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Katina Stefanova is CIO and CEO of both Marto Capital, a systematic multi strategy asset manager. The genius of global i

Katina Stefanova is CIO and CEO of both Marto Capital, a systematic multi strategy asset manager. Ms. Stefanova has extensive global investment and management experience in the asset management industry. She's a investor, strategic advisor, and founder of a number of financial services companies including AcordIQ. Ms. Stefanova is a contributor to Forbes and The Hedge Fund Journal and a frequent speaker at industry events.

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Katina Stefanova is CIO and CEO of both Marto Capital, a systematic multi strategy asset manager. The genius of global i

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  1. Katina Stefanova - That the genius of global investments Katina Stefanova is the daughter of the vice president of a government-owned metallurgy business. She has an extensive experience from top asset management. In this guide we will talk about her life and career path, in addition to share her company secrets. She is an investment management genius with 20 years of expertise within this field. Initially, she studied at a school with the profound training of the English. And finally, in 2003, she finished the master's program the Harvard Business School. Annually after graduation, she was leading an international growth of Seattle AdRelevance, the firm, measuring the efficacy of Internet advertising. After 2 years she arrived to work in IBM, one of the world's biggest producers and suppliers of hardware and applications, in addition to IT and consulting solutions. Additionally, she was an adviser of an investment finance - Berkeley Capital Partners in Russia. In HBS, she was great at asset management, market and investment world. And after the presentation of this research manager of Bridgewater Associates - Greg Jensen, she decided to work in his company. Since 2005, she has been a senior investment associate in Account Management with duties in account management, client service, fund accounting, information technology and operations, coordinating the management committee. Almost instantly, the creator and CEO of this company noticed her achievement in development a investment plan and chose her to lead this business function. Katina Stefanova You can find out more For almost 9 years, she served as a Senior Executive and Management Committee Advisor in one of the largest hedge fund in the world - Bridgewater Associates, led by Ray Dalio. Throughout the time she's been operating, this firm grew from about 20 to 160 billion dollars. In the conclusion of her career in this company, she led almost all trade departments there: Back and Middle Office Technology, Fund Accounting, Operations, Tax, Compliance and Legal. Additionally, she overhauled the regulatory frame at Bridgewater, and that increased its efficiency by 30 percent. Despite her eminence along with a good salary, her career advancement did not end there. In 2016, after moving from Westport to New York, she founded the Investment Banking company - Marto Capital, known for her father's former company. Her new small business aim was to meet the unmet needs of investors by offering systematic, economical and cost-effective investment solutions, generating significant profit even in a world with economic crisis. From 2016 to the present, she combined with PERRY POULOS, has been the CEO & CIO of the New York Marto Capital. Along with making important strategic decisions and ensuring sustainable growth of her company, her responsibilities include solving the organization's technological problems and ensuring data security. The company provides consulting services, long-term planning, and developing plans for investors. The company's clients consistently receive exceptional returns on their market investment. The company has a membership of just 25, but that doesn't stop them from being the best in their field. The company's shareholders are former clients of Katina's former boss, Bridgewater Associates CEO - Ray Dalio. She, along with two coworkers developed the frame of"Disruption in investment". In 2015 conference with VP Securities in Denmark she said:"disruption is when you create a product or a service, that creates a new marketplace, brings new customers together along with a new service that you have not thought of". This requires the invention of a wholly new product, low rates, which big companies don't undertake, because there's a risk of losing a lot of cash. However, there is a likelihood of exploding the marketplace with an innovative solution, as the Toyota and Apple once did. According to this concept, you will find external and internal drivers for this breach.

  2. Few Important principles of the Prosperous sparking disruptive innovations: If You Would like something to endure, you have to risk letting it collapse; An organization's capabilities specify its disabilities; Ups and downs are inevitable; You mustn't be successful from the very start. Just locate an underserved market and begin providing great, easy and cheap services there. Customer requests are changing continuously. The favorite product can be constantly created. As Katina Stefanova stated in precisely the exact same address:"Asset management is currently impacted by both external and internal disruptive tendencies, making it particularly prone for disruption". In a recent interview, Katina Stefanova named one of the tumultuous trends are passive handling of portfolios, including index funds and ETFs. According to her, this has several benefits over failed in 2008 conventional risk management models. Firstly, ETF carry very low management charges, and secondly, they enable investors to acquire access to a broad spectrum of investment opportunities in a much lower cost. Now Katina continues to successfully develop her investment and consulting business through the actions of Marto Capital and AcordIQ, where she's now a co-founder. Additionally, she knowingly practices conducting master classes and briefs at conferences and pitch meetings, in which she shares her experience in the industry of consulting investments and business. Her articles and research papers have been published in Forbes magazine from 2014 to the current moment.

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