Joe founded and is the CEO of Synergy, services other RIA firms by providing 18 investment strategies, a Hedge Fund, marketing and practice management. Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the "E-Myth" principle of working on a business as opposed to working in a business.
Thomas Schumann Discusses the Opportunities for Investing in Water
Paul Coan of Ploutos Wealth Explains a New Model for RIAs
Managing Alternative Investment Portfolios With David Armstrong
Alternative Investment Education With Bill Kelly
Algorithmic Trading With Omar Shah
Disruptive Innovation With Cathie Wood
Investing in Alternatives With Bob Hennessey
Small and Micro-Cap Investing With Alan Stone
Trading Illiquid Assets With Taylor Garrett
Multi-Family Housing Investing With Sanford Coggins
Real Estate Investing with Suneet Singal
Attracting the Institutional Investor With Sandra Powers
Liquid Alternatives With Tom Florence of 361 Capital
Allocating to Alternative Investments With Dick Pfister
Highland Capital Managerment
Griffin Capital Corp
The Passco Companies
John Grady, President Elect of ADISA
Inland Private Capital Corp
Captial Square Realty Advisors
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