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Portfolio Management
Menu64 experts in Portfolio Management topic
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JKJeremy KahnCorporate Finance Architect • Beverly Hills, CACommercial Banker for 15 years specializing in Commercial Real Estate, Acquisition Financing and Working Capital needs. I’ve worked with large institutions from Wells Fargo to HSBC, but have made a home by bringing my wealth of experience to a small boutique bank at Comerica.Portfolio Management • Corporate Finance • Banking • Financial Analysis • Loans • Credit Risk • Credit Analysis • Credit • Commercial Banking • Small Business Lending •$1.67/min per minute5.0 6 3
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CCCode CubittManaging Director at Mistral Venture Partners • Ottawa, Canada AreaManaging Director - Mistral Venture Partners, Motorola Ventures, Gabriel Venture Partners, RF Engineer, entrepreneur...Portfolio Management • Business Development • Entrepreneurship • Start-ups • Venture Capital • Management • Investments • Mergers • Wireless •$2.50/min per minute5.0 10 8
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RORex Oliver30 year Mortgage and Real Estate ExpertFounder of 2 mortgage banks by bootstrapping from startup with 2 employees growing to over 700 in 42 states then selling to national banks. Now I am assisting with numerous distressed assets on the east coast.Portfolio Management • Mortgage • Funding • Negotiation • Investments • Loans • Mortgage Lending • Real Estate Transactions • Asset Management • Credit •$1.67/min per minute5.0 6 3
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EZEzra Zask30+ years in investments and hedge funds. • New YorkHedge fund manager; due diligence; risk manager; alternative investment consultant; fund of hedge fund manager; foreign exchange and derivatives trading; cryptocurrencies; fintech; valuation; fraud; author; instructor at graduate school of business at Yale, Princeton, FordhamPortfolio Management • Hedge Funds • Financial Analysis • Investment Strategies • Artificial Intelligence • Financial Risk • Options Strategies • International Finance • Foreign Exchange • Cryptocurrency •$2/min per minute5.0 5 2
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GKGregg KennellyBuilding Operations Enthusiast #CRE • New York, NYNYC Commercial Real Estate Manager: 10 Years in Construction followed by 10 Years Managing Commercial Real Estate, Building Operations Enthusiast, MEP (Mechanical, Electrical, Plumbing), Boilers (Steam and Hot Water), Heating Plants, Roof Tanks, Service Contracts, Operating & Capital Expenditure Budgets, Analysis, Improvement, NYC Local Laws, Life Safety, NYC DOB, BIS, FDNY, EPA, New Construction and Improving The As-Built Environment. Passionate about improving Real Estate Operations and reducing waste. After a decade of hands on construction experience, I turned my attention towards managing NYC real estate. I have managed over 100 NYC office build-out's, 6 lobby renovations, untold common corridor/bathroom renovations, 4 elevator modernizations, 3 roof tank replacements, 2 boiler replacements, 5 LL11/facade restoration projects etc. etc. I've managed high rise office buildings (union and non-union), cooperatives, condos, luxury rental buildings and malls. Whether your building is new or old, union or non-union, proper management begins with a "thoughtful" Operating & CapEx Budget! You cannot improve what you don't measure... So now I'm leading a large team at the intersection of CRE (Commercial Real Estate) & Technology called BuildingOps. To recap, my professional life began in construction, grew into commercial real estate management and evolved into a hybrid organization focused on commercial real estate and technology. Clarity is an amazing product that allows me to give back and I genuinely enjoy helping. Accuracy & Clarity Always Provided, whether you are a broker, facility manager, technician, building engineer, property manager, building manager, building owner, investor, VC, technologist, LP, CEO or intern I'm here to help. All the best, Gregg M. Kennelly https://www.linkedin.com/in/greggkennellyPortfolio Management • Real Estate • Operations • Operations Management • Property Management • Leases • Commercial Real Estate Consulting • Corporate Real Estate • Facilities Management • Market Data •$3.33/min per minute5.0 5 3
