Invest with CARL - CARL's Fuji Investment Strategy with Masao Matsuda and George Egan

Invest with CARL - Pentas Homes Real Estate Fund with Ferdinand Ruaño

In this episode of the Invest with CARL podcast, host Jamie Uppenberg sits down with Ferdinand Ruaño, CEO of the Penta Real Estate Fund. They delve into the unique strategies that have positioned Penta as a leader in the real estate investment space. Ferdinand discusses the multi-strategy approach that includes build-to-rent, build-to-sell, and adaptive strategies according to market cycles. They also explore the fund's consistent, risk-adjusted returns and how it navigates economic uncertainties, offering a diversified, non-traditional investment for accredited investors. Ferdinand also highlights his extensive career in real estate and finance, including significant historical contributions such as raising capital for Nelson Mandela's government during South Africa's Apartheid transition. More about Pentas Homes Real Estate Fund - A Real Estate Development Strategy: https://investwithcarl.com/investment-strategies/pentas [https://investwithcarl.com/investment-strategies/pentas] More info about Woodworth Contrarian Fund: https://investwithcarl.com/investment-strategies/woodworth [https://investwithcarl.com/investment-strategies/woodworth] Episode Highlights: (0:57) - Meet Ferdinand Ruaño: A Real Estate Veteran (1:55) - The Success of Penta Real Estate Fund (4:58) - Investment Strategies and Market Adaptability (7:29) - Navigating Interest Rates and Market Conditions (13:16) Global Economy and Real Estate Investments (17:41) - Final Thoughts and Investor Advice Links & Resources: Get started with CARL https://investwithcarl.com/talk-to-carl [https://investwithcarl.com/talk-to-carl] Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520 [https://apps.apple.com/us/app/carl-app/id1518314520] Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl [https://play.google.com/store/apps/details?id=com.investwithcarl.carl] ************************************************** Alternative investments for the digital age! Sophisticated investment strategies aren't just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. Learn more https://investwithcarl.com/ [https://investwithcarl.com/] Listen to the Invest with CARL Podcast https://investwithcarl.com/learning-center/podcast [https://investwithcarl.com/learning-center/podcast] Follow CARL: Instagram https://www.instagram.com/investwithcarl/ [https://www.instagram.com/investwithcarl/] Facebook https://www.facebook.com/InvestWithCARL/ [https://www.facebook.com/InvestWithCARL/] Twitter https://twitter.com/investwithCARL [https://twitter.com/investwithCARL] LinkedIn https://www.linkedin.com/company/invest-with-carl/ [https://www.linkedin.com/company/invest-with-carl/] Medium https://medium.com/@investwithcarl [https://medium.com/@investwithcarl] Inquiries info@investwithcarl.com

Invest with CARL - Woodworth Contrarian Fund Investment Strategy with Quinn & Drew Millegan

