Invest with CARL

The Invest with CARL Podcast is bringing you everything you need to know about CARL investments, discussions about new features and investment strategies being launched, as well as commentary on general alternative investments news with a slant towards quantitative perspectives and the general democratization of sophisticated investments. ***CARL, Inc. funds are available only to accredited investors. CARL, Inc. is providing this podcast content for informational purposes only. Nothing on this podcast is intended to constitute, or should be deemed to be, an offer to sell or solicitation of an offer to buy any security or investment, financial advisory, legal, tax, accounting or other professional advice to you or any other party, or be an opinion of the appropriateness or suitability of any investment. This podcast and its content is intended for general informational purposes only and should not be acted upon without first obtaining financial advisory, legal, tax, accounting or other professional advice from your consultant or other professional with respect to your own personal investment objectives, financial circumstances, and needs. Neither historical simulations nor past return performance are necessarily indicative of future returns.

Invest with CARL - Woodworth Contrarian Fund Investment Strategy with Quinn & Drew Millegan 02/26/2025

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: 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 Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 Listen to the Invest with CARL Podcast Follow CARL: Instagram Facebook Twitter LinkedIn Medium Inquiries [email protected] /episode/index/show/investwithcarl/id/35431000

Invest with CARL - CARL’s Fuji Investment Strategy with Masao Matsuda and George Egan 05/22/2024

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: 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 Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/31423287

Invest with CARL - Introducing Carthage Fund II with Investment Manager, Stephen Wu 05/14/2024

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: 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 Download the CARL App for iOS Download the CARL App for Android ************************************************** Watch on YouTube: ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/31287697

Invest with CARL - Introducing MB Commodities Capital with Investment Manager, Maleeha Bengali 12/13/2023

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: 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 Download the CARL App for Android 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 Follow CARL: Instagram Facebook Twitter LinkedIn Medium Inquiries [email protected] /episode/index/show/investwithcarl/id/29065043

CARL’s Fuji Investment Strategy - New Stablecoin Opportunity Available on the CARL App 12/08/2022

CARL’s Fuji Investment Strategy - New Stablecoin Opportunity Available on the CARL App CARL’s Fuji Strategy is the first cryptocurrency offered on the CARL platform. Our investors have been asking for a different type of alternative investment that aligns with CARL’s standards of quality and delivers stable consistent returns with low risk. Fuji stakes stablecoins into single-sided and multi-asset liquidity pools. The objective of the strategy is to achieve a low risk yield opportunity. Fuji targets an annualized return of 5-7% and makes use of smart contracts and fiat-pegged stablecoins to execute the strategy and reduce volatility. In this episode, CARL’s Jamie Uppenberg speaks with Cy Smith a co-founder and board member for CARL about how the Fuji strategy functions, why CARL is branching out beyond hedge funds, and why investors would want this strategy in their portfolio. "Consistent, dependable returns you just can't be beat. With stablecoin, you want to work with someone who can provide the security of the environment to lower the risk and make that return more reliable." Episode Highlights: 0:00 - Intro 0:50 - Overview of the Fuji strategy 2:32 - Unique benefits of stablecoin 3:42 - About the risk and returns 4:56 - How Fuji differs from Bitcoin and Ethereum 8:32 - Features and parameters for investors and how it compares to other CARL strategies 10:21 - How to view stats and info on the CARL app About the Guest Cy Smith is an industry expert with 30 years of experience in the supply chain, telecommunications, data analytics, and finance space. He has founded and led four companies to exponential growth and success in the past, making the Inc. 500 multiple times. His venture AirSage was one of the first companies to offer mobile location data to government and private companies. Cy is a co-founder and currently serves on the board of directors for CARL. Links & Resources Get started with CARL Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/25261422

