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.
TrimTabs - Supply, Demand, Free Cash Flow - With Charles Biderman
NAAIM Conference - Venk Reddy
NAAIM Conference - Steve Landis
NAAIM Conference - Rob Bernstein
NAAIM Conference - Ken Graves, out-going President of NAAIM
NAAIM Conference - Jason Erickson
NAAIM Conference - Jane Fox
NAAIM Conference - Gary Harloff, PhD
NAAIM Conference - Emily Frazier, Current President of NAAIM
NAAIM Conference - Carl Sera
NAAIM Conference - Brad Hartman
Video Game Venture Fund - Blind Squirrel Entertainment, with Drew Bradford
Hedge Connection - Bringing Hedge Funds and Allocators Together, with Lisa Vioni
Behavioral Portfolio Management - Asset Mgr. AthenaInvest, with Dr. Tom Howard
Harvest Returns - A Crowdfunding Platform for Agriculture Investing, with Chris Rawley
Emerging Market E-Commerce Investing with Kevin Carter
Freedom Financial Funds, with Michael Klein
Incline Investment Management, with Ted Parkhill
RealtyMogul.com - Commercial Real Estate Investing with Elizabeth Braman
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