Equitas Navigator Tactical Funds Officially Turns 3!​

https://www.youtube.com/watch?v=8k99ncJX2AE

Equitas Capital team and partners celebrate a successful benchmark-beating 3 year track record with cake, champagne, and an AI-assisted market close!

>

In 2002, Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions^® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices.

Disclosures and Disclaimers:
Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. It is not an offer to sell or solicitation to buy any security. The specific securities used are for illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security.

Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. This publication does not involve the rendering of personalized investment advice.

Charts and references to returns do not represent the performance achieved by Equitas Capital Advisors, LLC, or any of its clients.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

All investment strategies have the potential for profit or loss. There can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Past performance does not guarantee future investment success.

Investors today face no shortage of threats — from inflation and interest rates to geopolitical turmoil and emerging technologies. Yet amid all the headline-grabbing dangers lies a far more certain and potentially catastrophic risk, one so embedded in our daily lives that it’s often overlooked. Its probability is 100%, its consequences could reshape the nation, and its growth has quietly outpaced every major crisis of the last century.

The most dangerous risk to investors may not be what you think — and it’s already here…

Derek Fossier speaks to Tulane MBA students about technology disruption, algorithmic trading, and how the two intersect with active portfolio management, as part of the A. B. Freeman School of Business’s MBA Speaker Series.

Equitas President Mentors Tulane MBAs on Technological Disruption

It was a true honor to return to Tulane University — A.B. Freeman School of Business, for the MBA Speaker Series! Stepping back into those halls brought back a flood of great memories from my MBA years at Tulane. Thank you to Brent Rosen for the invitation, and to my fellow panelists, Alejandra Guzman and Jennifer Barr, for the insightful discussion.

David Thomas spotlighted by Investments & Wealth Monitor as part of the publication’s 40th-anniversary retrospective.

Bond Seminar with River Canyon

>

Equitas Hosted River Canyon, a world class bond manager, in New Orleans

After discovering River Canyon years ago, Equitas and our clients have had a great experience with River Canyon.  River Canyon sponsored this luncheon to deepend the education of our clients and guests on the fixed income market.

After a brief networking opportunity, David Thomas began with a brief overview of the Strengths of Service of Equitas, and introduced the other speakers.  Derek Fossier covered the time-tested research process of Equitas staff, and basics of the bond market.  Sam Heid with River Canyon finished by explaining their unique view of the markets which had a 8.5% yield as of 3/31/24.

In 2002, Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions^® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices.

Disclosures and Disclaimers:
Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. It is not an offer to sell or solicitation to buy any security. The specific securities used are for illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security.

Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. This publication does not involve the rendering of personalized investment advice.

Charts and references to returns do not represent the performance achieved by Equitas Capital Advisors, LLC, or any of its clients.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

All investment strategies have the potential for profit or loss. There can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Past performance does not guarantee future investment success.

With 20 years in business, Equitas Capital Advisors LLC has seen major changes in the financial planning industry. Some of these include using artificial intelligence technology to assist advisers with how to design, build and deliver financial solutions for clients that include corporations, endowments, foundations, family offices and high-net worth individuals. Founder David Thomas talks about how the company has transitioned over the past two decades and what he sees for the future.

What are the biggest changes in your industry you’ve seen?

Speed. We can now go into a bear market in one month when it used to take a year. This speed of change is due to both technology and (market) indexing and has produced a thundering herd mentality.

What are some things that have stayed the same since you started Equitas?

Human nature has not changed in 20 years, or ever. However, due to technology, the speed at which human nature affects the market has accelerated. We have to remember that nobody can time the market.

How is developing technology such as AI affecting the investment business?

The speed of change will only increase. The technology used in investment management will increase. Equitas has already done some work with A.I. on portfolio management, which we think is promising but too early in the game to really tell. It may become a tool that we use to help our clients meet their goals.

Equitas Capital Advisors Wins Hedgeweek Americas Award

alt=”David S. Thomas” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/04/Samples-213crop-1024×684.jpg 1024w, https://equitas.capital/wp-content/uploads/2022/04/Samples-213crop-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2022/04/Samples-213crop-768×513.jpg 768w, https://equitas.capital/wp-content/uploads/2022/04/Samples-213crop.jpg 1104w” sizes=”(max-width: 800px) 100vw, 800px” />

New Orleans-based Equitas Capital Advisors was awarded the Hedgeweek Best Multi-Strategy, Multi-Manager Fund Award for its Equitas Evergreen Fund in October, 2021. The winners of the Hedgeweek Americas Awards represent the prior year’s best in the American hedge fund industry. The annual awards are presented by Hedgeweek in conjunction with Bloomberg.

Equitas Evergreen Fund was launched in July 2003 and manages alternative investments representing seven investment strategies across a combination of 18 funds managed by 12 mangers. Not only did the Evergreen Fund attain the Hedgeweek award, the fund ranks in the top 10 of the Bloomberg Database for the last one, three, five and 10-year periods worldwide in the category of Multi-Strategy Hedge of Hedge Funds.

