Family Investor

Chris Camillo: Information Arbitrage and Your Portfolio

Chris Camillo – TickerTags In this interview with Chris Camillo from TickerTags we learn how he used in formation arbitrage to grow his portfolio from under $200,000 to over $3 million in seven years with a compounded annual growth rate of 84%. Sounds pretty crazy right? When I met Chris a few months ago I …

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Kirk Du Plessis: How to be a Guaranteed Winner with Options

Kirk Du Plessis Kirk used to work in NYC in investment banking with the Mergers & Acquisitions Group for Deutsche Bank, a German-Based Company. He later took a job as a Research Analyst covering REITs at BB&T Capital Markets. Eventually, he left the investment side to run a family Mortgage Lending business. In August of …

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Jennifer Fitzgerald: Making Sense of Life Insurance and Why it Matters

Jennifer Fitzgerald – PolicyGenius Jennifer is the Founder and CEO of PolicyGenius. PolicyGenius is known for being the easiest way to get insurance. Buying insurance stinks, PolicyGenius makes it better with ease and education. At PolicyGenius, she is the resident expert on insurance and financial consumer behavior. Before PolicyGenius, Jennifer was an Associate Principal at …

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James Kostohryz: Valuing Global Markets – Where Are We Now?

James Kostohryz James has accumulated over twenty years of experience investing and trading virtually every asset class across the globe. He started his investment career as an analyst at one of the US’s largest asset management firms covering sectors as diverse as emerging markets, banking, energy, construction, real estate, metals and mining. Later, James became …

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Todd Tresidder: How Asset Allocation Beats Stock Picking

Todd Tresidder Todd Tresidder is the man behind Financial Mentor where he helps his clients find financial freedom. Todd has been a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio. Todd’s portfolio management for the …

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Brian Gallo: Modern Markets and Not Being Fooled by Randomness

Brian Gallo Brian has worked with the best firms and the most interesting characters on The Street. His tour at Merrill Lynch Silicon Valley led him to believe in “the talent trade” where he saw his mentor retire trading Google options. This taught him the value of contrarian concentration: Putting most of your eggs in …

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Chris DeMuth Jr: Personal Investing Philosophy and Process – PLUS: Teaching Your Kids to Invest

Chris DeMuth Jr. – Rangeley Capital Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Prior to founding Rangeley Capital, Mr. DeMuth spent his career as a securities analyst for several hedge funds and proprietary trading desks with a specialty in …

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David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

David Stein – Money for the Rest of Us For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group. David co-founded the firm’s …

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Brad Thomas: Understanding REITs and How to Find Value

Brad Thomas Join Brian from INVESTOR IN THE FAMILY as he interviews Brad Thomas to learn more about how REITs work and how to find value when researching them. Brad Thomas currently writes weekly for Forbes.com and Seeking Alpha where he maintains “real time” REIT research on many publicly-listed REITs. In addition, Thomas is the …

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Shailesh Kumar: Personal Investing Philosophy, Research Process, and How Macro-Market Behavior Impacts Investing

Shailesh Kumar – Value Stock Guide Shailesh Kumar from Value Stock Guide. I first connected with Shailesh several years ago when VSG was still relatively new and have personally been a subscriber ever since.His track record as a value investor has instilled strong confidence on my part in his discipline and abilities as an investor. …

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