PrimeAlpha: Visionaries & Innovators Series Amanda Jogia

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries. I want to introduce Ben Arnold, founder and managing partner of Meraki Global Advisors. Meraki is a premier buy-side solution that provides global multi-asset trading, leverage management, and capital introduction services to sophisticated and diversified clients. With an independent and unconflicted approach, Meraki helps partners manage complex strategies and asset classes across the globe.

Doing Well by Doing Good with Heidi Wheatley of Keystone National Properties

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries. I would like to introduce Heidi Wheatley, Chief Operating Officer of Keystone National Properties. A real estate firm providing tax-advantaged and impact real estate investment opportunities for accredited investors while making a positive difference. Their Hallmark is “doing well by doing good.”

Importance of Adding Value in Everything You Do with Dipak Jogia of Highmore Group. 

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and discoveries  I would like to introduce Dipak Jogia, Managing Partner and Co-Founder of Highmore Group. Dipak heads the Trade and Specialty Finance Business which provides innovative working capital financing programs to small and medium-sized enterprises. Dipak and his team have funded over a billion dollars of capital to companies across 23 industries and over 15,000 invoices. 

Innovation & Disruption in Consumer-Facing Industries with David King of Palermo Capital

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Dave King, CFA, Managing Member of Palermo Capital Management, a U.S.-based long/short equity strategy focused on companies disrupting consumer-facing industries.  It employs a fundamentally-driven, bottom-up stock selection process, emphasizing market caps below $20B, where innovation is most pronounced.

Preparing for the SEC’s New Marketing Rule with Wayne Davis of Tannenbaum Helpern 

 Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce Wayne Davis, Chair of Tannenbaum Helpern's Investment Management Practice, Co-chair of Business and Finance, and a member of the Firm's Management Committee. 

Wayne’s practice focuses on advising clients with respect to the formation and ongoing operation of a broad range of private investment vehicles, minority, and majority asset manager acquisitions and dispositions, and “upper tier” management arrangements.

Adapting to the Changing World of Trading with Edward Ryan of StoneX.

Welcome to PrimeAlpha's interview series, where we will share insights from industry practitioners discussing their journey and their discoveries. I would like to introduce  Edward Ryan, Director of Institutional Sales of StoneX, an institutional-grade financial services network that connects companies, organizations, traders, and investors to the global markets ecosystem. 

StoneX provides institutional clients with a complete suite of equity trading services to help them find liquidity with the best execution and end-to-end clearing.