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.
4th Annual Liquid Alternative Strategies Summit - Index IQ - Sal Bruno
4th Annual Liquid Alternative Strategies Summit - Granite Shares - Will Rhind
4th Annual Liquid Alternative Strategies Summit - Infinity Q - James Velessaris
4th Annual Liquid Alternative Strategies Summit - Lake Partners - with Rick Lake
4th Annual Liquid Alternative Strategies Summit - Joint Venture Events Group - with Don Friedman
4th Annual Liquid Alternative Strategies Summit - Boston Partners - with Paul Heathwood
Impact Investing - Serenity Shares - with Scott Sacknoff
Absolute Return Fixed Income - Wavelength Capital Management - with Mark Landis
Solar Energy Financing - Wunder Capital - with Bryan Birsic
Commodities Trading - Coloma Capital Futures - with David Burkart
Commodity Investing - ETF Securities - with Max Gold
IMN's Alternative Investment Symposium - Student Housing Investing - with Brian Nelson of Nelson Brothers Professional Real Estate
IMN's Alternative Investment Symposium - MacDonald Realty Group - with Jay Keener
IMN's Alternative Investment Symposium - Noble Street Advisors - with Jim Hibbert
IMN's Alternative Investment Symposium - Securities Transfer Corp - With Matthew Smith
IMN's Alternative Investment Symposium - Investing in Life Settlements with Conestoga Intnl - with Michael McDermott
IMN's Alternative Investment Symposium - ADISA - with Tony Grego
How a Podcast Convinced Me - Short Interview of Charley Wright
Lessons Learned with author, journalist and columnist Roger Lowenstein
Alpha Driven Strategies - BenchmarkPlus - with Robert Ferguson
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