I counsel accredited investors about building high performance portfolios through thinking differently, and the right way to get the most out of asymmetric returns through non-traditional means and counter-conventional approaches.I have learned from many mentors - successful practitioners and specialists - in many areas: capital markets, discretionary and proprietary trading, portfolio hedging and global risk management, enlightened wealth management & philanthropy, investor education, fiduciary empowerment, and best practices advocacy.My 24-year career has been dedicated toward exploring new and forbidden horizons, asking unpopular questions in order to expose what works, what makes sense, and discovering alternative solutions that best serve everyone involved. I collaborate with strategic partners in the investment management industry to provide diversifying avenues for yield/return enhancement to their own investment strategies. The result of this collaboration produces consistently superior investment results for our clients in any market condition. As a contrarian thinker and experienced innovator, I advocate "Absolute Return" investing vs "Relative Return" benchmarking, active management vs passive indexing. As an experienced executive, I am an "early adopting" facilitator with broad operational and technical experience in all phases of the investment management process, especially in systematic trading and risk management. I invest early in new ideas, emerging managers, undiscovered niche markets, special situations, and compelling collaborative opportunities within my area of expertise.As an independent strategic consultant, I possess broad understanding, direct experience, and crossover training from the many hats I wear representing buy side and sell side interests throughout my professional career.Specialties: - Leveraging my proven track record of absolute return strategies profiting from past bear markets, and prolonged "range bound" consolidations (sideways markets) that make up 70% of the stock market’s history.- Incubating and commercializing great enterprise ideas or sound alternative investment management strategies through collaboration with others. - Offering unique skills and capacities in exploring new ways to profit from the current prevailing high risk, low return environment.
Listed skills include Alternative Investments, Risk Management, New Business Development, Financial Advisory, and 24 others.