Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out”

Episode #309: Andrew Horowitz, Horowitz & Company, “I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out”           Guest: Andrew Horowitz is the President and Founder of Horowitz & Company, a Registered Investment Advisor. He has been managing money for individual and corporate clients since the late 1980‘s and has taken his disciplines derived...

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. He started his career as an equity analyst at Citigroup Investment Research. In 2006 he moved to J.P....

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 Experts and Artificial Intelligence"...

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. EQB is a consultant...

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, Switzerland. He went to...

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, Damon Ficklin was a...

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. Kevin brings a lifelong interest in the technology startup space to Holistiplan. He has been an active member of the angel investing community in the Washington, D.C....

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 Sponsor: Masterworks– Use Promo Code “MEB” to skip their...

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. Orion serves more than 2,000 firms on its wealthtech platform and turn key asset management platform, which has $48B in assets under management. In this role, he is responsible for bringing behavioral tools,...