In this episode, CARL's Jamie Uppenberg speaks with Quinn Millegan and Drew Millegan, investment managers for the Woodworth Contrarian Fund strategy now available on the CARL app. Listen in as they take a deep dive into the fundamentals of contrarian investing, sharing insights on why this strategy has been successful for their fund. The Millegan brothers highlight their long-term investment approach, emphasizing the importance of identifying undervalued opportunities and weathering market downturns. They discuss the impact of digital transformation on their workflow and underscore the significance of core data analysis for investment decisions. With anecdotes of past successes and failures, the Millegan brothers offer a comprehensive overview of their investment philosophy and reassure potential investors of their experienced, data-driven methodology. More info about Woodworth Contrarian Fund: https://investwithcarl.com/investment-strategies/woodworth [https://investwithcarl.com/investment-strategies/woodworth] Episode Highlights: * (0:00) - Introduction to the Podcast * (0:22) - Meet the Milligan Brothers * (2:07) - The Woodworth Contrarian Fund's Success * (4:53) - Investment Philosophy and Strategy * (10:28) - Risk Management and Diversification * (14:29) - Impact of Digital Transformation * (19:38) - Final Thoughts and Conclusion About the Guests: Quinn Millegan is a graduate of Oregon State University in Corvallis, and Drew Millegan was a Series 7 licensed stock broker. Quinn and Drew Millegan are brothers, lifelong Oregonians, and longtime portfolio managers who were trained in Contrarian investing at their father's stock brokerage firm from a young age. In 2016, Drew and Quinn started the hedge fund with a core cadre of partners to invest for the long term, most of which are still with the fund to this day. Links & Resources: Get started with CARL https://investwithcarl.com/talk-to-carl [https://investwithcarl.com/talk-to-carl] Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520 [https://apps.apple.com/us/app/carl-app/id1518314520] Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl [https://play.google.com/store/apps/details?id=com.investwithcarl.carl] ************************************************** Alternative investments for the digital age! Sophisticated investment strategies aren't just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. Learn more https://investwithcarl.com/ [https://investwithcarl.com/] Listen to the Invest with CARL Podcast https://investwithcarl.com/learning-center/podcast [https://investwithcarl.com/learning-center/podcast] Follow CARL: Instagram https://www.instagram.com/investwithcarl/ [https://www.instagram.com/investwithcarl/] Facebook https://www.facebook.com/InvestWithCARL/ [https://www.facebook.com/InvestWithCARL/] Twitter https://twitter.com/investwithCARL [https://twitter.com/investwithCARL] LinkedIn https://www.linkedin.com/company/invest-with-carl/ [https://www.linkedin.com/company/invest-with-carl/] Medium https://medium.com/@investwithcarl [https://medium.com/@investwithcarl] Inquiries info@investwithcarl.com

Invest with CARL - CARL's Fuji Investment Strategy with Masao Matsuda and George Egan

In this episode, CARL's Jamie Uppenberg speaks with George Egan and Masao Matsuda, investment managers for the Fuji strategy now available on the CARL app. Fuji is an outcome-oriented investment fund. Copernicus Investment and Risk Advisors uses the proprietary Dynamic Factor Portfolio (DFP) strategy developed by Masao Matsuda, PhD and FRM as a result of his decades of research as a Financial Risk Manager (FRM) at Nikko Securities and beyond. The strategy is predictive of equity market volatility, which is used as a basis to build a portfolio of quant index strategies used by institutional investors that meet a targeted risk (loss of money) levels and achieve the highest risk adjusted returns under certain equity volatility conditions. Importantly, the strategy uses only a fraction of the Fund assets to effect the proper exposure, allowing us to allocate the majority of cash to other assets. For Fuji we have identified two yield bearing, negatively correlated to DFP REITS to substantially increase returns while providing current income and further reducing risk to the portfolio. More info about Fuji: https://investwithcarl.com/investment-strategies/fuji [https://investwithcarl.com/investment-strategies/fuji] Episode Highlights: 0:00 - Intro 2:11 - Overview of the strategy and what has made it so successful 6:02 - Making sophisticated investments more accessible 7:46 - What makes the Fuji strategy successful 12:32 - Risk management 21:27 - Putting your money to work 24:29 - Understanding Fuji as an investor 26:25 - Final thoughts About the Guests Copernicus Investment and Risk Advisors was co-founded by Masao Matsuda, PhD., FRM and George Egan, CAIA. Dr. Masao earned a Ph.D. degree in International Political Economy from The Claremont Graduate University in California. Masao also holds professional designations as a Financial Risk Manager (FRM), as well as a Chartered Alternative Investment Analyst (CAIA). Masao worked as head of various US entities of Nikko Securities Co., Ltd. Masao also served as Global Head and CIO of the World Series business of Nikko Asset Management (Nikko AM), a division that generated the largest amount of revenues for Nikko AM at that time. Masao has extensive experience in developing quantitative models for asset allocation and has worked with many well-known academics including William F. Sharpe, a 1990 Nobel Laureate in Economic Sciences. Masao has been active in both professional communities and has contributed a number of articles in Alternative Investment Analyst Review, as well as in All About Alpha, both published by the CAIA Association. For the past 13 years, created test items for FRM examinations, and acted as a formal reviewer of 8 chapters of the FRM's 2020 textbooks in "Financial Markets and Products" and "Valuation and Risk Models." George Egan graduated with a B.S. degree from Georgetown University and for over 20 years worked on and managed trading desks for banks including Morgan Stanley and later managed a hedge fund at Morgan Stanley. George was CIO at Spencer Trask and Chief Investment Strategist for the $1 billion Illinois 529 plan. George also operated a Fund of Funds allocating among a group of hedge Funds. Links & Resources Get started with CARL https://investwithcarl.com/talk-to-carl [https://investwithcarl.com/talk-to-carl] Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520 [https://apps.apple.com/us/app/carl-app/id1518314520] Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl [https://play.google.com/store/apps/details?id=com.investwithcarl.carl] ************************************************** Alternative investments for the digital age! Sophisticated investment strategies aren't just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. Learn more https://investwithcarl.com/index.php Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html Follow CARL: Instagram https://www.instagram.com/investwithcarl/ Facebook https://www.facebook.com/InvestWithCARL/ Twitter https://twitter.com/investwithCARL LinkedIn https://www.linkedin.com/company/invest-with-carl/ Medium https://medium.com/@investwithcarl Inquiries info@investwithcarl.com

