Financial Expert

How Paul Mampilly Helps Middle-Class Investors Reach Their Dreams

As an accomplished investor, Paul Mampilly has made a fortune investing in companies. He used to work on Wall Street but eventually he grew disillusioned with the lifestyle and focus on making money for the richest people in the United States. He retired from Wall Street at a relatively early age and instead now focuses on helping regular people invest for both retirement and other financial needs.

The way that Paul Mampilly helps people save for retirement is by writing a financial newsletter targeted at middle-class investors. His newsletter is called Profits Unlimited and in the year it has been on the market it has achieved more than 60,000 subscribers making it one of the leading newsletters in the industry. Each month he offers a new investing recommendation and then backs it up with the research he has done into that company.

One of the reasons that people are so interested in what Paul Mampilly has to say about investing is that he was the winner of the 2009 Templeton Foundation investing challenge. Everyone involved in the contest had to start with $50 million and over the course of the challenge achieve the biggest return. Mampilly won this challenge when he garnered a return of $38 million, turning that initial $50 million into $88 million.

In order to reach the regular investor and explain in a way anybody can understand, Paul Mampilly writes in a way that is understandable. He doesn’t go into industry jargon and instead uses regular English to explain why he thinks a company is about to over-perform and thus have their stock go up in value by quite a bit.

Paul Mampilly is a graduate of a number of universities. His first degree was achieved at Montclair State University where he earned a degree in finance and accounting. He went on to earn an MBA in 1997 at the Fordham Gabelli School of Business. His latest degree, earned in 1999, was a financial engineering degree he garnered as a student at the New York University Polytechnic School of Engineering.

While Mampbilly lived in New York he worked to help others less fortunate than himself. Among his activities was serving as a food distribution volunteer for the Coalition of the Homeless, Inc. He also helped children as he participated in the Big Brothers Big Sisters program for several months serving as a mentor for an 11 year old child.

Equities First Holdings; An Advisor You Should Have on Your Side

Equities First Holdings is a company that participates in a variety of finance related businesses. Established back in 2002, the company has gone on to become a leading player in the shareholder finance world, in a short amount of time. Part of its strategy includes forging partnerships with successful investment banks, international law firms as well as some of the biggest custodian banks. Equities First Holdings added another feather in its cap by purchasing Meridian Equity Partners Limited, which is also a successful investment firm. The merger was done with the help of a global law firm named Morgan Lewis and learn more about Equities First Holdings.

Equities First Holdings gives investors advice on a lot of different investment opportunities for both private individuals as well as corporations. The company also offers investors margin loans and shareholding financing services to help private investors meet financial goals against traded stock.

The company is now based in London, England and to date, it has finished over 700 transactions. It is regulated by the Financial Conduct Authority of England. Because of all these successes, offices have been opened in other parts of the world such as China, US, and Australia. In fact, even the branch offices have grown to become independent organizations because of the success they achieved. In fact, the US branch just celebrated its 15th anniversary and more information click here.

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The Financial Planning Expert David Giertz

Giertz observes that pensions are not a secure way to guarantee financial stability upon retire. He points out the example of the rapidly diminishing social security pension reserves on LinkedIn. Giertz instead recommends for a program that converts the social security fund into an income generating capital rather from its unproductive form as a finite and exhaustible capital.

David Giertz is Nationwide Investment Corporation’s financial advisor. His experience in financial matters spans over three decades. Giertz further pursues a broker career as FINRA registered member. FINRA register broker-dealers engaged in the purchase and sale of securities including bonds, stocks, mutual funds and similar financial portfolios products. Firms under FINRA umbrella have the legal mandate to participate in securities transactions clients’ representatives as dealers or brokers.

Before his current position at Nationwide, David Giertz served various companies in different capacities. His first job was at Citicorp where he served as the company’s financial services advisor. Giertz earned promotion to become Citicorp’s area director. He then took the executive vice president sales position in 1989 and served until 1993 when he moved to Financial Horizon Security Corporation at He then joined Nationwide Financial Distribution where he served as senior vice president and then as Nationwide Life Insurance Company salesperson since 2013. Giertz also serves as senior vice president, president, and director for other multinationals. As the current president of Nationwide Financial Distribution, Giertz is responsible for organization and implementation of the business strategies of allocation of portfolios products and services offered by the company on its Vimeo site.

David Giertz currently serves a registered and accredited broker. He holds a practice license from FINRA and supervisory/principal exam as well as the State Securities Law and General Industry & Products Exam. Among his legacy in the financial industry include steering the growth of Nationwide Distribution to a $17.8 billion revenue-earning company from $11 billion. He further helped the company to exceed its profit and loss target. David Giertz is also behind the success of wholesale strategy and distribution across different sectors including independent dealers/brokers, private-sector retirement programs, life insurance, warehouses, regional firms, specialty markets, annuities, and IMOs.

