PrimeAlpha: Visionaries & Innovators Series

How Not Being Scared and Taking a Chance Paid Off with Monica Jalife of Pinnacle Associates.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing Monica Jalife is a Principal at the Private Client Group at Pinnacle Associates where she leads the group’s investment committee and co-manages the dividend and globally diversified growth strategies. She is a member of the New York Society of Security Analysts, CFA Institute, and the Financial Planning Association of New York. In addition to her role at Pinnacle Associates, Monica is a Principal and Wealth Advisor at Withum Wealth Management. As an active member in her community, Monica conducts financial literacy courses in English and Spanish for women victims of domestic violence and for the Hispanic community. She has also participated in half marathons to raise funds for children with terminal diseases and volunteers her time at summer camps for terminally ill children.

Staying Intellectually Sharp with Peter Borish.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of having Peter Borish with us today. Since starting his career at the Federal Reserve Bank of New York, Peter has been at the intersection of technology, financial markets, and innovation. He called the 1987 market crash and coupled with his appointment to the Brady Commission, fostered his commitment to public policy and non-profits. He was recruited by Paul Tudor Jones, where Peter helped build Tudor Investments into a leading global macro hedge fund. In addition to his hedge fund businesses, which he continues today at Computer Trading Corporation, Peter has been an angel investor in startup technology companies, including Majestic Research, Quadro Serve, One Chicago, and Charity Buzz. He mentors young entrepreneurs as an advisory board member of Value Stream Ventures. He is also a founding trustee of the Robin hood foundation, which helps raise families out of poverty in New York City. And Peter was recently appointed to the Market Risk Advisory Committee of the Commodities Futures Trading Commission.

 Following the Science with Robert Zuccaro of Golden Eagle.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing Robert Zuccaro, Founder & CIO of Golden Eagle Strategies, who manages a strategy predicated on statistical analysis and principles derived from 40+ years of research. He is a quant pioneer driven by a never-ending pursuit to identify the common threads of top-performing stocks in pursuit of superior performance.

Managed Futures Capitalizes on Both Long and Short Assets with Chad Martinson of Efficient Capital.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries.  I have the pleasure of introducing Chad Martinson. After nearly a decade in the technology industry, Chad began his Managed Futures career in 2002 when he joined Efficient Capital Management. As the co-CIO and Managing Director of Investments, he is responsible for the firm’s investment process and the management of more than $2.2 billion in nominal assets across Efficient’s suite of managed futures products. In addition, he has served as the Portfolio Manager for Efficient’s flagship fund since 2007. 

 Jumping into DeFi and Crypto with David Mickelson of CkSum Capital.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing David Mickelson as he shares his journey from a comfortable retirement to founding CkSum Capital, a cutting-edge cryptocurrency and decentralized finance (DeFi) hedge fund. Join us as we speak with Mr. Mickelson, a successful fund manager, and estate planner, who sold his financial services firm Mickelson Capital Consulting prior to founding CkSum Capital.

How Learning Leads to Self Discovery with Hadi Habal of HCG Fund Management.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing Hadi Habal, Co-Founder and CEO of HCG Fund Management. HCG was founded with a commitment to generating absolute and asymmetrical returns by combining fundamental investment processes with technology, engineering, and innovation. HCG is a specialist Fintech credit investor.

Every Well Diversified Portfolio Should Have Managed Futures with Ernest Jaffarian of Efficient Capital.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing Ernest Jaffarian. In 1991, Ernest Jaffarian became convinced that every well-diversified portfolio should have exposure to managed futures. This conviction eventually led to his founding Efficient Capital Management where he remains the CEO and co-CIO. Known as an innovator in the space, managed futures remains Ernest’s focus and passion.

Taking a Vision and Making It Reality with Chris Carsley and Brock Freeman of Kirkland Capital.

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Brock Freeman and Chris Carsley, the Managing Partners of Kirkland Capital Group and managers of the Kirkland Income Fund. Their objective is to provide a high-yield, principal preservation-focused fixed income return to help build and fortify wealth for their investors.

Turning My Passion For Snowboarding Into Investing with John Brant of A3 Financial.

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I have the pleasure of introducing John Brant who has been investing in alternative investments since 2000. He’s spent the last 14 years managing a private investment partnership and recently joined A3 Financial in Denver, Colorado as a portfolio manager.

Investing in the Future of Healthcare and Technology Innovations with Neal Mody of Zoic Capital .

Welcome to PrimeAlpha's interview series where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Neal Mody, co-founder of two hard science companies collectively worth over $300M that have a real chance to be Unicorns, and the managing director of Zoic Capital, a venture capital firm, focused on commercializing companies that solve big health-related problems with cutting edge enabling technologies.