“This award is the culmination of years of effort we poured into the Equitas Evergreen Fund,” said Equitas CEO and founder, David Thomas. He credits the Hedgeweek award to the strength of their organization, personnel, due diligence process and resulting performance.

Equitas Capital Advisors, LLC, was engineered to blend the resources of a large corporation with the flexibility of a local, independent firm. The purpose of Equitas is to design, build and deliver financial solutions for investors. Founded in 2002, Equitas Capital Advisors, LLC has 237 years of combined investment consulting experience. The firm is located in downtown New Orleans and serves clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.

SEE FULL ARTICLE:

In 2002, Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions^® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices.

Disclosures and Disclaimers:
Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. It is not an offer to sell or solicitation to buy any security. The specific securities used are for illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security.

Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. This publication does not involve the rendering of personalized investment advice.

Charts and references to returns do not represent the performance achieved by Equitas Capital Advisors, LLC, or any of its clients.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

All investment strategies have the potential for profit or loss. There can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Past performance does not guarantee future investment success.

Equitas Capital Advisors President Derek Fossier mentoring the Tulane Algorithmic Trading Club

alt=”Tulane Algorithmic Trading Club” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/06/Tulane-Algorithmic-Trading-Club-1024×683.jpg 1024w, https://equitas.capital/wp-content/uploads/2022/06/Tulane-Algorithmic-Trading-Club-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2022/06/Tulane-Algorithmic-Trading-Club-768×512.jpg 768w, https://equitas.capital/wp-content/uploads/2022/06/Tulane-Algorithmic-Trading-Club-1536×1024.jpg 1536w, https://equitas.capital/wp-content/uploads/2022/06/Tulane-Algorithmic-Trading-Club-2048×1366.jpg 2048w” sizes=”(max-width: 800px) 100vw, 800px” />

Equitas Capital Advisors President Derek Fossier spent the Spring semester mentoring students in the Tulane Algorithmic Trading Club. Here he is shown with Christopher Minklei who won the $500 prize for top algorithm and Reed Stephens, former President of the Club and creator of StockBlocks — a website to backtest algo trading strategies.

In 2002, Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions^® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices.

Disclosures and Disclaimers:
Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. It is not an offer to sell or solicitation to buy any security. The specific securities used are for illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security.

Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. This publication does not involve the rendering of personalized investment advice.

Charts and references to returns do not represent the performance achieved by Equitas Capital Advisors, LLC, or any of its clients.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

All investment strategies have the potential for profit or loss. There can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Past performance does not guarantee future investment success.

Equitas Capital Advisors Promotes Fossier, Hires Punyani

alt=”Equitas Capital Advisors Promotes Fossier, Hires Punyani” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/06/BizArticle-1024×683.jpg 1024w, https://equitas.capital/wp-content/uploads/2022/06/BizArticle-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2022/06/BizArticle-768×512.jpg 768w, https://equitas.capital/wp-content/uploads/2022/06/BizArticle.jpg 1199w” sizes=”(max-width: 800px) 100vw, 800px”>

New Orleans-based Equitas Capital Advisors has named Derek Fossier president and hired Rohit “Ro” Punyani to fill the role of senior wealth advisor.

Previously, Fossier served as an investment management consultant, chief compliance officer and, earlier, investment analyst. As president, he manages vendors, employees and projects to deliver the best quality service for clients. Fossier will continue to serve as chief compliance officer in his new role, overseeing a comprehensive risk management system that he developed. Fossier joined Equitas in 2008 after earning his MBA and BS (in economics) from Tulane University.

Prior to joining Equitas Capital Advisors, Punyani formed and operated a long/short managed futures hedge fund. He also served as chief investment officer of the wealth management group of United Bankshares, where he oversaw approximately $4 billion of assets across multiple classes for high net worth individuals, institutions, nonprofits and pension funds. He earned his MBA from Georgetown University and a Bachelor of Arts degree in economics from Colby College. Punyani’s addition to the team sees Equitas expanding its clientele in the Mid-Atlantic.

Equitas Capital Advisors was engineered to blend the resources of a large corporation with the flexibility of a local, independent firm. The purpose of Equitas is to design, build and deliver financial solutions for investors. Founded in 2002, the firm is located in downtown New Orleans and serves corporations, endowments, foundations, family offices and high net worth individuals.

SEE FULL ARTICLE:

In 2002, Equitas Capital Advisors, LLC was established as a unique company that blends the resources of a large global corporation with the flexibility of a small boutique firm. The registered service mark of Equitas Capital Advisors is Engineering Financial Solutions^® and the purpose of Equitas is to design, build, and deliver investment solutions to meet the goals and objectives of our investors. Equitas Capital Advisors, LLC located in New Orleans, has over 200 years of combined investment management consulting experience providing professional investment management services to investors such as foundations, endowments, insurance companies, oil companies, universities, corporate retirement plans, and high net worth family offices.

