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Documents E.B. Capital Presentation

1. Idea Generation Simplified 2. Portfolio Manager: Benefits•Save time: too many stocks too little time… •Beat peer group•Grow AUM •Improve Win/Loss Ratio•Increase…

Education FEARLESS INVESTING : How to Build Killer Portfolio

1. How to be a Fearless Investor & Build a Killer Portfolio Sandy Chaikin June 2, 2015 2. 2 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.…

Documents GF-CAP 2014 EQUITY THEMES

1. 2014 EQUITY THEMES ASSESSMENT ERIC J. WEIGEL January 2015 1 2. Motivation & Methodology • In a year where only a tiny fraction of active equity managers outperformed…

Economy & Finance How to Fearlessly Make Money in Stocks, by Sandy Chaikin

How to Fearlessly Make Money in Stocks Sandy Chaikin March 19, 2015 Women Have Clout: • 40% of women out-earn their spouses • 9 out of 10 women expect to be sole financial…

Documents Industry Responses to Fed Policy Changes CFA Society Houston Wednesday, April 8, 2015 Julie R....

PowerPoint Presentation Industry Responses to Fed Policy Changes CFA Society Houston Wednesday, April 8, 2015 Julie R. Dahlquist, Ph.D., CMT 210-860-7048 [email protected]