Portfolio Manager, Belpointe Asset Management, Greenwich, CT Chris is responsible for overseeing investment advice given to clients of Belpointe Asset Management. His specialty niche focuses on using options to hedge risk and enhance returns, and more opaque fixed income alternatives. Chris began his career in finances in fixed income institutional sales at UBS. While at UBS he transitioned to the Private Client Group in Stamford, Connecticut, where he was responsible for managing the finances of successful individuals, families, and institutions. He resigned from UBS in March 2009 to join Belpointe Asset Management. Prior to joining UBS, Chris was a National Account Manager for Lexmark International. He was based out of Washington, DC, and was responsible for sales to Federal entities, including the Department of the Navy, the Executive Office of the President, the US Congress, NRO, DIA, and the NSA. Chris started his professional career at Los Angeles Air Force Base. As an officer, he led the team responsible for researching and designing rocket technologies for the next generation of space launch vehicles. In his personal time he enjoys backpacking, camping, skiing,and reading - mostly science and history. Chris is a 1993 graduate of the US Air Force Academy, where he received a Bachelors of Science Degree in Aeronautical Engineering. He also received a Masters of Science in Systems Management from the University of Southern California in 1998. He has passed the NASD Series 7 and Series 66 exams. Chris is currently licensed as an investment advisor representative.
Kate Stalter is the founder of Better Money Decisions, an asset-management firm with offices in Albuquerque and Santa Fe, New Mexico and Scottsdale, Arizona. She is an expert investment columnist for numerous media outlets including Forbes, US News & World Report, Benzinga, TheStreet.com and Morningstar, and is a frequent on podcasts and radio shows, discussing investment topics. Better Money Decisions implements stock-and-bond portfolios using an asset-allocation strategy with funds from Dimensional Fund Advisors. Kate is a Series 65-licensed investment advisor representative, and has a Master's in Business Administration from Northwestern University's Kellogg School of Management.
You can follow Kate on Twitter @katestalter and receive her free monthly newsletter at www.katestalter.com
I am going to write about public market investing ideas.
All asset classes welcome, but it will likely be predominantly equities.
I will try to be concise and stick to factual analysis to get to the truth.
Discussion focusing on the investment case are highly welcome.
The frequency of posts will depend on how many ideas I find interesting / whether I have time to post. I accept no obligation to update historical posts with new information. I reserve the right to deal in discussed ideas without notification. Do your own work.
Recovering futures day trader trying to Break on through to the other side.
Sucked at futures, never got past break-even.
Spent a couple of years writing automated futures trading systems until one day the light went on and I quit, posting a note on one of my multiple monitors that read "I'm smarter than my 5th generation computer!". That experience taught me that technical analysis only works if enough people believe in them and take some action when this crosses that and it's a full moon or whatever. It's a little like religion, you just gotta believe it works.
Before that, 28 years at HP in a number of different positions related to either customer support or negotiations of intra-company or joint company support agreements. That is until Carly moved my job to Costa Rica because she didn't want to bring the cash home.
It all sums up to the same conclusion... It's about people. Whether it's a business agreement or a stock, options, or futures trade, if you can figure out what the other side wants, you have a much better chance of getting what you want, or just walking away if that is the best option. But that requires a willingness and step inside of someone else's shoes. That is a skill not easily taught.
I am a Senior Associate for a large accounting firm. I graduated from James Madison University (May 2011) with a B.B.A. in Finance with a concentration in Financial Analysis. I received the CFA charter in 2015.
I specialize in structured products, specifically CLO and CDO securities. My responsibilities include note valuation/monthly report verification, modeling cash flows at closing and effective date collateral reviews. I have additional experience with ABS securities (Solar, Auto and Equipment) modeling cash flows and building collateral stratification tables.