My guest is Roger C. Davis, Partner with Jackson, MS based Woodridge Capital and he will share why he and his partners left a major Wall Street investment firm and started Woodridge. Roger will share key tips to help you succeed and mistakes to avoid.
Listen on SBR Blog Talk Radio or find this show at the end of this post.
Woodridge Capital has experienced big success now managing over $150 million in privately managed accounts and they also manage a top performing hedge fund.
Leaving the security of a major investment firm was not an easy decision and Roger will share key advice on how they have been successful including; raising capital, hiring people, building trust, business development, managing operations and more. He will also share his vision for Woodridge and the investment business.
Ask us questions on Twitter using #SBRTALK.
Roger C. Davis is a partner with Woodridge Capital Portfolio Management. Prior to the formation of Woodridge Capital, he held the highest available designation, senior vice president of investments, at UBS Financial Services.
From 1996 to 2000 he was a limited partner at J.C. Bradford & Co. where he served as a member of the senior advisory council. Roger has worked as a financial advisor since 1992, beginning his career at Dean Witter Reynolds in Jackson, Mississippi. He has a Bachelor of Business Administration degree from the University of Mississippi.
Thanks for listening to John Martin’s Small Business Roundtable – The Entrepreneur’s Source to learn, grow and succeed.
Listen to my interview with Roger Davis of Woodridge Capital below: