FAQ

Who is Phoenix Learning?

Phoenix Learning was founded by Stefan Tzvetanov who used to be a research data analyst at Point72. Always feel free to contact him as he is building out the platform.

Who will I be learning from?

You will be learning from Allen White, Rich Falk-Wallace, Thomas Li and a few bonus videos.

Allen White has 20+ years of experience as an investor. He was a Portfolio Manager at Millennium for 10 years. Prior to Millennium, he worked for 8 years as a Portfolio Manager at Carlson Capital, where he began his career. Allen is now the CIO of Orchid Lane Capital, investing his personal capital.

Rich became a Portfolio Manager only at the age of 30 and ran a $1.5B book at Citadel, where he was responsible for managing the Surveyor Global Natural Resources long/short equity portfolio and a team of 7 analysts & associates. Prior to Citadel, Rich also managed $1B+ equity long/short book at Viking. He started in Investment Banking at JP Morgan before building a career as an investment analyst at places like Viking and Silver Point. He’s covered credit and distressed debt in addition to equities in a wide range of sectors: natural resources, industrials, TMT (software), semiconductors, information services, mining, gaming and more.

Thomas was a research analyst at Point72, having joined right after college and been part of the Point72 Academy. He covered TMT there for a couple of years before moving to his PM's newly-founded fund KCL Capital, where he was an analyst and a partner. Thomas has also covered TMT Credit & Equity at Angelo, Gordon & Co. Thomas now runs Daloopa, which is an AI co-pilot for financial institution infrastructure.

Qaisar was a Portfolio Manager at Point72 for more than 5 years, being the first Big Data hire in 2012. He is an expert at blending insights from numerous alternative data sources with deep fundamental knowledge. In his career as a PM, he has run an equity long/short market neutral portfolio. Qaisar started his career on the sell-side and was a Director of Research in Indonesian Equities at JPMorgan. He first worked at AllianceBernstein on the buy-side and most recently was a PM and ran a book at Lombard Odier Investment Managers.

What topics will be covered?

Go to the Videos tab to browse through topics and see the full breakdown.

What will I get access to?

You will get full access to all videos and write-ups. You can keep access to them for a period of 1 year.

How many hours of videos are there?

There are 12+ hours of videos.

Will you be posting any new content and will I get access to it?

You are only guaranteed access to the videos that are available at the time of your purchase. You will also get access to any new write-ups that are published within a year from your purchase.

Do you offer refunds?

Since all the videos are made available to you immediately upon purchase, the platform is non-refundable, no exceptions.