The Three Biggest Mistakes Investors Make In Their Portfolios and How to Avoid Them

Presented by Next Generation and Northwest Quadrant Opportunity Fund

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Learn the Secrets!

During this webinar, you will learn:

  • The secret to picking a great alternative investment for your portfolio.
  • How to maximize your portfolios’ upside potential while dramatically lowering your risk.
  • What is true "diversification" and the magic ingredient to a well balanced portfolio. 
  • Incorporating self-directed IRAs into your alternative investment strategy
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Meet the Speakers

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Brittany Melville
Director, Marketing & Sales
Next Generation


Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives. 

Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales. Prior to joining Next Generation Brittany held positions at Convergent Revenue Cycle Management, Inc., and Altria Group Distribution Company (formerly Philip Morris USA).

Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP). Brittany and her husband currently live in Branchburg, NJ, with their cat Leo. She also owns a rental property at the Jersey Shore. In her free time she enjoys dancing, working out, playing piano, cooking, reading and cheering on her favorite football team, the Philadelphia Eagles.  


Dr. Paul Wendee

Dr. Paul M. Wendee
Managing Director & CIO
Northwest Quadrant Opportunity Fund

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Dr. Paul M. Wendee is the Managing Director of Paul M. Wendee & Associates, LLC, a corporate finance, private equity, management consulting, and financial planning firm which he founded in 1998. He is also the Managing Director and Chief Investment Officer of Northwest Quadrant Opportunity Fund, LLC.  He has been a financial planner, entrepreneur, investment banker, securities analyst, and private equity fund manager for 38 years. He publishes an award-winning investment newsletter, the Intrinsic Value Wealth Report Newsletter. He is the creator of Value Driver Theory, a new way of understanding and strategically thinking about business; and teaches courses in business, investments, economics, entrepreneurship, and finance to university students worldwide. He founded the Value Driver Institute, a scholarly think tank with a mission to conduct research on enterprise value driver theory and the enterprise value creation process; and to take the business incubator concept to places in the world where business incubators are not commonly found, but where they are needed the most. Paul is also an angel investor and is an active investor with various angel groups including the Investment Club of America and ArchAngels Investors.

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