Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
Vijar Kohli has a decade of experience in the investment world. He is currently the Portfolio Manager of Golden Door Asset Management (http://www.goldendoorasset.com), a registered investment adviser, specializing in customized separate account management for individuals and businesses. Vijar Kohli founded Golden Door Asset Management L.L.C, in 2013 with Michael Ojo. We have over a decade of professional experience background covers private equity, real estate, investment banking, hedge funds, and wealth management at firms such as J.P. Morgan and Goldman Sachs. As global investors, we analyze companies fundamentally to ensure a margin of safety to identify deep value. Most recently, Vijar worked as a Hedge Fund Relationship Manager at J.P. Morgan's Prime Brokerage Division in New York City. At JPM, he worked in groups such as Sales, Capital Introduction, Risk Management, and Hedge Fund Consulting. He was responsible for managing relationships for a wide variety of hedge funds and has a strong understanding of different investment strategies. Prior to this, he worked in a few bulge bracket firms (Citi, Merrill Lynch). Vijar graduated with honors from Seton Hall University where he earned a B.S. in Finance, with minors in Economics and Accounting. Vijar has a unique knowledge of the international economy, and also studied Healthcare and Economics at Princeton University in New Jersey. Vijar was a member of the New York Society of Security Analysts (NYSSA) and was on the board of Development in Literacy (DIL) in New York. He currently lives in New Jersey and works in New York. Visit his site: Golden Door Asset Management (http://www.goldendoorasset.com/) Visit his blog: CareStocks (http://www.carestocks.com/)
Grid Market Research is a financial services company with a global team of professionals, specialized in research and analytics, risk management, compliance and investment related routines.
David M. Hellman, II is the CEO and Founder of Hellman Global, an Investment Company that specializes in short-term growth oriented equities and long-term income bearing assets. Hellman Global was established in 2008.