Alex Schay's guest appearances

Alex Schay

Valuewalk's ValueTalks

Jeff Dorman

Nolan Bauerle

Charlie Munger

Kevin Kelly

Chris White

Keith Smith

Bill Browder

Nassim Nicholas Taleb

Gregory Zuckerman

Guy Davis

Jeremy Schwartz

Scott Miller

Howard Marks

Tavi Costa

Will Rhind

OwlTail

Hello Podcast listners,Today is a very special episode with Paul Paul Bugala is an independent investment analyst, senior advisor at WK Associates and a Responsible Alpha associate and Alex Schay, Director at the Emerging Markets Investors Alliance, a coalition of institutional EM investors, and is also Finance Director for WK Associates, an energy and industrial materials company that he co-founded. Paul has worked for almost 20 years as an oil and mining investment analyst and transparency advocate at Calvert Investments, Oxfam and in his current roles. Previously, Alex worked at Credit Suisse with the Global Financial Strategies Group and through a recent program with the Alliance, Alex has begun teaching Equity Analysis and the ESG Regulatory Environment at the Thunderbird School of Management. In today’s episode we discuss the SEC’s proposed Climate disclosure rules and what it means for investors.Please check out their detailed report for more information:https://www.sec.gov/comments/climate-disclosure/cll12-8916955-245033.pdfIf you want to join the sign on letter, you can reach Paul directly at pbugala@othellollc.com.Enjoy and thanks for the listen!

Hello Podcast listners, Today is a very special episode with Paul Paul Bugala is an independent investment analyst, senior advisor at WK Associates and a Responsible Alpha associate and Alex Schay, Director at the Emerging Markets Investors Alliance, a coalition of institutional EM investors, and is also Finance Director for WK Associates, an energy and industrial materials company that he co-founded. Paul has worked for almost 20 years as an oil and mining investment analyst and transparency advocate at Calvert Investments, Oxfam and in his current roles. Previously, Alex worked at Credit Suisse with the Global Financial Strategies Group and through a recent program with the Alliance, Alex has begun teaching Equity Analysis and the ESG Regulatory Environment at the Thunderbird School of Management. In today’s episode we discuss the SEC’s proposed Climate disclosure rules and what it means for investors. Please check out their detailed report for more information: <a href="https://www.sec.gov/comments/climate-disclosure/cll12-8916955-245033.pdf" rel="nofollow" target="_blank">https://www.sec.gov/comments/climate-disclosure/cll12-8916955-245033.pdf</a> If you want to join the sign on letter, you can reach Paul directly at pbugala@othellollc.com. Enjoy and thanks for the listen!

Climate Disclosure Rules with Paul, Investment Analyst & Alex Schay, Director EM Investor Alliance

Paul Bugala

Hello Listeners,Today is a very special episode with Paul Bugala and Alex Schay. Paul Bugala has worked for more than 15 years as an oil and mining investment and governance analyst at Calvert Investments (now part of Eaton Vance Corporation), Oxfam, and as a consultant. Alex Schay has 20 years of experience identifying and valuing investmentopportunities in developing markets and currently serves as the Director of Corporate Research for the Alliance.In today's episode we discuss the timely issue of the SEC's latest draft of payment disclosure rules for oil and mining companies. We discuss the potential implications and how investors can be involved.They are hosting 2 events in NYC and Boston:February 6 from 3:00 to 5:00 p.m. at AllianceBernstein (1345 Avenue of the Americas)Boston on February 12 from 3:00 to 5:00 p.m. at Eaton Vance (2 International Place).You can find more information at https://www.eminvestorsalliance.org/sites/default/files/d/alliance_policy_update_sec_1504.pdfor contact Alex at  aschay@emfminvestor.comEnjoy and thanks for the listen!

Hello Listeners, Today is a very special episode with Paul Bugala and Alex Schay. Paul Bugala has worked for more than 15 years as an oil and mining investment and governance analyst at Calvert Investments (now part of Eaton Vance Corporation), Oxfam, and as a consultant. Alex Schay has 20 years of experience identifying and valuing investment opportunities in developing markets and currently serves as the Director of Corporate Research for the Alliance. In today's episode we discuss the timely issue of the SEC's latest draft of payment disclosure rules for oil and mining companies. We discuss the potential implications and how investors can be involved. They are hosting 2 events in NYC and Boston: February 6 from 3:00 to 5:00 p.m. at AllianceBernstein (1345 Avenue of the Americas) Boston on February 12 from 3:00 to 5:00 p.m. at Eaton Vance (2 International Place). You can find more information at <a href="https://www.eminvestorsalliance.org/sites/default/files/d/alliance_policy_update_sec_1504.pdf" rel="nofollow" target="_blank">https://www.eminvestorsalliance.org/sites/default/files/d/alliance_policy_update_sec_1504.pdf</a> or contact Alex at aschay@emfminvestor.com Enjoy and thanks for the listen!

Unlocking the Value of Oil and Mining Payment Data with Paul Bugala and Alex Schay