Nicholas Marshi is the Chief Investment Officer of Southland Capital Management (SCM). The Company is a Registered Investment Adviser in Santa Monica, California. SCM's principal expertise is in the area of publicly traded leveraged finance to U.S. private companies, including the Business Development Company industry ("BDC"), high yield bonds and floating rate loans. SCM manages two "hedge funds" devoted to equity investments in BDCs and other specialty finance lenders. The Company's first fund-BDC II-was launched in October 2009, and a second fund-BDC III- in January 2011. Mr Marshi also edits the leading website devoted to regular updates on the BDC industry entitled the BDC Reporter, with regular analysis on over 36 companies and on trends in this under-known sector. Check out www.bdcreporter.com. Prior to forming Southland Capital Management with Mr Hansen, Mr. Marshi managed two private equity firms: Kensington Capital Corporation ("KCC") and Southland Capital Partners "SCP"). Starting in 1990 and 1995 respectively , both firms were active in acquiring lower middle market private companies, principally in Southern California, in leveraged buy-out transactions. Before founding KCC, Mr Marshi was the head of the Los Angeles office of Kleinwort Benson Limited, a British merchant bank, from 1987-1990. Mr Marshi was involved in leading investment banking, lending and principal investing activities (both directly in middle market companies and in funds managed by Kleinwort Benson and other institutions). Prior to joining Kleinwort Benson, Mr Marshi held various positions with Citibank at locations worldwide including Athens, Dubai, Puerto Rico and London. Mr Marshi is a graduate of Tufts University (B.A.) and Harvard University (M.A.).
Retired (70+ and not counting) mathematician and computer scientist who is now in the distribution phase. I began investing real money in late 2014 building my portfolio as the market allowed..
My goal is a portfolio Yield of =>3,5% with a Total Return of =>6%.
My updated portfolio is on my Instablog
I am a former Investment and Commercial Banker with over 30 years experience in the field. I have been advising both individuals and institutional clients on high-yield investment strategies since 1991. As author of “High Dividend Opportunities”, a premium subscription service at Seeking Alpha, my objective is to bring investors the most profitable and newest high dividend ideas, with special focus on the Energy sector. The service includes an actively managed model Portfolio targeting an overall dividend yield of 6-9% in addition to long-term capital gains. My research aims to maximize returns by identifying undervalued securities in the High Yield space.
In addition to being a Certified Public Accountant CPA from the State of Arizona, I hold a BS Degree from Indiana University, Bloomington, and a Masters degree from Thunderbird School of Global Management (Arizona). I am also a Certified Mortgage Advisor CEMAP, a UK certification. My Research and Articles have been featured on Seeking Alpha, Investing.com, ETFdailynews, and on FXEmpire.
For more information on how to subscribe to “High Dividend Opportunities” and gain exclusive access to the portfolio, live alerts and market commentaries, check the post: Introduction to “High Dividend Opportunities” on my Instablog or just email me at firstname.lastname@example.org .
Finance professional with more than 15 years of experience in traditional portfolio management and alternative investments. Contrarian in style, focusing on producing yield on a consistent basis.
I started his career as a bond manager for "BPER" in Italy, then leaving for Asia to work as event-driven analyst for "BFIT", active in the arbitrage space and spotting turnaround situations. At the beginning of the new millennium I moved to Switzerland. At "Banca Commerciale Italiana (Suisse)" I became head of US Equity Research and started the fund of hedge funds business of the company. Later I have been covering frontier emerging markets for a Global Macro hedge fund before managing the listed portion of the "Oak Fund" (a Cayman-based offshore fund). In 2007 I was appointed as Head of Global Strategy at "Fideuram Bank Suisse", in charge of multi-asset discretionary mandates.
Today I am independent asset allocator for institutional investors. I focus my attention on areas such as commodities, closed-end funds and emerging markets.
Since 1994 I have been a regular contributor to various financial magazines in Italy (such as "Borsa & Finanza" and "Il Mondo") and speaker at investment conferences around the globe.
My views on the markets are published at globallocator.blogspot.com.