The Harvard Business School Club of Seattle is excited to invite Wharton Club of Seattle to an upcoming event!
Rebalance360 Founder & CIO Mitch Tuchman (HBS MBA ’82) – Investment Strategies for an Uncertain World
Join Rebalance360 Founder and Chief Investment Officer Mitch Tuchman for a presentation and discussion on the many factors driving today’s markets – rapidly rising interest rates, contradictory economic signals, interesting sectors and valuations. Mitch will share insights on Rebalance360’s long term investment strategies, a robo + personal advisor approach developed on Modern Portfolio Theory, and steps to choosing the right financial advisor. Mitch will also share his personal story starting as a Bay-area tech entrepreneur, to then founding the first-ever robo-investing firm MarketRiders, and finally as the co-Founder of Rebalance360 with Fellow HBS Alum Scott Puritz in 2012 and growing it to $1.2 billion of assets under management.
We are pleased to invite our HBS, partners/guests and friends from Harvard University, Stanford, UPenn/Wharton, Columbia, MIT, U of Chicago and other IvyPlus Schools.
Our formal event will be followed by a networking reception with light refreshments.
Date: October 12, 2023
Time: 5:45pm – 7:30pm (program will start at 6:00pm)
Place: Columbia Center 701 5th Ave, Seattle, WA 98104, 40th Floor
Event Registration: https://HBSEA-Tuchman23.eventbrite.com
Shyam Ayengar - [email protected] - +1.917.536.4748
Kyle Buffenmyer - [email protected] - +1.717.201.0064
About Mitch Tuchman:
Mitch’s experience pioneering America’s first online investment advisory service helped him define and codify the investment needs of working Americans. He began his career at Atari and spent the first half of his career as a Silicon Valley software entrepreneur. He then entered investment management with Apex Capital, LLC where he oversaw a $200 million technology portfolio, co-managed its venture capital fund and served as director of four NASDAQ companies as an activist investor.
He soon noticed that the commission-based broker model pervasive in the financial services industry was the reason most investors were suffering from poor returns, and saw an opportunity to use technology to lower costs and emulate the best practices of sophisticated endowments such as Yale and Harvard. In 2008, he founded the first robo-investment firm, MarketRiders.
By 2012, Mitch was aware that robo-investing needed a “human touch,” and he partnered with Scott Puritz to form Rebalance. They recruited an all-star Investment Committee with some of the most globally-renowned economists, including Princeton Professor Burton Malkiel, Yale Professor Dr. Charles Ellis, also the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion retirement investment funds.
Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s Better K offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.
The Rebalance Investment Committee is anchored by four of the most respected experts in the finance world: Professor Emeritus Burton Malkiel, the world-renowned Senior Economist at Princeton University and author of A Random Walk Down Wall Street; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; Jay Vivian, the former Managing Director of IBM's $100+ billion in retirement investment funds for more than 300,000 employees worldwide; and Kristi Craig, CFA, the first-ever Chief Investment Officer of the National Geographic Society, where she oversees a $1.4 billion endowment.
Rebalance is headquartered in Bethesda, Md. and Palo Alto, Calif., and currently manages more than 600 clients with more than $1 billion in financial assets under management. In 2018, Rebalance was honored by Schwab’s Pacesetter IMPACT Award™ for Innovation and Growth.