Since 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis recommends equity and other investments to his subscribers and in his investment management service. Louis seeks to find the inefficiencies and anomalies in the markets, and recommends/uses these positions for his subscribers and clients. Never one to shy away from expressing an opinion, Louis discusses a variety of subjects re: the world of investing. You won't want to miss this.
CLS Investments Portfolio Management with Case Eichenberger
IMCA Speaker - "Power Your Retirement Plan Clients with Financial Welness" with Patrick Delaney of T. Rowe Price
IMCA Speaker - "Making Sense of Low and Minimum Volatility" with Dana D'Auria, CFA of Symmetry Partners
IMCA Speaker - "The Future of Wholeselling" with Frank Maselli
IMCA Speaker - "Reclaiming Conversation - The Power of Talk in the Digital Age" with Sherry Turkle
IMCA Speaker - "Makers and Takers, The Rise of Finance and the Fall of American Business" - Rana Foroohar
IMCA Speaker - The Millenial Mindset with Nathan Harness, PhD
IMCA Speaker - Cutting Edge Tax Strategies from Michael Kitces
IMCA Speaker - Advice for Wealth Managers from Jonathan Powell, Advisor Coach
IMCA Speaker - The DOL Fiduciary Rule with Fred Reish
IMCA Education with Devin Ekberg
IMCA Conference - Dorsey Wright with Andy Hyer
Sunrise Capital and CalAlts with Jason Gerlach
Arixa Capital and the Real Estate Symposium at UCLA
Sean Walters - Exec Director of the IMCA - Investment Management Consultants Assoc
The Consumer Spending Index, with Eric Clark of Alpha Brands
Divcon Score, The Way To Analyze Company Growth, with Ryan Ballantyne of Reality Shares
Oil and Gas Investing in Existing Wells with Epus Energy
Energy Chain Investing with Miller Howard
Pinnacle Sherman Tactical Funds
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