Making Your Money Work with Sam Sivarajan 11/10/2022

Making Your Money Work with Sam Sivarajan Joining the show today is personal finance expert, senior financial services executive, and bestselling author, Sam Sivarajan. Sam’s latest book Making Your Money Work: The Secrets to Financial Health is a unique and engaging handbook that distills expert financial wisdom into an engaging narrative non-fiction format. In their conversation, Sam and CARL’s Jamie Uppenberg discuss everything from risk management in hedge funds to crypto currency. Sam’s knowledge is strong and steeped in his many years of experience working with some of the wealthiest people in the world. Episode Highlights: 0:00 - Intro 1:04 - About Sam, how he came to write his latest book, and who it is written for 2:29 - Managing wealth for the uber wealthy 3:34 - Why the wealthy are concerned with managing risk 7:14 - The emotional side of risk 9:24 - Why statistically most financial advisors can't beat the market 12:04 - New opportunity for accredited investors in hedge funds 16:18 - Quantitative hedge funds 18:25 - Crypto and the blockchain 24:18 - Limiting hedge funds to the uber rich vs. making them more accessible 28:23 - Final thoughts and considerations for investors About the Guest Sam Sivarajan is a best-selling author and senior financial services executive and leader. He has spent over 25 years advising investors on achieving their investment goals, advising companies and business leaders on achieving their strategic objectives, and leading teams to personal and professional success. By weaving his academic and practical background in law, finance, strategy, and leadership, Sam helps his clients make better decisions to achieve better outcomes. As a writer, he writes narrative non-fiction to help readers make better decisions. His bestselling book, Making Your Money Work: The Secrets to Financial Health, gives people actionable tips and tools to make better financial choices and achieve financial health. His upcoming book, Uphill: How to Apply Ancient Wisdom and Modern Science to Life's Choices and Challenges, provides actionable insights for everyone to deal with life's inevitable setbacks and make better choices – in investing, in building and growing businesses, in leading teams, and in their personal lives. Sam has written articles in several academic and mainstream publications and has been a guest on broadcast media. He believes that science, philosophy, and experience are important to make better decisions that lead to better outcomes. For more information: Links & Resources Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/24961770

CARL’s Fitz Roy Quant Hedge Fund Strategy with Investment Manager Gunnar Cuevas 11/03/2022

CARL’s Fitz Roy Quant Hedge Fund Strategy with Investment Manager Gunnar Cuevas CARL’s Fitz Roy Hedge Fund Strategy has been available to CARL investors now for several months and it has performed well for what has been a difficult year for many investors. Fitz Roy's primary objective is to generate superior returns while minimizing risk. The Fund seeks to achieve its objective by taking advantage of a proprietary investment product designed to identify short-term investment opportunities in portfolio holdings. The strategy allocates capital across multiple strategies. All strategies are directional. When combined the fund's overall portfolio is neutral to market conditions. In this episode, Fitz Roy manager and CARL’s CEO, Gunnar Cuevas, speaks with CARL’s Jamie Uppenberg about how the strategy functions, what makes it unique and very sophisticated, and the approach to managing risk “We [at Fitz Roy] try to capture opportunities when the market is moving higher, we try to capture opportunities when the market's moving lower, and we try to capture opportunities when the market is just flat. And that's how we view the market. We try to create systems and research which will benefit in any one of these scenarios.” - Gunnar Cuevas Episode Highlights: 0:00 - Intro 0:36 - About Gunnar Cuevas, Fitz Roy Investment Manager and CARL’s CEO 1:40 - Fitz Roy’s unique backstory and team 5:35 - Overview of the strategy and how it functions 9:59 - The advanced technology and complexity involved in the strategy to take advantage of all types of markets 12:40 - How Fitz Roy manages risk 19:14 - Final thoughts About the Guest Gunnar Cuevas is an entrepreneur and fintech executive. He funded and grew a technology, web design, hosting, and data services company in Chile before leaving for an extended time to follow the snow around the world snowboarding. He received a bachelor of science in systems engineering and a Master of Science in Operation Research at George Mason University. After graduation he began working in a proprietary trading company building routing algorithms for market making, as he advanced his career in quantitative investment research and trading it came natural for Gunnar to start in 2015 Eight Two Capital, a quant hedge fund. Since 2018 Gunnar has been leading the effort of CARL. Gunnar has to his credit as well, a published academic paper about a global centralized trading networks. Gunnar currently lives in New York City with his wife and dog Daisy. Links & Resources Learn more about Fitz Roy Get started with CARL Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/24889488

