![Julian Koski](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Julian Koski is a Co-Founder & Chief Investment Officer at New Age Alpha Advisors LLC.
He is an innovator and entrepreneur who co-founded New Age Alpha with Armen Arus, and he currently serves as the company's Chief Investment Officer.
Julian is a member of the Board of Directors and he leads New Age Alpha's investment process, business development, marketing and distribution efforts across all product offerings and investor groups.
Over the past 20+ year partnership with Armen Arus, the duo has combined their abilities to launch and build modern, efficient, and dependable asset management firms.
Mr.Koski and Armen co-developed New Age Alpha's ERFTM methodology, which is at the core of New Age Alpha's investment approach and portfolio solutions.
Prior to establishing New Age Alpha, Koski and Armen Co-Founded Transparent Value, which was successfully sold to Guggenheim Partners in 2009.
At Transparent Value, Armen and Koski invented the Required Business Performance (RBP), the investment process that formed the foundation of the firm.
He was instrumental in leading all product marketing and distribution strategies through the broker-dealer and wirehouse channels, as well as the full range of asset management intermediaries and institutional investors.
He received his undergraduate degree from the University of South Africa.
| Sociétés | Poste | Début |
|---|---|---|
New Age Alpha Advisors LLC
 New Age Alpha Advisors LLC Investment ManagersFinance Provides investment advice | Fondateur | 09/08/2018 |
New Age Alpha LLC
 New Age Alpha LLC Investment ManagersFinance Operates as an investment management firm | Fondateur | 01/01/1998 |
| Sociétés | Poste | Fin |
|---|---|---|
Transparent Value Advisors LLC
 Transparent Value Advisors LLC Investment ManagersFinance Transparent Value Advisors (TVA) uses a proprietary investment methodology, the Required Business Performance (RBP), as well as fundamental, cyclical and technical analysis to identify and evaluate investment opportunities. TVA's investment approach focuses on measuring the performance implied (i.e., RBP) in the price of a stock and then benchmarking that implied performance against management’s ability to perform in the past (i.e., RBP probability). The RBP methodology is a reverse discounted free cash flow analysis using a company’s current stock price, its income statement, balance sheet and cash flow statements to determine what the current price of the stock implies about future free cash flow and RBP. Investments may include small-, mid- and large-cap common stocks, derivatives, REITs, US Government securities, repurchase agreements, mutual funds, and ETFs. Portfolios are not actively managed and are designed to track a quantitative strategy index. Portfolios may or may not offer a high degree of correlation within the index. In addition, assets within portfolios are concentrated in an industry or group of industries to the extent that the index concentrates in a particular industry or group of industries. Portfolios may also be non-diversified. | Directeur Général | 31/07/2015 |
CFO Advisory Group, Inc.
 CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides executive services to growing companies | Corporate Officer/Principal | 01/01/1988 |
Financial Resource Group LLC | Corporate Officer/Principal | 30/06/2002 |
Guggenheim Partners Investment Management LLC
 Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies. | Gestionnaire de Portefeuille-Actions | - |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 10 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Transparent Value LLC
 Transparent Value LLC Regional BanksFinance Provides financial information services | Finance |
Transparent Value Advisors LLC
Transparent Value Advisors LLC Investment ManagersFinance Transparent Value Advisors (TVA) uses a proprietary investment methodology, the Required Business Performance (RBP), as well as fundamental, cyclical and technical analysis to identify and evaluate investment opportunities. TVA's investment approach focuses on measuring the performance implied (i.e., RBP) in the price of a stock and then benchmarking that implied performance against management’s ability to perform in the past (i.e., RBP probability). The RBP methodology is a reverse discounted free cash flow analysis using a company’s current stock price, its income statement, balance sheet and cash flow statements to determine what the current price of the stock implies about future free cash flow and RBP. Investments may include small-, mid- and large-cap common stocks, derivatives, REITs, US Government securities, repurchase agreements, mutual funds, and ETFs. Portfolios are not actively managed and are designed to track a quantitative strategy index. Portfolios may or may not offer a high degree of correlation within the index. In addition, assets within portfolios are concentrated in an industry or group of industries to the extent that the index concentrates in a particular industry or group of industries. Portfolios may also be non-diversified. | Finance |
CFO Advisory Group, Inc.
CFO Advisory Group, Inc. Miscellaneous Commercial ServicesCommercial Services Provides executive services to growing companies | Commercial Services |
University of South Africa
 University of South Africa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Horwath Velez & Co. PSC
 Horwath Velez & Co. PSC Miscellaneous Commercial ServicesCommercial Services Horwath Velez & Co. PSC is a private company based in Washington, DC. | Commercial Services |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance GPIM tailors the investment strategies used on behalf of a client to meet a specific client’s investment objectives. The firm manages client assets using a variety of disciplines within fixed income and equity strategies. | Finance |
Financial Resource Group LLC | |
New Age Alpha Advisors LLC
New Age Alpha Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
New Age Alpha LLC
New Age Alpha LLC Investment ManagersFinance Operates as an investment management firm | Finance |
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