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JMJoe MilamExpert in communicating with angel investors. • Austin, Texas AreaEntrepreneur - AngelSpan, Inc., Angel Legacy, LLC, Legacy Capital Management, Inc. Money manager for angel investors, angel investor. Former clients include executives at Sequoia Capital, Wilson Sonsini, Silicon Valley Bank. Band of Angels founded in my office at 3000 Sand Hill Road.Portfolio Management • Private Equity • Hedge Funds • Valuation • Investments • Financial Services • Wealth Management • Equities • Asset Management • Financial Advisory •$1.67/min per minute5.0 3 2
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LDLeigh DrogenAdvisory Board Member at WordSentry • New York, New YorkCo-Founder @Estimize, Founder @SurfviewCapital, Formerly @StockTwits Biz Dev and @Chartly Product Manager, Blogger, hockey player, surfer, grill masterPortfolio Management • Entrepreneurship • Product Development • Social Finance • Collaborative Consumption • Community Development • Risk Management • Social Capital • Behavioral Finance • Financial Technology •$1.67/min per minute5.0 2 8
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NLNic LimFounder of 8capita and 8common (8CO:ASX) • SingaporeExecutive Chairman and Founder of 8common Limited (listed on the Australia Securities Exchange 8CO:ASX). Founder of 8capita. Start-up & High Growth Investments based in Singapore. Co-Founder of Catcha.com which has evolved and spawned 3 tech IPO's. Iproperty.com (IPP:ASX), Catcha Media (CHM:MAL), iCARAsia (ICQ:ASX). Also hung-out at Morgan Stanley, Credit-Suisse + UBSPortfolio Management • Entrepreneurship • Start-ups • Private Equity • Venture Capital • Financial Modeling • Investment Banking • Investments • Fixed Income • Equities •$1.67/min per minute5.0 1 1
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TBTony BishopChief Strategy Officer at The 451 Group • Charlotte, North Carolina AreaEnterprise IT Focus Successful entrepreneur and CTO in Wall Street Technology. Strategy, Solution Communication & Alignment, Product Strategy, Raising Capital (Friends & Family; Angel; Partners; Venture)Portfolio Management • Start-ups • Product Management • Cloud Computing • Data Center • Virtualization • SOA • Enterprise Architecture • Process Engineering • ITIL •$5.83/min per minute4.5 1 0
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KOKevin OkeyoFinancial AnalystKevin Otieno, FMVA Finance professional at University of Kentucky. MSF Candidate & CFA Level I. Data Analyst at Markey Cancer Center. Investment Committee Member at SMIF. Former Insurance Executive with expertise in risk management. Skilled in Python, Excel, Capital IQ & Tableau. Passionate about investment analysis, financial modeling & wealth management.Portfolio Management • Insurance • Financial Modeling • Investments • Risk Management • Financial Analysis • Real Estate Investment • Wealth Management • Equity Research • Risk Assessment •$1/min per minute— — 0
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TTThanishka TillekeratneFmr. Assistant. Manager - SEC • AustraliaCapital Market Regulation specialist with over a decade of experience working for the Securities and Exchange Commission of Sri Lanka (SEC) specialising in the fields of Compliance and Investor Relations. Please contact me to leverage on my knowledge and experience to obtain clear and concise answers to related problems you face.Portfolio Management • Fundraising • Investor Relations • Capital Markets • Investment Banking • Investments • Mergers & Acquisitions • Investment Strategies • IPO • Regulatory Compliance •$4.17/min per minute— — 0
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JAJames Altucherentrepreneur, investor, author • NYC- started and sold 2 companies for 8 figure exits - on the board or seed investor in many companies that have been successfully acquired. - bestselling book ("Choose Yourself!" now over 100,000 sold). - have 2 more books coming out this year - on the board of a Nasdaq company with a billion in revs (CRRS) - blog for techcrunch, forbes, everywhere. over 10 million visits to my blog - ran a fund of hedge funds. ran a hedge fund. - failed and failed and failed and sometimes succeededPortfolio Management • Online Marketing • Venture Capital • Digital Media • Hedge Funds • Journalism • Financial Markets • Management • Investments • New Media •$16.67/min per minute— — 3
