Since 1981, FPI has been providing actively managed accounts to investment advisors for their clients, with over 100 active strategies currently and over 20,000 investor accounts. With "Rules Based" systems, using Separately Managed Accounts, FPI actively manages positions, allowing for discretionary deployment of cash, often tailored to a specific asset class, with defensive measures and other active opportunities, then combining these strategies into an investor's portfolio according to the needs and desires of the investor. He addresses some of the myths that he sees are often key to the "Active vs. Passive" investment management debate. This is a very interesting interview, especially for those who who may be focused on the "Active vs. Passive" investment management debate.
Private Asset Management - Harloff Capital Management - w/Gary Harloff
Sector Rotation Strategy - State Street Global Advs'rs - w/ Michael Arone
Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal
Qualified Opportunity Zones - The Galena Fund - w/Dan Fullmer
2020 Economic Forecast - No Spin Forecast - w/Dr. Bob Dieli
Investing in Gold & Precious Metals - APMEX & OneGold- w/Ken Lewis
Market and Stock Selection - Weiss Ratings - w/Mike Larson
Web-Based Subscriber & Investment Mgr Service - TimerTrac.com - w/Dave Garrett
Tactical Credit Strategy - Shelton Capital Management - w/Guy Benstead
Long/Short Strategy Investing - Invenomic Capital Management - w/Ali Motamed, CFA
RITA Conference- 29 & 30 Oct, San Antonio, TX
Self-Directed IRA's - The Retirement Industry Trust Assoc - w/Mary Mohr
Multi-Family Real Estate Investing In So. Calif Coastal Region - Beach City Capital - w/Jason Muller
Residential Real Estate Development w/Pre-Approved Lots - Triad Development Corp- w/Mike Cutbirth
AltsLA Conference 2019 - Incline Investment Management- w/Ted Parkhill
AltsLA Conference 2019 - Commercial Real Estate Lending - Freedom Financial - w/Michael Klein
AltsLA 2019 Conference - Millennium Trust for Tax Qualified Asset Custody - w/Ted Parker
AltsLA Conference 2019- Venture Capital Investing thru Crypto CurrencyTokens- Bardi Credit - w/George Salapa
AltsLA 2019 Conference - CAIA - w/Bill Kelly
Drug Delivery Technology Investing - Cure Pharmaceutical- w/Rob Davidson
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