Joel Fortney, Cfa, Cpwa® Email & Phone Number

Joel Fortney is Co-Founder and CEO of Stategy Capital LP headquartered in Denver, Colorado. Stategy Capital LP is an alternative investment management firm specializing in global macro strategies. Leaning on more than four decades of combined investment management, academic thought leadership, and world-recognized econometric forecasting expertise, the firm is pioneering a new approach to macro investing focused on generating positive asymmetric returns with lower volatility across market cycles. Prior to launching Stategy Capital LP, he was Portfolio Manager of U.S. mid- and large-cap equities at Principal Global Investors managing assets of over $5Bn. During his investment management career, he has consistently leveraged sophisticated quantitative and qualitative research to generate investment returns for a top-tier institutional client list.Joel earned an MBA from the University of Chicago Booth School of Business with concentrations in Econometrics & Statistics, Economics, and Finance. He is a CFA® charterholder, a Certified Private Wealth Advisor ®, and has completed executive education at the Harvard Kennedy School in partnership with the CFA Institute. He is a contributor on Bloomberg Radio, CNBC, The Wall Street Journal, Bloomberg/Businessweek, and a guest speaker at the Bloomberg Portfolio Manager Mash-Up featuring behavioral finance topics.Joel and his wife China own an enterprise of companies including Koios Management Group, Koios Real Estate, Salon Spa W, and Ultra Skin Science. They are actively involved in the Des Moines community supporting non-profit organizations and efforts that strive to improve the quality of life of all. He has been actively involved in charitable campaigns, leadership, and financial governance and remains dedicated to philanthropic support for our community.

Listed skills include Portfolio Management, Equities, Investments, Equity Research, and 14 others.