46 min

TDI Podcast: ISA’s – Investing in Education (#685) The Disciplined Investor

    • Investering

The future of student loan debt  may have a solution and we discuss with our guest, Charles Trafton, CEO of Edly.



The countdown is counting down as we are awaiting big tech earnings, the election and a stimulus package.



Plus - what to do with commodities right now - especially the energy component?











Charles Trafton, Co-founder and President of Edly, Inc. Chuck is responsible for Edly originations, working with schools and student channels to create ISA contracts.



Chuck has two decades of experience investing and lending in the technology, education, and financial sectors. His prior experience includes portfolio manager and analyst at The Boston Company Asset Management, a $55 billion asset manager from 2006-2013 and FlowPoint Partners, an alternative asset manager.



From 1994-2006 Chuck was an award-winning research analyst, including being voted an Institutional Investor magazine “All-America Equity Research Analyst” in 1997 at Canaccord Genuity (formerly Adams, Harkness & Hill) and a Greenwich Associates “4-Star” Analyst in 1996 at Cowen & Co. Chuck graduated cum laude with a degree in Finance from Boston College and lives in North Andover, MA with his wife, three children and two bulldogs.

Follow @ChuckTrafton

About Edly



Edly offers an alternative to student loans that’s designed to be more affordable and accessible for students. At Edly, they strive to offer affordable and flexible funding solutions for students. They partner with schools and investors to provide students with flexible payment plans, tailored to suit their lifestyles and career choices.



For investors, Edly allows investors to invest in the education of students and get paid a percentage of the students’ future earnings. Edly seeks investments in ISAs that they believe are likely to produce attractive risk-adjusted returns for investors, while also providing access to education for promising students.

Follow @edlyISA







Follow @andrewhorowitz







Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

eNVESTOLOGY Info and Webinar Replay

Friday Pre-Market Run-Down Webinar Registration







Stocks mentioned in this episode: (@CL.F), (OIL), (@NG.F), (GLD), (SLV)

The future of student loan debt  may have a solution and we discuss with our guest, Charles Trafton, CEO of Edly.



The countdown is counting down as we are awaiting big tech earnings, the election and a stimulus package.



Plus - what to do with commodities right now - especially the energy component?











Charles Trafton, Co-founder and President of Edly, Inc. Chuck is responsible for Edly originations, working with schools and student channels to create ISA contracts.



Chuck has two decades of experience investing and lending in the technology, education, and financial sectors. His prior experience includes portfolio manager and analyst at The Boston Company Asset Management, a $55 billion asset manager from 2006-2013 and FlowPoint Partners, an alternative asset manager.



From 1994-2006 Chuck was an award-winning research analyst, including being voted an Institutional Investor magazine “All-America Equity Research Analyst” in 1997 at Canaccord Genuity (formerly Adams, Harkness & Hill) and a Greenwich Associates “4-Star” Analyst in 1996 at Cowen & Co. Chuck graduated cum laude with a degree in Finance from Boston College and lives in North Andover, MA with his wife, three children and two bulldogs.

Follow @ChuckTrafton

About Edly



Edly offers an alternative to student loans that’s designed to be more affordable and accessible for students. At Edly, they strive to offer affordable and flexible funding solutions for students. They partner with schools and investors to provide students with flexible payment plans, tailored to suit their lifestyles and career choices.



For investors, Edly allows investors to invest in the education of students and get paid a percentage of the students’ future earnings. Edly seeks investments in ISAs that they believe are likely to produce attractive risk-adjusted returns for investors, while also providing access to education for promising students.

Follow @edlyISA







Follow @andrewhorowitz







Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE

eNVESTOLOGY Info and Webinar Replay

Friday Pre-Market Run-Down Webinar Registration







Stocks mentioned in this episode: (@CL.F), (OIL), (@NG.F), (GLD), (SLV)

46 min

Mest populära podcaster inom Investering