TTU51: Planning for Failure, Not Planning to Fail ft. Rob Hartman of Pacific Capital Advisors 1of2

Published: Dec. 15, 2014, 7:35 a.m.

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In starting any business, you run into unexpected roadblocks and challenges, and you learn something from each mistake. Our next guest is the founder of a trading firm who has grown his business twice and learned how to overcome the barriers in his way. We can learn a lot from someone who is ready for the unexpected whether it is good or bad.

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In This Episode, You\\u2019ll Learn:

  • About his childhood in Upstate New York and Pennsylvania.
  • Rob\\u2019s interest in music and sports.
  • How his early Rock and Roll career faired and how he went into the financial industry.
  • How he got hired at IBM.
  • His years at IBM and the lessons it taught him.
  • How his fascination for trading started after he began a consulting business.
  • The tipping point: when he went full-in to the trading business.
  • How he learned about different strategies and tested them.
  • When he came upon trend following and what made him stick with it.
  • What kind of trend following he started with.
  • How a drawdown taught him he needed to differentiate himself from other managers.
  • The lessons that his first expansion stage taught him.
  • The big event that happened after 2010 that changed everything.
  • About MF Global and the meltdown of that firm.
  • An overview of the programs that his firm runs.
  • How he manages investor expectations with a small team.
  • How he outsources operational roles in order to cut costs and remain a one-man shop.

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IT\\u2019s TRUE ? \\u2013 most CIO\\u2019s read 50+ books each year \\u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book \\u201cThe Many Flavors of Trend Following\\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Rob Hartman on Linkedin.

Copyright \\xa9 2023 \\u2013 CMC AG \\u2013 All Rights Reserved

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PLUS: Whenever you\'re ready......'