May 19, 2021
In case you missed the live event, we had five members of our investment committee face off in a stock pitch competition, where each pitch was maxed out at 10 minutes. The focus of the pitch competition was finding the most compelling market opportunity for the next 12 months. We hope this will give you a behind-the-scenes view of the types of companies the team looks for, questions they ask, and the due diligence that goes into vetting a company.
Spreaker Link (audio only): https://www.spreaker.com/user/...
Chief Investment Officer, Portfolio Manager
Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.