Portfolio Manager, Entrepreneur, Start-up Consultant, Creativity Ninja
Last active: 1 month ago
I have managed a small family office for the past 7 years, and recently started an RIA with some friends to be able to take assets from outside of friends/family. I am also a Data Analyst at an awesome start-up based in Atlanta called Clickagy, a company that has developed some very cool, and very smart, data intelligence algorithms (machine learning).
I have extensive knowledge around nearly all alternative investment categories, and a substantial knowledge base around what is involved during the inception of new companies. I have conducted over 1,000 hours of market research, including conducting well over 100 interviews with individuals that span the gamut of corporate and small business America, including C-level officers of publicly traded companies.
The list of companies I have worked with or invested in includes the following spaces:
1) High tech algorithmic vertical farming
2) Supply Chain Financing
3) Motion sensor based senior monitoring system
4) Stem Cell Banking
6) Publicly traded IT companies
7) Internet of Things Startup in Silicon Valley
8) Startup Restaurant
9) Frontier Market Property Development Companies (Romania/Mongolia)
10) Algorithmic Real Time Bidding Ad Platform and Data Intelligence Company
11) Non Profits
The portfolios I manage currently include investments in the following spaces:
1) Technical Commodity Futures
2) Fundamental Energy
3) Fund of Hedge Funds
4) All the vanilla stuff you would expect (stocks/bonds/mutual funds)
5) Real estate (tax lien, conservation easement, residential)
6) Start-up companies (seed through series)
The strategy underlying the diverse pool of assets is focused on mitigating intra-asset correlation whenever volatility of any portfolio component spikes. My objective is to create a portfolio with a MAR of >1, i.e. my CAGR (compounded annual growth rate) exceeds by largest drawdown (peak>trough decline).
I have designed a proprietary commodity futures trading system and am a series 3 (commodity futures proficiency) license holder. I also have my series 66 (state and federal regulation), and 65.
I have traveled extensively, primarily around Latin America, most recently to Volunteer at a hospital in one of Lima's poorest suburbs.
I have lived in both Romania and Peru, splitting time in the latter working at a midwifing clinic providing pre-natal healthcare and water-birthing, and doing marketing for an educational technology start-up. I lived in very third world conditions, and am intimately familiar with poverty and its impact on developmental and societal psychology.
I am also an aspiring creative writer, and am 60,000 words into a novel that explores the character of a vigilante through snap shots of various life-forming events.
My eclectic group of experiences and the seemingly disparate spaces in which I am involved share one common trait; amazing people. Everything I do is alongside of others who are highly specialized, and the best in their respective fields. I have learned more from them than I ever could have through self-teaching or in school, and will always be grateful for their mentoring and friendship. I have seen first-hand the power of a strong network, and in the vast majority of cases I see my role simply as helping incredible people in any way I can to do their best work.
Lastly, I am incredibly excited by the exponential curve of technology, and the ramifications for nearly everything. Anyone that thinks the world will be recognizable 5 years from now is fooling themselves, the pace of change and invention has sped up to the point that a 5 year window henceforth will mean a different world.
I love people - and that likely includes you. Please don't hesitate to reach out if there's something we can do together.