Doug Levitt Finds the True America with “The Greyhound Diaries”

The U.S. is often seen as simply being the place we see on the TV, which is often a metropolitan area with its image being closely controlled by the media, but Doug Levitt believes there is much more to see in the U.S. than just this carefully manicured aspect of society. In 2004, Doug Levitt had his life changed forever when he set out on a bus journey that would inspire the musician and artist to record his journeys as part of his ongoing “The Greyhound Diaries” project.

Doug Levitt sees his work with “The Greyhound Diaries” as being part of a larger process that he feels is important in bringing a glimpse into the real U.S. for millions of people across the planet who rarely see into the heart of America. Although Doug Levitt chooses to ride thousands of miles on the bus each and every year on a journey that has so far totaled more than 120,000 miles, those he rides alongside often have little choice because of economics or the problem of a lack of infrastructure in some states to take the bus for a range of reasons. Doug has done much during his research into “The Greyhound Diaries” to warn the U.S. that life in the heart of the nation can be a sign of how the country will move in the future; this became apparent to Doug Levitt when he saw the 2008 economic slowdown begin long before its effects hit the majority across the U.S. Doug also predicted the rise of President Donald Trump based on the mood of his fellow travelers as he created “The Greyhound Diaries” and learn more about Doug.

Born in Washington D.C., Doug Levitt seems to have always been on a journey to discover as much about the world as possible, which he has done by studying under physicist Carl Sagan at Cornell University before moving to Europe to study at the London School of Economics. Despite embarking on a career as a leading news correspondent Doug states he has felt the need to explore his artistic side and found a sense of fulfillment through the completion of “The Greyhound Diaries”.

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Know More about Scott Rocklage – Managing Partner at 5AM Ventures

Scott M. Rocklage joined 5 AM Ventures as a Venture Partner in 2003. In 2004, he became a Managing Partner. The Ph.D. holder boasts of more than three decades of management experience in the healthcare industry. One of the strategic leadership roles he has held includes the one that led to the FDA approval of three New Drug Applications in the United States – Omniscan, Teslascan, and Cubicin. Scott M. Rocklage has also entered multiple drug candidates into various clinical trials. He has worked as the CEO and chairman of Cubist Pharmaceuticals, as well as the CEO and president of Nycomed Salutar. He has also held different positions in research and development both at Catalytica and Salutar.

During an interview with Ideamensch, Scott Rocklage was asked where the idea of 5 AM venture came from. In his response, he suggested that the idea and the name of the company originated from the fact that the firm is involved in the business of company formation that is seen as an early stage. When asked to describe his typical day, Rocklage said that he does not have one. The nature of his activities usually varies from one day to the other. For instance, he spends some days studying new areas of life in matters science, and in other days, he spends working with the management team of the company’s portfolio. Other days, he is preparing or attending board meetings. Rocklage does not seem to have a routine as far his working hours are concerned and resume him.

To bring ideas to life, Scott M. Rocklage works with entrepreneurs – physicians, scientists or business executives – to help them convert their ideas into potential medicines capable of treating unmet medical needs. The habits that have increased his productivity as an entrepreneur include proper time management, organization, and the ability to prioritize and Scott’s lacrosse camp.

Just like the majority of high profile entrepreneurs, Rocklage has one trend that excites him. For him, it is the huge growth witnessed in the ability to target particular genotypes or mutations to treat cancer in unique ways. As a result, many lives have been saved and extended, and more developments will be seen in the near future.

Starting a Company

Many people today are excited about all of the opportunities to start a business. There are a lot of industries where you can get started for little money down. If you want to start a company, you need to have a plan in place to do so. Many people rush in without a plan, and they later regret some of the financial decisions that they make. Eric Lefkofsky is a great person to learn from if you are ready to start investing for the future. Not only that, but he truly cares about the people he interacts with.

Eric Lefkofsky

Eric Lefkofsky has started many companies and had a lot of success in doing so. If you want to start a business, you need to have a clear plan for success. A lot of people just rush in without a lot of planning. Although not every business idea of Eric Lefkofsky has been successful, he is the type of person to always make sure that he learns from the mistake. A lot of apple today are excited about what he has planned for the future and learn more about Eric.

Financial Planning

Planning out your finances is one of the most important things that you can do in business. A lot of people need help in this area because they do not have experience doing so with another business. If you want to start investing in a new business, make sure you have your financial plans laid out for the future. This can help you in a variety of ways, especially is things are not working out the way you planned when you first started up the business.

Future Plans

In the coming years, Eric Lefkofsky plans to continue on his journey to start a business and remain innovative within his sector of economy. Many people today are excited about what he is presenting as an option to help others. If you are ready to start investing, you need to get on a plan that makes sense for you. Starting a business is not easy, but it can be a great way to make more money and spend more time with family and friends. Over time, this is a great way to excel at a high level. Always make sure that you plan ahead and have the right things in mind to drive growth.

