Presentation:
Picking Winners is a Losing Game - Lessons Learned from Moneyball
Speaker:
Julian Koski
Co-founder & Chief Investment Officer
New Age Alpha
Date/Time:
Tuesday, June 17th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is approved for 1 CFP CE!
About the Presentation: In this webinar, we’ll explore how the Oakland A’s used a “Moneyball” strategy—favoring data over instinct—to beat the odds. And we’ll show how the same principle can be used to build stronger, more resilient portfolios.
We will also introduce attendees to our SPACE Platform, which is a research tool made available to advisors that analyzes over 4000 securities using our h-factor methodology.
What we'll cover:
- Applying a Moneyball approach to identify the losers
- The h-factor number and using it to build more resilient portfolios
- A unique investment story that can be told to clients in good times and bad
- SPACE – A portfolio construction tool designed to help you avoid the losers
About the Speaker:
Julian Koski, Co-founder & Chief Executive Officer, New Age Alpha
Julian Koski is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer. Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing and distribution efforts across all product offerings and investor groups.
Julian possesses deep financial expertise that includes the conceiving, building, and marketing of a range of successful financial firms, the first of which he sold to Ernst & Young at the age of 29. Over the course of his career, he has built and managed an investment bank, an asset management firm and a private equity fund that invested in healthcare, financial services, media, and entertainment.
Over the past 20+ year partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms. Julian and Armen co-developed New Age Alpha's h-factor™ methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions. Prior to establishing New Age Alpha, Julian and Armen co-founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009. At Transparent Value, Armen and Julian invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm. Julian was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.
Driven by his love for nature, Julian is spearheading the shift to impact tourism which focuses on building leisure properties around the world that appeal to both the investment needs and tourism needs of the ultra-high net worth--all of which have at their heart a social and conservation importance. The ultimate mission is to invest and build luxury hospitality businesses that give back directly and help protect the communities they are located in. Most recently, Julian built, owns, and operates, Kubili House, a luxury safari lodge in South Africa's Greater Kruger National Park.
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