Smart Money Circle

Learn Timeless Advice From Matt Radgowski, CEO at Halo Investing, which has transacted over $20B since inception.

Website: https://haloinvesting.com/

Bio:

Matt has extensive knowledge of the wealth management industry with over 27 years of experience specializing in developing and delivering innovative investment solutions. As CEO, Matt’s goal is twofold, to create an effective marketplace for protective investment products and give advisors the tools to manage the products over time. Prior to Halo, Mr. Radgowski served as the Head of Advisor Solutions at Morningstar.

Timeless Lessons From Someone Who Worked At Goldman Sachs & PIMCO, Then Started His Own ETF Business.

Greg Beischer President and CEO of Alaska Energy Metals Corporation Ticker: AEMC on TSX

Website:

https://alaskaenergymetals.com/

Bio:

Mr. Beischer is a seasoned explorationist with a solid track record of success, now leading the team at Alaska Energy Metals Corporation. As a founder of predecessor company Millrock Resources, he led the team that built a successful “Project Generator” company that attracted in excess of US$50 million in capital from major mining companies, junior explorers, and investors over a 15-year span. Previously with INCO Ltd., Mr. Beischer is highly knowledgeable on the geology of magmatic nickel–copper–platinum deposits.

Also, Mr. Beischer had a period of work with the Bristol Bay Native Corporation, where he forged connections across Alaska. He is a geologist and mining engineering technologist, having graduated from Laurentian University (1987), Sudbury, Ontario, and the Haileybury School of Mines (1981), Haileybury, Ontario, Canada. Mr. Beischer is a certified professional geologist (#10505) with the American Institute of Professional Geologists.

Mr. Beischer is the past President of the Alaska Miner’s Association, sits on the Board of Alaska’s Resource Development Corporation, and serves on the Alaska Minerals Commission. He lives in Anchorage, Alaska.

Democratizing Markets Through Innovation - Tzero.com CEO David Goone Shares Timeless Advice

Know Your Edge – Bill Gebhardt Founder of 10Dynamics, A Systematic Fund With Over $110M In AUM

Firm

10 Dynamics

www.10dynamics.com

Current

Founder

William (Bill)

Founder

Bio:

William (Bill)

Mr.

The second

Director,

Mr.

Mr.

Trend Following Legend & Former Turtle Trader Jerry Parker Shares Timeless Advice- Do The Hard Thing

Bio:

Jerry Parker is the Chairman and Chief Executive Officer of Chesapeake Capital. Chesapeake is a Commodity Trading Advisor in Tampa, Florida.

Chesapeake uses a diversified, systematic, trend-following approach. Chesapeake seeks to generate uncorrelated returns across more than 400 global futures and securities instruments. He founded Chesapeake in February 1988. Chesapeake is a subadvisor to the Blueprint Chesapeake Multi-Asset Trend ETF, the Cambria Chesapeake Pure Trend ETF, and the AXS Chesapeake Strategy Mutual Fund. Jerry started his trading career in 1983 in Chicago when Richard Dennis hired him for the Turtle trading program. He received a Bachelor of Science in Accounting from the McIntire School of Commerce at the University of Virginia in 1980.

Websites:

Chesapeakecapital.com

The fund websites are tfpnetf.com

https://www.cambriafunds.com/mfut and

https://www.axsinvestments.com/eqchx/

Website: LHAfunds.com

Bio:

Matt & Mike Thompson, Co-Portfolio Managers at Little Harbor Advisors, a boutique investment firm with a focus on alternative, tactical, and risk-responsive strategies. Matt and Mike are experts at identifying and mitigating market risk through volatility-driven tactical asset allocation, and even co-developed a VIX trading strategy that began trading on a proprietary basis using VIX ETPs in 2011. Together, they manage approximately $160.4 million in assets through ETFs, which include the Alpha Seeker strategy, the Tactical Beta strategy, and Tactical Q strategy – all of which implement volatility-driven tactical asset allocation.

WEBSITE - https://www.fortpittcapital.com/⁠

BIO - https://www.fortpittcapital.com/our-teams/eye-daniel-t-cfa/

Content is provided for educational purposes only. Opinions provided include endorsements of the products and services provided by Fort Pitt; however, they are not indicative of any specific client experience or testimonial.

Dan Eye, CFA at ⁠Fort Pitt Capital Group⁠, an investment management firm that provides solutions-based portfolio management and consulting. Dan provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and formulates the overall economic view of the firm.

FOCUS - Dan is responsible for ⁠Fort Pitt’s⁠ overall investment style and strategy. He provides thought leadership on asset allocation, tactical investment positioning, security selection decisions, and collaborates with other investment team members to formulate the overall economic view of the firm.

CAREER HIGHLIGHTS - Dan Eye has nearly 20 years of investment management experience, starting with J.P. Morgan, where he actively managed discretionary portfolios for high-net-worth individuals. From there, he went on to construct and manage customized portfolios for ultra-high net worth clients with a Philadelphia-based firm. More recently, Dan served as Chief Investment Officer for Harrisburg-based RIA Roof Advisory Group. He led all strategic and tactical decision making, analysis, research, and the implementation and monitoring of the firm’s investment decisions and processes. He joined Fort Pitt in 2019 as part of a merger and spent his first 3 years working closely with the firm’s leadership to provide overall guidance of the firm’s investment management processes, including ongoing evaluation of the firm’s comprehensive investment strategies as he prepared for the role of Chief Investment Officer. Dan was named as a Partner in 2022. Effective November 1, 2024, Fort Pitt merged with Kovitz Investment Group Partners LLC. Dan’s portfolio management role will continue at Kovitz.

EDUCATION - BS, Wilmington University

PERSONAL - Outside of the office, Dan enjoys fishing, following college football, and spending time with his wife and two daughters.

Does Trend Following Work For Stocks? Cole Wilcox, Founder, CIO, Longboard Asset Management - $LONGX

Ticker: LONGX

Website: http://www.longboardfunds.com

Title: Cole Wilcox, Founder, CEO & CIO, Longboard Asset Management, LP

Bio:

Cole Wilcox is the Founder, CEO, and Chief Investment Officer of Longboard Asset Management, a boutique mutual fund manager specializing in alternative investment strategies with 20 years of investment performance.

Dedicated to building better alternative investment portfolios for fee based financial advisors and their clients, he has been interviewed on popular podcasts, profiled in the Wall Street Journal, Business Insider and featured on CNN, CNBC & Bloomberg.

Cole is a graduate of the Harvard Business School OPM program and a member of the Harvard Club NYC.

Along with Eric Crittenden of Standpoint Asset Management, Cole Wilcox is the author of #1 Google search ranked research papers that shaped the firm's alternative investment strategies. Their work has been cited by Dr. Hendrick Bessembinder in his ground-breaking research on the wealth distribution of individual stocks.