I earned my Bachelors of Science in Economics from New York University. Access to my asset allocation model and my in-depth macro-economic research are available through my Marketplace service, EPB Marco Research. I have worked in Wealth Management at Morgan Stanley and as an analyst at a quantitative hedge fund specializing in algorithmic trading of equity derivatives (options, etc.). More recently, I have reconciled my diverse background in the financial world through the development of my own proprietary algorithms that draw from 30+ main macroeconomic data points to generate a monthly asset allocation, believed by the algorithm to be the best for current conditions to increase returns and limit draw-downs.
Stuart is the founder of Invest In Vol - The Volatility RIA. Stuart has more than 15 years experience developing and trading volatility products, with extensive portfolio management experience as the former head of US index trading at Barclays, as well as head of Asia Pacific index trading at HSBC. Stuart holds a PhD in Economic History from the University of Cambridge, an MBA from the University of Surrey, and an engineering degree from the University of Cape Town. Stuart is also a CFA Charterholder.
Now consulting start-up RIAs and CTAs, but most recently Managing Director at start-up investment advisor, Julex Capital Management, developing and marketing dynamic asset allocation ETF Managed Products and services to financial planners and institutions providing downside management and upside participation and consistent returns in both bull and bear markets. Previously, as head of U.S. Portfolio Management for Sun Life Financial for 12 years, actively directed client-focused portfolio management for $37 billion in insurance company investment portfolios to maximize risk-adjusted return. Managed asset mix, credit quality, liquidity, duration, and derivatives exposures for 80+ life insurance, annuity, and surplus portfolios. Specialties in asset allocation, fixed income management, interest rate risk hedging, and immunized portfolio construction. BA Boston College, MBA Boston College, CFA Charterholder earned in 1989.
Scott Carmack has 15 years of capital market experience. He has worked for the JPMorgan Private Bank, been a proprietary trader, has four years of Portfolio Management experience, having managed the Leader Capital Short-Term, and Total Return Funds from 2012-2015. Currently, he is the CEO, Founder, and Portfolio Manager at Holbrook Holdings.
I'm an investment professional with more than 15 years of trading experience.
My current and upcoming articles will contain a short synopsis of overall market developments on a weekly basis. Particular focus is on VIX-related instruments.
Oil and Gas Professional- Mechanical Engineer - MBA - Sales and Business Development - Author- Oil - Past Present Future - An Indian Perspective- Columnist- Featured on TIME, Yahoo Finance, Business Insider, USA Today, Zero Hedge, The Motely Fool, Oilprice, Christian Science Monitor, MSN, Business Times, Hufffington Post and other news networks.
Can be contacted at firstname.lastname@example.org
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I obtained my CPA in 1990 and became a CFA charter holder in 2000. I consider myself an expert in Quantitative and Qualitative analysis and have extensive experience in Technical Analysis. I also have a deep interest in stock market history and hold degrees in Economics (BSBA) and Management Information Systems (MBA). I have been actively involved with investment analysis and investment management since 1985 but have been a student of investing since the 1960s. I owned my first individual stock position while still in high school. I am a student of Benjamin Graham and Warren Buffett. I have achieved a uniquely diverse experience from multiple careers that has allowed me to develop a broad perspective enabling me to look at the big picture of macroeconomics all the way down to the retail unit or factory floor. In my youth I was in retail, then served in reconnaissance during my tours in Vietnam. I have been a blue collar, union worker in a factory and a manager in services, hospitality and transportation as well as a manager of professional staffs. I have more than 20 years of experience each in both public and private sectors. I have personal points of reference that many analysts will never have. I bring more to the table than just the theories and models I have studied or built. To understand more about my investing philosophy please visit my blog on my website.
Jim Roemer is developing has a new web site and NEWSLETTER at (www.bestweatherinc.com) and the most detailed long range weather forecasting and crop sensitive forecasting tool in the industry (http://www.climatepredictanalytics.com/ . He was one of the first meteorologists ever to become a Commodity Trading Adviser and has worked with major hedge funds, Midwest farmers and traders for nearly 30 years. His unique ability to forecast both short and longer range weather trends, with a special emphasis in interpreting market psychology and major market moves in grains, softs and the energy markets, has made him a global industry leader in commodities. Mr. Roemer brings his experience to the ETF arena, in which he will make some occasional recommendations on how weather and global climate may impact such markets as corn, soybeans, wheat, natural gas, cotton, sugar, coffee and even the economy. Mr. Roemer is developing the most sophisticated long range weather forecast product in the industry that can be used and applied to commodity trading, the insurance and retail industry and weather derivatives. This unique product will be available for subscription sometime in 2017 along with a free monthly newsletter. Follow Jim Roemer on Facebook at https://m.facebook.com/bestweatherinc/