With a background in creating indexes, Scott took the United Nations’ 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals.  After providing his insight into the accuracy of index ETF’s, Scott discusses the genesis of Serenity Shares formation.  Filtering all

Founder and CEO Mark Landis tells about Wavelength Capital’s strategy, or focus, to have a low volatility fixed income portfolio that is immune from rising and falling interest rates.  They invest into four different portfoios, designed to perform in eachof four  economic environements, dealing with growth and inflation. Then, they apply market neutral

As CEO of Wunder Capital, Bryan discusses the opportunities of providing capital to the commercial projects solar energy market.  Wunder raises funds from investors to fund commercial solar energy projects. Starting with private, retail investors, they now have Family Offices, RIA’s and other professionals as investors.  Issuing notes, they offer yields that are

Listen to David, a CFA charterholder and designated speaker for the CFA Institute, Managing Member and CIO of Coloma, a Commodity Trading Advisory firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma uses quantitative methods plus fundamental analysis, applied with discretion, to create investment strategies. Discussing

Yes, that is his real name – Max is the Director of Investment Strategies @ ETF Securities.  Headquartered in London, with about $24 Billion in assets under managemetn, they offer commodity investments thru ETF’s.  Discussing the role of commodities in a truly diversified portfolio, helping to offset the volatility that can be

Brian, an attendee at a half dozen previous conferences, discusses the panels, attendees and quality of the content at the conference.  He talks about the increase in 1031 Exchange business and the opportunities of this market for investors.  Investing in student housing at universities, typically thru 1031 Exchanges, Brian discusses this investing