Self-Directed Investing by Akhil Lodha, Co-founder of Sliced Investing, and Mesh Lakhani, Founder of FutureInvestor.co

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In an ideal world an investor has access to a range of investment opportunities that allow her to create a Balanced portfolio based on her risk/return objectives. Unfortunately we don't live an in ideal world and a lot of the investment opportunities have only been available to the Institutional Investor. That trend has started to change as technology and innovation by startups like AngelList, Wealthfront, and Sliced Investing, among others are lowering the barrier to access and allowing more individuals to create a balanced portfolio that meets their investment objectives. In this talk we'll focus on the need for a balanced portfolio, the investing tools for the 'new-age' investor and the future of individual investing. Quantopian provides this presentation to help people write trading algorithms - it is not intended to provide investment advice. More specifically, the material is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory or other services by Quantopian. In addition, the content neither constitutes investment advice nor offers any opinion with respect to the suitability of any security or any specific investment. Quantopian makes no guarantees as to accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.

Economy & Finance

Self-Directed Investing
Akhil Lodha (Co-founder, Sliced Investing)
&
Mesh Lakhani (Founder, Future Investor)

Portfolio Allocation Model
Also called the (100-Age) Model
Recommended to me based on my age (~30)
10%
20%
70%
Stocks Bonds Cash
Source: CNN Money
Not very scientiﬁc!

4%
24%
10%
8% 20%
10%
3%
20%
Domestic Equity Cash Fixed Income
Foreign Equity Natural Resources Private Equity
Absolute Return Real Estate
Source: Yale Endowment, 2013 Investment Report
The Endowment Model

Individual vs Endowment
Why are their portfolios different ?
Are Individuals long term investors ? Yes!
Are Endowments long term investors ? Yes!
Liquidity - ETFs/Index Funds
Access - Investing Platforms
Expertise - Education

You vs Financial Advisor
Would you hire a personal ﬁnancial advisor ?
or
Would you prefer to manage your money on your own ?

Fintech Revolution
How technology is changing the way we invest!

The Automated
Investment Service
Diversiﬁed Portfolio of Index Funds

Low Fees:
.15%-.25% AUM
Low Minimum:
0-$5,000

Robinhood
$0 commission trading
Beautiful Mobile UI/UX
Effortless to purchase a stock

Motif Investing
Buy into a theme: Modern Warfare, Breakout Biotech, Online Gaming
Motif consists of up to 30 stocks
Buy whole Motif for $9.95, or make your own and sell it

JOBS Act
Title II: General Solicitation + Accredited Investors
Title III: Public Securities Crowd Investing
What does this mean for Investors ?

AngelList
•$104 MM raised online
•2,673 Investors Invested into Startups
•243 Startups
•$2500 Minimum Investment
•Angel Investors alongside top VCs like Sequoia
Capital and Andreessen Horowitz

• Streamlined, intuitive, and transparent investment process
• Invest into Institutional Quality Hedge Funds and VC Funds
• Minimums as low as $10,000 and 0% performance fees
• 4.5 MM invested through the platform in 6 months

Other asset classes
Peer2Peer Lending lending based on education & experience
Real Estate Crowdfunding offering both debt/equity. Backed by Silverstein Prop.
Marketplace for franchise Debt

Education
Investors need to understand proper allocation
Diversiﬁcation
Basics of the asset class & risk

Our Portfolio
4%
65%
4%
3%
5%
19%
Cash AngelList
Fundrise Bond Street MP
Index Funds VC Fund

Thank you!
Akhil Lodha
www.slicedinvesting.com
&
Mesh Lakhani
futureinvestor.co

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Leigh will present Moving Beyond Semantic Analysis and Sentiment - Deriving Alpha from Crowdsourced and other Social Finance Datasets. Leigh is the founder and CEO of Estimize. Prior to founding Estimize, Leigh ran Surfview Capital, a New York based quantitative investment management firm trading medium frequency momentum strategies. He was also an early member of the team at StockTwits where he worked on product and business development. Leigh got his start in the institutional finance world as a quantitative analyst with Geller Capital, a White Plains-based hedge fund. He holds a B.A. in political science and economics with an emphasis on war theory from Hunter College in New York City. This presentation was part of QuantCon 2015 hosted by Quantopian. Visit us at: www.quantopian.com.

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