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!
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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…
CEO David Thomas identifies national debt as the primary threat confronting American investors — and what portfolios should be doing about it now.
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.
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.
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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.
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.
A wide-ranging interview marking Equitas’ 20th anniversary — David Thomas on how the firm started, what’s changed, and where wealth management is headed.
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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.
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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.
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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.
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Rachel Kaplan has been named president of Equitas Partners LLC, the entity that manages the firm’s award-winning Evergreen Fund.
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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.”
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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.
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Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and ‘tactical’ asset allocations.
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Derek Fossier, Director of Investments, talks to U. S. News about the difference between ‘strategic’ and ‘tactical’ asset allocations.
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