CEO & Chief Equities Strategist of Belus Capital Advisors. In this capacity, responsible for researching and developing an equities portfolio of mid and large-cap positions for clients, in addition to leading the firm’s digital content and broader research initiatives.
Belus Capital Advisors: www.beluscapitaladvisors.com
•Recognized by StarMine as a top-ranked equity research analyst for stocks under coverage in such categories as “EPS Estimate Accuracy” and “Industry Excess Return.”
•Awarded the 2011 FT | StarMine Analyst Award for “No. 3 Earnings Estimator in the Textiles Apparel & Luxury Goods Industry.”
•Launched the institutional research department for Wall Street Strategies Inc. in 2005.
•Voted by media outfit Benzinga as “One of the Top 10 Finance People to Follow on Twitter.”
Matt is the Head of Investment Strategy and General Counsel of LadderRite Portfolios LLC, a developer of investment solutions based in Naperville, Illinois. Matt plays a key role in developing new investment solutions and executing business development initiatives, advises the company on strategic matters and oversees its legal affairs. Matt previously co-founded and served as Head of Investment Strategy and General Counsel of Accretive Asset Management LLC, the creator of BulletShares Indexes. Prior to co-founding AAM, Matt served as Vice President, Assistant General Counsel for Claymore Group Inc., where he provided legal services to Claymore-advised registered investment companies and provided advice and counsel on the development and distribution of a variety of pooled investment products, including exchange-traded funds, closed-end funds, and other non-investment company structures. Before joining Claymore, Matt held the positions of Securities Counsel for Caterpillar Inc. and Chief Compliance Officer and Secretary for its wholly-owned subsidiary, Caterpillar Investment Management Ltd., and served as Chief Compliance Officer of the Preferred Group of Mutual Funds, a mutual fund complex advised by Caterpillar Investment Management Ltd. Matt began his legal career as an Associate in the Corporate Department of Skadden, Arps, Slate, Meagher & Flom LLP. Matt holds an MBA from the University of Chicago, a JD from the University of Illinois College of Law and a BA from the University of Illinois.
DeWayne Reeves is the founder of CFRN and host of a popular radio program heard daily in over 20 countries. A former equities trader, he has focused primarily on the S&P 500 Emini Futures Market for the past 10 years. His insights and trading methodology are a blend of traditional technical analysis and the strategic use of proprietary indicators. He is the founding director of New Hope Orphanage and Primary School in Kampala Uganda East Africa which is home to over 800 orphans. Mr Reeves currently resides with his wife in Phoenix Az. where he actively trades his personal account.
Tune in M-F from 12pm-2pm Eastern for market analysis, technical tips and lively discussion. CFRN / http://www.cfrn.net
I have been trading the financial markets part time since 1990 and full time since January 2007.
My annual average return for the period January 2007 to March 2009 was 108.78%.
I have written a trading book "Creating the Perfect Trade" - www.TradingBoook.org
I have a daily blog - www.TradingBook.org/blog
I plan to start my own Hedge Fund in 2012 - www.SolomonWealthFund.com
I'm an individual investor with a day job working in R&D at a web based enterprise software vendor. My job involves interacting with customers in corporate IT and the web and mobile development community and translating their needs into product plans. Functionally I cover both product management and software development.
Prior to my current position, I've held product management and software development positions at companies like Intel, Compaq, American Express and Intuit. I have a bachelors in Engineering from Stanford University and an MBA from Chicago.
I’m just an average guy who’s learned a few things about Life, Success and Personal Development – thanks to some incredibly good and bad experiences during the past 25+ years. I’ve made many mistakes and have learned to combine down to earth values with a unique ability to distill complex concepts into simple powerful strategies which can be immediately applied to produce measurable results.
“I’ve traveled the territory, drawn a few maps and I’m happy to share them”
I do not consider myself to be an “expert” and my work is never presented as the definitive doctrine on how you should live your life or what it takes to be successful in your business. I am a work in progress and if you were to you join me on life’s journey by hiring me as your coach or partnering with us in business – our learning will very likely be a two way street. In fact, I expect it to be.
