Melissa Shoemaker Melissa Shoemaker

Trend Following and Fat Pitch Investing with Mike Melissinos

Our guest Mike Melissinos is a successful trend-following trader and fund manager. With years of experience under his belt, Mike shares his invaluable insights into the world of trend following and behavioral finance

In our conversation, we dive deep into trend-following principles, discussing how to identify and capitalize on market trends while minimizing risks. Mike provides a unique perspective on how our behavioral biases can impact our investment decisions and how trend-following can help combat these tendencies.

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Melissa Shoemaker Melissa Shoemaker

Accessing the Venture Capital Asset Class With Aaron Dillon

Aaron Dillon, AG Dillon & Co., discusses his passion to help advisors and independent broker-dealers access venture capital assets for their clients. Aaron's experience in private markets, as well as seeing a need to assist RAs and IBDs, led him to become a leader in navigating venture capital opportunities. From Instacart to AI, Aaron believes there is a valuable opportunity in venture capital.

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Melissa Shoemaker Melissa Shoemaker

Is It Time for Private Credit with Clark Briner

Listen in as we are joined by Clark Briner, Founder & Principal of Revere Capital. With a unique background in institutional banking, real estate, private equity, and credit, Clark shares his philosophy of winning and eliminating binary risks. He looks for a high margin of safety and high current yields to provide investors with a fixed-income alternative absolute return strategy.

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