Signals & Strategy: Real-Time Market Insights with Autopilot
In this webinar, the team at Autopilot — the creators of the popular “Pelosi Tracker” — Chris Josephs and Aaron Langley will join John McNertney, CFP® and Ryan Ahrens, Managing Partners at Green Ocean Global Advisors, LLC, to explore how real-time signals and data-driven strategies are helping investors stay ahead in today’s fast-moving markets.
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
Ryan brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. He studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.
Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.
In this webinar, the team at Autopilot — the creators of the popular “Pelosi Tracker” — Chris Josephs and Aaron Langley will join John McNertney, CFP® and Ryan Ahrens, Managing Partners at Green Ocean Global Advisors, LLC, to explore how real-time signals and data-driven strategies are helping investors stay ahead in today’s fast-moving markets.
Some of the relevant issues that will be addressed include:
- A background on Autopilot’s platform and how their data is used by individuals and financial advisors to gain market insights
- Why tracking political and insider activity has become a crucial part of modern investment strategy
- A recent client conversation about using unconventional data to validate timing and conviction in trades
- How both advisors and investors can incorporate these tools into a disciplined, long-term investment framework
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.