I graduated in 2008 with a 3.98 cumulative GPA, with a B.A. in economics and a minor in math. After a brief stint at a leading professional services consulting firm, I got the opportunity to manage a portfolio
I graduated in 2008 with a 3.98 cumulative GPA, with a B.A. in economics and a minor in math. After a brief stint at a leading professional services consulting firm, I got the opportunity to manage a portfolio of investments that was large enough to support me, and broke out on my own. I have been managing that portfolio and working with start-up companies ever since.
I have extensive knowledge about nearly all alternative investment categories, and a substantial knowledge base around what is involved during the inception of new companies. I have conducted over 1,000 hours of market research, including conducting well over 100 interviews with individuals that span the gamut of corporate and small business America, including C-level officers of publicly traded companies.
The list of companies I have worked with or invested in includes the following spaces:
1) High tech algorithmic vertical farming
2) Supply Chain Financing
3) Motion sensor based senior monitoring system
4) Stem Cell Banking
6) Publicly traded IT companies
7) Internet of Things Startup in Silicon Valley
8) Startup Restaurant
9) Frontier Market Property Development Companies (Romania/Mongolia)
10) Algorithmic Real Time Bidding Ad Platform and Data Management Company
11) Non Profits
The portfolio I manage currently includes investments in the following spaces:
1) Technical Commodity Futures
2) Fundamental Energy
3) Fund of Hedge Funds
4) All the vanilla stuff you would expect (stocks/bonds/mutual funds)
5) Real estate (tax lien, conservation easement, residential)
6) Start-up companies (seed through series)
The strategy underlying the diverse pool of assets is focused on mitigating intra-asset correlation whenever volatility of any portfolio component spikes. My objective is to create a portfolio with a MAR of >1, i.e. my CAGR (compounded annual growth rate) exceeds by largest drawdown (peak>trough decline).
I have designed a proprietary commodity futures trading system and am a series 3 (commodity futures proficiency) license holder. I also have my series 66 (state and federal regulation), and am about to take my series 65 and become an IAR (investment advisor representative).
I have traveled extensively, most recently to Mongolia to analyze the property market. While there, my due diligence included both economic analysis and interviews. I met with the CEO of the stock exchange, the CEO of the only Western based (and audited) publicly traded property development company, the former Ambassador from the US, and various individuals in private equity and mining.
I have lived in both Romania and Peru, splitting time in the latter working at a midwifing clinic providing pre-natal healthcare and water-birthing, and doing marketing for an educational technology start-up. I lived in very third world conditions, and am intimately familiar with poverty and its impact on developmental and societal psychology.
I am also an aspiring creative writer, and am 60,000 words into a novel that explores the character of a vigilante through snap shots of various life-forming events.
My eclectic group of experiences and the seemingly disparate spaces in which I am involved share one common trait; amazing people. Everything I do is alongside of others who are highly specialized, and the best in their respective fields. I have learned more from them than I ever could have through self-teaching or in school, and will always be grateful for their mentoring and friendship. I have seen first-hand the power of a strong network, and in the vast majority of cases I see my role simply as helping incredible people in any way I can to do their best work.
Lastly, I am incredibly excited by the exponential curve of technology, and the ramifications for nearly everything. I have been working for a brilliant gentleman in Silicon Valley that has started an Internet of Things company, and diving into the cutting edge stuff that is happening there is mind-blowing. Anyone that thinks the world will be recognizable 5 years from now is fooling themselves, the pace of change and invention has sped up to the point that a 5 year window henceforth will mean a different world.
I love people - and that likely includes you. Please don't hesitate to reach out if there's something we can do together.
- $83.33 HOURLY RATE
- 228 HOURS
- UNITED STATES
- LAST ACTIVE
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