Investment Strategy
Business
Kyle James Asman
Kyle James Asman founded Backswing Ventures in 2020 to approach venture capital differently, focusing on early-stage defense technology and delivering time-efficient returns to investors...
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Business
Jeffrey Herter
Jeffrey Herter transitioned from derivatives trading to multifamily real estate investment, applying disciplined risk management and analytical rigor to value-add properties across the United...
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Business
Engaged Capital
Engaged Capital LLC is a Newport Beach, California investment firm founded in 2012. It works with small and mid-cap public company boards to create...
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Real Estate
Benjamin Berkowitz
Benjamin Berkowitz is Vice President at Colonial Commercial Real Estate and Co-Founder of Pearl Capital, a retail shopping center investment firm based in Fort...
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Education
Sujay Thakur
Sujay Thakur, Managing Director of Raj Development Group in Albuquerque, NM, has developed over 1.5M sq ft of real estate and previously led equity...
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Community
Elliot Omanson
Elliot Omanson is the CEO of OWLFI Strategic Advisors in Lenexa, KS. A U.S. Army veteran and licensed financial advisor, he leads a firm...
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Business
Goutam Datta
Goutam Gary Datta is a Senior Financial Advisor and co founder of Adson Wealth Partners in Coppell, Texas. A former chemical engineer and business...
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Innovation
David Crownborn
David Crownborn is a New York-based venture capitalist and hedge fund operator, born in London, who invests across global markets with a focus on...
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Business
Dustin Stanley
Dustin Stanley is the Founder and President of Stanley Wealth & Retirement in Sarasota, Florida, where he helps retirees and pre-retirees build clear, education-first...
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Sales
Simon Joseph
Simon Joseph is the founder of Joseph Wealth in Alexandria, Virginia, an independent financial advisor focused on long-term planning, tax-efficient investing, and clear guidance...
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Real Estate
EA Automatic
EA Automatic is a London-based trading bot that runs on MT4 with brokers like IG Group and Saxo Bank. It uses preset modes and...
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Business
Cindy Couyoumjian
Cindy Couyoumjian is the founder of Cinergy Financial, a California-based firm built on financial education and sustainable investing, drawing on more than three decades...
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