Services

Investment Management Services

Sidoxia Capital Management, LLC provides an array of investment management and financial planning services. To learn more, visit www.Sidoxia.com or contact Sidoxia (949-258-4322).

Speaking Services

Wade Slome also offers his services as a guest speaker on the following topics: Financial Markets, Financial Planning, and Investing.

Click Here to Hire Mr. Slome or Call 949-258-4322

In his dynamic talks, Wade Slome CFA, CFP®, President/Founder of Sidoxia Capital Management, and author of How I Managed $20,000,000,000.00 by the Age of 32 and 1001 Truths about Investing, shares his expertise plus provides listeners unique strategies to gain an edge in a competitive, global investment environment.

“What a wild ride it’s been,” says Slome, who’s the go-to resource for USA Today, The New York Times, Dow Jones, Investor’s Business Daily, Bloomberg, Smart Money and other media outlets. “From trading penny stocks in high school stock market competitions to trading billions of dollars while hanging out with Eric Schmidt (CEO of Google), Jeff Bezos (CEO of Amazon), and John Chambers (CEO of Cisco Systems), I’ve seen it all.”

Previous Speaking Events:

  • World Professional Business Club (PROBUS)
  • American Association of Individual Investors (AAII)
  • International Institute of Business Analysis (IIBA)
  • Cornell University Alumni Association (CAAOC)
  • Association of Professional Consultants (APC)
  • CPA Education – Holthouse Carlin & Van Trigt LLP (HCVT)
  • Health & Wealth Expo (Valdez Convention Center)
  • Professional Fiduciary Services (Educational Classes)
  • The Society of Women Engineers (SWE)
  • University of California, Irvine Paul Merage School of Business (UCI)

You’ll learn how to leverage the dramatic potential of today’s financial markets and discover new opportunities. “The truth can set you free,” says Slome, who shows in-person and Web-based audiences innovative strategies based on risk tolerance that maximize returns and help you increase profits and savings, retire sooner, and achieve your financial dreams.

In this era of economic uncertainty, it’s important to master both new and time-tested strategies, and this talk has it all. Join Wade Slome on the wild ride he’s been on since he grabbed his MBA from Cornell University in 1998 and soared to success in the industry, managing assets with some of the sharpest financial minds in the country.

His presentations include:

  • Panic or Attack? Preserving your Financial Future

The financial markets are experiencing historic extremes in volatility,  while  fears of Europe and frustrations with Washington politicians are reaching a feverish pitch.  Learn how to navigate today’s constant stream of economic news and identify profitable opportunities  in a volatile market.

  • Awash in Debt: Lessons learned from Iceland, Greece, and California

Excessive debt accumulated by consumers, corporations, and governments ultimately led to the financial crisis of 2008-2009. Lessons, perspectives and strategies are provided to assist the audience in navigating an increasingly complex and global investment landscape.

  • Identifying Winning Stocks

Explore key strategies and tools, including: fundamental analysis, financial statement analysis, technical analysis, top-down and bottom-up economic analysis, plus industry sector rotation. Review case studies and examples to reinforce the techniques.

  • Investing from A to Z

Cut through the endless amount of investor options to focus on the necessary products and approaches for financial success, including: stocks, bonds, futures, options, mutual funds, ETFs, index funds, convertibles, hedge funds, annuities, REITS, private equity and venture capital.

  • Financial Planning: Reaching Your Goals

Achieve a broad, holistic winning solution to your investment needs by exploring the key components of a financial plan, including: tax planning, estate planning, insurance planning, and college planning.

  • Rise and Fall of Hedge Funds

Review the characteristics and conditions that led to the explosion of this asset class, and discuss the outlook and prospects of various hedge fund strategies.

  • Making Money in a Tough Economy

Learn cutting-edge strategies from one of America’s elite managers and discover how to buy fear and sell greed to reach your financial goals.

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