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John Goullet: His Works Speaks for Itself

When the name John Goullet is uttered, a lot of things probably come to mind. You might think about the fact that he’s an entrepreneur, which, in and of itself, is impressive. It means when he has a vision or a passion, he sees it through all the way until the end. He likes to create things and he has a brain filled with big and bold ideas that he is just ready to get out there to the world at a moment’s notice. There is also all of the success he has had in the IT sector world. When you have success, people tend to stand up and pay attention to you and what you have to say and what you do.

People can’t deny your success. Of course, he started working as an IT consultant and then moved on to IT staffing. From there, he founded his own company, which isn’t an easy thing to do. You have to hire employees, have a clear plan, and be a good leader with ideas and a company that people want to pay attention to and do business with. That company, of course, was Info Technologies. They were an IT staffing company that helped Fortune 500 companies when they needed a little bit of help and needed some solutions. You read that right, Fortune 500 companies counted on John Goullet and his team for solutions and for answers.

It only took five years for the company to make $30 million. He has now taken his skills to Diversant, where he is part of their leadership and advisory board. Let me tell you, they love having him and all that he brings to the company. He is never afraid to speak up, say what is on his mind, and state his opinion in a respectful way of course. He is a team player, but when he has something to say and a bright idea, he can’t wait to get it out to the public. This is an exciting time for both John Goullet and Diversant. What is around the corner? That’s the best part.

Highland Capital CEO James Dondero Hires Charity Organizer Linda Owen

Businessman and CEO of Highland Capital Management James Dondero has teamed up with Dallas civic leader Linda Owen to help with the corporation’s charities and philanthropic activities.

Owen, the former president of the Woodall Rogers Park Foundation says she is looking forward to working with Dondero’s company. She will work as the charitable giving manager of the firm.

Due to the expansion of Highland Capital’s philanthropic activities, the company was in search of a dedicated professional to help make a difference in the community. “Linda was the most logical choice for this position,” said Dondero. “Her track record in the Dallas area is beyond reproach.”

Highland Capital gives generously to a number of local charities and organizations including Perot Museum of Nature, George W. Bush Presidential Library, Dallas Zoo and American Heart Foundation, just to name a few. Dondero also chairs a number of local boards.

Owen’s educational history includes a bachelor’s degree from The University of Texas at Austin and a J.D. from The University of Texas Law School. Before Highland Capital, she headed many local philanthropic organizations. She is also former CEO of The Real Estate Council.

The corporation is one of the largest hedge funding group in the world. He is widely known throughout the industry as the pioneering founder of Collateral Loan Obligation (CLO).

Dondero graduated from the University of Virginia with a degree in economics in 1984. Shortly thereafter, he began working for Morgan Guaranty.  Dondero has won a number of awards over the years for excellence. He currently sits on the board of MGM, Nexbank and American Banknote.

San Diego Financial Expert Brian Bonar Is Named A 2016 Cambridge Who’s Who Honoree

Two men and two women are chosen in different industries every year, and they are named the executives of the year in their chosen field. Cambridge Who’s Who members come from every industry and the members are at different levels in their careers. Cambridge Who’s Who is the foremost publisher of entrepreneurial, executive and professional biographies for members in the top industries like healthcare, law, finance, and education – Board of Directors – Dalrada Financial.

The international membership of Cambridge Who’s Who is primarily located in English-speaking countries. England, Australia, Canada, New Zealand and the United States are the main member-countries, but there are members in other countries as well. There are more than 400,000 members of Cambridge Who’s Who, and the organization helps its members by providing branding tools. These tools include networking opportunities, image building resources, as well as career development incentives that put members on the right track to achieve success in their respective industries. Brian Bonar, the San Diego entrepreneur, and financial expert, is one of the Cambridge Who’s Who honorees for 2016.

According to BitsYlink, Brian Bonar is a successful financial manager and the CEO of San Diego-based Dalrada Financial Corporation. Bonar has been the CEO of Dalrada for more than 10 years, and in that role he has helped companies establish effective employee benefit packages, human resource programs, and other services that enhance corporate functions, improve bottom line profits and increase productivity.

Bonar is a 30-year veteran in the financial industry, and his main objective is to help medium sized businesses reach their projected goals. Dalrada is known for its ability to identify internal glitches and develops a comprehensive plan to fix them.

Mr. Bonar is involved in the development of San Diego’s image as not only the home of the San Diego Zoo, but also an entertainment city that rivals its sister city, Los Angeles. Bonar is currently working on a 144-acre entertainment venue project in the city and you can get more details here: and

He recently opened the French Bistro, known as Bellamy’s, and it has received praises from tourists and locals for the food and ambiance.

When the executive committee of Cambridge, Who’s Who® picked Bonar as one of the recipients of the 2016 honor they did it based on Bonar’s past and present performance in the financial industry as well as for his other business interests. Brian has been recognized for his financial expertise many times, but the Cambridge, Who’s Who® honor comes at an important time in his illustrious career.

Brain Bonar recently said that being a member of the organization has helped him appreciated the unity that exists in the global corporate world.