pdfReport Print

Julian Koski
Managing Director & Co-Chief Executive Officer


Mr. Koski is Co-Chief Executive Officer of Guggenheim Transparent Value, LLC and its subsidiaries, and a Managing Director of Guggenheim Investment Management, LLC. He directs Transparent Value’s business development, marketing, and distribution activities and contributes to Transparent Value product development initiatives. He is also a member of the board of Guggenheim Transparent Value, LLC.

Mr. Koski has 20 years of experience in corporate finance, asset management, and investment banking.

Before co-founding Transparent Value in 2003, he co-founded (with Inc. Magazine) Financial Resource Group LLC, a boutique investment banking and private equity firm specializing in providing corporate finance and capital formation services to emerging-growth companies, including early-stage financial service, healthcare, and media companies.

In 1984, Mr. Koski emigrated from South Africa to the United States and founded Financial Feasibilities. From 1984 to 1988, Mr. Koski co-authored CFO Advisor, a corporate finance advisory publication and service designed to help companies identify value-building opportunities. During his tenure at Financial Feasibilities, he was retained by the accounting firm Laventhol & Horwath to provide corporate finance advisory services to its clients. In 1990, Ernst & Young acquired the CFO Advisor methodology and hired Mr. Koski to establish a corporate finance and investment analysis service. More than 400 Ernst & Young partners were trained to implement this methodology throughout Ernst & Young’s various practice areas, including its auditing, financial advisory and entrepreneurial services.

Mr. Koski has lectured at the Massachusetts Institute of Technology and at various industry conferences on topics relating to business valuation, performance measurement, and value-based compensation methodologies. Mr. Koski attended the University of Witwatersrand (South Africa) and the University of South Africa, where he studied to be an Accountant.

Julian Name

Glossary
The Funds are new and have limited operating history. An investment in the Funds involves risks, including loss of principal. No assurance can be given that the investment objectives described herein will be achieved. The Funds seek to track a quantitative strategy index, meaning that the Funds invest in securities comprising an index created by a proprietary model. The success of the Fund’s principal investment strategies depends on the effectiveness of the model in screening securities for inclusion in the Index.

For more complete information about the Funds, see the prospectus or call 1 (888) 727-6885. Financial Advisors should call 1-855-TV Funds or 1-855-883-8637. Read the prospectus carefully before you invest or send money.

ALPS Distributors, Inc is not affiliated with Guggenheim Investment Management, LLC, Transparent Value Advisors, LLC (“TVA”) and/or Guggenheim Partners, LLC. TVA and ADI are not affiliated with Dow Jones. Transparent Value Funds are distributed by ALPS Distributors, Inc (“ADI”).

Check to see if any of the stocks mentioned on this website are owned by any of the Transparent Value Funds. Click here >>