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Top 3 Entrepreneurship Lessons From Hedge Fund Billionaire Ray Dalio

December 19, 2014 by Katina Stefanova Leave a Comment

I spent nine years at Bridgewater Associates in an executive role working closely with Ray Dalio.  As a result whenever I meet fellow entrepreneurs at conferences, business meetings, or social events, … [Read more...]

Filed Under: Asset Management, Entrepreneurship, Leadership, Women

Who Do The Hedge Fund Billionaires Call? A Conversation With John Casey

November 14, 2014 by Katina Stefanova Leave a Comment

For four decades, John Casey has shaped how trillions of financial assets are managed more so than any other strategist. Casey, Quirk & Associates, the successor to Barra Strategic Consulting … [Read more...]

Filed Under: Asset Management, Entrepreneurship

How Taxes And Trading Costs Kill Investment Returns

October 20, 2014 by Katina Stefanova Leave a Comment

Underperformance, high fees and tight regulations are creating an environment ripe for disruption. I am constantly on the lookout for innovative technologies and business models that address the … [Read more...]

Filed Under: Asset Management, Global Markets

Is Your Money Safe? Risk Management Blindspots That Cost Investors Dearly

September 18, 2014 by Katina Stefanova Leave a Comment

Both retail and institutional investors who have survived one or more economic recessions have learned that they cannot select their money managers solely on a demonstrated stream of at or above … [Read more...]

Filed Under: Asset Management, News

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