Julian Koski

Gründer bei

New Age Alpha Advisors LLC

Finance

Commercial Services

Consumer Services

Profil

Mr. Julian Koski is a Co-Founder & Chief Investment Officer at New Age Alpha Advisors LLC.
He is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer.
Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing and distribution efforts across all product offerings and investor groups.
Over the past 20+ year partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms.
Mr.Koski and Armen co-developed New Age Alpha's ERFTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions.
Prior to establishing New Age Alpha, Koski and Armen Co-Founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009.
At Transparent Value, Armen and Koski invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm.
He was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.
He received his undergraduate degree from the University of South Africa.

Aktive Positionen von Julian Koski

Unternehmen	Position	Beginn
New Age Alpha Advisors LLC New Age Alpha Advisors LLC Investment ManagersFinance Provides investment advice	Gründer	09.08.2018
New Age Alpha LLC New Age Alpha LLC Investment ManagersFinance Operates as an investment management firm	Gründer	01.01.1998

Alle aktiven Positionen von Julian Koski

Ehemalige bekannte Positionen von Julian Koski

Unternehmen	Position	Ende
Transparent Value Advisors LLC Transparent Value Advisors LLC Investment ManagersFinance Transparent Value Advisors (TVA) uses a proprietary investment methodology, the Required Business Performance (RBP), as well as fundamental, cyclical and technical analysis to identify and evaluate investment opportunities. TVA's investment approach focuses on measuring the performance implied (i.e., RBP) in the price of a stock and then benchmarking that implied performance against management’s ability to perform in the past (i.e., RBP probability). The RBP methodology is a reverse discounted free cash flow analysis using a company’s current stock price, its income statement, balance sheet and cash flow statements to determine what the current price of the stock implies about future free cash flow and RBP. Investments may include small-, mid- and large-cap common stocks, derivatives, REITs, US Government securities, repurchase agreements, mutual funds, and ETFs. Portfolios are not actively managed and are designed to track a quantitative strategy index. Portfolios may or may not offer a high degree of correlation within the index. In addition, assets within portfolios are concentrated in an industry or group of industries to the extent that the index concentrates in a particular industry or group of industries. Portfolios may also be non-diversified.	Vorstandsvorsitzender	31.07.2015
CFO Advisory Group, Inc. CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides executive services to growing companies	Corporate Officer/Principal	01.01.1988
Financial Resource Group LLC	Corporate Officer/Principal	30.06.2002
Guggenheim Partners Investment Management LLC Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies.	Portfolio Manager-Aktien	-
Ernst & Young LLP Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services	Corporate Officer/Principal	-

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Private Unternehmen

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Unternehmensverbindungen

Private Unternehmen	10
Ernst & Young LLP Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services	Commercial Services
Transparent Value LLC Transparent Value LLC Regional BanksFinance Provides financial information services	Finance
Transparent Value Advisors LLC Transparent Value Advisors LLC Investment ManagersFinance Transparent Value Advisors (TVA) uses a proprietary investment methodology, the Required Business Performance (RBP), as well as fundamental, cyclical and technical analysis to identify and evaluate investment opportunities. TVA's investment approach focuses on measuring the performance implied (i.e., RBP) in the price of a stock and then benchmarking that implied performance against management’s ability to perform in the past (i.e., RBP probability). The RBP methodology is a reverse discounted free cash flow analysis using a company’s current stock price, its income statement, balance sheet and cash flow statements to determine what the current price of the stock implies about future free cash flow and RBP. Investments may include small-, mid- and large-cap common stocks, derivatives, REITs, US Government securities, repurchase agreements, mutual funds, and ETFs. Portfolios are not actively managed and are designed to track a quantitative strategy index. Portfolios may or may not offer a high degree of correlation within the index. In addition, assets within portfolios are concentrated in an industry or group of industries to the extent that the index concentrates in a particular industry or group of industries. Portfolios may also be non-diversified.	Finance
CFO Advisory Group, Inc. CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides executive services to growing companies	Commercial Services
University of South Africa University of South Africa Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Horwath Velez & Co. PSC Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington, DC.	Commercial Services
Guggenheim Partners Investment Management LLC Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies.	Finance
Financial Resource Group LLC
New Age Alpha Advisors LLC New Age Alpha Advisors LLC Investment ManagersFinance Provides investment advice	Finance
New Age Alpha LLC New Age Alpha LLC Investment ManagersFinance Operates as an investment management firm	Finance