I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Value investor focused on micro-caps.
I write for CompleteBankData and am also a
Passively looking for a job on the buyside.
Always looking for more opportunities and to grow my professional network. Feel free to message me anytime.
Disclaimer: Nick reminds investors to always due their own due diligence on any investment, and to consult their own financial adviser or representative when necessary. Any material provided is intended as general information only, and should not be considered or relied upon as a formal investment recommendation
We want to give you the ultimate edge in banking market intelligence. That means timely articles on bank stocks that are under-followed and under-appreciated.
One of our specialities is to look at banks through the eyes of an acquirer. We look past the reality today and view a bank in light of its ultimate potential, what it could be worth to an acquirer, or what it might be worth as an acquirer.
As investors know the banking industry is rapidly consolidating. We went form 14,000 banks in the 1980s to ~6,000 banks today. And regulators have made it clear they would prefer if the US banking industry had closer to 1,500 banks. What happens to the excess banks? They'll be sold and rolled up as management teams retire, as Boards tire of endless regulation, or as these banks are outpaced by technology.
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Altegris, provider of premier alternative investments, has named Jack L. Rivkin Chief Investment Officer. Mr. Rivkin will oversee the firm’s Research and Investments Group and will be a member of the Altegris Investment Committee. He will also have overall responsibility for identifying, selecting and monitoring fund managers across multiple investment disciplines and will oversee asset allocation and research for Altegris’s products. He will be a key representative of Altegris in the investment community.
A respected thought leader, Mr. Rivkin, has held senior roles in the investment industry with Neuberger Berman, Citigroup Investments, and PaineWebber, among others. His managerial achievements have been featured in one of Harvard Business School’s most popular case studies, “Lehman Brothers: Rise of the Equity Research Department,” 2006.
“Under Jack’s leadership our world-class team will continue to be at the leading edge of finding and managing what we believe are the best alternative investment solutions and delivering them to wealth managers and their clients,” said Altegris President and CEO Jon Sundt. “His depth of expertise in the investment industry, his specific knowledge of the asset classes important to us and his insightful, analytical approach to research will undoubtedly be tremendous assets to our firm and our clients.”
Mr. Rivkin began his investment career as an analyst at Mitchell Hutchins, where he later became Director of Research. He subsequently held several executive positions with Paine Webber, the acquiror of Mitchell Hutchins, including CFO of Paine Webber, CEO of Paine Webber Mitchell Hutchins (Paine Webber’s equity trading and investment arm), Chairman of Mitchell Hutchins Asset Management and President of Paine Webber Capital.
He later served as Director of Global Research and head of the Worldwide Equities Division of Lehman Brothers Inc. Following his time at Lehman Brothers, he was a Vice Chairman and Director of Global Research at Smith Barney (ultimately a subsidiary of Citigroup), and an Executive Vice President with Citigroup Investments making direct investments and leading an investment team. He was Chief Investment Officer and Head of Private Asset Management at Neuberger Berman and subsequently continued as a Trustee of the Neuberger mutual fund complex. Most recently, he was an Executive Adviser with Aquiline Capital Partners.
In addition to his direct experiences in the investment industry, Mr. Rivkin was an adjunct professor at Columbia University, where he taught security analysis. He is also the co-author of Risk & Reward—Venture Capital and the Making of America’s Great Industries. He has served as a director of the New York Society of Security Analysts, the World Policy Institute, LEDA, multiple private companies and, currently, Idealab and Dale Carnegie. He earned his Professional Engineering degree from the Colorado School of Mines and his MBA from the Harvard Graduate School of Business Administration.
“Evaluating and managing investments and investment managers has been a focus of my career for many years. I’m eager to put my knowledge and experience to work for Altegris,” said Mr. Rivkin. “I got to know the Altegris team intimately during the due diligence process leading to the company’s recent transaction. Altegris’s specialized approach to alternative investments, commitment to thorough research and analysis, and dedication to educating investors resonated deeply with me. I look forward to being a part of the team and helping the firm achieve continued success at the forefront of providing investment solutions.”
Ian Bezek worked for 3 years as an analyst at a New York-based hedge fund. He's currently living in Mexico, pursuing some entrepreneurial opportunities.
Feel free to contact him regarding investments, writing, or speaking opportunities.
I'm currently a civil engineer who has degrees in physics and mechanical engineering. I enjoy the business side of things more than the intensely detailed scientific side. Since I enjoy the business side, I like to search for good companies, research them and then invest and hold them for the long term.