Instructor

V.John Palicka

Practical Experience:

John has over 30 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently in his 19th year as President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). GEGC provides three major financial services: asset management, corporate finance, and knowledge consulting. John is responsible for a global small cap fund that has been ranked consistently in the upper quartile by consultants and reporting agencies such as Russell, Nelson, PSN, and MMR. He also manages a top performing US small cap fund. Since 1980, his funds have doubled client money every four and one-half years, on average* This has been done with excellent risk measures, such as Sharpe and the Information Ratio. He also advises a niche offshore institutional global fixed income fund for a major bank. This fund provides a Shariah vehicle for Middle East clients.

John also beat out several prominent global money managers for the award of a major Polish NIF government fund, and evaluated the largest private equity voucher fund in Bulgaria. He also created an institutional research list of Central and Eastern European companies that outperformed the respective indices of IFC and MSCI; developed and marketed corporate finance deals in the region, and negotiated joint investment ventures in Russian and the Ukraine. He has also teamed with other managers in developing asset management products in Eastern Europe, GCC, and Asia.

Previously, Mr. Palicka spent 11 years as Managing Director and Chief Portfolio Manager for Midco Investors, an investment boutique in small/mid-cap stocks of the Prudential Insurance Company. During this time, he took an original investment of $25 million and grew it to over $1.5 billion, ranking high against performance measures. Mr. Palicka also spent seven years as an officer of Bankers Trust Co., where he was involved with various commercial banking activities, such as emerging markets lending in the Middle East.

John’s knowledge consulting includes financial courses to Fortune 500 companies and overseas seminars to some of the largest asset management firms. He also advises prominent hedge funds and asset management firms on blending fundamental and technical analysis, using his innovative courses, Fusion Analysis and Stealth Trading.

He is a member of the Financial Analysts and Money Managers of New York, and teaches finance courses at the Columbia Business School, Baruch, and New York University. He also teaches the CFA program, CMT Technical Analysis, and several finance courses, such as, portfolio theory, investments, and corporate finance at NYIF. Mr. Palicka has been quoted in business periodicals such as Business Week, Emerging Markets, Equity magazine, and the Wall Street Journal and has been interviewed on CNBC. He has also written articles in various business publications.

John's leisure activities are tennis and computer games. He lives in Manhattan with his wife and 3 children.

* Past performance is no guarantee of future results.

Education:

MBA, Finance, Columbia University

BS, Economics, St. John's University

Chartered Financial Analyst and Chartered Market Technician

Courses: