Category Archives: Financial Leaders

Wes Edens: Climbing Mountains in Financial Advisory and the World

Published / by TheHI

Wes Eden is Co Executive Officer and the co-founder of Fortress Investment Group LLC. Fortress is a diversified investment manager created in 1998. It has grown to occupy offices all over the world, with over 900 asset management employees, over 1,750 clients and $43.6 billion in assets. Their largest asset is in credit private equity. Fortress seeks to assist individual clients and companies with undervalued assets or who have limited cash flows. They use innovative problem solving techniques to secure capital for these clients to give them the opportunities to expand. Wes Edens has been on the board of directors since 2006. His responsibilities lie in the company’s private equity, and in the publicly traded alternative investment businesses.

Wes Eden grew up in Montana and went to Oregon State University. There he received a B.S. in business administration in 1984. He started work three years later at Lehman Brothers as a managing director and partner. Then he went to BlackRock and worked in the private equity division. He was a managing director and partner till 1997. Finally, he co-founded Fortress Investment Group in 1998. He, his wife Lynn and their children now live in New York. He was ranked #962 in the 2008 Forbes billionaire list. According to BizJournals, Wes Eden’s take home pay was $54 million. Wes Edens is interested in many things outside of Fortress. He co-owns the Milwaukee Bucks with Marc Lasry, which he announced he would like to keep in Wisconsin and even build a new arena for the team. He also owns a team called FlyQuest.

FlyQuest is a professional video gaming team in eSports. ESports are a multi-player video game competitions that are played by professional video gamers. Millions of spectators watch online or in convention stadiums. The players compete for prize money, and the global eSports market was expected to make nearly $500 million in 2016. The organizations became quite popular in the 2000’s, and have over 17 million spectators now. The FlyQuests are competing in the North American League of Legends Championship Series. In his down-time, he enjoys mountain climbing, and horseback riding. Wes Eden’s work ethic and career show that he not only has the grit to make great things happen, but he has a fun side too. Whether he is assisting clients and his company in their efforts to grow, or climbing the next biggest peak, he hasn’t shown signs of slowing down.

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How Louis Chenevert Made a Name for Himself and UTC

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Louis R. Chenevert is a Canadian businessman, known for his contribution as the chairman and CEO of United Technologies Corporation (UTC).

Early Life and Education

Louis Chenevert was born in 1958 in Canada. He attended the HEC Montreal College where he graduated with a Bachelor’s Degree in Production Management. In May 2011, Louis was awarded an honorary doctorate by HEC Montreal. Currently, he oversees the management and control of the HEC Montreal International Advisory Board. He also adds up as the founding chairman and director of the Board of Directors for the Friends of HEC in Montreal.

Career Path

Louis’ professional career began in 1985 when he got employed at General Motors. He worked for this company for more than a decade before tendering his resignation to join the Pratt and Whitney company in 1993. After six years of hard work, Louis was elected as the president of the company. In the year 2011/12, he was given the Business Council Vice-Chairman position. Apart from the companies that have been mentioned, Louis currently works for the Goldman Sachs Merchants Banking Division as an Exclusive Advisor.


Throughout his illustrious career, Louis has earned himself a substantial amount of accolades from different individuals and companies. For instance, the National Building Museum awarded Louis with the Honour Award in the year 2009. Two years later in 2011, he received an honorary doctorate award from his former school the HEC Montreal.

His Time at UTC

The success of United Technologies can be squarely credited to Louis, an accusation that he is okay with it since he knows how much he has helped the company grow steadily. While working for UTC, Louis was able to create and balance various portfolios for different companies that worked with UTC.

Louis joined UTC when the company was still struggling to make an impact on a global platform. For the period that he was with the company, the company recorded ground-breaking profits, as well got into various partnership deals with other companies. For example, UTC signed business deals with companies such as Chubb Security, the acquisition of the Sundstrand Corporation which would later merge with UTC Hamilton Standard Unit to give life to Hamilton Sundstrand.

Paul Mampilly Making Notable Trends In The Investment Industry

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Paul Mampilly is a former hedge fund manager, an American investor, and winner of the Templeton Foundation competition. He has been on Fox Business News, Bloomberg TV, and CNBC.

Mampilly founded the well-known newsletter Profits Unlimited and used his experience, skills, and knowledge as a former insider of Wall Street to guide his subscribers into investment primed to shoot higher.

Career History

The Indian origin developer moved to the US as a young man and joined Wall Street. Mampilly started his profession in 1991 at Bankers Trust as an assistant portfolio manager. From there, he rose to executive positions and began managing accounts for a private Swiss banking and the Royal Bank of Scotland.

Paul Mampilly was hired as a key manager at Kinetics Asset Management. Under his leadership, the assets of the entity increased to $25 billion. Barron named the firm as one of the best worldwide for averaging 26% returns in a year during Paul’s tenure.

Personal Achievements

Most notably, he participated in the investment competition held by the Templeton Foundation. Mampilly was able to generate a return of 76% income in a year from $50 million capital. He has a remarkable record in his saving account. The investor, Paul Mampilly saw an opportunity in Sarepta Therapeutics in 2012 regardless the company been in its infancy developing stage. After eight months, Paul sold for a 2,539% profit. Paul Mampilly also pooled his resources in Netflix in 2008 and sold in 2010 for a 634% margin.

Current Occupation

Paul Mampilly took a new turn of his life at the age of 42 after making a series of investment incomes. He now works on helping Main Street Americans and not the ultra-rich. In 2016, the famous entrepreneur started writing Profits Unlimited to find appreciating stocks. He has received positive feedbacks from his readers who have benefited from his work.

Mampilly manages two elite trading services True Momentum and Extreme Fortunes. The author publishes a weekly column for Winning Investor Daily. He maintains a solid plan of action to withstand the harsh market condition. His interests include assisting Main Street Americans to get wealth in small-cap stocks, growth investing technology, and special opportunities.

Paul Mampilly Is Showing People The Simplicity Of Making Quality Investments

Published / by TheHI

Paul Mampilly has always been one to find a great deal in making good investments, and he is currently showing audiences in middle class and blue collar backgrounds how to do it at his newsletters published through Banyan Hill. He explained that he started these newsletters because he felt these groups of people were ignored by Wall Street and could do better than what most experts were telling them. It didn’t take long before his subscribers found out just how well his investments were performing and soon his newsletter Profits Unlimited had over 60,000 followers. He’s had several focus areas he’s invested in according to Ideamensch.

First, Mampilly looks for trends involving the connections of the internet from finance, to automated technology and smart technology. Second, Mampilly says that millennials are an important piece of the investing puzzle because the kind of services they like are what disruptive technology companies are going to be bringing in the future. Mampilly also says that he has learned to adapt and find out what he could be wrong about because that allows him to broaden his perspective in investing and find something new.

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Paul Mampilly was born in India but came to the US to get an education in finance. He later said he might have learned how to invest on his own had he known how much better he could have done for himself, but was pleased to work for the companies he did. He started at Deutsche Bank as a research assistant, but then moved to ING, Sears, Banker’s Trust, and Royal Bank of Scotland where he started managing big investments. He was then recruited by Kinetics International hedge fund to join their portfolio managers. He helped grow the client base and assets under management here all the way to $26 billion, and found investment paths that yielded over 26% in annual returns.

Mampilly made his biggest investment on Wall Street when he grew a $50 million fund to $76 million in just one year during the recession. But then he started making enough money that he retired at just over age 40. He began finding investments that few people saw coming into large profits that included CEMEX, Netflix, Facebook and Sarepta Therapeutics which grew from infancy stage to over 1,000% in stock gain in a short period, and Mampilly was happy to have capitalized on them. In addition to Extreme Fortune and Profits Unlimited, Mampilly is now putting together True Momentum, a 2017 newsletter.

Watch video on YouTube about buying stocks and Paul Mampilly’s advice.

Richard Blair Wealth Solutions

Published / by TheHI

In our current economic climate, there is a numerous amount of people throughout the nation who are searching for a resource that will provide them with the opportunity to develop a flowing and steady income, preserve their assets, and afford them the ability to pass on their legacy to future generations. Constantly working overtime during your youth does not necessarily guarantee fixed financial stability and savings at the age you are ready to retire. With active planning and successful investing, the right steps are taken to ensure proper financial growth. Richard Blair is a man who has the mindset that can satisfy the financial needs of the people as well as provide them with a financial plan for their future. Blair graduated college with a vision to help people from all walks of life attain financial freedom. With an esteemed financial background and his certifications in CAS, CES, RICP, and CFS, Blair’s vision was manifested in 1994 when he started his own independent investment advisory firm entitled Wealth Solutions. The company is based in Texas and offers wealth management, financial planning and retirement planning for individuals, families and small business owners whose goal is to eventually retire.


Richard Blair of Wealth Solutions had a vision that was directly honed by the work ethic of his grandmother, mother, and wife who were all teachers. From these influential women in his life, Blair witnessed the impact that teaching has on the knowledge and confidence of an an individual. Blair’s innate gift for finance coupled with his desire to help people allows him to asses a client’s present financial status and future retirement needs. A process called the Three Pillar Approach is a 3-step plan that serves as a financial roadmap designed to help clients avoid the common drawbacks they may experience. The approach implements strategic plans that identifies the client’s goals, strengths, risks, and opportunities for new growth along with providing short and long term investment strategies. It also addresses the client’s insurance needs. Through his proven approach, Blair bridges the gap between clients planning for retirement and their ability to afford their lifestyle while living out their retirement.



An Entrepreneurship Journey

Published / by TheHI

David Osio went to school in Latin America and Venezuela where he took an interest in banking law. He always rose from a mere employee to the helm of various organizations and the skills acquired propelled him to operating his businesses across different cities in the world. His effort and experience have gifted him handsomely.

In 1981, he joined OPED Enterprise where he was in charge of coffee exports. While in the company, he was appointed CEO. He exercised his skill and put the effort to make the organization better concerning achieving its goals. Later, he joined Letco Commercial Companies. He was responsible for structuring markets strategies that would fit the US market. It was his duty to develop programs that would guarantee success in the United States market. It was such an influential position in the organization.

It was until 1984 that he turned his back on Letco and focused his energies on International Banking Law. The same year, he joined Caracas’ MGO. While in MGO, he handled a myriad of corporate clients like Consolidated Bank and Ferro Corporation, among others. Later on, he developed the desire to focus on International banking law and after giving much thought, he settled for Banco Latino International. At BLI Miami, he increased client portfolio and stabilized the company. He was later appointed the Vice President of Banking Commercial.

In 1993, he was inspired to start his business and use the experience and skill he has acquired. He formed Davos Financial Group in Venezuela. It was the first of the kind in the country, and it focused on providing financial advice to banks and other organizations. Later, he acquired licenses to establish companies in other cities of the world. He settled in New York, Panama, Geneva, and Miami. The ability to have the unique clientele has developed his business from a national to an international platform.

The success is supported by the fact that his companies undertake corporate social responsibility across the world. They have taken upon themselves to work with non-governmental organizations and impart culture on communities that seem to be losing track if their own. Also, they support other international foundations that help children have a successful life. The business has grown to be an empire headed by an icon who is well versed in business and international banking law. He understands the challenges of doing cross-border business and the regulations that come with it.

Follow David Osio on Twitter and Crunchbase

Davos Real Estate Group Releases a Groundbreaking Real Estate Application

Published / by TheHI

David Osio, the Founder and Executive Director of Davos Financial Group, together with a group of other Directors such as Pablo Bausili and Gerard Gonzalez unveiled a new innovative mobile application. The new application dubbed, Davos CAP Calculator. Davos Real Estate Group launched the application with the intention of estimating the expected return on real estate investment for their customers.

