Incubator Hedge Fund Quantitative Investor

For over twenty years, Mary Buffett has been considered the world’s leading authority on the subject of Warren Buffett’s investment methods. Her international bestselling investment books, co-authored with David Clark—Buffettology, The Buffettology Workbook, The New Buffettology, The Tao of Warren Buffett, Warren Buffett and the Interpretation of Financial Statements, The Management Secrets of Warren Buffett, Warren Buffett and The Art of Stock Arbitrage, and The Warren Buffett Stock Portfolio—have been translated into twenty four foreign languages and are considered “investment classics” the world over. Her latest book is 7 Secrets to Investing Like Warren Buffett, co-authored with Sean Seah.

Ms. Buffett is an international speaker, entrepreneur, and political and environmental activist and has appeared on television as one of the top finance experts Worldwide. She has been the principal speaker for prestigious organizations around the world.

Ms. Buffett has worked in a wide range of businesses including extensive work as a consultant to several Fortune 500 companies. She is an associate of the top ranked UK Buffettology Fund in the United Kingdom. In 2013 she became a contributing blogger to the Huffington Post. The blogs and information about the UK Buffettology Fund are on her website www.marybuffett.com


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Greg Nowak is the Author of Hedge Fund Disclosure Documents Line by Line


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Since coming to the U.S. more than 40 years ago with only $7 in his pocket, Vinney Chopra has achieved success in a number of arenas: marketing, sales, motivational speaking and real estate investing, among them.

Despite the trials and tribulations he encountered, Vinney was able to come out the winner. With his passion to help people and his drive to build lasting legacies, Vinney is an example what positive thinking can do to impact one's life and that of others.

Vinney is a sought after multifamily syndication expert that has appeared on numerous podcasts and all social media to share his experiences and 35 years of expertise. Over the past 12 years he has honed his skills and has done 28 successful syndications, 14 of those being in past 3 years! He has achieved enormous success controlling over $350 million, 4200 doors in this niche market. He and his 67 professional full-time team members manage all assets from acquisition till disposal. Vinney is the CEO of Moneil Investment Group that oversees his syndications, and the CEO of Moneil Management Group that oversees his properties. Vinney uses his proven ideas and techniques for multi-family and senior living syndications that has helped him grow his business exponentially over the years.

There’s a reason Vinney’s nickname is “Mr. Smiles” and “Mr. Enthusiasm” which is evident even through just hearing his demeanor in his voice. He has always believed in the individuals’ ability to shape the world around them through positive thought and selfless actions.


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Todays’ guest is Keith Schroeder. Keith is knowns as the Taxguy and he is the author of the Wealthy Accountant blog.


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Terrance J. O’Malley founded TJO Management in 2018 to provide consulting services and market intelligence to the investment management industry.

Throughout his 25-year career, Terrance has served firms as both a trusted outside adviser and as a key in-house executive. Drawing on this experience, he provides a variety of consulting services and lends his judgment to complex problems faced by the industry’s top firms.

Terrance also hosts Operational Leaders, a podcast he created in 2019. The podcast features leaders and innovators responsible for “the business of running an investment management business”. In addition, he publishes a popular blog focusing on issues facing investment management firms.

Terrance provides his consulting services and market intelligence based on the full range of his career experience which includes:

• Senior in-house executive serving as Chief Administrative Officer, General Counsel and Chief Compliance Officer at Blue Ridge Capital, at its peak a pre-eminent multi-billion dollar hedge fund firm.

• Partner at law firms Schulte Roth & Zabel and Fried Frank, as well associate at Davis Polk & Wardwell, focusing on regulatory matters for investment management clients.

• Adviser to foreign governments – working on USAID capital markets projects in Russia, Ukraine and India.

• SEC enforcement attorney (while simultaneously attending an evening MBA program).

Terrance has been an active participant in the investment management community. He has served in a variety of leadership positions ranging from industry initiatives to editorial boards to association committees, including the MFA’s Chief Operating Officer Forum. He has also published dozens of articles and co-authored two influential books: The Insider’s Guide to Hedge Funds: Successfully Managing the Middle and Back Office and the Investment Adviser’s Legal and Compliance Guide. In addition, he has spoken frequently at industry conferences and been quoted in leading industry publications.

Terrance hails from Pennsylvania where he grew up on the border of suburbia and farm country. This environment fostered a life-long curiosity of how things work – from local manufacturing to agriculture, history to economics, and culture to sports. His path led to Wall Street where Terrance developed a passion for the investment management industry. Along the way, he earned a law degree from Cornell University and a bachelor’s degree cum laude from Boston College.


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Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building tax-efficient alternative allocations with minimal correlation to the stock market.

Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes, GuruFocus, MarketWatch and InvestorPlace.com.

He holds a master’s degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar. Charles is a CFA Charterholder in good standing.


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