Invest with CARL - Introducing Carthage Fund II with Investment Manager, Stephen Wu

In this episode, CARL's Jamie Uppenberg speaks with Stephen Wu, investment manager for Carthage Fund II now available on the CARL app. Carthage's primary objective is to achieve a weekly profit margin of +0.5-1% through the sale of options, collecting premiums, which is expected to compound to an annualized return in the range of +30-60%. Notably, our strategy yielded impressive returns of +194% in 2020, +149% in 2021, +30% in 2022, and +41% in 2023. At Carthage, our approach diverges from attempting to predict market direction or whether a stock will go up or down. Instead, we focus on evaluating the likelihood of specific stock price movements within defined timeframes. Leveraging this analysis, we strategically engage in the sale of both weekly and monthly option premiums to secure profitable outcomes. More info about the Carthage Fund II: https://investwithcarl.com/investment-strategies/carthage-fund-ii [https://investwithcarl.com/investment-strategies/carthage-fund-ii] Episode Highlights: 0:00 - Intro 1:32 - Overview of the strategy and what has made it so successful 6:33 - Technology and making investments more accessible 9:50 - Risk management and how the strategy works 12:53 - Final thoughts About the Guest Stephen Wu, portfolio manager, was an AI Software Engineer at Amazon and Microsoft for 6+ years, where he used statistical modeling to build the Amazon Alexa music recommendation system. Over the past 4+ years, he used statistical modeling and analysis to trade options, which eventually became the basis of this trading strategy. He partnered with several of his closest friends at Citadel, Point 72, Millennium, Neuberger Berman, Balyasny, etc to combine statistical modeling with financial analysis to create this trading strategy. After running it for 4 years and returning +31% in 2022, one of the worst years for tech with the Nasdaq -33%, he decided it was time to launch the fund. Stephen now runs it full-time with 100% of his liquid net worth invested and aims to grow it to the best hedge fund in the world. He named it "Carthage" after one of the greatest cities in history, known as a center for trade. Stephen double majored in Computer Science and Philosophy at Carnegie Mellon University with honors. Links & Resources Get started with CARL https://investwithcarl.com/talk-to-carl [https://investwithcarl.com/talk-to-carl] Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520 [https://apps.apple.com/us/app/carl-app/id1518314520] Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl [https://play.google.com/store/apps/details?id=com.investwithcarl.carl] ************************************************** Watch on YouTube: https://youtu.be/Q6ZJwSNQ2F4 [https://youtu.be/Q6ZJwSNQ2F4] ************************************************** Alternative investments for the digital age! Sophisticated investment strategies aren't just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. Learn more https://investwithcarl.com/index.php Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html Follow CARL: Instagram https://www.instagram.com/investwithcarl/ Facebook https://www.facebook.com/InvestWithCARL/ Twitter https://twitter.com/investwithCARL LinkedIn https://www.linkedin.com/company/invest-with-carl/ Medium https://medium.com/@investwithcarl Inquiries info@investwithcarl.com

