Phase 1
The Missing Structure
Why most portfolios have no structure at all, and what a professional puts in place before a single dollar moves.
Without Day Trading, Paying Crazy Rates To Financial Advisors, Or Relying on the S&P 500

Hosted by an ex Wall Street investment banker
Free · live · limited seats
Educational content only. Not financial, investment or tax advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Results are not typical and are not guaranteed.
Phase 1
Why most portfolios have no structure at all, and what a professional puts in place before a single dollar moves.
Phase 2
The weekly routine an ex-Wall Street banker runs: look at the chart, read the market, write the thesis last. About 20 minutes a week.
Phase 3
How to sort every dollar into four buckets, with a protective floor built in, and run the whole thing in under 2 hours a week.
Phase 4
Bring the question you actually have about your own money and get it answered live, on the call.

Structure before stocks.
Former Wall Street IB · Founder of Alpha Desk
I spent multiple years as an Investment Banker at a Tier 1 Firm on Wall Street, brokering mergers and restructuring special situations deals, worth billions, along with other corporate finance + strategy roles at Fortune 100 companies, and now advising startups on fundraises. Then I left, started running my own money and eventually built a hands-off portfolio that takes me less than 2 hours a week to manage. Information was never the problem. The internet is full of stock calls with no analysis behind them, and nothing I found let me hold a diversified core and still take real, controlled risk with a small part of the portfolio. So I built the 4 Bucket Portfolio System. It's how I've run my own money ever since. I've since moved to Dubai. Now I teach the same structure through The Alpha Desk.