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MBmuhammad Bilalforex crypto expertExperienced Crypto and Forex Trader and Analyst with a robust background in hedge fund management, forex trading. Adept at market analysis, trading strategies, and financial forecasting. Proven track record of leveraging market trends to maximize profits.Portfolio Management • Risk Management • Financial Analysis • Stock Trading • Trading Strategies • Foreign Exchange • Cryptocurrency •$1.67/min per minute— — 0
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PDPetar DraganovWealth Portfolio Management & Market Intelligence • Sofia, BulgariaSeasoned Investment & Market Intelligence Consultant with 8+ years of experience in wealth management, portfolio strategy, and financial research. Formerly at Morningstar & Private Equity International (PEI), now Founder of Concord Capital Intelligence, advising HNWIs, institutional investors, and financial firms.Portfolio Management • Investments • Investment Advisory • Alternative Investments • Wealth Management • Wealth • Early Stage Investment • Financial Advisory • Wealth Management Services • Portfolio Optimization •$2.50/min per minute— — 0
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JWJared WhitakerUnited KingdomFormer CEO of a Tech Startup focused on PPM, Project Management Software, and PMOs Globally.Portfolio Management • Executive Coaching • Project Management • Business Strategy • Program Management • Executive Mentoring • Project Portfolio Management •$2/min per minute— — 0
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FTFrank T. TroiseExperienced Financial Services Executive • SingaporeRegular CNBC co-host and recognized keynote speaker. Over 25+ years as a investment and wealth manager. Deep experience in investment banking, venture capital and private equity.Portfolio Management • Private Equity • Investment Banking • Real Estate Investment • Fixed Income • Equity Research • Stock Market • Foreign Exchange •$10/min per minute— 1 0
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SHSue HeyProperty Investment Startup & Business Planning • England, UKProperty Investment & Portfolio startup advice. Residential Property, Buy to Let, Semi Commercial, HMO's & Multi Unit properties. Ways to purchase, raise capital, remortgage. Mortgage Lender requirements, eligibility criteria (including credit & affordability), exclusions and restrictions, via personal name investments or via Ltd Company. Other finance options including Bridging loans. Different tenancy types/options, maximising rental income and rent required Vs loan amount. Ongoing property business planning covering rental income and property 'flips' (buy low, sell higher for profit). Other considerations/needs including solicitors, surveyors and accountancy/taxation.Portfolio Management • Finance • Real Estate Investing • Mortgage Lending • Property • Property Management • Rentals • Residential Mortgages • Underwriting •$1.67/min per minute— — 0
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NMNicholas MartinIndependent Financial Adviser • Kent, UKIndependent Financial Adviser with experience both in the UK and across Europe. Able to provide advice on all aspects of financial planning. Critically for entrepreneurs, I can assist in re-creating the "employment package" to cover your protection needsPortfolio Management • Finance • Trading • Investment Banking • Investments • Derivatives • Wealth Management • Pensions • Equities • Tax •$2.50/min per minute— 1 0
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APAlessandro PavoneRisk, Investment, ESG, Climate Analytics • London, United KingdomFintech professional with 20+ years track record in managing teams delivering Investment, Risk Management, ESG and Climate solutions to global investment managers, banks and pension funds.Portfolio Management • Business Development • Sales • Sales Management • Sustainability • Risk Management • Climate Change • Portfolio Optimization • Risk Analysis •$10/min per minute— — 0
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ANAmar N. DaryananiTrader and Real Estate expert • SpainDay trader and Stock Market Analyst - founder of marketchartanalysis.com - all the answers are on the chart. The key relies on the interpretation Call me and I can help you out with your trades!Portfolio Management • Real Estate • Investments • Technical Analysis • Financial Planning • Strategic Financial Planning • Asset Management • Stock Market • Commodity • Equity Trading •$1/min per minute— — 5
