MEETING OUR TEAM
Only the Best
At KJLK & Co., LLC, our passion for investing was sparked by Graham and Dodd's "The Intelligent Investor," shaping our philosophy and drawing inspiration from investment icons like Munger, Buffet, and Lynch. We believe in the power of making money work for oneself, continually refining our approach to deliver optimal results.
Joe R. LaTurner
Co-founder & Principal
Phone: +1 (321) 443-3866
Work Experience
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Joe has 20+ years of experience in finance and investments. He is a professional money manager who oversaw $400M in Assets Under Management (AUM).
Current Job
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Joe is a full time University Instructor at Northeastern State University (NSU) who teaches Finance Principles, Investments, Portfolio Management, and Derivatives along with assisting with the Student Managed Investment Fund and the Battenfield-Carletti Investment Lab.
Education
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Master of Science (MSF) in Finance, University of Tampa
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Master in Business Administration (MBA), Stetson University
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Bachelor of Science (BS) in Finance and Real Estate, University of Central Florida
Honor and Membership
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Beta Gamma Sigma
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Pi Kappa Alpha Fraternity
Julia S. Kwok
Co-founder & Principal
Phone: +1 (918) 313-0808
Work Experience
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Julia has invaluable experience as an entrepreneur as well as in strategic planning and financial management, especially in the telecommunications and space industry.
Current Job
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Julia, Professor of Finance at Northeastern State University (NSU), dedicates her research in alternative investments, sustainability, corporate governance, capital budgeting, and venture capital. She has presented her research at national and regional conferences and published extensively in reputable journals.
Education
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Doctor of Philosophy in Finance, Virginia Tech
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MBA, West Virginia University
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Bachelor of Science in Business Administration, West Virginia University
Honor and Membership
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FBD Educator of the Year, Federation of Business Disciplines
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Women of Distinction, Journal of Business and Legal News
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President's Model the Way, NSU.
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Phi Kappa Phi, Beta Gamma Sigma, Golden Key Honor Society, Phi Beta Delta International Scholars
Ge Yan
Chief Macro-Investment Strategist
Phone: +1 (918) 288-0575
Email: info@ConvictionFunds.com
Work Experience
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Ge’s career spanned local government finance, he has leadership roles in Middle East telecommunications and electricity equipment corporations, and he headed the Treasury Department in an $1.8 billion display panel company.
Current Job
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As an investment manager in a provincial state-owned private equity firm, Ge bridges financial expertise with technological proficiency in financial research, computational modeling and contemporary business landscapes.
Education
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Master, Finance, University of Tampa
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Certificate, Computational Social Science, George Mason University
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Bachelor, Software Engineering and English, PRC
MEETING OUR STRATEGIC
PARTNERS
While KJLK & Co. never loses sight of its bottom line, it recognizes the value of its esteemed partners who are leaders in the areas of expertise for fund creation, development and management.
Firm and Fund Legal Counsel
PR, Advertising and Marketing
Audit and Tax Accounting Services
Fund Level CFO & CCO Services
Fund Administration and Statutory Distribution
Investment Strategies
and Indexing
Global leading index and information provider as well as market data services
ETF Global Listing
Listing Services focus on the entire ETP lifecycle from pre-launch to post launch active surveillance and ongoing compliance guidance
Creating world class products requires an alliance of leading global capital market industry providers.
Liquidity Support
Private Market Technology and industry experts of this securities exchange efficiently source liquidity globally.
Trust Services