Invest with CARL - Introducing MB Commodities Capital with Investment Manager, Maleeha Bengali

In this episode, CARL's Jamie Uppenberg speaks with Maleeha Bengali, investment manager for MB Commodities Capital, LLC, now available on the CARL app. MB Commodities Capital uses a forward looking cross asset arbitrage models to pick up on future demand trends that are yet to be priced into the Equity and Commodity market based on any economic cycle. The strategy uses a multi lens approach that goes through all Macro, Derivative, Technical trading mixed with in depth physical Commodity (Oil, Copper, Iron ore, Gold, Silver, Bitcoin and more) market analysis to zero in on how to capitalise on dislocations in the Energy and Mining space with respect to the broader market sectors and S&P 500. We look at both LONG and SHORT tactical trades! More info about the MB Commodities Capital: https://investwithcarl.com/investment-strategies/mbcc [https://investwithcarl.com/investment-strategies/mbcc] About Maleeha Bengali: Maleeha Bengali earned her Bachelor of Science degree in Engineering from Cornell University in 1997. Over the past 25 years, she has built a distinguished career as a Portfolio Manager/Trader, contributing her expertise to Hedge Funds and Proprietary Trading desks in both the United States and Europe. Maleeha commenced her professional journey at UBS O'Connor, a global multi-strategy Hedge Fund, where she honed her skills across diverse trading strategies and asset classes. Her career subsequently led her to prominent financial institutions such as Goldman Sachs J. Aron, Merrill Lynch Commodities, and Noble Group. At Merril Lynch and Noble Group Maleeha demonstrated her proficiency by launching and managing an independent Commodities and Equities investment funds, specializing in Energy and Basic Resource Equities, as well as the corresponding Commodities. Her strategic focus involves a comprehensive approach, integrating top-down macro analysis and bottom-up fundamental relative value analysis. Maleeha employs cross-asset arbitrage techniques to leverage relative mispricings within these asset classes. This approach allows her to minimize market and directional risk while maximizing returns, with a primary emphasis on alpha generation. Episode Highlights: 0:00 - Intro 1:20 - Overview of the strategy and what has made it so successful 2:54 - How has the strategy changed over time? 4:16 - Technology and making investments more accessible 6:25 - Experience as a woman in the financial industry 8:53 - Misconceptions and changes in hedge funds today 10:06 - Risk management and how the strategy works 11:58 - Final thoughts Links & Resources: * Get started with CARL https://investwithcarl.com/talk-to-carl * Download the CARL App for iOS https://apps.apple.com/us/app/carl-app/id1518314520 [https://apps.apple.com/us/app/carl-app/id1518314520] * Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl [https://play.google.com/store/apps/details?id=com.investwithcarl.carl] Alternative investments for the digital age! Sophisticated investment strategies aren't just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. Learn more https://investwithcarl.com/index.php [https://investwithcarl.com/index.php] Follow CARL: Instagram https://www.instagram.com/investwithcarl/ [https://www.instagram.com/investwithcarl/] Facebook https://www.facebook.com/InvestWithCARL/ [https://www.facebook.com/InvestWithCARL/] Twitter https://twitter.com/investwithCARL [https://twitter.com/investwithCARL] LinkedIn https://www.linkedin.com/company/invest-with-carl/ [https://www.linkedin.com/company/invest-with-carl/] Medium https://medium.com/@investwithcarl [https://medium.com/@investwithcarl] Inquiries info@investwithcarl.com