Has the Forecast Changed?
02 15 2023 - 02 15 2023
Anyone who has ever been caught out by unexpected weather such as torrential downpour knows that forecasts can change, and the same holds true for markets. In the wake of recent events, such as the collapse of cryptocurrency exchange FTX, Gary Brode, managing partner and founder of Deep Knowledge Investing, and Mark Rossano, the founder and CEO of C6 Capital Holdings, will re-visit their recent discussion about investing and the impact of the economy and geopolitical factors on the alternative investment industry.
Gary Brode is managing partner and founder of Deep Knowledge Investing, which provides high-alpha, deeply researched stock ideas and timely market commentary to hedge fund managers, portfolio managers, family offices and high net worth individuals regarding the equity portions of their portfolios. Brode has more than 30 years of experience in the securities industry, most recently serving as managing partner and senior portfolio manager for hedge fund firm Silver Arrow Investment Management –where the fund’s long returns beat the S&P 500 by nearly 100% over 8 years, prior to founding Deep Knowledge Investing. Before that, he helped launch Seneca Capital, held positions at Brahman Capital, John Levin & Co. and was a founding partner of Akita Capital Management.
Mark Rossano is a financial industry veteran and renowned expert on global financial markets and supply-chain analysis. As Founder and CEO of C6 Capital Holdings, he provides investment and consulting services to clients across multiple sectors with a pronounced focus on global product flows. As an expert on supply chains, he serves as a consulting executive to several international businesses and is an equity partner in several others. Prior to founding C6 Capital Holdings he was an energy industry analyst for Bloomberg, a senior energy analyst and macro-economist at Elevation, Candlewood Investment Group and South Ferry Capital Management. He began his career as a portfolio manager at FNY Capital and Morgan Stanley Investment Management, where he focused on developing a global trade platform to invest in rates, foreign exchange, commodities and equities.
Robert Akeson is Managing Director, Investment Banking at Riverside Management Group, where he focuses on fintech and asset management companies. Previously, he was Chief Operating Officer and Co-Head of Prime Brokerage at Mirae Asset Securities (USA). He has extensive experience managing prime brokerage, capital introduction, agency execution and research distribution businesses. He has served as a member of the G.P. of a hedge fund and had advisory board experience with small money management firms. His background includes leadership positions with Neuberger Berman, Morgan Stanley, Industrial and Commercial Bank of China Financial Services and ADP BISG.
Monthly Call - 1
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