Trader turned corp banker then i banker. My worst move was losing almost everything on a single bad wheat trade in 1991 (thus my punishment to a dunce cap career). My best move was selling all my tech holdings and moving into 100% cash in May 2000. I will always be a student of the market, for it is the only thing that speaks the real truth of any given moment. People will admire you for standing and thinking alone mostly because they don't have the balls to do it themselves. The smartest people i know were history majors. Sometimes the herd is right, as in a long bull market, but overall it makes me very uncomfortable. I knew who i was when I was 4 years old, but it took me until i was 40 to admit it (no, not *that*). If i have one thing left to do, its to pass that experience on to those that follow.
The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
Alon Bochman is Managing Partner of Stepwise Capital, a New York‐based investment partnership that combines value-investing principles with rigorous statistical methods to create a portfolio of differentiated strategies which seek to systematically exploit structural market inefficiencies. Prior to founding Stepwise, Mr. Bochman spent two years managing an equity portfolio for SC Fundamental. Mr. Bochman began his career as a programmer. He co-founded and sold a social networking software firm to Thomson-Reuters. He holds an MBA from Columbia Business School and a BA from the University at Albany. He is a CFA charterholder.