Interviews with Experts to Learn How to Invest in Stocks, Real Estate, Commodities and Alternative Investments. Hosted by Quantitative Investor, a Yale Grad with Investment Banking Experience. Contact Us at incubatorhedgefundpodcast (at) gmail (dot) com
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
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.
Despite the trials and tribulations he encountered, Vinney was able to come out the winner. With his passion to help people and his drive to build lasting legacies, Vinney is an example what positive thinking can do to impact one's life and that of others.
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.
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.
Dan Zanger holds a world record for his one-year stock market portfolio appreciation, gaining over 29,000%. In under two years, he turned $10,775 into $18 million. Fortune magazine wrote an extensive article on Zanger, covering his trading results.
Greg Zuckerman is the author of The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution
Gregory Zuckerman is a Special Writer at The Wall Street Journal, a 23-year veteran of the paper and a three-time winner of the Gerald Loeb award -- the highest honor in business journalism.
Greg is the author of The Man Who Solved the Market: How Jim Simons Launched a Quant Revolution, a New York Times and Wall Street Journal bestseller published by PenguinRandomHouse’s Portfolio division November 2019. The book, which is being translated into 17 languages, was shortlisted by the Financial Times/McKinsey as one of the best business books of 2019.
Greg also is the author of The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters, a national bestseller published October 2014 that describes how several unlikely individuals created an American energy renaissance that has brought OPEC to its knees. The Frackers was named among 2014’s best books by The Financial Times and Forbes Magazine. Previously, Greg wrote The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History, a New York Times and Wall Street Journal best seller published December 2010.
Greg and his two sons wrote Rising Above: How 11 Athletes Overcame Challenges in their Youth to Become Stars and Rising Above-Inspiring Women in Sports, books that are aimed at inspiring young readers with stories of how stars in various sports overcame imposing setbacks in their youth. The books were chosen by Scholastic Teacher magazine as top picks in 2016 and 2017.
At the Journal, Greg writes about big financial firms, personalities and trades, as well as hedge funds, the energy revolution and other investing and business topics. Previously, he was the lead writer of the widely read "Heard on the Street" column and covered the credit markets and private-equity beats.
Greg appears regularly on CNBC, Fox Business, Yahoo Finance, Bloomberg Television and various television networks. He makes regular appearances on National Public Radio, BBC, ABC Radio, Bloomberg Radio and radio stations around the globe.
Greg gives speeches to business groups on a variety of topics. Over the past year, he has spoken to groups in New York, Los Angeles, San Francisco, Houston, Dallas, Las Vegas, Phoenix, Calgary, Montreal and Niagara Falls.
Greg joined the Journal in 1996 after writing about media companies for the New York Post. Previously, he was the managing editor of Mergers & Acquisitions Report, a newsletter published by Investment Dealers' Digest. He graduated from Brandeis University in 1988, Magna Cum Laude.
Lars Kroijer is the author of Money Mavericks - Confessions of a Hedge Fund Manager
Mr. Kroijer is the founder and managing director of Alliedcrowds.com – the leading directory and aggregator of alternative capital into the world’s 132 lower and middle income countries. He is the author of "Money Mavericks - Confessions of a Hedge Fund Manager" and “Investing Demystified – How to Invest without Speculation and Sleepless Nights”.
Mr. Kroijer currently serves on the advisory board of alternative investment funds in London, New York, and Hong Kong. He has frequently appeared as a finance expert on a broad range of media, including BBC, CNN, CNBC, FT, Bloomberg, Reuters, NY Times, Forbes, etc.
Previously Mr. Kroijer was the CIO of Holte Capital Ltd, a London-based market neutral special situations hedge fund which he founded in 2002 before returning external capital in the spring of 2008. Prior to establishing Holte Capital, Mr. Kroijer served in the London office of HBK Investments focusing on special situations investing. In addition, he previously worked at SC Fundamental, a value-focused hedge fund, and the investment banking division of Lazard Frères, both in New York. While in graduate school Mr. Kroijer held internships with the private equity firm Permira Advisors (then Schroder Ventures) and management consulting firm McKinsey & Co.
Mr. Kroijer graduated Magna cum Laude from Harvard University with a degree in economics and received a MBA from Harvard Business School.
Brian Hennessey is the author of the #1 Best Seller in commercial real estate books on Amazon “The Due Diligence Handbook for Commercial Real Estate” and “The How to Add Value Handbook for Commercial Real Estate” and “The Residential Agent’s Handbook for Commercial Real Estate”
He has been in the commercial real estate industry for over 35 years as: a commercial broker for 27 years; a Senior Vice President of Acquisitions and Dispositions for 6 years for a major investor and ran his own real estate syndication/asset management company for 3 years. He has represented a number of Fortune 500 Tenants including Bank of America, The Walt Disney Company and Baxter Healthcare.
Kim Lisa Taylor is the founder of Syndication Attorneys, PLLC, a Florida based law firm that provides Securities Offering Documents and Investor Marketing Materials for clients nationwide.
She is the author of the Amazon #1 Best Selling book "How To Legally Raise Private Money” and has been the responsible attorney for hundreds of securities offerings.
Amanda Han is the author of The Book on Tax Strategies for the Savvy Real Estate Investor and The Book on Advanced Tax Strategies: Cracking the Code for Savvy Real Estate Investors.
As both a tax strategist and real estate investor, Amanda Han combines her passion of real estate investing with her expertise knowledge in tax strategies. Her goal is to help investors with strategies designed to supercharge their wealth building using entity structuring, self-directed investing, and income offset opportunities to keep more of what they make.
