Uncategorized

[Free Webinar]: From the ground up: Building a better money management business

Zack Miller | May 12, 2011

This event was already held. Check out this event's presentation, Building an investment advisory business from the ground up.

From the ground up: How to build a successful money management firm

Join us for a Webinar on May 16

Space is limited. Reserve your Webinar seat now at: https://www3.gotomeeting.com/register/545041518

Is your investment practice what you want it to be? Many professional investors have changed their business models over the past few years. Wirehouse brokers are breaking out and going independent. Many are choosing to start or join existing RIAs. Many others are creating their own hedge funds. Everyone is looking for the right business model, the right structure for their investment business. Cale Smith, founder of Islamorada Investment Management, believes he's built a better investment business mousetrap. Called Spoke Funds®, these structures solve some of the problems associated with mutual funds (underperformance, tax inefficiency) and hedge funds (compensation schemes masquerading as an asset class). The Spoke Fund® structure aligns incentives by ensuring the investment manager invests most of his liquid net worth in the same portfolio he's selling to investors. In this webinar, you'll learn:

why the existing vehicles for your business (mutual/hedge funds) are broken
How Spoke Funds solve these problems
Why Spoke Funds are perfect for managers who are value investors
How they lower start-up costs and get into business faster
How their transparency is attracting a new class of investor

Please join Zack Miller of Tradestreaming.com and Cale Smith of Islamorada Investment Management for a frank and open chat about the future of the investment management business.

Title:	From the ground up: How to build a successful money management firm
Date:	Monday, May 16, 2011
Time:	4:00 PM - 5:00 PM EDT

After registering you will receive a confirmation email containing information about joining the Webinar.

System Requirements PC-based attendees Required: Windows® 7, Vista, XP or 2003 Server

Macintosh®-based attendees Required: Mac OS® X 10.4.11 (Tiger®) or newer

0 comments on “[Free Webinar]: From the ground up: Building a better money management business”

Sort by Newest
Oldest

[Free Webinar]: From the ground up: Building a better money management business

Email a Friend

From the ground up: How to build a successful money management firm

0 comments on “[Free Webinar]: From the ground up: Building a better money management business”

The Daily Tearsheet: A day in the life of Kristen Anderson, the CEO and co-founder of Catch

Job Opening: People Person

Job Opening: Audio-Visual Editor

Careers at Tearsheet – Journalist

Careers at Tearsheet: Online Marketing Specialist