Incubator Hedge Fund

The reasons why you should not form an incubator hedge fund in Delaware

The reasons why you should not form an incubator hedge fund in Delaware to create a trading track record.

For over twenty years, Mary Buffett has been considered the world’s leading authority on the subject of Warren Buffett’s investment methods. Her international bestselling investment books, co-authored with David Clark—Buffettology, The Buffettology Workbook, The New Buffettology, The Tao of Warren Buffett, Warren Buffett and the Interpretation of Financial Statements, The Management Secrets of Warren Buffett, Warren Buffett and The Art of Stock Arbitrage, and The Warren Buffett Stock Portfolio—have been translated into twenty four foreign languages and are considered “investment classics” the world over. Her latest book is 7 Secrets to Investing Like Warren Buffett, co-authored with Sean Seah.

Ms. Buffett is an international speaker, entrepreneur, and political and environmental activist and has appeared on television as one of the top finance experts Worldwide. She has been the principal speaker for prestigious organizations around the world.

Ms. Buffett has worked in a wide range of businesses including extensive work as a consultant to several Fortune 500 companies. She is an associate of the top ranked UK Buffettology Fund in the United Kingdom. In 2013 she became a contributing blogger to the Huffington Post. The blogs and information about the UK Buffettology Fund are on her website www.marybuffett.com

Greg Nowak is the Author of Hedge Fund Disclosure Documents Line by Line

Since coming to the U.S. more than 40 years ago with only $7 in his pocket, Vinney Chopra has achieved success in a number of arenas: marketing, sales, motivational speaking and real estate investing, among them.

Vinney is a sought after multifamily syndication expert that has appeared on numerous podcasts and all social media to share his experiences and 35 years of expertise. Over the past 12 years he has honed his skills and has done 28 successful syndications, 14 of those being in past 3 years! He has achieved enormous success controlling over $350 million, 4200 doors in this niche market. He and his 67 professional full-time team members manage all assets from acquisition till disposal. Vinney is the CEO of Moneil Investment Group that oversees his syndications, and the CEO of Moneil Management Group that oversees his properties. Vinney uses his proven ideas and techniques for multi-family and senior living syndications that has helped him grow his business exponentially over the years.

There’s a reason Vinney’s nickname is “Mr. Smiles” and “Mr. Enthusiasm” which is evident even through just hearing his demeanor in his voice. He has always believed in the individuals’ ability to shape the world around them through positive thought and selfless actions.

Todays’ guest is Keith Schroeder. Keith is knowns as the Taxguy and he is the author of the Wealthy Accountant blog.

Terrance J. O’Malley founded TJO Management in 2018 to provide consulting services and market intelligence to the investment management industry.

Throughout his 25-year career, Terrance has served firms as both a trusted outside adviser and as a key in-house executive. Drawing on this experience, he provides a variety of consulting services and lends his judgment to complex problems faced by the industry’s top firms.

Terrance also hosts Operational Leaders, a podcast he created in 2019. The podcast features leaders and innovators responsible for “the business of running an investment management business”. In addition, he publishes a popular blog focusing on issues facing investment management firms.

Terrance provides his consulting services and market intelligence based on the full range of his career experience which includes:

• Senior in-house executive serving as Chief Administrative Officer, General Counsel and Chief Compliance Officer at Blue Ridge Capital, at its peak a pre-eminent multi-billion dollar hedge fund firm.

• Partner at law firms Schulte Roth & Zabel and Fried Frank, as well associate at Davis Polk & Wardwell, focusing on regulatory matters for investment management clients.

• Adviser to foreign governments – working on USAID capital markets projects in Russia, Ukraine and India.

• SEC enforcement attorney (while simultaneously attending an evening MBA program).

Terrance has been an active participant in the investment management community. He has served in a variety of leadership positions ranging from industry initiatives to editorial boards to association committees, including the MFA’s Chief Operating Officer Forum. He has also published dozens of articles and co-authored two influential books: The Insider’s Guide to Hedge Funds: Successfully Managing the Middle and Back Office and the Investment Adviser’s Legal and Compliance Guide. In addition, he has spoken frequently at industry conferences and been quoted in leading industry publications.

Terrance hails from Pennsylvania where he grew up on the border of suburbia and farm country. This environment fostered a life-long curiosity of how things work – from local manufacturing to agriculture, history to economics, and culture to sports. His path led to Wall Street where Terrance developed a passion for the investment management industry. Along the way, he earned a law degree from Cornell University and a bachelor’s degree cum laude from Boston College.

Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market.

Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.

He holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. Charles is a CFA Charterholder in good standing.

Today's guest is Salem Abraham from Abraham Trading Company

Salem started his investing career as a futures trader, using quantitative models to trade global futures markets beginning in 1987. In 1999, Salem and the Abraham Trading team became the first company in the world to send computer-generated orders electronically to the Chicago Mercantile Exchange. Throughout his career, Salem has managed investments in stocks, bonds, options, derivatives, and private equity. He has held full membership seats at both the Chicago Mercantile Exchange and the Chicago Board of Trade. Salem is also highly experienced in orchards, farmland, ranchland, wind, water, and energy investments. His first investment experiences were shared with his grandfather, who employed him to buy and sell distressed minerals and ranches in the Texas Panhandle in the late 80s. In total, Salem has bought and sold more than 200,000 acres of land and resources. He manages investments in oil and gas properties, wind rights and residential, commercial, and agricultural real estate properties.

Salem has served on nonprofit investment boards for over 25 years. From 1995 to 2014, he served on the Amarillo Area Foundation Investment Committee. Since 2004, he has served on the St. Jude Children’s Research Hospital Investment Committee. He assists with both large and small nonprofit endowments, with portfolios ranging from $1 million to over $4 billion in assets. His experiences with large and small institutional investors have provided insights into the unique mandates and challenges of managing foundation and endowment portfolios of all sizes. The strategy for the Abraham Fortress Fund was originally used for Salem's half of the Pickens-Abraham Foundation that he started with T. Boone Pickens in 2008. The foundation provided college scholarships to accomplished graduating seniors in the Texas Panhandle. After the death of T. Boone Pickens in September of 2019,  the Pickens Abraham Foundation was divided, with half of the funds going to the T. Boone Pickens Foundation and half of the funds going to the Salem & Ruth Ann Abraham Foundation. The Salem and Ruth Ann Abraham Foundation is managed by Salem and is invested in the Abraham Fortress Fund.

Salem has been featured in Michael Covel's books The Complete TurtleTrader and Trend Following. He has also appeared in Bloomberg Markets, Absolute Return, Barron's, and the New York Times. Salem continues to lead the research efforts at Abraham Trading Company. He resides with his family in Canadian, Texas.

Dr. Vanessa Peters is the author of The Busy Professional's Guide to Passive Real Estate Investing - A physician's path to building wealth, creating financial freedom & leaving a legacy

Vanessa Peters, MD, is the founder of VMD Investing and has been investing in real estate for 12 years in single family homes, commercial retail,  apartment communities, short-term rentals, self-storage and manufactured home parks. She has invested in over 2500 units across 11 properties and 4 funds.

She is passionate about helping busy professionals build wealth through passive, income-producing real estate that provides attractive returns and a proven roadmap to financial freedom.

Vanessa Peters earned her medical degree at the University of Calgary, Alberta, Canada and moved to the US from Canada in 2002.  Dr. Peters is a Family Physician and Chief Physician Officer for Graybill Medical Group, a primary care owned medical group in North San Diego County with 12 locations and 80+ providers.