Named by Fortune as one of its "50 Great Investors". Acknowledged as Cash Flow From Operations (CFFO) expert by WSJ, Fortune, Forbes.com and Smartmoney.com after developing a CFFO algorithm that predicts bankruptcies for seemingly healthy large NYSE and NASDAQ traded companies. Markowski also has CFFO algorithms that identify severely undervalued companies.
In September 2007 Equities Magazine column predicted the 2008 collapses for all five of the U.S. major brokers including Lehman, Bear Stearns and Merrill Lynch. Wholesale sell recommendations for the five based on macro-analysis of brokerage industry's negative cash flow due to "sub-prime mortgage revenue".
Founded: TrophyInvesting.com (2016), Dynastywealth.com (2014), Onlinefinancialsector.com (2007), StockDiagnostics.com (2002).
Currently: Analyst for Dynasty Wealth (focused on finding and covering disruptor companies that have 100X to 1,000X potential within 5 years).
Passion is recommending shorts for hyped companies that have inherently flawed negative CFFO models and ten baggers for those which are extremely undervalued based on their CFFO. Does not trade the markets and is instead a buy and holder.
Began career with Merrill Lynch in 1977 and was employed in early years by Oppenheimer and Donaldson Lufkin & Jenrette. Became CEO of a firm in 1990 that subsequently went out of business due to the firm’s having a net capital deficiency on January 15, 1991, the day before the first Gulf War broke out.
Markowski voluntarily left the broker industry in 1991. Most of his activities since have been in the financial information industry. The SEC and the NASD subsequently barred Markowski in 1995 from associating with a broker dealer. The bar related to activities that occurred in 1990, and before the war's breaking out which caused a severe lack of liquidity for the markets resulting in the firm's going out of business. Markowski appealed his bar to the U.S. Supreme Court which denied to hear his appeal. Markowski was not barred from being a registered investment advisor (RIA). However, Markowski chose not to pursuit a career as a RIA.
You are cordially invited to join us at the New York Hilton Midtown in New York, NY on October 27, 2015 for Pristine Advisers/CEFNetwork’s 2015 Global CEF, BDC, MLP Investment Community Conference: Transforming Global Potential Into Investment Opportunities.
This year’s program will feature insightful discussions on identifying potential opportunities within the Closed-End Fund, BDC and MLP Space.
In this low yield and interest rate environment, we are all searching for signals of change and emerging trends in the markets in order to meaningfully impact our portfolios. Learn how we are positioning to benefit amid the post QE landscape at our 2015 Investment Conference in New York, NY.
Space is limited - reserve your sponsorship or vendor display today.
300 of your peers attended in person in 2014. 500+ via the webcast/videocast both live and replays. See what great things our community has to say about this event here. [https://vimeo.com/111137461]
Join us this October to get the latest market insights from teams across the investment spectrum.
Session Spotlights for Q&A This Year Include:
· Achieving Investment Goals
· Alternative Investments Strategies & Leverage Approach
· Effective Asset Allocation
· A Case for Index Fund Portfolios
· Performance Comparisons of Index Funds vs Actively Managed Funds
· Alpha vs Beta
· International Markets
· Fixed Income
· Master Limited Partnerships
· Business Development Companies
· Best Market Segments for Dividends and Income
· Current and Future Attractive Sectors
· Overview of 2015 and Outlook for 2016
View details of last years’ event [ http://www.cefnetwork.com/conf/2014/2014conference.php]
Last events Featured Keynote Speakers Included Top CEF Investors & Analysts:
· Elias Lanik, Analyst at BofA Merrill Lynch
· John Cole Scott, PM of Closed End Fund Advisors
· Ken Fincher, PM at First Trust and another PM at First Trust covering ETFs
· David Wertheim, Deutsche Wealth & Asset Management
· Don Suskind, Head of ETFs, PIMCO
· Dean Choksi - Portfolio Manager, Fifth Street Management
· Eduardo Solano, Product Manager at Mexico Fund
· Michael Jabara and Stephen Miner, Analysts at Morgan Stanley
· Steve Pikeny and Ben Johnson, Analysts at Morningstar
· Noel O’Halloran, CEO of Kleinwort Benson
· Grier Eliasek, President of Prospect Capital
· Mariana Bush, Analyst at Wells Fargo
· Sangeeta Marfatia, Analyst at UBS
· Alex Reiss, Analyst at Stifel Nicolaus
· Portfolio Manager, Legg Mason
· Portfolio Manager Tortoise Capital Advisors
· Portfolio Manager, Miller/Howard MLP Fundamental Index
· Portfolio Manager, Clearbridge Advisors
· Portfolio Manager, Morgan Stanley Investment Mgmt.
· Portfolio Specialist / Index – Yieldshares
· Portfolio Specialist / Index – River Oak ETFs
· Supporting Sponsor: NYSE Euronext, Financial Advisor Magazine, Private Wealth, ETFGI.com, Global Investor Spotlight, and more.
Sponsors and vendors will receive featured coverage in Pristine’s newsletter with an audience of over 80,000 industry professionals/investors in our databases as well as viewed by over 800,000 industry professionals and investors in our social media circles.
Sponsors and vendors total audience exposure prior to our event is over 2,220,000 community members.
Sponsors and vendors are given a list of attendees for their review enabling them to evaluate their investment in participating.
Qualified Financial Planners can earn 6 CFP Continuing Education Credits for attending.
Space is limited - reserve your discounted sponsorship or vendor display today.
Contact us for more details.
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Thank you kindly,
Tel: 631-756-2486 | Cel: 646-610-3340 | Fax: 646-478-9415
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I run a long/ short value portfolio consisting of (1) longs that are small-cap, simply capitalized, and growing steadily (2) shorts which are large-cap, debt-laden, and lacking in organic growth.
JGR Capital Partners is an international equity research and investment advisory firm focusing on public companies under $2 billion in market capitalization. We are headquartered in New York City, with affiliate offices in Los Angeles, Shanghai, and São Paulo. Our team of experienced analysts form investment theses based on company and sector expertise, with a strict focus on fundamentals and valuation.
Whitney Tilson is the founder and Managing Partner of Kase Capital Management, which manages three value-oriented hedge funds. Mr. Tilson is also the co-founder of Value Investor Insight, an investment newsletter.
Mr. Tilson has co-authored two books, The Art of Value Investing: How the World's Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), was one of the authors of Poor Charlie’s Almanack, the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger, and has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com. He was featured in two 60 Minutes segments in December 2008 about the housing crisis (which won an Emmy) and in March 2015 about Lumber Liquidators. He served for two years on the Board of Directors of Cutter & Buck, which designs and markets upscale sportswear, until the company was sold in early 2007.
Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College, with a bachelor’s degree in Government.
Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on education reform and Africa. For his philanthropic work, he received the 2008 John C. Whitehead Social Enterprise Award from the Harvard Business School Club of Greater New York. He is a member and past Chairman of the Manhattan chapter of the Young Presidents’ Organization. Mr. Tilson lives in Manhattan with his wife and three teenage daughters.
I‘m an economics undergraduate student of the Rheinische Friedrich-Wilhelms-Universität Bonn.
I got into investing at age 17 after reading the intelligent investor and other books about Warren Buffet.
Benjamin Kwasnick has over 10 years experience as an active trader and investor in the US Equity markets. Specializing in SPACs, pseudo-arbitrage and special situations, Benjamin seeks investment and trade opportunities that are under followed and poorly covered by the rest of the investing public.