Uncategorized

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

close

Email a Friend

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

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”

Uncategorized

Rebranding rebirth: Netspend and Rêv come together to form Ouro

  • Prepaid card provider, Netspend, and Rêv, a digital payment technology provider, recently integrated under a new brand called Ouro.
  • The new brand tells the story of rebirths as the Sosa brothers return to Netspend, a company they founded out of their apartment in 1999.
Rabab Ahsan | November 20, 2023
Uncategorized

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

  • In this daily, we've got a day in the life of Kristen Anderson, the CEO and co-founder of Catch
  • And in other news, NFTs continue to spread.
Rivka Abramson | May 03, 2022
Uncategorized

Job Opening: People Person

  • Tearsheet is growing and looking to hire a People Person.
  • You'll help us source and grow new talent for our team.
Tearsheet Editors | December 09, 2021
Uncategorized

Job Opening: Audio-Visual Editor

  • Tearsheet's podcasts, webinars, and conferences are industry favorites.
  • We're looking for a ninja editor to take our audio/visual content to the next level.
Arifah Esar | January 01, 2021
Uncategorized

Careers at Tearsheet – Journalist

  • Tearsheet is an impactful media organization, helping its audience understand the impact technology has on financial services.
  • We're always looking for great writing talent to add to our team and organization.
Aaron Singer | January 01, 2021
More Articles