Patrick T Bulger
Fort Lauderdale, Florida, United States
344 followers
266 connections
About
What is Portfolio Efficiency?
How would you achieve it?
Are you missing this…
Contributions
Activity
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Your Key Current Insights Cuts, Pauses, Fed, Jobs, Inflation Your Data Brief from a Distilled Perspective, By Patrick T Bulger 09/12/2024 am 🎯…
Your Key Current Insights Cuts, Pauses, Fed, Jobs, Inflation Your Data Brief from a Distilled Perspective, By Patrick T Bulger 09/12/2024 am 🎯…
Shared by Patrick T Bulger
Experience
Education
Licenses & Certifications
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Series 31 Futures Managed Funds Examination, National Futures Association (NFA)
The Financial Industry Regulatory Authority
Issued -
Series 63 - Uniform Securities Agent State Law Examination
The Financial Industry Regulatory Authority
Issued -
Series 7 Securities Registration
The Financial Industry Regulatory Authority
Issued -
Insurance Licensed
The Florida Division of IAAS Insurance licensed
Projects
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Alternative Investment Symposium, Ritz Carlton - Battery Park, New York
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Specially Selected for Early Arrival for Private On Sight Meetings with:
Glenview Capital,
Founder, CEO Larry Robbins, Barron's Cover 2013,
767 Fifth Avenue 44th Floor
and
Perella Weinberg Partners: 767 Fifth Avenue
Bill Kourakos, Partner
Kent Muckel, Partner
David Schiff, Partner
Open small forum discussions with industry leaders in the application of risk discovery, management and the efficiency process in portfolio management. -
Alternative Strategies Symposium, Swissotel, Chicago, IL
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Selected to the Alternative Investment Professional Panel Presentation, one of three nationally.
Topic:
Comprehending the details & differences of Alternative Investments and their roll in the modern portfolio.
Specially Selected for Early Arrival for Private On-Sight Meeting with:
Mesirow Advanced Strategies
Aurora Investment Management
Symposium Featured Speakers:
Sam Zell, Chairman Equity Group Investments, Real Estate
Leon Cooperman, Chairman & CEO, Omega…Selected to the Alternative Investment Professional Panel Presentation, one of three nationally.
Topic:
Comprehending the details & differences of Alternative Investments and their roll in the modern portfolio.
Specially Selected for Early Arrival for Private On-Sight Meeting with:
Mesirow Advanced Strategies
Aurora Investment Management
Symposium Featured Speakers:
Sam Zell, Chairman Equity Group Investments, Real Estate
Leon Cooperman, Chairman & CEO, Omega Advisors, Long/Short Perspective -
Guest on Forex Analytix FACE with Dale "Coach" Pinkert, 2023 11 09
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Known throughout the industry as one of the best morning shows on the web, Dale began his career in operations on the CME floor for Dean Witter when they traded currency futures on chalkboards. He became a licensed Series 3 broker in 1976 and went on to own and operate Pinkert Commodities GIB. He became a Member of the CME (IOM) Division for a stint and his forecasts have been aired on many Financial media including CNBC.
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WealthStack EDGE Event 2023 - Speaker
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WealthStack is part of WealthManagement EDGE. WealthManagement EDGE features the wealth management industry's most powerful investment, technology, and practice management events – Inside ETFs, WealthStack, and RIA Edge.
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