TTU51: Planning for Failure, Not Planning to Fail ft. Rob Hartman of Pacific Capital Advisors – 1of2

In starting any business, you run into unexpected roadblocks and challenges, and you learn something from each mistake. Our next guest is the founder of a trading firm who has grown his business twice and learned how to overcome the barriers in his way. We can learn a lot from someone who is ready for the unexpected whether it is good or bad.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

• About his childhood in Upstate New York and Pennsylvania.
• Rob’s interest in music and sports.
• How his early Rock and Roll career faired and how he went into the financial industry.
• How he got hired at IBM.
• His years at IBM and the lessons it taught him.
• How his fascination for trading started after he began a consulting business.
• The tipping point: when he went full-in to the trading business.
• How he learned about different strategies and tested them.
• When he came upon trend following and what made him stick with it.
• What kind of trend following he started with.
• How a drawdown taught him he needed to differentiate himself from other managers.
• The lessons that his first expansion stage taught him.
• The big event that happened after 2010 that changed everything.
• About MF Global and the meltdown of that firm.
• An overview of the programs that his firm runs.
• How he manages investor expectations with a small team.
• How he outsources operational roles in order to cut costs and remain a one-man shop.

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Send your questions to info@toptradersunplugged.com

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