Skip to content

Stephen Cucchiaro - 3 Edge Capital Management

Photo of
Hosted By
Jeff O. and Mary

Details

Boston Investor’s Group
Wednesday, September 28, 2022
7:00 PM EDT

Please RSVP! A Zoom link will be provided to registrants.

Trading a challenging market -- What's Next?
By Steve Cucchiaro, President and CEO, 3Edge Capital Management

This presentation will examine valuation, macro-economic and investor behavioral metrics to help determine the likely next stage for the U.S. stock market. We will also examine the key factors affecting a variety of global asset classes and discuss asset allocation strategies to generate return while minimizing risk.

Stephen J. Cucchiaro is President and Chief Investment Officer of 3EDGE Asset Management. In over 35 years of studying the global capital markets and managing investment portfolios, Mr. Cucchiaro has become known for his use of proprietary investment research methods including the application of concepts from engineering, system dynamics, complexity economics and multi-player game theory in order to analyze the global capital markets. Mr. Cucchiaro began managing investment portfolios in 1994. He was the founder and served as President and Chief Investment Officer of Windward Investment Management, which was acquired by Charles Schwab in November 2010. At the acquisition, Windhaven Investment Management continued the business of Windward. From the early days of Windward through June 2014, assets under management under Mr. Cucchiaro’s tenure grew from less than $75 million to nearly $20 billion. After more than three years working towards a successful transition following the acquisition, Mr. Cucchiaro left Windhaven in June of 2014.

Mr. Cucchiaro has appeared on Bloomberg TV and Radio, CNBC, Consuelo Mack’s WealthTrack and the Nightly Business Report, and has been quoted in The Wall Street Journal, Barron’s, The Financial Times, Forbes and BusinessWeek.

Mr. Cucchiaro has an SB in Mathematics from M.I.T. and an MBA in Finance from the Wharton School at the University of Pennsylvania. During the late 1970s, Mr. Cucchiaro was a member of the US Olympic Team in yacht racing and became national champion of his class in 1978 and Gold Medalist in the 1979 Pan American Olympic Games. He serves on the Board of Directors of the Institute for Health Metrics and Evaluation (IHME).

***

We will be using Zoom for the virtual meeting. Bring your curiosity and your great questions and comments for a fun and productive discussion. This Meetup is free. If you would like to contribute, please go to https://paypal.me/JeffOrrik/10 .

Boston Investor's Group
Boston Investor's Group
See more events
Online event
This event has passed