Greetings, readers! Today, we have the pleasure of delving into the professional journey and personal insights of Cooper Schwieters, the Portfolio Manager at Schwieters Capital. Cooper’s story is not just about managing portfolios and making impactful financial decisions; it’s a narrative of passion, dedication, and the intricate dance between personal and professional milestones.
The Journey to Schwieters Capital
Cooper’s journey into the world of finance began at a remarkably young age. From working in his father’s businesses since the age of 16 to returning to Minnesota in 2019 armed with a B.S. in Finance, Cooper’s trajectory is one of continuous growth. He found his niche in real estate, eventually earning his Series 65 qualification, and went on to propose and shape what is now known as Schwieters Capital. Today, as a Portfolio Manager, he plays a pivotal role in capital allocation, leveraging his expertise in market analysis and financial statement evaluation.
“I returned to Minnesota in 2019 after graduating with a B.S. in Finance and proceeded with my career progression at my father’s businesses. It didn’t take me long to gravitate toward the real estate side of the business and pursue my Series 65.”
Passion Ignited: A Statistical Journey
For Cooper, the spark for portfolio management was lit in high school. Fueled by a love for calculus and statistics, he envisioned a career where these disciplines would play a central role. The decision to specialize in investment management solidified during his senior year of college, marked by classes on options and portfolio management.
“In high school, I developed a passion for calculus and statistics—skills I now apply daily while calculating the market’s pricing for interest rates, investment vehicles, and assets over the coming months and years.”
Strategic Prowess: Managing Diverse Assets
Effectively managing a diverse range of assets requires a strategic approach. Cooper employs cross-market analysis, considering global bond markets, currency fluctuations, US stock market sectors, and more. His decision-making process involves a deep understanding of multi-year cycles and the use of discounted cash flow models for project and investment deal valuations.
“I manage a diverse range of assets through cross-market analysis, taking into account multi-year cycles when making decisions across various time horizons.”
Staying Ahead in a Dynamic Industry
In a fast-paced financial landscape, staying updated on industry trends is crucial. Cooper achieves this by reading institutional reports from key players like Apollo and Tiger Global. He also taps into the collective wisdom on platforms like Twitter, gaining insights from a network of experts. His commitment to continuous learning is evident in the diverse perspectives he gathers from his extensive social network.
“I stay up to date by reading institutional reports from entities like Apollo and Tiger Global, as well as other large institutions. Additionally, I follow some of the brightest minds on Twitter and the internet who provide free or paid content on financial markets.”
Milestones and Achievements
Cooper’s tenure at Schwieters Capital has seen significant milestones. He’s been part of eight-figure allocation decisions, showcasing his growing portfolio management responsibilities. On a personal note, he reached a revenue milestone of $100k in his own business after five years of dedicated effort. The year also marked the arrival of his first-born son in April, adding a joyous chapter to his life.
“Over the years, my portfolio management responsibilities have increased, and I recently played a role in decisions involving eight-figure allocations.”
Beyond the Numbers: Personal Insights
Amidst his professional commitments, Cooper cherishes his leisure moments. Whether it’s proactively tackling responsibilities or spending quality time with his son and fiancé, he finds balance in both work and life. His downtime includes visits to friends in different parts of the country, card games, and the joy of reading.
“I prefer being proactive and staying ahead on my responsibilities during free time. When I am caught up, I enjoy visiting friends in Miami, Scottsdale, and California.”
Mentors and Motivation
Cooper draws inspiration from a variety of mentors and role models. From internet-sourced life coaches to his father, who plays a significant role in both his personal and professional life, he values the wisdom and guidance he receives. His motivation stems from a sense of purpose derived from his career, life’s work, and the desire to be the best version of himself.
“I am largely motivated by my sense of purpose. My career, life’s work, and goals inspire me to be the best version of myself.”
Giving Back and Looking Forward
Actively involved in philanthropy during college, Cooper continues his commitment to giving back. From donating blood to contributing to causes mentioned by friends, he seeks opportunities to make a positive impact. Currently exploring new avenues like Freemasonry, he looks forward to joining organizations focused on running charitable events.
“In college, I participated in setting up and contributing to nearly a dozen philanthropies as a member of a school organization.”
Driving Force: Purpose and Balance
At the core of Cooper’s motivation is his sense of purpose. Balancing a thriving career, personal goals, and a growing family, he strives to be the best version of himself. His life philosophy revolves around embracing decisions with an understanding of the inherent balance of good and bad.
In conclusion, Cooper Schwieters stands as a testament to the harmonious integration of passion, strategy, and purpose in navigating the complexities of the financial world. As he continues to make waves at Schwieters Capital, his story, peppered with insightful quotes, inspires us to find our own balance and purpose in the ever-evolving landscape of life and finance.
