Back in the Saddle!
Its been sometime since I have last posted. But thats because I have been hard at work growing AG Capital. I have big dreams for my firm and know that I can't do it by myself and need more in the way of manpower and technological advancements to hit my personal goals. With that said, let's go over some of the changes:
(1) Employees - I have added a portfolio manager and a trading assistant.
Our newest portfolio manager is Jim Schneider. I have known Jim for almost 13 years. We go all the way back to the United States Air Force Academy as classmates in Cadet Squadron 9. After graduating from the Academy, he was a C-130 pilot and is now an MBA Candidate at SMU's Cox School of Business concentrating in Finance. Jim will be involved in both client acquisition and trading.
In addition to our newest portfolio manager we have also added a trading assistant, Carlos Rocha. Carlos is tasked with day-to-day trade reconciliation and maintaining our performance reporting system.
I am very pleased to have expanded the ranks within our firm and believe both of them are high-quality team players that will work to make our firm better.
(2) Technology - I have fallen for the MAC!
I never thought I would have taken such a liking into the Apple iMAC but I sure did. Therefore, with the addition of the new employees, I have purchased two more computer and three more monitors. In total, our tech setting now has a total of 8 monitors, 4 computers and 2 printers.
I'm a big believer, in the use of the "dual monitor" setup. Everyone in the office has use of the two monitor trade desk as I am convinced it definitely increases efficiency.
(3) Office Space - We doubled our office space.
Rather than give everyone private offices I went the way of the trading desk "bullpen." I am a big believer in putting everyone in one big room which does at least two things: (a) increases team communication and (b) forces each other to work harder and not seclude ourselves behind closed doors.
In case you are wondering, our address remains exactly the same. There are no changes.
(4) Statement Reporting System - We signed a deal with Advent.
Advent is a "World Class Leader in Portfolio Management Software." Within the past week we deployed the software and initiated the migrating our client accounts into the new platform. Our clients will not only continue to receive the usual client statements from our custodian but will also receive a portfolio statement from our firm that will provide far better performance results.
We are excited about this addition and will be sending out client communications shortly to provide more details. It is our expectation that it will take us about 5-7 weeks to complete the migration in total.
Again, I am very excited about the direction of my firm. In about six more days I will be reaching the 2nd year anniversary of my firm's inception. I will always grateful to our clients for having provided the capital for success. You can bet that I will continue to work at a feverish pace to provide you exceptional service and performance plus find ways to make your experience first-class.
