The Last Financier is an independent investor concerned with not only preserving his wealth, but also growing invested capital. He strikes a balance between income-yielding investments, and speculative equities to enhance his portfolio’s alpha. He follows macro trends and delves in misunderstood situations.
I graduated from the University of Toronto with a BComm and am now working on developing a partnering business to help get the word out on disruptive investments. I want my research to provide timely and conclusive investment ideas that intend to deliver attractive yields to investors.
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I enjoy following and capitalizing on investing opportunities primarily in the tech and healthcare industry. Most of my free time is spent conducting research on small-to-mid cap equities using a combination of fundamental data analysis and technical studies to come to conclusive results. I manage some money that I invest according to the above technique to ripen my exposure to the financial world.
Previously, I spent some time working for a major commercial construction company where I was responsible for running the back office, occasionally overlooking data and logistics. Most of my time was spent in a financial controller capacity.
I write because I believe in sharing my findings and opinions with those interested so they may come to their own conclusions and in turn spark an intelligent and beneficial discussion.
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Avi is a board member at New York Angels, and runs its education committee. He's also a board member at the Israel Venture Network (IVN), a social venture / philanthropy organization, a board member at Localytics - a leading mobile app analytics company and a board member at CoursHorse - a NYC based SaaS provider of adult class listing, registration and fulfilment.
Avi runs and owns Majorlee Investments- a family wealth fund, where he spends much of his time early-stage investing in tech startups (in conjunction with two angel groups- New York Angels and Launchpad Venture Group of Boston) and analyzing and trading in public equities and derivatives.
Avi started his career as an officer in the Israeli Defense Forces smart weapons development program, which he left as a major, after eight years.
He has since led 4 startups, in networking, residential gateways, intrusion prevention and enterprise software - where he has seen 6 liquidity events (2 ipo's, 4 M&A's).
Avi received a B.Sc.E.E from the Technion, Israeli institute of Technology and an MBA, Summa Cum Laude, with a dual major in entrepreneurship and finance, from Babson College.
Avi resides in Manhattan, but spends part of his time in Boston and Tel Aviv.
More about Avi is available at: http://www.linkedin.com/in/fogelavi
Bespoke Investment Group provides some of the most original content and intuitive thinking on the Street. Founded by Paul Hickey and Justin Walters, formerly of Birinyi Associates and creators of the acclaimed TickerSense blog, Bespoke offers multiple products that allow anyone, from institutions to the most modest investor, to gain the data and knowledge necessary to make intelligent and profitable investment decisions. Along with running their Think B.I.G. finance blog, Bespoke provides timely investment ideas through its Bespoke Premium (http://bespokepremium.com/) subscription service and also manages money (http://bespokepremium.com/mm) for high net worth individuals.
Visit: Bespoke Investment Group (http://bespokeinvest.com/)
Gary A. Gordon, MS, CFP® is the president of Pacific Park Financial, Inc., a Registered Investment Adviser with the SEC. He has more than 25 years of experience as a personal coach in “money matters,” including risk assessment, small business development and portfolio management.
Gary is often asked to consult as an educator. He has taught financial concepts in Mexico, Singapore, Hong Kong, Taiwan and the United States.
As a Certified Financial Planner™ (CFP®), Gary has distinguished himself as a reputable and trusted investor advocate. He writes commentary for ETF Expert, Seeking Alpha and The Street. Gary’s participation on local and national radio has spanned more than a decade, and he currently hosts the ETF Expert Show.
Gary is a “good sport” when his wife, Denise, beats him at Scrabble. Most of all, Gary takes special pride in a not-so-little energizer… his 20-year old daughter, Wei Gordon.
Editor for The Biotech Forum (www.biotechforumsa.com), the #2 subscribed to Marketplace investment service offered through SeekingAlpha. Top 5% ranked analyst (TipRanks) 2013 through first half of 2015. Daily contributor for Real Money Pro. Hedge fund manager from 2008 to 2011. Previously technology executive at Fortune 100 firm for a decade. For Free weekly investment reports on small, attractive biotech stocks just register at www.bretjenseninvests.com
Our small-cap hedge fund strategy beat the market by 44 percentage points since its inception 18 months ago. Visit our website to learn how you can do the same. Insider Monkey is a finance website that provides free hedge fund and insider trading data. We believe ordinary investors can beat the market by imitating insiders and best hedge fund managers. They have access to better information and experts than ordinary investors do. Take advantage of the SEC filings where hedge funds and insiders disclose their stock transactions.
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Ms. Krishnamsetty is the Editor of Insider Monkey. Prior to creating Insider Monkey with Dr. Dogan, Ms. Krishnamsetty was Associate Producer at Bloomberg Television. Prior to that, Ms. Krishnamsetty was on the afternoon news team at CNBC. Additionally, Ms. Krishnamsetty reported for NPR and worked as a risk management consultant at Marsh & McLennan. Ms. Krishnamsetty has a M.S. in Journalism from Columbia University’s Graduate School of Journalism.
Insider Monkey’s hybrid evaluation system ...More was created in 2003 by Dr. Ian Dogan. Dr. Dogan has a Ph.D. in financial economics with a specialization in insider trading. Dr. Dogan has provided consulting services to institutional investors and hedge funds, and managed a $200+ million fund using a strategy he developed utilizing insider transactions. Dr. Dogan recently authored the insider trading chapter of soon to be published “The Handbook of Investment Anomalies” by Zacks Investment Research. Insider Monkey will serve the outcome of the methodologies developed by Dr. Dogan to ordinary investors who don’t have access to academic quality research and tools to shape their investments.
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Career experiences of founders: buyside portfolio manager, investment banking, institutional & high net worth asset management, website construction & professional trading. We have no affiliation with any financial institution.
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