TTU51: Planning for Failure, Not Planning to Fail ft. Rob Hartman of Pacific Capital Advisors – 1of2

Dec 15, 2014

Ask episode

Chapters

Transcript

Episode notes

In starting any business, you run into unexpected roadblocks and challenges, and you learn something from each mistake. Our next guest is the founder of a trading firm who has grown his business twice and learned how to overcome the barriers in his way. We can learn a lot from someone who is ready for the unexpected whether it is good or bad.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

About his childhood in Upstate New York and Pennsylvania.
Rob’s interest in music and sports.
How his early Rock and Roll career faired and how he went into the financial industry.
How he got hired at IBM.
His years at IBM and the lessons it taught him.
How his fascination for trading started after he began a consulting business.
The tipping point: when he went full-in to the trading business.
How he learned about different strategies and tested them.
When he came upon trend following and what made him stick with it.
What kind of trend following he started with.
How a drawdown taught him he needed to differentiate himself from other managers.
The lessons that his first expansion stage taught him.
The big event that happened after 2010 that changed everything.
About MF Global and the meltdown of that firm.
An overview of the programs that his firm runs.
How he manages investor expectations with a small team.
How he outsources operational roles in order to cut costs and remain a one-man shop.

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Rob Hartman on Linkedin.

----

PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:

1. eBooks that cover key topics that you need to know about

In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here

2. Daily Trend Barometer and Market Score

One of the things I’m really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here

3. Other Resources that can help you

And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click Here

Disclaimer