Amanda’s highly rated book Tax Strategies for the Savvy Real Estate Investor is amongst Amazon’s best seller list.
Amanda is a frequent contributor, speaker, and educator to some of the nation’s top investment and self-directed IRA companies. Amanda’s cutting-edge tax strategies have been featured in prominent publications including Money Magazine, Realtor.com, and AllBusiness.com. Amanda was a speaker at “Talks at Google” that features influential thinkers and creators. Amanda has also appeared in CNBC’s Smart Money Talk Radio as well as BiggerPockets podcasts.
Amanda is a 40 under 40 honoree by CPA Practice Advisor showcased amongst the best and brightest talent in the accounting profession. Her firm Keystone CPA, Inc. was awarded a two-time winner of the Top CPA of Orange County Award by OC Metro Magazine. She is certified by the CA State Board of Accountancy and is a member of the prestigious American Institute of Certified Public Accountants (AICPA) with clients across the nation.
Sebastian Mallaby is the author of More Money Than God: Hedge Funds and the Making of a New Elite
Sebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations (CFR). An experienced journalist and public speaker, Mallaby is also a contributing columnist for the Washington Post, where he previously served as a staff columnist and editorial board member. He is the author of The Man Who Knew: The Life & Times of Alan Greenspan, winner of the 2016 Financial Times/McKinsey Business Book of the Year Award and the 2017 George S. Eccles Prize in Economic Writing. His writing has also appeared in the Atlantic and the Financial Times, where he spent two years as a contributing editor.
Mallaby’s interests cover a wide variety of domestic and international issues, including central banks, financial markets, the implications of the rise of newly emerging powers, and the intersection of economics and international relations. His previous book, More Money Than God: Hedge Funds and the Making of a New Elite, was described by New York Times columnist David Brooks as “superb”; it was the recipient of the 2011 Loeb Prize and a New York Times bestseller. His earlier works are The World’s Banker, a portrait of the World Bank under James Wolfensohn that was named as an “Editor’s Choice” by the New York Times; and After Apartheid, which was named by the New York Times as a “Notable Book.” An essay in the Financial Times said of The World’s Banker, “Mallaby’s book may well be the most hilarious depiction of a big organization and its controversial boss since Michael Lewis’s Liar’s Poker.”
Before joining the Washington Post in 1999, Mallaby spent thirteen years with the Economist. While at the Economist, he worked in London, where he wrote about foreign policy and international finance; in Africa, where he covered Nelson Mandela’s release and the collapse of apartheid; and in Japan, where he covered the breakdown of the country’s political and economic consensus. Between 1997 and 1999, Mallaby was the Economist’s Washington bureau chief and wrote the magazine’s weekly Lexington column on American politics and foreign policy. He is a two-time Pulitzer Prize finalist: once for editorials on Darfur and once for a series on economic inequality. In 2015, he helped to found a startup, InFacts.org, a web publication making the fact-based case for Britain to remain in the European Union.
Mallaby was educated at Oxford, graduating in 1986 with a first class degree in modern history. After eighteen years in Washington, DC, he moved to London in 2014, where he lives with his wife, Zanny Minton Beddoes, editor in chief of the Economist.
Mark Hebner is author of Index Funds: The 12-Step Recovery Program for Active Investors
Mark is the founder and president of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors, focused on investor education. Mark’s current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett.
Prior to founding Index Fund Advisors in 1999, Mark was President, CEO and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. As a division of Cardinal Health, it is the world's leading provider of nuclear pharmacy services.
Mark is a Wealth Advisor and has an MBA from the University of California, Irvine and a Bachelor’s in Nuclear Pharmacy from the University of New Mexico.
Paul Mladjenovic is the author of Stock Investing for Dummies.
Paul has been interviewed/published or referenced by numerous media sources such as Kitco.com, Investopedia, Comcast, CNN, One America News Network, MarketWatch, Bloomberg, Newsmax, Fox Business, Savvy Business Radio, PreciousMetalsInvesting.com, Futures Magazine, GoldSeek.com, Minyanville.com, FinancialSense.com and many more.
Paul Mladjenovic is a CFP, national seminar leader, author and consultant. He earned his CFP designation in 1985. During those 39-plus years, he has helped hundreds of thousands of students and readers build wealth through his nationwide seminars, workshops, conferences and consulting services.
Paul was born in a communist country (Yugoslavia) and he came to the United States in 1963. This is why he refers to himself as a ”Raving Capitalist.” This background helps him understand the “big picture” so that he can provide better guidance and forecasts for his clients, students and readers.
This episode focused on stock market for dummies and more specifically about the difference between fundamental trader and technical trader. More specifically we talked about the buying criteria, selling criteria, short selling, capital gains, growth and value stocks.
More information about Paul and his book Stock Investing for Dummies can be found at www.RavingCapitalist.com
References from the Show
Stock Investing for Dummies
Brian Burke is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications Brian has acquired over half a billion dollars’ worth of real estate over a 30-year career including over 3,000 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes, and constructed self-storage, but really prefers to reposition existing multifamily properties. Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. www.PraxCap.com
Gary Antonacci is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk
Gary Antonacci has over 40 years’ experience as an investment professional focusing on underexploited investment opportunities. His innovative research on momentum investing was the first place winner in 2012 and the second place winner in 2011 of the Wagner Awards for Advances in Active Investment Management given annually by the National Association of Active Investment Managers (NAAIM).
Gary received his MBA degree from the Harvard Business School. He licenses advanced momentum models to investment professionals and is a public speaker on factor-based investing, quantitative methods, and momentum strategies. You can learn more about Gary at http://optimalmomentum.com.