Nov 3, 2022
Our guests today are David Berns &
Mike Taylor.
David Berns is Chief Investment Officer & Co-Founder of Simplify
Asset Management, which is focused on creating hedge fund and
structured product strategies in a liquid, transparent,
tax-efficient and low cost vehicle (ETF’s). David has a PhD in
Physics from MIT in the field of Quantum Computation.
Mike Taylor is Portfolio Manager for the health care strategy at
Simplify, which is one of the most unique strategies in the
investment management industry, with all net profits donated to the
Susan G. Komen Foundation. He has spent the last two decades
managing hedge fund strategies at funds including Millennium,
Citadel and Diamondback Capital. Mike holds advanced degrees in
Science and Business from the Johns Hopkins University and the
William E. Simon School of Business.
In today’s episode, we discuss how Simplify was created and how the
idea for their health care strategy came together. We then discuss
Mike’s hedge fund career, how managing a long only health care ETF
differs from hedge fund investing and much more.
We recorded this episode in October for breast cancer awareness
month and we wanted to highlight the great work Simplify is doing
with Susan G. Komen, using finance as a cause for good. This is the
first 100% pro bono ETF, with all net profits donated for the
benefit of Susan G. Komen Foundation.
Our hosts today are Steve Curley, CFA, past President of CFA Society Orlando and
co-founder of the Investors First Podcast, and Javier Perez, CFA,
also a past President of CFA Society Orlando & Director at Skyview
Investment Advisors.