As President and Chief Investment Officer. Using their proprietary investment strategy they call ROTAROME. Focused on investing vs. speculating, he much prefers investing over speculating. He is fcused on the business, vs. the stock price, which he considers to be investing, as opposed to speculation, which would be a focus on the stock price. He uses the ROTAROME method of stock analysis as a metric to determine which businesses to focus on and purchase. ROTA measures the business itself and ROME seeks to evaluate and measure the relative "Cheap or Expensive" current price of the stock. They seek a high number in each over a period of time. This is a very interesting method of analysis and interview. We hope you enjoy it.
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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