popular interviews

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.

Specifically, we discussed:

  • Why the existing vehicles for your business (mutual/hedge funds) are broken
  • How Smith’s 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

  • http://www.tradestreaming.com/2011/05/12/free-webinar-from-the-ground-up-building-a-better-money-management-business/ [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. [...]

  • http://www.tradestreaming.com/2011/08/30/launch-your-fund-with-the-help-of-your-friends-and-off/ Launch your fund with the help of your friends (and $$ off) | Tradestreaming

    [...] It’s an interesting bootstrapping model — one that aligns the small business owner/asset manager and investor — and one we spent considerable time understanding and learning about in one of Tradestreaming’s live events.  (See the presentation deck From the Ground Up: Building a Successful Money Management Business.) [...]

About Tradestreaming

Tradestreaming is a community of investors learning directly from experts. I’m Zack Miller, investor, entrepreneur, and founder of Tradestreaming.com and I literally wrote the book on how to invest in the age of Facebook and Twitter. Tradestreaming is the resource I’ve created to help me become a better investor.  I believe it will help you … Continue Reading