Hi I'm Kathryn Cicoletti the Founder of Ms. Cheat Sheet. 

Ms. Cheat Sheet is a financial education platform for people who have never really cared about finance because it's too complicated. 

Too many investment professionals overcomplicate business and financial topics. I'm passionate about democratizing money and financial topics so everyone understands these topics, not just people who work in the financial industry. This comes from sitting in rooms for too many years with finance people who are using overcomplicated financial jargon when talking with clients. 

We need simplification and more transparency when talking about money and financial topics. 

My book, Little Red Ms. Cheat Sheet on Investing is on Amazon. The book is for "mom and pop" investors; individual investors who have little investment fund selection experience or knowledge. This is not for institutional investors nor high net worth investors with a lot of investing experience or experience with selecting investment funds.

History

I have over 10 years of experience in the hedge fund industry. When I lived in New York I was a Senior Hedge Fund Research Analyst at Julius Baer. I was responsible for research, due diligence, and portfolio construction for long/short equity and relative value arbitrage hedge fund investments.

After that I switched sides of the table and was Director of Institutional Sales at GAM in Los Angeles.  I went from analyzing investment funds to raising money for investment funds. During my 7+ years at GAM our team was responsible for growing the firm's U.S. investor base from retail to institutional investors. 

I am currently Head of Marketing and Business Development at a quantitative equity asset manager in Los Angeles. I work with a great group of people who know I'm a weirdo. I have a BS from UC Berkeley, Haas School of Business and live in Los Angeles.

One of my most fun things to share is I studied improv and sketch comedy at Upright Citizens Brigade.   I highly recommend UCB if you are in a marketing role or are a human. I still use things I learned at UCB in my current role in the financial industry. My first sketch teacher said: "sketch writing is about the intellectual exploration of universal truths." People are drawn to the truth (and will be drawn to you) because the truth is funny. 

Thanks for reading my background. 

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The Little Red Ms. Cheat Sheet on Investing

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Podcast for non-iPhone users

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