Peter Schafer, CFA, CFP®
Public & private markets investor · Disruptive technology & real assets.
Fifteen years across wealth management, portfolio management, and hedge-fund investing.
Most recently Managing Director at United Capital Management of Kansas, leading research and idea generation across public equities and private markets on two theses: disruptive technology (AI, robotics, space, defense, energy, quantum) and real assets in a world of rising debt and currency debasement.
Before that, SVP Portfolio Manager at First Western Trust, and thirteen years at Fidelity.
I build conviction through primary-source research — filings, transcripts, and management's own words — and I've built a system that holds me to it.
Looking for a research or portfolio-management seat where fundamental work is the job and being wrong on the record is allowed.
What this site is: a research system with its instruments showing. The system is a constraint map read from filings; the sample brief is one dated run; calibration is management's guidance graded against the filed number, and a call written down before the event.