Episode Details
Back to Episodes
TTU51: Planning for Failure, Not Planning to Fail ft. Rob Hartman of Pacific Capital Advisors – 1of2
Description
In starting any business, you run into unexpected roadblocks and challenges, and you learn something from each mistake. Our next guest is the founder of a trading firm who has grown his business twice and learned how to overcome the barriers in his way. We can learn a lot from someone who is ready for the unexpected whether it is good or bad.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
In This Episode, You’ll Learn:
- About his childhood in Upstate New York and Pennsylvania.
- Rob’s interest in music and sports.
- How his early Rock and Roll career faired and how he went into the financial industry.
- How he got hired at IBM.
- His years at IBM and the lessons it taught him.
- How his fascination for trading started after he began a consulting business.
- The tipping point: when he went full-in to the trading business.
- How he learned about different strategies and tested them.
- When he came upon trend following and what made him stick with it.
- What kind of trend following he started with.
- How a drawdown taught him he needed to differentiate himself from other managers.
- The lessons that his first expansion stage taught him.
- The big event that happened after 2010 that changed everything.
- About MF Global and the meltdown of that firm.
- An overview of the programs that his firm runs.
- How he manages investor expectations with a small team.
- How he outsources operational roles in order to cut costs and remain a one-man shop.
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Rob Hartman on Linkedin.
Copyright © 2025 – CMC AG – All Rights Reserved
----
PLUS: Whenever you're re