Richard Holtz is a financial advisor at Ocean Park Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Ocean Park Capital Management since 1999. Outside of his advisory role, he is the Racing Manager for Broad Racing LLC, where he is involved in buying, selling, and racing horses. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, focusing on fundamental research to identify early inflection points. The firm employs an aggressive trading style that includes short-term trading, short sales, options, and opportunistic use of leverage, managing portfolios on a discretionary basis within broad fund mandates.

Jason Kolker is a financial advisor at Mapleton Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Mapleton Capital Management since 2000 and Ocean Park Capital Management since 1999. Mapleton Capital Management serves as the general partner and investment adviser to three privately offered pooled funds and provides subadvisory portfolio management to high-net-worth individuals, family offices, and trusts. The firm’s investment approach is based on fundamental research to identify early inflection points in company value and often employs an aggressive, relatively short-term trading style including short selling, options, and leverage.