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.
I am a JD/CPA with extensive experience working in the middle market loan industry and with middle market CLOs. I was an initial member of CIFC's (a public leveraged loan investment manager) executive team where I was responsible for the issuance of 7 CLOs and numerous warehouse facilities. Prior to that experience, I was a Director in S&P's CDO rating group, where I specialized in rating middle market CLOs.
SkyTides focuses on deep due diligence research of over-hyped stocks, outright stock frauds and public company individuals of questionable character. We use financial analytics, market research, expert opinions, accounting review, litigation review and other investigative methods, to make our case.
Individual Investor with over 20 years experience.
Interested primarily in ETF's, contrarian views, dividends, quant, trend, volatility, asset allocation and in select economics data. The articles I write for SA are to help enlighten individual investors. Freedom to write about what's interesting in the world of ETFs and stocks is my passion.
Over a 20 year financial services career, Joe Halpern has structured, priced and traded billions of dollars in structured products, exotic derivatives and listed vanilla options. Additionally, Joe Halpern has managed trading groups, supervised risk management and participated in executive level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Joe Halpern founded Exceed Investments, an investment company focused on developing next-generation structured investments.
Michael G Riley
Managing Member Coastal Management Group LLC. A Rhode Island Registered Investment Adviser. Founded in 2005 we have managed an award winning Hedge Fund, invested in venture capital through direct investments and developed new products and strategies for Institutional pension solutions. Coastal and their partners are focused on cutting edge transparent and liquid low cost solutions for pension plans and individual portfolios.
My goal is to bring exposure to business development companies (BDCs) that finance small to medium sized businesses, typically overlooked by banks. BDCs are an instrument for investors to earn healthy dividends by avoiding double taxation at the corporate level and allowing income to flow directly to each shareholder. Please see website link below for more information.
Steven Bavaria writes about finance, economics and politics, drawing on his forty-five years experience in international banking, credit, investment, human resources/training, journalism and public service. Now retired from his "day job" on Wall Street, Bavaria lives mostly off his investments. His focus is largely on income-oriented stocks, bonds and mutual funds, as well as closed-end funds, ETFs and other IRA-suitable investments. His book "Too Greedy for Adam Smith: CEO Pay and the Demise of Capitalism" was just published and is available on Amazon and at independent retailers.
Bavaria began his career at the Bank of Boston, where he handled international credit workouts that included managing a fleet of ships, chasing a Vatican-owned bank in Switzerland, and leading the turnaround of troubled branches in Australia and Panama. He also ran the bank's human resources department, which is where he saw personally the beginnings of many of today's executive compensation excesses.
More recently he worked at Standard & Poor's, where he introduced ratings to the leveraged loan market. In between Bank of Boston and S&P he was Assoc. Commissioner of the Massachusetts Dept. of Mental Health, worked briefly for Citibank, and was a reporter for IDD Magazine. He also did a short stint at a smaller rating agency where he had to leave in a hurry after writing an article called "From Banker to Bookmaker" that was deemed a bit too candid in describing the conflicted role of major commercial and investment banks.
Bavaria graduated from Georgetown University and New England School of Law.
The ETF Authority is an independent venture exclusive to Seeking Alpha for two investment professionals, Kevin Prendergast and Nathan Rutz. In their primary roles, Kevin and Nathan counsel High Net Worth Individuals with respect to asset allocation strategies and retirement planning, advocating the efficiency of exchange-traded funds in the context of long-term investment portfolios.
Nathan Rutz graduated with a degree in Finance from North Central College in Naperville, Illinois, and is currently a CPA candidate.
Kevin Prendergast graduated with a B.S. in Finance from the University of Illinois at Urbana-Champaign and holds the Chartered Financial Analyst (CFA) designation.
***The premium subscription portfolio returned 9.3% in less than a year, significantly outperforming major indexes. For a free trial of the paid subscription, please click on the orange "FREE TRIAL" link to learn more. If you would like to receive future free updates on interesting companies, please click the orange "Follow" button on any page showing one of my articles. The "Follow" button is located at the top of the page, next to my profile name and picture. Also, please make sure to learn more about my paid SeekingAlpha Marketplace subscription service and take advantage of the absolutely free trial.***
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Martin Vlcek is a full-time investor and analyst who has been actively investing and managing money for more than 15 years. Martin has an Economics degree. Martin’s investment philosophy is to hold a truly diversified portfolio of investments across asset classes with low or negative correlation and a positive carry if possible. His primary stock investment focus is on undervalued small-cap stocks with favorable risk-to-reward ratio and upcoming catalysts.
Martin became a full-time investor and money manager after a 15-year career in online marketing where he was one of the pioneers of the pay-per-click search. Martin later held managerial positions at several Fortune 500 companies and also managed his own startup company.
IMPORTANT DISCLAIMER: Martin is not a Registered Investment Advisor, Broker/Dealer, Securities Broker or Financial Planner. The Information in his articles, his comment and his premium subscription service on SeekingAlpha.com or elsewhere is provided for information purposes only. The Information is not intended to be and does not constitute financial advice or any other advice, is general in nature and not specific to any individual. Before using Martin's information to make an investment decision, you should seek the advice of a qualified and registered securities professional and undertake your own due diligence. None of the information provided by Martin is intended as investment advice, as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. Martin is not responsible for any investment decision made by you. You are responsible for your own investment research and investment decisions.
Lucas Wyrsch is a Networker, Enterprise Risk Management Consultant, Actuary,
He is a Member of the Board of Directors of Ravens Power AG, a company that offers sustainable, renewable and alternative energy solutions for all.
He animates the Swiss Business Club to introduce the concept of Swissness to the global online and social media community!
He administrates Future Power Generation, a think tank in geothermal energy in particular and all kinds of sustainable, alternative and renewable sources of energy in general.
He heads TGC Consultants, a risk management and marketing body to create sustainable long term business results!
Lucas Wyrsch is a life member of Black Stars at Ecademy where he coordinates mastermind groups in business administration.
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I own a specialty retail store. As a matter of principle I will not buy stocks of retail companies as they are in the business of selling real stock to me. Material stock. Stock on the shelves. Stock that if it is good stock, I can sell at a profit on a day to day basis. Not the BS paper stock most people here deal with every day
So any thoughts I post here come from an ordinary retail businessman, not an analyst, not a stockbroker, not a portfolio manager. Just a real "Mom and Pop" business owner.
I worked in financial services for a while and hated it. It is much better to be in tangible retail sales, at least for me.
I'm a poet, painter, ceramicist by inclination, an investor by necessity. I'm a student of the markets since the early 1970's. I'm left wing politically, believe we have a great president, who needs our support, but I have disdain for government spending, though I do support government INVESTING.
Our government should NEVER spend funds raised with debt. Easier said than done, apparently!
We should be building high speed railways and schools, educating our young, and creating incubators for new energy and information technologies, instead of chasing economic problems with spending programs.
I'm a monetarist, leaning towards the Austrian school. I believe the Federal Reserve Bank should be audited, and all conspirators in precious metal price suppression brought to trial.
On principle though, I only short or hedge my core positions enough to survive. My goal is to seek a modest but steady return by diligently hedging my positions. I do worry about the ability of our financial system to absorb the incredible runaway debt that it has generated over the past three decades, and do not believe that the boom underway in China will continue long enough to bail us out even if we were to begin a program of austerity.