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  • Paul Bouchey - Trainer and instructor
    Paul Bouchey's picture
    Paul
    Bouchey
    CIO
    Parametric
    Portfolio Management, Quantitative Investing, Portfolio strategy, Diversification and portfolio strategies, Emerging Markets, Commodity market analysis

    Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.

    United States
    Europe
    North America
    Australia & New Zealand
    English
    Gold
    Member
  • Ken Frier - Trainer and instructor
    Ken Frier's picture
    Ken
    Frier
    CFA
    Chief Investment Officer
    Atlas Capital Advisors
    Institutional Investing, asset allocation, Portfolio Management, Asset Management, Portfolio strategy, Portfolio Construction

    Unique advice about improving investment outcomes through better allocation and risk management.

    United States (California)
    North America
    English
    Gold
    Member
  • Rick Ferri - Trainer and instructor
    Rick Ferri's picture
    Rick
    Ferri
    CFA
    Founder and CEO
    Ferri Investment Solutions
    Finance and Investment, Portfolio Management, portfolio management techniques, Portfolio strategy, Exchange-traded funds, Index Funds

    Author, adviser, and Bogleheads podcast host helps you create more wealth with simple investments

    United States
    Global
    English
    Gold
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