CARL’s El Capitan Strategy Risk Management and Market Review 10/04/2022

CARL’s El Capitan Strategy Risk Management and Market Review Listen in on a conversation with investment managers, Sergio Nozal and Daniel Requejo, as they discuss in detail how the El Capitan strategy currently available on the CARL platform manages risk and their take on the market today. El Capitan is a quant hedge fund strategy with a fundamental philosophy based on the selection of global markets with the greatest inflow of capital at the present time. The strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital. Episode Highlights: 0:00 - Intro 2:08 - What does risk mean to El Capitan? 4:10 - An overview of El Capitan 5:29 - how important risk management is 6:42 - Has El Capitan’s risk strategy changed over time? 8:06 - Benefits of a ”tail hedge” strategy 10”01 - The job of the strategy manger 10:37 - Market review 13:222 - The bond market 16:11 - How the El Capitan system projects the end of a bull market and how the strategy functions 21:08 - El Capitan’s recent performance Links & Resources Download the CARL App for iOS Download the CARL App for Android About the Guests Sergio Nozal is an industrial Engineer and postgraduate in Business with more than 20 years of experience in the financial markets. In 2009 Sergio founded the first Options trading school in Spanish language. A trading school specialized in trading options in the US market. Since 2011 he is managing private capital. Daniel Requejo is a computer engineer with more than 25 years of experience in complex IT transformation projects around the world. He has been interested in the financial markets and algorithm trading since 2001. He is expert in algorithm trading development and testing. ********************************************** 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 [email protected] /episode/index/show/investwithcarl/id/24574302

The Future of Hedge Funds: A Conversation with Spiros Margaris 09/17/2022

The Future of Hedge Funds: A Conversation with Spiros Margaris Joining the show today is venture capitalist, advisor, board member, thought leader and founder of Margaris Ventures, Spiros Margaris. Spiros is also the #1 FinTech influencer in the world and has advised not one but two unicorns. In their conversation, Spiros and CARL’s Jamie Uppenberg discuss the rise of retail investors in hedge funds, the changing market, how hedge funds and alternative investments such as CARL’s strategies fit into a larger portfolio, machine learning, and Spiros’ expert tips and wisdom. Episode Highlights: 0:00 - Intro 1:05 - About Spiros and his experience with hedge funds 6:12 - Retail investors and accessibility and the CARL platform 8:21 - The role of hedge funds in a portfolio 10:32 - What helps investors understand hedge funds 14:19 - Machine learning’s place in investing 15:48 - The changing market 18:32 - The relevance of the 60/40 rule for alternative investments 22:23 - The most important piece of advice for a FinTech 24:54 - Final thoughts and considerations for investors About the Guest: Spiros Margaris is a venture capitalist (Margaris Ventures), futurist, keynote speaker, and board member. He is a senior advisor to – and investor in – several companies in the fintech, insurtech, cybersecurity, health care, and AI sectors. Two of the fintech start-ups he has advised have become unicorns (with valuations of over $1 billion). Spiros is the first international influencer to achieve “The Triple Crown” ranking. In 2021, Onalytica named him The Key Opinion Leader in Fintech. That year, MarkTechPost included him, for the third time, in a list of the “Top Artificial Intelligence Influencers to Follow.” In 2020, Onalytica ranked him as the No. 1 Global FinTech Influencer, while Refinitiv (Thomson Reuters) ranked him as the No. 1 Finance Influencer. In 2018, Onalytica ranked him as the No. 1 International FinTech, Blockchain, and AI Influencer. Spiros has been a keynote speaker at international fintech and insurtech conferences and has also given a TEDxAcademy Talk. He published a white paper on AI, “Machine learning in financial services: Changing the rules of the game,” for the enterprise software vendor SAP. In 2019, he was the first non-IBM keynote speaker at the largest IBM event in Europe, held at the IBM Systems Technical University. For more information: [email protected] LinkedIn: Twitter: Links & Resources: Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/24405588