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MHMichael HansenStrategy and Growth Expert, math and people nerd. • New York, N.Y.Founder of Three Point Capital - tpc.us; Specialize in business growth, strategy and solving problems relating to both. Butcher, Baker, not a candlestick maker. YetPortfolio Management • Private Equity • Due diligence • Financial Modeling • Financial Services • Corporate Finance • Executive Management • Alternative Investments • Fixed Income • Strategic Financial Planning •$1.67/min per minute— — 2
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CFCindy FlandersFounder at Manage Fearlessly • Washington D.C. Metro AreaRecovering commercial banker and founder of Manage Fearlessly, an online resource for managers and entrepreneurs. I spent over 25 years managing people and looking at businesses from start-ups to over $2 billion in revenue.Portfolio Management • Finance • Strategy • Sales Management • Management • Financial Services • Competitive Analysis • Risk Management • Banking • Credit •$5/min per minute— — 3
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AMAram MelkoumovStartup entrepreneur (3rd biz). Raised over $1M. • Toronto, OntarioSerial entrepreneur who enjoys building start-ups and abusing technology @Crowdlinker @TrueBidz. Formerly Co-Founder of @identityapparel. Graduate of McGill University. Currently going through The Founder Institute. Passionate about giving back.Portfolio Management • Entrepreneurship • Raising capital • Start-ups • Lean Startups • bootstrapping • Investments • Risk Management • Banking • Business Networking •$1.67/min per minute— — 0
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KDKevin DivneyStock Picking Expert • BostonAsset Management Executive with 27 years of Industry Experience in managing Hedge Funds, Mutual Funds and Pension Fund equity strategies. Expert in executing and designing investment process across traditional and alternative strategies on behalf on institutional and individuals. Skilled in creating organizational structures that best exploit the investment philosophy and performance objectives within the resource framework. Demonstrated track record in integrating best practices from research, traditional and alternative investing, and buy side and sell side trading strategies. Proven ability to meet performance objectives well above industry average profitability. Mr Divney is Founder and Chief Investment Officer of Beaconcrest Capital Management, LLC. Beaconcrest was formed in 2009 to manage diversified long-short equity strategies for Institutional and High Net Worth clients. The firm philosophy is to provide superior risk adjusted returns while maintaining a capital preservation focus. Beaconcrest integrates a fundamental and quantitative approach to stock picking, while using a robust risk management framework as the foundation for portfolio construction. Prior to founding Beaconcrest, Mr Divney worked at Putnam Investments from 1997 to 2008. He was initially hired to develop its risk management platform, enabling more sophisticated and real time risk analysis by portfolio managers as well as firm managementIn 2000, Mr. Divney transitioned into portfolio management as a Senior Portfolio Manager for the US Core Team. It was here that his Quantitative Stock Ranking methodologies were enhanced, and combined with the fundamental research effort at Putnam. As part of the Core team, Mr Divney functioned as the portfolio manager of various Putnam mutual funds including the Putnam Voyager Fund and lead manager of the Putnam Tax Smart Equity Fund. In 2003, From 2005-2008, Mr. Divney served as the Chief Investment Officer of the Mid Cap Growth team, managing up to $8 billion of Large Cap and Mid Cap growth strategies that included Mutual Funds and Institutional Portfolios.Portfolio Management • Trading • Capital Markets • Investments • Risk Management • Alternative Investments • Investment Strategies • Investment Management • Quantitative Research • Quantitative Finance •$3.33/min per minute— — 0
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TWTaraje Williams-MurrayVirtuoso, Olympian, Entrepreneur & Advisor • The CosmosTwo time Olympian in the sport of judo - Founder and CEO of the only independently owned registered investment advisory firm in NJs largest city Adjunct Professor of FinancePortfolio Management • Public Speaking • Insurance • Business Consulting • Investments • Strategic Financial Planning • Estate Planning • Asset Management • Martial Arts • Life Insurance •$5/min per minute— — 0
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