VIP LUNCH WASHINGTON DC w/ David Perlin

Event Information

Share this event

Date and Time

Location

Location

Location only available to Ticket Holders

Singapore

View Map

Refund Policy

Refund Policy

Refunds up to 7 days before event

Event description

Description

http://www.itpm.com/trader-mentoring/

ITPM VIP Lunches exist for people seeking more information on ITPM Mentoring Programs (MENTORING APPLICANTS) and for Institute Traders who are currently completing an ITPM Mentoring Program (MENTORING PARTICIPANTS).

MENTORING APPLICANTS > VIP Lunches provide people with the opportunity to meet ITPM Mentors before starting a Mentoring Program to assess whether they want to do a Mentoring Program with their VIP Lunch Mentor or not... and to meet current Mentees who are completing Mentoring Programs with the Mentor present at a VIP lunch.

MENTORING PARTICIPANTS > VIP Lunches provide current Mentees the opportunity to meet their Mentor whilst they are completing their Mentoring Program and to meet future Mentoring Program students.

NOTE: Former ITPM Mentoring Program students may not attend VIP Lunches and ITPM Alumni may only attend if they are seeking to complete a Mentoring Program by way of *UPGRADE*

NOTE: ALL NEW Mentoring Program applicants that purchase VIP Lunch Tickets are required to fill out the standardized ITPM Mentoring Program evaluation survey in order to attend the Lunch. If you do not fill this form out and do so accurately your ticket will be cancelled and refunded.

VIP Lunch Mentor


David Perlin - Senior Trading Mentor Institute of Trading and Portfolio Management

David has enjoyed a successful 35-year career on Wall Street on the buy side and the sell side – including as Goldman Sachs’ MD and as a Hedge Fund Head Trader – where he had a front-row seat to the historic secular bull market while participating in all of the financial shocks and corrections of the modern financial markets age.

David graduated from New York University (NYU) with combined Business Studies and Finance degrees plus an MBA certification in the late 80s and began his career as a trading clerk on the New York Stock Exchange.

He joined the Program Trading desk at First Boston (predecessor to Credit Suisse) as an active client portfolio seller in the Stock Market Crash of 1987, moving to the US Institutional Desk to begin his sales-trading career where he made his reputation after a classic value investing client became the buyer of choice for financial stocks during the Savings and Loans Crisis of the early 90s. At a young age, David was regularly trading some of the largest institutional blocks of bank stocks on Wall Street.

That early success attracted the attention of several renowned firms, and in 1994 David was recruited by Goldman Sachs to become a Senior Sales Trader in their US Shares business in New York. David was charged with covering some of the largest and most complex institutions that Goldman covered including Hedge Funds, global Investment Management companies and pension funds.
In the late 90s, Goldman Sachs asked him to manage the International Equity Sales and Trading effort in the Americas, where he arrived at the start of the Asian Currency Crisis, continuing to cover large clients in addition to his managerial role. It was from this ‘player-coach’ position that David developed his advanced mentoring skills. He takes great pride in seeing many of his mentees now leading trading desks on both the buy and sell side today.

In 2000, David was named a Managing Director and led the Goldman Sachs International Equity business to a $200 million revenue year.

In 2004, he retired from Goldman Sachs to help form Keel Capital, a global Long-Short Equity Hedge Fund, where he served as Head Trader and Risk Manager. Keel managed $250 million of institutional assets within a year of formation. Keel returned its capital to its investors in 2007 and David returned to the sell-side for leadership roles at Morgan Stanley and HSBC.
In 2012, he moved with his family to Washington, DC and re-joined Goldman Sachs in their Investment Management Division, advising Ultra High Net Worth families globally on their investable wealth.

In 2017 David left Goldman Sachs to set up his own Investment Management Firm Pearl Investments and joined the Institute of Trading and Portfolio Management as a Senior Trading Mentor. David’s role at the Institute involves Mentoring Institute Traders on the official Institute Mentoring Programme helping them to realise their objectives in becoming consistently profitable long-term and to help build their track records. David also helps manage the Institute’s global portfolio in allocating capital to profitable students/traders.

David Perlin - CLICK HERE for Resume


Background


The Institute of Trading and Portfolio Management was established to educate, inform and coach Retail Traders & Investors how to take a more Professional approach to Trading and Investing in the Financial Markets. We deliver the highest level of Trading and Portfolio Management education available to the Retail Trader / Investor globally, utilising teaching methods that everyone can understand and deploy themselves. We manage a global Portfolio ourselves and manage a community of Retail Traders and Investors, that connect with eachother and support eachother. We provide our community with a favourable infrastructure that allows each individual to reach their full potential. Additionally, we invest in our best performing students / traders and we also place some of our best traders into Professional Trading employment with Hedge Funds and Investment Banks.

Typically we have three types of delegates that attend our seminars and then join the Institute;-

1. Delegates currently trading with their own money who have struggled to make consistent Returns on their Capital.

2. Delegates who want to start trading with their own savings and seek a higher level Professional Trading & Investing education Vs what is available elsewhere.

3. Delegates who are looking to enter the Professional world of Trading and Investing via Hedge Funds and Investment Banks.

You do not need any prior experience in Trading and Portfolio Management to attend one of our seminars. All you require is a basic level of common sense and arithmetic ability.

At the Institute you will be taught everything you need to know from basic to more advanced techniques. Our approach is challenging both to a beginner and more experienced traders. The professional trader approach is like nothing you have ever seen before. This is because it is simply not taught to the Retail Trader market and is usually only reserved for professional traders.

For background information on ITPM Trading Education Click Here

For more information on Institute seminars Click Here

To visit the Institute website Click Here

We look forward to seeing you there !!!


Date and Time

Location

Location only available to Ticket Holders

Singapore

View Map

Refund Policy

Refunds up to 7 days before event

Save This Event

Event Saved