Andrew Walker – Rangeley Capital Andrew Walker is a CFA and portfolio manager at Rangeley Capital LLC. Andrew’s focus is on micro-cap, deep value, and special situation investments. Why these three? Andrew believes the three of these offer the greatest opportunity to outperform the market. After all, if you can’t outperform the market then you …
Andrew Walker – Rangeley Capital: Sifting the World Read More »
Mark Bern: Building a Portfolio for a Lifetime Mark is in his mid-60s, is a CPA, a CFA, and has been investing since the 1980’s and considers himself a fairly unorthodox investor. He claims his first stock pick as a kid was to his dad to buy shares in Madison Square Garden years ago. Apparently …
Sophia Bera Sophia Bera of Gen Y Planning is a new breed of financial planner who is reinventing how the industry approaches a new generation as she helps Millenials pay off debt and make investments in their future. I recently had the privilege of spending some time with Sophia and am excited to share the …
Sophia Bera – Gen Y Planning: Personal Finance For Millennials Read More »
I hope you enjoy the interview with Ed Anderson from Compassion International. In the interview, we talk about the life-changing and life-saving work that Compassion is a part of. Several years ago, I was able to visit Compassion projects in both Ethiopia and Uganda. After spending time with students in Compassion’s Leadership Development Program, I …
Ed Anderson – Compassion International: How To Save A Life Read More »
Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show. Wes is also the Chief Investment Strategist at Capital Investment Advisors (CIA). CIA currently manages more than a billion dollars in client assets. Wes is a partner at Wela, a digital advisory service that offers …
In this special bonus podcast I interviewed Dr. Deane Marchbein from Doctors Without Borders. These bonus podcasts highlight our values that every dollar we spend in every minute we spend is an investment in something. We also believe that not every investment requires a financial return. Organizations like Doctors Without Borders are doing amazing things to …
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 …
Chris Camillo: Information Arbitrage and Your Portfolio Read More »
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 …
Kirk Du Plessis: How to be a Guaranteed Winner with Options Read More »
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 …
Jennifer Fitzgerald: Making Sense of Life Insurance and Why it Matters Read More »
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 …
James Kostohryz: Valuing Global Markets – Where Are We Now? Read More »