Episode #308: Best Idea Show – Maciej Wojtal, Amtelon Capital, “I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia”
Episode #308: Best Idea Show – Maciej Wojtal, Amtelon Capital, “I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia”
Guest: Maciej Wojtal is the Chief Investment Officer for Amtelon Capital. He has 12 years of experience in the financial industry.
Date Recorded: 3/24/2021 | Run-Time: 58:34
Summary: In today’s episode, we start by hearing how the...
Episode #307: Vikram Mansharamani, Harvard Lecturer and Author, “In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story”
Episode #307: Vikram Mansharamani, Harvard Lecturer and Author, “In All Bubbles, You Usually Have A ‘This Time It’s Different' Story”
Guest: Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He is the author of "THINK FOR YOURSELF: Restoring Common Sense in an Age of...
Hiring
Investment Operations Associate - Los Angeles Based
Duties and Responsibilities
Support Senior Traders and COO
Portfolio accounting, reconciliation, trading, and research
Data Entry, reconciliation, performance reporting
Communicate with custodian and administrator as needed
Other duties as assigned
Qualifications
Undergraduate degree and 1-10 years equivalent experience
40 Act fund experience preferred
Experience in custody banking or fund admin
Proficient in Microsoft Office...
Episode #306: Jeff Seder, EQB, “We Ended Up The First Triple Crown Winner In 37 Years”
Episode #306: Jeff Seder, EQB, “We Ended Up The First Triple Crown Winner In 37 Years”
Guest: Jeffrey Seder founded EQB, Inc. (Equine Biomechanics and Exercise Physiology), a high-tech sports medicine startup, in 1978 after working as a groom in racehorse barns and breeding farms and then managing a race horse training center and racing stable....
Episode #305: Marc Faber, The Gloom, Boom & Doom Report, “The Environment We’re In Favors Quick Profits And Long-Term Loss”
Episode #305: Marc Faber, The Gloom, Boom & Doom Report, “The Environment We’re In Favors Quick Profits And Long-Term Loss”
Guest: Marc Faber set up his own business in June 1990, publishing a widely read monthly investment newsletter “THE GLOOM BOOM & DOOM” report which highlights unusual investment opportunities. Dr. Marc Faber was born in Zurich,...
Episode #304: Damon Ficklin, Polen Capital, “Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots
Episode #304: Damon Ficklin, Polen Capital, “Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots
Guest: Damon Ficklin joined Polen Capital in 2003. Mr. Ficklin is Head of the Large Company Growth Team and the lead portfolio manager of the firm’s Global Growth strategy. From 2012 through June 30, 2019,...
Episode #303: Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”
Episode #303: Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”
Guest: Kevin Lozer, CFP is the co-founder of Holistiplan, an end to end tax planning tool for financial advisors and the owner and founder of Oakton Financial in Northern Virginia.
Date Recorded: 3/24/2021 | Run-Time: 46:09
Summary: In today’s episode, we’re talking about how...
Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”
Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”
Guest: Lisa Rich is managing partner of Hemisphere Ventures, an early stage VC firm focused on frontier tech. She’s also founder and COO of Xplore, a space company dedicated to deep space exploration.
Date Recorded: 3/31/2021 | Run-Time: 44:46
Summary: In...
Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”
Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”
Guest: Daniel Crosby, Ph.D, is Chief Behavioral Officer at Orion Advisor Solutions. In this role, he is responsible for bringing behavioral tools, training, and technology to financial advisors to allow for the practical application of behavioral science.
Date Recorded: 3/17/2021 | ...
Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”
Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”
Guest: Geoffrey Batt has been investing on the Iraq Stock Exchange since January 2008. In October 2010, Mr. Batt launched the Euphrates Iraq Fund. Prior to his Iraq investments,...