“What you know dies with you – what you DO leaves a legacy”
I was raised in upstate New York and eastern Pennsylvania. This rural upbringing is strongly reflected in my personal value hierarchy:
Education and a commitment to continuous improvement are next on the list. All these and more are strongly reflected in my coaching, teaching, writing and speaking.
While growing my private practice I also taught Orthopedics and Neurology at both the undergraduate and graduate level, produced a TV show on fitness, appeared on numerous radio and TV programs, authored numerous journal articles, chapters for medical texts, served as vice-president of my state medical association, and started a family. I have had the honor and privilege of consulting with and coaching a diverse population of people from royalty to prisoners, from children to CEO’s, from amateur to professional athletes from 41 countries and people of almost every race, creed, religious belief and nationality.
I am passionately committed to contribution and Living With Intention. Part of my philosophy is to think globally while acting locally. I am a very active member of my church, as well as several community organizations. After church, my favorite philanthropy is the Nourish the Children. I have also performed extensive volunteer work for both the Anthony Robbins Foundation, and the Make a Wish Foundation.
Since 1978 I have been in a gym or health club on a daily basis. My preferred methods of exercise are weight lifting and cycling but I participate in a variety of different sports because of the benefits of “cross training”. I also believe that daily reading, reflection, and prayer are absolutely essential components of both a successful fitness program and a happy, healthy and successful life.
Why become an Entrepreneur?
I became an entrepreneur because after 5 years of Health Care Reform I found I was merely an employee of the various insurance company’s I was interacting with. I became painfully aware I was working more hours for less income and I had to admit that what I was doing wasn’t working!
At the same time my beautiful daughter, Casey, was born. This was the first time in my life I started to think about my future, and of course hers. When children come into your life, your perspective changes from Firebirds and Ferrari’s to Gymnastics, music lessons, horseback riding and so forth. Suddenly, I had to think longterm – was what I was doing going to provide all the things that a father wants for his children?
In October of 1998 I started my entrepreneurial endeavors on a part time basis. In January 1999 my New Year’s Resolution was to put my practice up for sale. In May of 1999 I sold my practice and began to work on my dreams and my fortune on a full time basis. From there, it took me a full five years to get to the point where I could walk away and do whatever I wanted to do. Along the way I wrote my first book: “Morning Moments”.
This has been the hardest challenge I’ve ever taken up and it’s been the most rewarding! In so many ways, this is the very best personal development seminar I have ever taken. I met mySelf and my wife in the process…and every closet crying moment was worth it.
Today, with my wife Julie, we “get to” pay the gift forward by coaching others through the same process. There is no greater pleasure than showing others how to earn their freedom and then observing what good they do with it.
Life Will Never Be The Same
I am a private investor building a value focused portfolio. While I do not work directly in investing, I do have a financial background and hold the CFA designation.
The goal of Margin of Safety Investing is to share my investing journey as I review and analyze investing opportunities using a framework inspired from my readings of “value investors”, starting with Benjamin Graham but also Greenwald, Montier, Greenblatt, Lynch and others.
The first focus of Margin of Safety Investing is to build a long portfolio of 15 to 25 companies which I believe provide attractive return prospects and an appropriate margin of safety based on the analysis I will share. The goal is to find companies that “I would ...More feel comfortable owning even if the stock market was to close tomorrow for a few years” (Buffet). Later I hope to be able to complement this portfolio with a few opportunistic (spin-offs, net-nets) or even short ideas.
As I go through this journey I will share my reviews and analysis in the hope that you will find them worth reading and discussing.
Visit my blog: www.marginofsafetyinvesting.com
31 year old professional living in Boca Raton, FL and Boston, MA. Love to keep fit, eat healthy, play golf, softball, and hike. Interests include Finance, Weather, Reseraching Conflicts of interests, and Building Friendships.