Disclosures and Disclaimers:
Above information is for illustrative purposes only and has been obtained from reliable sources but no guarantee is made with regard to accuracy or completeness. It is not an offer to sell or solicitation to buy any security. The specific securities used are for illustrative purposes only and not a recommendation or solicitation to purchase or sell any individual security.

Equitas Capital Advisors, LLC is registered as an investment advisor with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.

Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author on the date of publication and are subject to change. This publication does not involve the rendering of personalized investment advice.

Charts and references to returns do not represent the performance achieved by Equitas Capital Advisors, LLC, or any of its clients.

Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.

All investment strategies have the potential for profit or loss. There can be no assurances that an investor’s portfolio will match or outperform any particular benchmark. Past performance does not guarantee future investment success.

Rachel Kaplan has been named president of Equitas Partners LLC

alt=”Rachel Kaplan” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/05/Small-Size-31-1024×683.jpg 1024w, https://equitas.capital/wp-content/uploads/2022/05/Small-Size-31-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2022/05/Small-Size-31-768×512.jpg 768w, https://equitas.capital/wp-content/uploads/2022/05/Small-Size-31.jpg 1199w” sizes=”(max-width: 800px) 100vw, 800px” />

Rachel Kaplan has been named president of Equitas Partners LLC, the entity that manages the firm’s award-winning Evergreen Fund.

READ MORE:

2021 HFM US performance award – Equitas Evergreen Fund

alt=”2021 HFM US performance award – Equitas Evergreen Fund” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/04/hfm.jpg 500w, https://equitas.capital/wp-content/uploads/2022/04/hfm-300×168.jpg 300w” sizes=”(max-width: 500px) 100vw, 500px” />

New Orleans-based Equitas Capital Advisors earned the 2021 HFM top performance award for its Equitas Evergreen Fund. HFM partners with Bloomberg annually to celebrate the top US hedge funds. The Evergreen Fund won the award held November 3 in New York in the category of “Hedge Funds Under $1 Billion.”

READ MORE:

Equitas announces the addition of Nicholas S. Thomas

alt=”Nicholas S. Thomas” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/06/Small-Size-14-1024×683.jpg 1024w, https://equitas.capital/wp-content/uploads/2022/06/Small-Size-14-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2022/06/Small-Size-14-768×512.jpg 768w, https://equitas.capital/wp-content/uploads/2022/06/Small-Size-14.jpg 1199w” sizes=”(max-width: 800px) 100vw, 800px” />

David S. Thomas, Jr., CEO of Equitas Capital Advisors, LLC announced the hiring of Nicholas S. Thomas, to the company as a Junior Analyst.

Nicholas earned his Bachelor of Business Administration degree with a major in finance at Southern Methodist University’s Cox School of Business in Texas. Nicholas is a native of New Orleans and a graduate of Metairie Park Country Day School. He received the Robert Montgomery Award for attaining 10 varsity letters during his high school sports career. Nicholas won 2 city and 2 state chess championships and placed 5th in the annual national chess tournament. Nicholas is a licensed private pilot and a licensed real estate agent. Nicholas previously worked at Equitas, as an intern, during the summers of 2013, 2014, and 2016. After college, Nicholas worked for a technology company in Texas. Nicholas currently resides in Metairie.

Equitas Capital Advisors, LLC is located in New Orleans. Equitas Capital Advisors has over 245 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals. The new additions bring the total number of staff to 11 working to serve the needs of our investors.

Equitas Capital Advisors, LLC was designed to blend the resources of a large corporation with the flexibility of a local, independent firm. The purpose of Equitas is to design, build, and deliver financial solutions for our investors. We are consultants with the job of Engineering Financial Solutions^® for our investor’s needs.

Director Of Investments Derek Fossier Talks To U.S. News

alt=”Derek L. Fossier” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2018/07/Small-Size-25-1024×683.jpg 1024w, https://equitas.capital/wp-content/uploads/2018/07/Small-Size-25-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2018/07/Small-Size-25-768×512.jpg 768w, https://equitas.capital/wp-content/uploads/2018/07/Small-Size-25.jpg 1199w” sizes=”(max-width: 800px) 100vw, 800px” />

Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and ‘tactical’ asset allocations.

READ MORE:

Director Of Investments Derek Fossier Talks To U.S. News

alt=”Derek L. Fossier” loading=”lazy” srcset=”https://equitas.capital/wp-content/uploads/2022/04/Samples-165-1024×684.jpg 1024w, https://equitas.capital/wp-content/uploads/2022/04/Samples-165-300×200.jpg 300w, https://equitas.capital/wp-content/uploads/2022/04/Samples-165-768×513.jpg 768w, https://equitas.capital/wp-content/uploads/2022/04/Samples-165.jpg 1035w” sizes=”(max-width: 800px) 100vw, 800px”>

Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and ‘tactical’ asset allocations.

READ MORE: