Hi I'm Kathryn Cicoletti the Founder of Ms. Cheat Sheet.
Ms. Cheat Sheet is a platform for business and financial content. It's intended to be fun and easy to read. I work in the investment management industry so a lot of the content is investment related. I love reading about consumer start-ups and consumer brands, fin-tech, and retail, so you'll get a lot information on those areas too.
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. I have researched, interviewed, and conducted due diligence on over 3,000 investment funds and built investment portfolios for both institutional and retail investors. Fun! (No really, I do like studying investment funds, their numbers, and what the numbers mean).
After that I switched sides of the table and was Director of Institutional Sales at GAM in Los Angeles. Meaning, 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. By the time I left I was one of the top revenue generators on the team.
I am currently SVP Head of Marketing and Business Development at a quantitative equity asset manager in Los Angeles.
Too many investment professionals overcomplicate business and financial topics when speaking with clients.
This is my favorite Steve Jobs quote:
Through Ms. Cheat Sheet I offer easy-to-digest financial and 401k investment fund education to employees at large corporations through on-site training and video courses. I also work with media companies and fin-tech brands on content creation and brand partnerships.
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.
One of my most fun things to share is I studied improv and sketch comedy at Upright Citizens Brigade. I used what learned to write and produce entertaining content for external brands and partners through Cicoletti Media. I highly recommend UCB to anyone who is creating content. I still use things I learned at UCB in my current role like clients respond faster to funny emails.
I have a BS from UC Berkeley, Haas School of Business and live in Los Angeles.
Thanks for reading my background.
The Little Red Ms. Cheat Sheet on Investing
Podcast on iTunes
Podcast for non-iPhone users