When I was 12 years old, my father gave me one share of AT&T. I started watching it go up and down and wondered what caused it to change. I discovered (by observation and others’ research) that, on average, it was due 70% to the broad market, 20% to group movement, and 10% to company-specific things. This discovery led me to a fascination in financial and economic history, which entirely reflects the history of mankind.
This is exciting stuff – wars, migrations, cultures, empires, scientific discoveries – everything is linked and has an effect on the market – which in turn affects history as well. People have moods, countries have moods. These moods affect the broad trends in the markets too. As a child, I found it all fascinating and my fascination has not in any way diminished as an adult. I love this business.
I started investing in stocks in middle school. My experiences as a young investor helped propel this initial interest into a passion I wanted to pursue as a career. When I graduated from college with a Finance degree I went to work for Credit Suisse on Wall Street in the middle of the 2000-02 bear market. This gave me insight into how Wall Street worked and helped me understand the motivations of institutional investors.
In 2008 I joined a group of commodity investors in Atlanta to start one of the first commodity index exchange traded funds. I served as CFO of the fund business until we sold it to WisdomTree Investments in 2016 hitting peak assets of close to $860 million.
While CFO of the ETF business I cofounded an agricultural business that relied on hedging strategies as the cornerstone of its business plan. Since 2010 I have been co-managing this $50-70 million portfolio which primarily uses commodity futures contracts.
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