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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.