We’d like to take a moment, ahead of our investment commentary, to share some exciting happenings within our investment practice. Our firm has come a long way since its inception a decade ago with our deliberate effort . . .
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Jason explains about himself:
I've been managing money for high net worth individuals since 2006. I'm the founder and Managing Director at RGA Investment Advisors LLC, an independent and fee-only registered investment advisor (RIA).
I'm the partner in charge of wealth management and financial planning at Rayner and Gilbert CPAs. Prior to a career in wealth management and investment advisory,
I held M&A roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, I was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC I specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations.
Prior to a career in Finance, I led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. I am a CPA who holds the PFS* designation for my expertise in Personal Finance and a CFF** for my accreditation in Financial Forensics.
I hold a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business. I lives in New York with my beautiful wife Julianna, two sons, Logan and Henry, and dog, Samantha
A battle regarding the tenure of Securities and Exchange Commission Chair Mary Jo White is taking shape over a commissioner appointment, ValueWalk sources close to the situation have said. The... Read More
Herbalife Ltd. (NYSE:HLF)’s re-audit from PricewaterhouseCoopers is expected to be complete by the end of the year, and tension around the company continues to rise, with people taking big... Read More
Triarii Capital Management was up 9.12% net for 2019 and down 0.28% for the fourth quarter. However, 2020 has been rougher with the hedge fund down -10.53% in February... Read More
As European stocks have rocketed higher over the past four months an odd anomaly is occurring: key European short positions held by hedge funds are outperforming the longs.
2014 very... Read More
A Barclays Capital analyst named Ben Reitzes has discovered an interesting trend in Apple Inc. (NASDAQ:AAPL)Â stock. Apple Inc. (NASDAQ:AAPL) stock has been volatile in recent times as investors wonder... Read More
General Motors Company (NYSE:GM) is still reeling from its 2014 product recall. In response to mistakes made at the company over the last number of years, several executives have... Read More
Bronte Capital Management founders John Hempton and Simon Maher first started putting together seeding deals in in 2008, but as they explain in their final investors’ letter that came... Read More
Excerpt from the Stanphyl Capital letter to investors for the month of May 2018Â discussing their long position in one micro-cap play. Stanphyl was profiled in the second edition... Read More
It’s an odd time for the computer networked home to be gaining steam in the US conversation. As computer security breaches take down in the most recognizable US corporate... Read More
