Rafael Resendes

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Co-founder of The Applied Finance Group, Managing Director at Applied Finance Advisors, and Co-founder Applied Finance Capital Management. Resendes was raised in Atwater, California and moved to Chicago, Illinois in 1989 after receiving his Bachelor's Degree. [1] [2]

Contents

Education

Resendes graduated from The University of California, Berkeley with a Bachelor of Science in Finance and Economic Analysis. Resendes went on to earn his MBA from the University of Chicago. [3] [4] Resendes is a member of the Phi Beta Kappa Society.

The Applied Finance Group

Rafael Resendes co-founded The Applied Finance Group (AFG) in 1995 with Dan Obrycki. Resendes helped create AFG's proprietary framework, Economic Margin (EM), to evaluate corporate performance from an economic cash flow perspective. [5] [6] In 2003 Resendes relocated from Chicago to Fresno, California to work as the head of office when AFG expanded to California. [4]

Applied Finance Advisors

Resendes is a portfolio manager for Applied Finance Advisors and is jointly responsible for the day-to-day management of the Fund’s portfolio, including stock selection and investment monitoring. Resendes' has been a commenter on market topics for publications such as Institutional Investor, Barron's, Forbes and The Wall Street Journal. [7] [8] [2] [9] [10]

Other Ventures

Prior to co-founding AFG, Resendes was a member of the Chicago Board of Trade and served as director of research for HOLT Value Associates. Resendes has also contributed his insight to various news outlets such as CNBC, CNN, Fox News, RealClearPolitics. [11] [12] [13] [14] [15] In 2003 Resendes began serving on the CFA Institute's Speaker Retainer Program speaking to over 30 Financial Analyst Societies in 8 countries. [16] [17] Resendes has also served as a guest speaker for various equity valuation seminars. [18] Rafael is a guest lecturer at University of California at Berkeley, and has served as an adjunct professor at DePaul University in Chicago. [19] [20] Resendes is also a frequent guest speaker at the National Investor Relations Institute. [21]

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References

  1. ↑ "Toreador Research & Trading". Archived from the original on 2009-10-15. Retrieved 2009-06-30.
  2. 1 2 "World Funds Trust". www.sec.gov. Retrieved 2021-08-19.
  3. ↑ "Business Street fresno". Archived from the original on 2011-07-08. Retrieved 2009-06-30.
  4. 1 2 "Archived copy". Archived from the original on 2011-07-14. Retrieved 2009-06-30.{{cite web}}: CS1 maint: archived copy as title (link)
  5. ↑ "Economic Margin Summary and Forum - 12manage". www.12manage.com. Retrieved 28 April 2023.
  6. ↑ About AFG EconomicMargin.com
  7. ↑ "Toreador - Our Team". Archived from the original on 2006-12-07. Retrieved 2009-06-30.
  8. ↑ "Business Street fresno". Archived from the original on 2011-07-08. Retrieved 2009-06-30.
  9. ↑ Max, Sarah. "Facebook Is 'a Screaming Value,' Says This Top-Performing Fund Manager". www.barrons.com. Retrieved 2021-08-19.
  10. ↑ "Value Investors Don't Need to Avoid Growth Companies. In Fact, Doing So Can Hurt Returns". Institutional Investor. Retrieved 2021-08-19.
  11. ↑ "Energy & Consumer Plays". CNBC . 7 January 2009.
  12. ↑ "CNBC Stock Blog — Long Buys - CNBC". CNBC . Archived from the original on 2011-06-12. Retrieved 2009-06-30.
  13. ↑ "All aboard with railroad stocks - Aug. 19, 2008". Archived from the original on 2009-05-19. Retrieved 2009-06-30.
  14. ↑ Archived at Ghostarchive and the Wayback Machine : Rafael Resendes on Fox Bulls and Bears. YouTube .
  15. ↑ "Time to Crack Piggy Bank for HOG? | RealClearMarkets". www.realclearmarkets.com. Retrieved 28 April 2023.
  16. ↑ "Educational Presentations | Global, Independent, Institutional Equity Research". Archived from the original on 2009-09-15. Retrieved 2009-06-30.
  17. ↑ "Home". cfainstitute.org.
  18. ↑ "Archived copy" (PDF). Archived from the original (PDF) on 2007-10-13. Retrieved 2009-06-30.{{cite web}}: CS1 maint: archived copy as title (link)
  19. ↑ "Haas NewsWire - February 23, 2004 - Haas School of Business". Archived from the original on 2009-05-18. Retrieved 2009-06-30.
  20. ↑ "AFG the Applied Finance Group".
  21. ↑ "NIRI Chicago - Home".
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