David Tawil, President and Co-Founder of Maglan Capital, invited me into his New York City office for an in-depth conversation on his investment philosophy.  Maglan Capital is an event-driven, concentrated hedge fund with a core focus on companies approaching or experiencing bankruptcy, restructuring, financial distress, operational turnaround and other value-unlocking events.   We enjoyed a wide-reaching discussion on blending legal domain expertise with decades of financial experience, the nuances of debt vs. equity markets, and the art of research-intensive fundamental research.

In the highlight below, David generously shares wisdom from a series of proprietary investments within the media industry: