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Katina Stefanova - That the genius of global investments

Katina Stefanova is the girl of the Bulgarian vice president of a government-owned metallurgy business. She comes with an extensive experience from leading asset management. Within this article we will speak about her life and career path, as well as discuss her business secrets.

She is a investment direction genius with 20 years of experience within this field. Initially, she studied in a college with all the profound training of this English. Then, in 1998 she received a bachelor's degree in Faculty of International Relations from Brigham Young University. And finally, in 2003, she finished the master's program the Harvard Business School.

Annually after graduation, she was leading an international expansion of Seattle AdRelevance, the company, measuring the efficiency of Internet marketing. After 2 years she came to work in IBM, among the world's biggest manufacturers and suppliers of hardware and applications, in addition to IT and consulting solutions. Additionally, she was an advisor of an investment finance - Berkeley Capital Partners in Russia.

In HBS, she was good at asset management, market and investment world. And after the presentation of the research director of Bridgewater Associates - Greg Jensen, she decided to work in his company. Since 2005, she was a senior investment associate in Account Management with duties in account management, client support, finance accounting, information technology and operations, coordinating the management committee. Almost instantly, the creator and CEO of the company noticed her success in development a investment plan and chose her to lead this business function.

For almost 9 decades, she served as a Senior Executive and Management Committee Advisor at one of the biggest hedge fund in the world - Bridgewater Associates, headed by Ray Dalio. Throughout the time she has been operating, this company grew from approximately 20 to 160 billion dollars. At the conclusion of her career in this company, she headed almost all commerce departments there: Back and Middle Office Technology, Fund Accounting, Operations, Tax, Compliance and Legal. Additionally, she overhauled the regulatory framework at Bridgewater, which raised its efficiency by 30 percent.

Despite her eminence and a fantastic salary, her livelihood advancement did not end there. In 2016, after moving from Westport to New York, she founded the Investment Banking company - Marto Capital, named for her father's former company. Her new small business goal was to fulfill the unmet needs of investors by offering systematic, efficient and cost-effective investment solutions, generating substantial profit in a world with economic meltdown. Together with making significant strategic decisions and ensuring sustainable growth of her company, her responsibilities include solving the company's technological difficulties and ensuring information security.

The firm provides consulting services, long-term preparation, and developing strategies for investors. The firm's clients consistently receive superior returns on their market investment. The company has a membership of just 25, but that will not stop them from becoming the very best in their area. The company's shareholders are former clients of Katina's former manager, Bridgewater Associates CEO - Ray Dalio. Marto Capital has raised hundreds of millions of dollars from the very esteemed youthful foundations including PAAMCO Prisma. https://disruptinvesting.com/team/k/

She, together with two other colleagues developed the frame of"Disruption in investment". In 2015 seminar with VP Securities in Denmark she said:"disturbance is when you create a product or a service, that makes a new market, attracts new clients together and a new service you haven't thought of".

This requires the creation of a completely new product, low rates, which big companies don't tackle, because there is a risk of losing a great deal of money. However, there's a likelihood of exploding the marketplace with an innovative product, since the Toyota and Apple once did. In accordance with the theory, there are external and internal drivers for this breach.

Few key principles of this successful stimulating disruptive innovations:

If You Would like something to endure, you have to risk allowing it to collapse;

A company's capabilities define its disabilities; Ups and downs are inevitable;

You should not be successful from the very start. Just locate an underserved market and start providing good, easy and inexpensive services there.

Client requests are changing continuously. The popular product could be always created.

As Katina Stefanova stated in precisely the same address:"Asset management is presently affected by both internal and external disruptive tendencies, making it especially prone for disturbance".

In a recent interview, Katina Stefanova appointed one of those disruptive trends are passive managing of portfolios, such as index funds and ETFs. According to her, this has several benefits over failed in 2008 conventional risk control models. Firstly, ETF carry very low management charges, and secondly, they allow investors to get access to a broad spectrum of investment opportunities in far lower cost.

Today Katina continues to successfully build her finance and consulting business through the activities of Marto Capital and AcordIQ, where she's now a co-founder. In addition, she actively practices conducting master classes and briefs at seminars and pitch meetings, in which she shares her experience within the industry of consulting business and investments.