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Katina Stefanova is CIO and CEO of Marto Capital, a systematic multi strategy asset manager. Ms. Stefanova has extensive global investment and management expertise in the asset management industry. She is an investor, strategic adviser, and founder of a number of financial services companies such as AcordIQ. Ms. Stefanova is a contributor to both Forbes and The Hedge Fund Journal and a frequent speaker at business events.
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Katina Stefanova - the genius of global investments Katina Stefanova is the daughter of the Bulgarian vice president of a government-owned metallurgy business. She comes with an extensive expertise from top asset management. Within this article we'll talk about her career and life path, in addition to share her business secrets. She is a investment direction genius with 20 decades of experience within this discipline. At first, she studied at a school with the deep training of this English. Thenin 1998 she obtained a bachelor's degree in Faculty of International Relations from Brigham Young University. And in 2003, she finished the master's program the Harvard Business School. A year after graduation, she was leading an global expansion of Seattle AdRelevance, the firm, measuring the efficiency of online advertising. After 2 years she came to work in IBM, among the world's largest manufacturers and providers of hardware and applications, in addition to IT and consulting services. In addition, she was an advisor of an investment finance - Berkeley Capital Partners in Russia. In HBS, she was great at asset management, market and investment world. And after the presentation of the study director of Bridgewater Associates - Greg Jensen, she decided to work in his firm. Since 2005, she was a senior investment associate at Account Management with duties into account management, client service, fund accounting, information technology and operations, coordinating the management committee. Almost immediately, the founder and CEO of the firm noticed her success in development a investment plan and chose her to lead this business function. For nearly 9 decades, she served as a Senior Executive and Management Committee Advisor in the one of the largest hedge fund in the world - Bridgewater Associates, led by Ray Dalio. During the time she's been operating, this firm grew from about 20 to 160 billion dollars. In the end of her career within this company, she headed almost all commerce departments there: Back and Middle Office Technology, Fund Accounting, Operations, Tax, Compliance and Legal. In addition, she overhauled the regulatory frame at Bridgewater, and that raised its efficiency by 30%. Despite her eminence along with a fantastic salary, her career advancement didn't end there. In 2016, after moving from Westport to New York, she founded the Investment Banking firm - Marto Capital, known for her dad's former firm. Her new small business goal was to fulfill the unmet demands of investors by providing systematic, efficient and cost-effective investment solutions, generating substantial profit in a world with economical meltdown. From 2016 into the current, she along with PERRY POULOS, has been the CEO & CIO of the New York Marto Capital. Together with making important strategic decisions and ensuring sustainable growth of her company, her responsibilities include solving the company's technological difficulties and ensuring data security. The company provides consulting services, long-term planning, and developing strategies for investors. The firm's clients consistently receive superior returns on their marketplace investment. The company has a membership of only 25, but that will not prevent them from becoming the very best in their field. The business's shareholders are former customers of Katina's former boss, Bridgewater Associates CEO - Ray Dalio. Marto Capital has raised hundreds of millions of dollars from the very prestigious youthful foundations including PAAMCO Prisma. https://disruptinvesting.com/team/k/ She, together with two other colleagues developed the framework of"Disruption in investment". In 2015 conference with VP Securities in Denmark she said:"disturbance is when you create a product or a service, that creates a new marketplace, attracts new customers together along with a new service you haven't thought of". This involves the invention of a completely new product, low rates, which big companies don't undertake, since there is a probability of losing a lot of cash. However, there's a likelihood of exploding the marketplace with an
innovative solution, as the Toyota and Apple once did. According to the concept, there are external and internal drivers for this breach. Few key fundamentals of the Prosperous sparking disruptive innovations: If you want something to endure, You Need to risk letting it collapse; You should not be successful from the very start. Just find an underserved market and start providing good, easy and inexpensive services there. Client requests are changing constantly. The popular product could be constantly created. As Katina Stefanova stated in precisely the exact same speech:"Asset management is presently impacted by both internal and external disruptive trends, which makes it particularly prone for disruption". In a recent interview, Katina Stefanova appointed one of those disruptive trends are passive managing of portfolios, including index funds and ETFs. According to her, this has a lot of advantages over failed in 2008 traditional risk control models. Primarily, ETF carry quite low management charges, and secondly, they allow investors to get access to a broad spectrum of investment opportunities in far lower cost. Now Katina proceeds to successfully build her finance and consulting business through the actions of Marto Capital and AcordIQ, where she's presently a co-founder. In addition, she actively practices conducting master classes and briefs at conferences and pitch meetings, in which she shares her expertise within the industry of consulting investments and business.