CARL’s Teton Quant Hedge Fund Strategy with Investment Manager Brent Belote 07/18/2022

CARL’s Teton Quant Hedge Fund Strategy with Investment Manager Brent Belote CARL’s Teton Strategy is a systematic energy program that seeks to deliver growth, diversification, and preserve capital in the oil market. It utilizes over 1,000 fundamental data points and systematizes the art of fundamental trading with a focus on trading futures and options in the WTI, Brent, Gasoline, and Heating Oil markets. In this episode,Teton investment manager, Brent Belote, speaks with CARL’s Jamie Uppenberg about how the Teton strategy functions, what universe it operates in and why, how it manages risk, and some reflections and projections on the state of the market in recent years. We are excited to welcome this strategy to the CARL platform and offer our investors even more diversification options. As Brent says: “If you're not having exposure to oil or energy, you're kind of missing out and it's really something that should be an integral part of everyone's portfolio.” Episode Highlights: 0:00 - Intro 1:17 - About the manager 2:09 - Overview of the strategy, how it functions, and the investment universe 2:53 - What has made it successful so far and why would investors want it in their portfolio 4:30 - What quant means to Teton and how data is processed 7:34 - How the strategy has changed over time 11:24 - Oil trading perspective on the changes in the market 14:45 - How Teton manages risk 16:08 - Final thoughts About the Guest Brent Belote is the manager of the Cayler Energy Program. Prior to founding Cayler Capital, he ran the Oil Product Derivative book for North America at JP Morgan from 2012 to 2016, managing a derivative portfolio with over $1B of oil related futures, options, swaps, and complex derivative structures. From 2009 to 2012, he was the Crude Oil Derivatives trader at JP Morgan with a focus on fundamental analysis and systematic trading. He graduated from New York University's Stern School of Business with an MBA specializing in Quantitative Finance and Economics, and has a BS in Accounting from the University of Southern California. Brent has three children and when not chasing them around he loves to play golf, fish, ski, and bike in Jackson, WY. Links & Resources Download the CARL App for iOS Download the CARL App for Android ********************************************** 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 [email protected] /episode/index/show/investwithcarl/id/23780873

CARL’s Everest Quant Hedge Fund Strategy with Investment Managers Philippe Huber & Tony Guida 06/27/2022

CARL’s Everest Quant Hedge Fund Strategy with Investment Managers Philippe Huber & Tony Guida New to the CARL platform, the Everest Strategy relies on techniques borrowed from natural sciences for solving multi-dimensional problems. The proprietary genetic algorithm replicates an evolving system allowing our models to select the strongest and most robust alphas, making the overall strategy resilient. The proprietary optimization process allows for a selection of lowly-correlated agents/strategies, aiming at generating absolute return over the mid to long term. In this episode, investment managers, Philippe Huber & Tony Guida, share how the Everest strategy functions, how it manages risk, and some of the incredible technological advancements that make it work so well overall. Listen in for a fantastic conversation with these very smart gentlemen who have been doing this for a long time now. Their excitement for science and data is infectious. Episode Highlights: 0:00 Intro 1:06 About the managers 2:17 Overview of the strategy, how it functions, and the investment universe 3:40 What has made it successful so far and why would want it in their portfolio 6:35 How the strategy has changed over time 9:55 Machine learning and processing large amounts of data 14:12 Recent changes in the market and for retail investors 19:23 How Everest manages risk 23:40 Final thoughts Links & Resources Download the CARL App for iOS Download the CARL App for Android About the Guests Philippe Huber is the Portfolio Manager and an Executive Director for RAM Active Investments SA. Philippe is an award-winning PhD in Econometrics and Statistics and holds MSc’s in both Physics and Econometrics and Statistics. He has several publications under his name in some of the best academic journals in Statistics. Philippe started his career in 2006 and joined RAM Active Investments in June 2016. Tony Guida is the Portfolio Manager and an Executive Director for RAM Active Investments SA. Tony holds a BSc and a MSc degree in Econometry and Finance. Tony started his career in 2006 and joined RAM Active Investments in 2019. Tony is a published author in quantitative finance and a Lecturer in Machine Learning applied to financial markets. 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 [email protected] /episode/index/show/investwithcarl/id/23556890

