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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Justin Halverson, RICP, partner and lead advisor at Great Waters Financial.

Q4 2019 hedge fund letters, conferences and more

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Interview with Justin Halverson

 

Transcript

Hello podcast listeners. Today's very special episode with Justin Halverson, retirement income Certified Professional partner and lead advisor and Great Waters Financial. Before this, he was an agent at Guardian resources. He is a graduate of the University of Minnesota and studied entrepreneurship. In today's episode, we discuss his approach to retirement planning and his views on margin investing. I want to welcome Justin to the show, and I want to welcome my listeners...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid