Tag Archives: Irebal

Donald Capone – aka “The Brain” Honored Again!

Our platform vendor for managing assets is TDAmeritrade Institutional. They do a terrific job of helping us serve clients and offering a very low-cost platform that is non-proprietary and completely open, helping us act objectively, as a Fiduciary in an easy manner.

With multiple thousand fellow advisors using the platform, it is always flattering and an honor, when asked to help other advisors on how we utilize the platform – to better serve their clients as well!

Congrats Again – Donald – AKA “The Brain”

DC Irebal

Have a Great Monday!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

“The Brain” does Great …. Travels home

Getting away with fellow investment professionals, economists, CEO’s and specialized investment experts is always a blast. Yes we are nerds. A high point of the conference for me was non of these folks, all of which more information will be delivered in the near future. The high point of this event came from our very own.

Hollywood “The Brain” Does GreatDonald Capone TDA

Sneakily I sat in the crowd to listen to fellow professionals “uninhibited” comments. Happily they were terrific as Donald explained our use and implementation of several systems in great detail, but yet simplistically.

Donald Capone TDA

Oh…. Did I forget to say, after the roundtable, The Brain was asked to be filmed and interviewed for almost 30 minutes to help explain in even greater details our usage as a firm. Well Done!

Donald Capone Roundtable

Homeward Bound

As this is delivered, I am on my way home from a delightful trip where I had a wonderful time with some very long time friends in beautiful La Jolla and the afore-mentioned awesome interactions with professionals as well as Hollywood “The Brain’s” fabulous performance!

Landing well into darkness only to quickly travel to the new Perot Museum for a Y guys Friday night overnight in Museum sleepover awaits. No rest for the weary!

Talk to you next week, thanks for tuning in .. time to catch that plane!

John A. Kvale CFA, CFP

http://www.street-cents.com
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

 

Donald goes Hollywood …. Congrats

As mentioned recently, Donald Capone AKA “The Brain” was asked to speak at  our vendor event later this month.

Boom… Now A Press Release ? … Nice

From the press release today at 9 am :DCHeadshot

….. It’s one of the most important tools we use, because it lets us determine what needs to be rebalanced in minutes and then fire off trades. That’s powerful,” said portfolio manager Donald Capone of J.K. Financial Inc., a Dallas firm …..

 

Congrats Donald …  VERY WELL DONE …  Autograph please !!

John A. Kvale CFA, CFP

http://www.street-cents.com
http://www.jkfinancialinc.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

Congratulations, Donald “The Brain” … WELL DONE !

Yesterday while I was at the afore-mentioned two-day fire hydrant of company presentations and economic updates (more on that next week), what follows is more important. A call arrived to the office!

Donald “The Brain” Speaking at National event

The head of technology at our vendor, TDAmeritrade Institutional, has asked Donald to speak at THE NATIONAL CONFERENCE concerning very sophisticated systems used for portfolio management and rebalancing, called Irebal. irebal logo

This is a big deal!

  • About 4000 people will be at this event
  • Donald asked to explain how we implemented the systems (upon rollout he had it running in 48 hours)
  • Hope to help other advisory firms utilize Irebal in their practices (all friendly competitors)
  • Gentle software adjustment requests from Donald created the connection, and their understanding of his knowledge and ability (shhhh … I have known this all along ..haha … not kidding!)

This is a high-powered group of top-notch experts in the financial field, not a RA, RA session get together. It is a MAJOR honor to be speaking.

Donald…. Nervous yet ?… You will do fine… SUPER PROUD !   CONGRATULATIONS

Have great Friday and a super pre-Turkey day weekend!

John A. Kvale CFA, CFP

PS China ups the anti and Draghi jawbones …. more next week

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225