Check out the preso from our “building a startup money management biz” event

I was joined by portfolio manager, Cale Smith of Islamorada Investment Management on my “Future of Finance” webinar series yesterday.

Cale addressed his own experiences starting up his own investment firm and the technology, business model and structure he’s used to grow his business over the past 3 years.  Check out our presentation below. Continue reading “Check out the preso from our “building a startup money management biz” event”