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Insights


Innovation & Disruption in Consumer-Facing Industries with David King of Palermo Capital
Managing Member of Palermo Capital, U.S.-based long/short equity strategy, focused on companies disrupting consumer-facing industries.


Life Settlements Primer: A Premier Uncorrelated Asset Class
Life settlements are an uncorrelated alternative investment with low volatility and predictable returns.


Preparing for the SEC’s New Marketing Rule with Wayne Davis of Tannenbaum Helpern
Wayne Davis is the Chair of Tannenbaum Helpern's Investment Management Practice, Co-chair of Business and Finance


Adapting to the Changing World of Trading with Edward Ryan of StoneX
Edward Ryan is the Director of Institutional Sales of StoneX, an institutional-grade financial services network


The Case For Aggressive Growth: Why It Should Be A Part Of Every Investor’s Portfolio
The aggressive growth equity investment style has proven to be the most rewarding style over the long term.


A Different Way to Invest in Healthcare with Jeff Edelman and Zach Sharon of Pavadi Capital
Jeff Edelman and Zach Sharon are the co-founders of Pavadi Capital, a healthcare-focused investment firm.


The Bravery in Figuring out What you Don’t Want to do with Chris Johnson of Tailor Ridge Capital
Chris Johnson is the co-founder and managing partner of Tailor Ridge Capital Management.


More Than Just A Fund, Where Culture & Values Make an Impact with Kapil Rastogi of PlusPlus Capital
Kapil Rastogi is the managing partner and co-founder of PlusPlus Capital Management, a quantitative trading firm focused on trading futures


The Journey and Mission to Make Quality Real Estate Accessible with Mohsin Masud of AKRU
Mohsin Masud is the CEO & Founder of AKRU, a real estate Investment platform democratizing and tokenizing commercial real estate.


The Art of Pivoting with Charles Sizemore of Sizemore Capital Management
Charles Sizemore is the CIO of Sizemore Capital Management and the Blue Orbit Capital fund co-manager.


Uncovering the Value of Farmland Investing with Chris Chard of Sower Farmland
Chris Chard is the General Partner and Managing Director of Sower Farmland.


Architecting and Designing Future Tech with Barbara Bickham of Trailyn VC
Barbara Bickham is the founding and managing director of Trailyn VC, a pre-seed fund investing in diverse, deep tech founders.


Turning a Crisis into a Career with Matt Beary at Clarity Strategic Opportunities
Matt Beary is a Founding Principal at Clarity Strategic Opportunities is an opportunistic real estate development and value-add investment


Risk vs Reward Trade Off with Danny Dayan at DWD Partners
Danny began his career as a risk management consultant and advised clients on best practices


Succeeding in Real Estate, The Big Lessons Learned with Alex Anderson at Time Equities
Alex is the Director of Time Equities' Equity Division. who oversees the sales distribution of Time Equities Securities’ investment funds


Innovation in Managed Futures with Marat Molyboga at Efficient Capital Management
Dr. Marat Molyboga has been working on quantitative portfolio management and risk management of multi-CTA portfolios for two decades now


Empowering Women and the Hispanic Community Through Financial Literacy with Monica Jalife at Pinnacle Associates
Monica Jalife is the Principal of the Private Client Group at Pinnacle Associates, where she leads the group’s investment committee


Building Hedge Funds, Investing in Tech, and Giving Back — with Peter Borish
eter Borish started his career at the Federal Reserve Bank of New York, he has been at the intersection of technology, financial markets


40 Years of Quant Research and Unconventional Wisdom with Robert Zuccaro of Golden Eagle Strategies
Robert is the Founder & CIO of Golden Eagle Strategies, who manages a strategy predicated on statistical analysis and principles


Managed Futures Capitalizes on Both Long and Short Assets with Chad Martinson at Efficient Capital
Chad Martinson is the co-CIO and Managing Director of Efficient Capital's Investments, who is responsible for the firm’s investment process
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