Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Thursday Jul 06, 2017
NAAIM Conference - Patrick Beaudan
Thursday Jul 06, 2017
Thursday Jul 06, 2017
Patrick, a PhD in Engineering Computational Physics from Stanford, became an Investment Advisor, 12 years ago, serving retail clients, and has created a FinTech company, Emotomy. A visualization platform, Emotomy assists the investor to more easily and accurately envision what the investment portfolio is actually doing. The platform automatically executes the trades, with unique features in the Client Portal. It is an integrated system that includes all forms and documents, creating portfolios, visualization of the investments, opening accounts, making changes, portfolio explanations and discussions between client and advisor.
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