funds. He also served as director of European Investments for Franklin Mutual Advisors, LLC. After leaving Franklin Mutual, David founded Marcstone Capital Management, LP, a long-short Europe-focused equity manager, largely funded by Swedish financier Jan Stenbeck. When Mr. Stenbeck passed away in 2002, David closed Marcstone and then co-founded a family office for the Stenbeck family; as an advisor to the family, he advised on the restructuring of a number of the public and private companies the family controlled. He later founded and served as managing partner of MarCap Investors LP, the investment manager of a European small cap special situations fund, which he managed from 2004 to 2009.
Edwin de Bruijn serves as Managing Partner of NGEN Capital, based in London and Zurich. Edwin manages NGEN Capital’s investment governance practice and is a portfolio adviser to NGEN’s Brand equity strategy. Edwin joined NGEN from Jefferies International Wealth Management in 2015. Before Jefferies, Edwin was the head of Morgan Stanley’s wealth management activities for the Benelux region, serving family offices, foundations and high net worth individuals. He also led the Investment Committee for the Swiss Bank’s pension fund and served as a board member of the pension fund from 2005 till 2011. Edwin holds an MBA from IESE Business School and has an MSc in Aerospace Engineering from the Delft University of Technology in The Netherlands.
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Jeremy Deal founded JDP in 2011. The fund's strategy is sector agnostic and focuses on undervalued companies that are often in transition, or out of favor. The approach combines company-specific research with a multiple-year time horizon for each investment. Prior to founding JDP, Jeremy was a fundless private equity sponsor focused industrial-related corporate divestitures sourced from distressed public companies. From 2003 - 2007 Jeremy managed the non-US business and strategy for Secure Wireless Inc., a designer and manufacturer of electronic home security equipment that was sold to a subsidiary of Thomas H. Lee Partners in 2006.