Tag: Clients

Discover How Bristol Gate Capital Partners Can Help You Invest Differently with Mike Capombassis & Poorya Ferdowsi (Ep. 3)

Discover How Bristol Gate Capital Partners Can Help You Invest Differently with Mike Capombassis & Poorya Ferdowsi (Ep. 3)

Ready to learn how Bristol Gate Capital Partners can help you (and your clients!) revolutionize your portfolios?

This week, Rich Miller sits down with the firm’s Mike Capombassis and Poorya Ferdowsi. Mike and Poorya shed light on everything you need to know about the firm and how it uses data science in combination with fundamental analysis to manage concentrated high-dividend growth portfolios for advisors, family offices, and institutions.

Mike and Poorya talk about Bristol Gate’s ideal client, the advantages of being based in Toronto, Canada, and the organization’s key differentiators, including their hybrid approach of combining quantitative models with human judgment. 

Mike and Poorya discuss: 

  • Bristol Gate’s ideal client and the unique approach they take with them
  • The advantages of being based in Canada’s biggest city, Toronto
  • The role of artificial intelligence (AI) and machine learning in the company’s investment process
  • The value of  AI literacy and how they use AI to identify high dividend growers
  • What you should know about the company’s four-pillar process
  • How they found the right people for each seat at Bristol Gate
  • And more!

Connect with FLX Networks: 

Connect with Mike Capombassis:

Connect with Poorya Ferdowsi:

About Mike Capombassis:

Mike Capombassis joined Bristol Gate Capital Partners in 2014, bringing two decades of experience with him, including 15 in New York with RBC and Bank of America Merrill Lynch. In his prior roles, he was Head and Managing Director of Global Equity Sales at Merrill Lynch Canada and U.S. Desk Head/Canadian Equity Sales at Merrill Lynch in New York. Mike brings a core belief and passion for dividend growth investing from his experience in the institutional equities business globally with both RBC and Merrill Lynch.

About Poorya Ferdowsi: 

Poorya Ferdowsi has more than ten years of experience in analytical and numerical analysis, mathematical modeling, in-house code development, and client interfacing. He is highly experienced in designing numerical algorithms and computational methodologies in both research labs and industry. These methods have been proven to perform superior to the similar existing ones, the results of which have been published in various journal papers and presented at conferences. In his career, he has been addressing client needs by providing cost-effective and timely efficient solutions.

Modernize, Simplify, And Revolutionize: Here’s What FLX Networks Has To Offer with Brian Moran (Ep.1)

Modernize, Simplify, And Revolutionize: Here’s What FLX Networks Has To Offer with Brian Moran (Ep.1)

Asset managers, wealth managers, and financial advisors  — get ready to take your practice to the next level with FLX Networks.

Welcome to The Portfolio Playbook Podcast! 🎉

In this inaugural episode, Brian Moran, the CEO and founder of FLX Networks, reveals what FLX has to offer to anyone in the financial industry looking to increase their firm’s engagement.

From the birth of FLX in 2019 to now. Listen in and learn the community’s role in modernizing, simplifying, and revolutionizing the engagement process that occurs between asset managers, wealth management firms, and financial advisors.

Brian discusses: 

  • What’s FLX and its approach to transforming the engagement and networking experience for financial professionals
  • The three different ‘exchanges’ that sit within every community: The intelligence exchange, the investment exchange, and the solutions exchange
  • Ways the FLX team helps asset managers build online storefronts to display their best-selling products and services
  • How the pandemic transformed the way businesses connect with their clients and partners
  • And more!

Resources:

Connect with FLX Networks: 

Connect with Brian Moran:

About Our Guest: 

Prior to launching FLX Networks, Brian Moran held multiple senior leadership roles, where he helped guide teams of financial professionals at Neuberger Berman and AMG to more than $100 billion in sales. During his 20 + year career, Brian has developed a broad perspective due to his numerous roles within the distribution ecosystem, including Wholesaling, National Accounts, Divisional Sales Management, Head of Broker-Dealer Sales, Head of National Accounts, and Co-lead of US Retail Distribution.

Brian earned a BS in Marketing from Penn State University and an MBA in Finance from Temple University. He is a Certified Investment Management Analyst (CIMA) and is actively involved in numerous industry organizations, such as the New York Economic Club, the Money Management Institute, and the Catalyst Group.