Palo Alto, CAUSA 94306
August 28, 2012
No introduction yet
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My background is quant finance (BARRA, MFS, a few other gigs along the way). Spoke w/ Ken Fine a few months back...yes, we'll have plenty to talk about; looking forward to it.
Hi Shin, I'm working in the personal investment space - probably somewhat similar to your area but focused on providing an open platform for 401(k) advice. Check out what we're doing at www.kivalia.com; we crowd-source plans, provide ongoing advice to plan participants and measure our performance versus appropriate benchmarks. Happy to talk further if you'd like - either way I'll see you at the event next month!
We're doing some planning and meeting with partners this week...we should have something posted by the end of the week :)
Hi Shin...welcome to the Be Social Change Community! Excited to meet you at an upcoming event and hear more about how you plan on creating social change with money while retired (did I get that right?).