An Interview With John Stroud Of NRJ Capital

ValueTalks

Today is a very special episode with John Stroud, co-founder and managing partner of NRJ Capital.

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Q2 hedge fund letters, conference, scoops etc

Prior to co-founding NRJ Capital, John held senior executive positions at Greenworks Lending and Lehman Brothers. He also advises institutional and high net worth clients on identifying, vetting, and incorporating impact and mission-related investments into their portfolio. He received his B.A. from James Madison University, his MBA from the McDonough School of Business, and post-graduate work in sustainability from Harvard University. In today’s episode we discuss what impact investing is and some examples such as Social Impact Bonds.

You can find more information at https://www.nrjcapital.com/

1:31 – Tell me about your background, what led you to finance and investing? What led you to the impact route and why?

5:21 – How would you describe your investment philosophy?

10:48 – Can you describe what impact investing is?

13:38 – Is there a difference between impact investing, making money, and philanthropy? Is there any difference at all?

15:52 – I know you talked about quantified investors, can you provide another example of impact investing?

19:41 – I noticed most are US examples, is that happening globally as well?

20:38 – What do you look for when you analyze SIBs?

22:33 – Have you developed a process doing this over the years?

25:37 – How do you define and measure risk?

27:36 – What challenges does the industry face and what opportunities lie ahead?

30:49 – What are the misconceptions about the industry that you want to be cleared up?

32:06 – What are your favorite books?

34:54 – Who are your mentors?

Enjoy and thanks for the listen!

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About the Author

Jacob Wolinsky
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

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