Morales is formerly a senior proprietary portfolio manager for William O’Neil + Company, Inc. (WON); and is currently a Managing Director of MoKa Investors. LLC. During his tenure at WON, Mr. Morales also functioned as Vice President and Manager of the Institutional Services Group, responsible for advising over 500 of the world’s largest and most successful institutional investors, including mutual funds, pension funds, hedge funds, trust companies, and banks. In 2004 Mr. Morales was appointed Chief Market Strategist for William O’Neil + Company, Inc , and achieved an un-audited return in excess of 2,100% from November 1997 to October 2005 in his portion of the internal O’Neil account. Between 1998 and 2005, Morales achieved an audited return of 10,904% in his personal account, and as verified by Rothstein Kass & Company, PLCl, and his partner, Dr. Chris Kacher has achieved an audited return of 18,000%. Mr. Morales also co-authored with William J. O’Neil a book on short-selling, How to Make Money Selling Stocks Short, (John Wiley & Sons, 2004) and co-authored with Dr. Chris Kacher the book, Trade Like An O’Neil Disciple: How We Made 18,000% in the Stock Market in Seven Years, (Sept. 2010, John Wiley & Sons).
Dr. Chris Kacher – Managing Director and Chief Investment Strategist, MoKa Investors, LLC. Is co-founder of www.VirtueOfSelfishInvesting.com;
Dr. Kacher’s investment career began in 1995 when he founded one of the first internet-based stock advisory services. In 1996 he joined William O’Neil + Co., Inc. as a research associate before quickly being promoted to senior Research Analyst and senior proprietary Portfolio Manager for the firm in 1997. From 1997 to 2001, Dr. Kacher achieved an unaudited return of 2,022% in the O’Neil account. From 1996 to 2002, Dr. Kacher achieved a verified return in his personal account in excess of 18,000%, as verified by KPMG, the Big Four auditor. In 2005, Dr. Kacher launched a private fund in Switzerland designed to help individuals and institutions build their wealth.Dr. Kacher received his B.S. in Chemistry and Ph.D. in Nuclear Physics from the University of California at Berkeley, where he studied under Nobel Laureate Professor Glenn Seaborg, and helped to discover element 110 on the Period Table of Elements and confirm element 106, which his group named Seaborgium. He also co-authored the book, Trade Like an O’Neil Disciple: How We Made 18,000% in theStock Market, published by John Wiley & Sons in August 2010.