The Davos CAP Calculator

For about six months, the Executive Director of Davos REG, Gerard Gonzalez, has been collaborating with Tecknolution on the development and design of the application. The tool factors in the expenses associated with a given real estate property in a bid to give out an estimation of the expected gain.

David Osio commended the Davos REG for the incredible effort in coming up with an application that was in line with the goals of the larger company. According to Osio, the new tool would allow the company to offer its clients proper financial guidance when planning to venture into the real estate market in the United States.

The app, which was released by Osio and his team of Directors, was made available on both Android and iOS devices. According to the management team behind the launch, the application marked the initial release of a series other complementary tools or applications. The additional tools are expected to have the ability to spot properties via a mobile device as well as help a client to forward various historical real estate details to his or her agent at Davos Real Estate Group. Clients will be in a position to do so via an interactive chat with their agents.

Davos Financial Group

Osio is in charge of the Davos Financial Group, which oversees the operations of other independent subsidiaries such as the Davos Real Estate Group (REG).He possesses a significant understanding of financial practices, which contributed significantly to founding an International financial group, the Davos Financial Group. Osio is an alumnus of the Catholic University Andres Bello in Venezuela where he attained his law degree. The institution is also credited for other major courses such as finance and banking.

Before founding the financial conglomerate, he attained further studies from IESA as well as the New York Institute of Finance. In these institutions, Osio studied banking and share portfolio management. His vast knowledge in financial and legal matters garnered him a managerial post in the Latino International Bank based in Miami (the Private banking division). Later in 1993, he decided to follow his own venture.

Ms Helane Morrison Determined To Clean Up The Dirt

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Helane Morrison started out as a journalist before entering the government service industry. Once she had a chance in the governmental sector, she has thrived to ensure that corruption is reduced tremendously while ensuring that the rights of the vulnerable are met. She is one of a kind who has high ethical integrity and the will to do what is right by following the rules.

There is a lot of soiled reputation among the business and finance enterprises that led Helane to work to expose corrupt brokers as she reforms the financial sector. Being in the industry for more than thirty years, she has stayed determined, incredibly charismatic and authoritative in making the changes needed.
In 2007, the global economic crisis challenged many people after their investments disappeared. Investors were wondering if their money was safe with the various institutions they were relying on for future use. This crisis unveiled fraud, bevvy of unhandled deals, as well as falsified records leading to collapse in stock markets, unemployment and the trust in various financial institutions, was lost. Individuals did not hesitate in liquidating their assets to gold instead.
As the 2016 presidential elections come closer, the economists, as well as the investors, are not relaxed. This is because the presidential race always has a toll on the economy and investors usually take hold of their assets, and this significantly slows down the stock market.
Due to the scandals and unrest caused in the financial sector, no security or faith could convince the investors. Additionally, the salary in today’s economy is making it difficult to attain the necessities hence investing has maintained its popularity as a way to accrue wealth.

The firm and untameable Ms Helane Morrison finished her degree in Journalism and continued with her Doctorate as she worked as the Editor in Chief of the law review of the University. She gained considerable experience working as the law clerk and within a short time she developed a passion for equality.
Helane was in charge of a team of a hundred employees who raised her position to full partner in 1991.
She had the power to protect individuals and organizations from fraud. She was in the position for eleven years, and her accomplishments were highly impressive. She was in charge of high-profile implementation actions. Her successes led her to be first Head of Commission and Regional Director (WS Journal article).
Helane Morrison knew how to balance her work with the rest of her life. She was on the boards of other top organizations. She was even awarded as the Most /influential Woman in the Bay Area Business.
To learn more about Helane’s professional accolades visit this link or to get the latest news on her life and career, visit the following site: