Sep
24

Wade W. Slome on Living Fully After 40 Radio, 9/27/10

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Wade W. Slome, CFA, CFP® is President and Founder of Sidoxia Capital Management, LLC and author of How I Managed $20,000,000,000.00 by Age 32. In addition, Mr. Slome has been a media go-to resource – he has been seen on ABC News and quoted in The Wall Street Journal, USA Today, New York Times, Dow Jones, Investor’s Business Daily, Bloomberg, Smart Money, among other media publications. He is also publisher of the investment blog, InvestingCaffeine.com and a contributing writer to Morningstar, Seeking Alpha and The Wall Street Journal partner FiLife.com. Bloomberg identified him as the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005. Besides his work at Sidoxia, Mr. Slome is an instructor at the University of California, Irvine extension department, where he teaches the Advanced Stock Investment course.

Wade Slome holds an MBA from Cornell University with an emphasis in Finance. He earned a B.A. in Economics from UCLA. In addition, he holds the professional credentials of CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner). With more investment experience than 99% of his peers, Slome managed one of the ten largest growth funds in the country ($20 billion in assets under management) at American Century Investments, and currently manages a hedge fund in addition to separate customized accounts for a selective client base at his firm (Sidoxia Capital Management, LLC) in Newport Beach, California.
Previous Speaking Events: Topics:

  • American Association of Individual Investors (AAII) ° Economy (Macroeconomics, Politics, Financial Markets)
  • International Institute of Business Analysis (IIBA) ° Investments (Equities, Fixed-Income, Hedge Funds)
  • Association of Professional Consultants (APC) ° Presentation Titles Include:
  • CPA Education – Holthouse Carlin & Van Trigt LLP (HCVT) • “Investing from A to Z”
  • Health & Wealth Expo (Valdez Convention Center) • “How to Profit from Current Investment Opportunities”
  • Professional Fiduciary Services (Educational Classes) • “Financial Planning: Reaching Your Goals”
  • The Society of Women Engineers (SWE) – Orange County • “Making Money in a Tough Economy”
  • University of California, Irvine Paul Merage Business School • “Investing in Uncertain Times”

Testimonials:
“Don’t listen to the talking heads on TV. Instead, let Slome tell you what it’s really like to run one of the largest funds in the country. And don’t be fooled by all the zeros, the lessons (learned) along the way are applicable to anyone with a stock portfolio, no matter the size.”
— Haruki Toyama (President – Toyama Capital Management LLC)
“You might want to dislike a guy who has so much success at a young age, but I think you’ll agree that Slome’s accomplishments are achieved through hard work and attention to detail, in addition to to a natural instinct for investments. Sometimes the good guy wins!”
— Mike Kerrane (Director of Credit Trading – JPMorgan Securities)

“Mr. Slome definitely has had success at an early age. And his book shows that success doesn’t just come. It comes with hard work. He worked his way up to manage a $20 billion fund at American Century Investments.”
— Christian Finance Blog

Contact:

2901 W. Coast Highway (PCH), Suite 200,

Newport Beach, CA 92663

www.Sidoxia.com

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