CARL’s Churfirsten Quant Hedge Fund Strategy with Investment Manager Tim Rawlins 05/30/2022

CARL’s Churfirsten Quant Hedge Fund Strategy with Investment Manager Tim Rawlins New to the CARL platform, but not new to Quantitative Hedge Funds, Quant Infinity Solutions has over 10 years of experience in developing fully automated algorithmic trading strategies for financial institutions. Their most developed proprietary trading strategy will now be offered for the first time to retail investors through CARL as the Churfirsten strategy. Churfirsten uses sophisticated ‘assembling’ methodology, in order to aggregate the trading signals of many weakly correlated, independent algorithms, and combine them into a single live trading position, on a per instrument basis. Risk is continuously monitored and automatically controlled via +15 independent risk parameters. In this episode, investment manager for Churfirsten, Tim Rawlins, shares how the strategy functions, how it manages risk, and what makes it work so well overall. Episode Highlights: 0:00 - Intro 2:30 - What makes Churfirsten so successful and why investors like it 4:22 - How it functions, the investment universe, and correlation 6:55 - How it has changed over time 7:53 - Democratization of sophisticated investments like the funds available with CARL 11:12 - How Churfirsten manages risk 12:48 - Expert advice and final thoughts About the Guest: Tim Rawlins is the Head of Systematic Investment Solutions at Quant Infinity Solutions, a Swiss wealth-tech offering transparent AI and ML backed investing strategies to investors and partners. Links & Resources: Download the CARL App for iOS Download the CARL App for Android ***************************** 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 [email protected] /episode/index/show/investwithcarl/id/23273555

2021 Wrap Up with CARL’s Victory Peak Quant Hedge Fund Strategy 02/07/2022

2021 Wrap Up with CARL’s Victory Peak Quant Hedge Fund Strategy Joining the show today is investment manager, David Bush, to talk about the Victory Peak investment strategy in the context of 2021’s market, his take on the market, and what 2022 might look like for the strategy. Available on the CARL app, the Victory Peak strategy’s multiple systems compete for capital, emphasizing compound annual return while aiming to minimize drawdown. This strategy seeks to determine the current behavioral regime and apply capital only when the corresponding probabilities show a positive mathematical expectation on a portfolio level. Episode Highlights: 0:00 - Intro and information about guest, David Bush 1:21 - About the Victory Peak Strategy and how it works 2:28 - How Victory Peak fared in 2021and what kind of market we were dealing with 5:41 - The impact of retail investors on the market in 2021 10:02 - Looking ahead to 2022 About the Guest David Bush David Bush is an award winning trader and manager with 23 years of experience in financial markets and well-versed in trading platforms and programming languages. Mr. Bush brings years of discretionary trading knowledge, creative arts background, and risk management experience to his quantitative research, systems, and strategy algorithm. Links & Resources Download the CARL App for iOS Download the CARL App for Android Learn more about CARL’s Denali Strategy **************************** 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 [email protected] /episode/index/show/investwithcarl/id/22007531

Introducing CARL Self Directed IRA 02/03/2022

Introducing CARL Self Directed IRA Today on the podcast we are talking about Self Directed IRAs and the CARL Self Directed IRA that is now live on the CARL app. Joining us is John Bowens from Equity Trust, our partner in this offering. We talk about self-directed IRAs and the benefit of alternative investments like the hedge funds available with CARL. Episode Highlights: 0:00 - About the guest, John Bowens 2:01 - About Equity Trust 4:37 - What is a Self Directed IRA? 9:11 - Three reasons people want Self Directed IRAs 14:09 - What the set-up process is like with CARL and Equity Trust and what all you get access to 24:29 - Digitization, the changing investments landscape, and how it applies to Equity Trust accounts 29:30 - How to get started with CARL Self Directed IRA About the Guest John Bowens John has been a self-directed IRA investor for over 15 years and has extensive knowledge of the self-directed IRA/401(k) process. Personally mentored by Equity Trust founder Dick Desich, John has crafted a compelling educational curriculum that delves deep into the technical aspects of investing within a self-directed IRA. John incorporates real-world case studies, current-market-focused applications and excites, energizes, and engages audiences. His specialty is assisting individual investors purchase real estate and various other alternative assets with a self-directed IRA, 401k or other retirement account. Links & Resources Download the CARL App for iOS Download the CARL App for Android Learn more about CARL’s Denali Strategy **************************** 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 [email protected] /episode/index/show/investwithcarl/id/22007378

2021 Wrap Up with CARL’s Denali Quant Hedge Fund Strategy 01/26/2022

2021 Wrap Up with CARL’s Denali Quant Hedge Fund Strategy Joining the show today is investment manager, Marcos Beuno, to talk about the Denali investment strategy in the context of 2021’s market and what 2022 might look like for the strategy. Available on the CARL app, the Denali strategy systematically builds a portfolio of stocks with positive idiosyncratic price trends and applies a risk management framework. The strategy's philosophy is very defensive. Denali only deploys capital when strong uptrends are present. In their absence, like during periods of down markets, it preserves capital by increasing the allocation to cash. Episode Highlights: 0:00 - Intro 1:56 - How Denali did in 2021 overall 4:00 - Overview of how the Denali strategy works 6:00 - Why the Denali quantitative/systematic approach works so well 8:28 - Risk management and how Denali protected capital in 2021 11:32 - Looking ahead to 2022 15:46 - The long-term role of Denali in a portfolio About the Guest Marcos Bueno Marcos is the founder and CIO of Ascent Systematic Advisors LLC. Previously, he was the CIO at Argon Capital Management, Partner and Senior Portfolio Manager at the London office of Graham Capital, Portfolio Manager at JPMorgan’s proprietary trading desk, and he also worked at Goldman Sachs in the Multi-asset derivatives structuring and in the Power & Gas M&A teams. Mr. Bueno obtained an MBA with Honors from The Wharton School, holds an MS in Economics and Applied Mathematics from Ecole Polytechnique in France, and a BS and MS in Industrial Engineering from UPM in Spain. He is a marathoner and former national level competitive track & field athlete. Links & Resources Download the CARL App for iOS Download the CARL App for Android Learn more about CARL’s Denali Strategy ****************************** 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 [email protected] /episode/index/show/investwithcarl/id/21900221

2021 Wrap Up with CARL’s Olympus Quant Hedge Fund Strategy 01/17/2022

2021 Wrap Up with CARL’s Olympus Quant Hedge Fund Strategy Joining the show today are Olympus team members, Ernie Chan and Nahid Jetha to talk about their award-winning tail-hedging investment strategy in the context of 2021’s market. Also discussed is the current investment landscape and what 2022 might look like. Available on the CARL app, the Olympus strategy employs three fully automated and complementary systems. One profits from extreme (tail) movements in the US equity index, another uses predicted changes in implied volatility of the market to trade the VIX futures algorithmically, and also a hybrid that aims to be volatility-neutral. Episode Highlights: 2:11 - How Olypus did in 2021 6:45 - What was unusual about the market overall in 2021 12:07 - The new landscape that includes retail investors in the market now 15:59 - Looking ahead to 2022 22:29 - Why you would want a tail hedging strategy like Olympus in your portfolio 23:44 - Closing thoughts and what’s new at CARL Links & Resources Download the CARL App for iOS Download the CARL App for Android Learn more about CARL’s Olympus Strategy About the Guests Dr. Ernest Chan Dr. Ernest P. Chan is the Managing Member and Principal of QTS Capital Management, LLC. His career since 1994 has been focusing on the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data. Ernie spearheaded IBM’s research effort to develop a system for searching large text databases, catapulting IBM’s reputation to a top player in the field. At the Artificial Intelligence and Data Mining group in Morgan Stanley’s headquarter in New York, Ernie pioneered the application of some of these sophisticated statistical algorithms to the complex task of extracting customer relationships in the Morgan Stanley customer accounts database. He was a proprietary trader and quantitative researcher at Credit Suisse in New York in 1998, a senior quantitative analyst at Mapleridge Capital Management Corp. in 2002, and a senior quantitative analyst and trader at Maple Financial in 2003. He co-founded EXP Capital Management, LLC, a Chicago-based fund management company in 2008. He founded QTS Capital Management, LLC. in 2011. Dr. Nahid Jetha Dr. Nahid Jetha is the Chief Operating Officer and Principal of QTS. As a Quantitative Researcher working with top-tier hedge funds and quant trading firms in North America and Europe, Nahid has extensive experience in research, development and deployment of fully automated AI-based quantitative trading systems. Formerly Professor of Physics at the University of British Columbia, Nahid has 17+ years of experience in research and technology development in a diversity of fields ranging from quantitative investment management to molecular and cellular biophysics. Nahid holds a PhD in Physics and a BASc in Mechanical Engineering from the University of British Columbia. ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/21803096

CARL’s Matterhorn Quant Hedge Fund Strategy with Investment Manager Vittorio Manente 01/10/2022

CARL’s Matterhorn Quant Hedge Fund Strategy with Investment Manager Vittorio Manente New to the CARL platform, the Matterhorn hedge fund strategy uses statistics to take advantage of the price actions of different securities. The strategy invests in financial instruments representing: US equities, US bonds and commodities and provides an excellent diversification option for retail investors. Matterhorn was created by investment manager, Vittorio Manente, when he found he was not satisfied by the performance of financial products available for retail investors. In this episode Vittorio shares more about the philosophy and history of the strategy, how it functions, and what makes it work so well. Episode Highlights: 1:43 What makes MAtterhorn so successful, why investors like this strategy, and why Vittorio himself is invested in it 5:11 How it has changed over time 7:58 How he thinks about and utilizes machine learning 10:55 The changing industry and digital revolution for hedge funds and accredited investors 13:21 How platforms like CARL are removing barriers to entry and providing transparency for investors 19:10 What the Matterhorn strategy works really hard at 23:08 How to view strategy Data in the CARL app 24:18 Expert advice and final thoughts About the Guest Vittorio Manente has worked as program manager and strategy analyst for the last 16 years within the automotive and Oil & Gas sectors. Vittorio became passionate about finance in summer 2011 when he saw opportunities to profit after a market meltdown. Not satisfied by the performances of financial products available for retail investors, he decided to create his own. In 2017 Vittorio launched NEXT-alpha, a quantitative macro strategy to deliver consistent returns independently on the market direction. He then founded Alpha Growth Capital in 2019. Links & Resources Download the CARL App for iOS Download the CARL App for Android ************************************************** 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 [email protected] /episode/index/show/investwithcarl/id/21732257

CARL’s El Capitan Quant Hedge Fund Strategy with Investment Manager Sergio Nozal 12/07/2021

CARL’s El Capitan Quant Hedge Fund Strategy with Investment Manager Sergio Nozal New to the CARL platform, El Capitan is a quant hedge fund strategy with a fundamental philosophy based on the selection of global markets with the greatest inflow of capital at the present time. The strategy uses quantitative decision making techniques that measure the strength of the market based on the flow of capital. Listen to a conversation with investment manager, Sergio Nozal, where he shares more about the philosophy and history of the strategy, how it functions, and what makes it work so well. Episode Highlights: Sergio’s background and bio How the El Capitan strategy functions What makes it so successful, why investors like this strategy, and why Sergio himself is 100% invested in it The two main, foundational systems in place How the strategy has changed over time About CARL, technology, and changing the industry for hedge funds and accredited investors Links & Resources Download the CARL App for iOS Download the CARL App for Android 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 [email protected] /episode/index/show/investwithcarl/id/21410246