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How to Assess Investment Performance Like a Pro

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Assessing Investment Performace

Looking to up your investment game? Learn more about assessing investment performance and making strategic choices. Discover how to decode those complex market trends and identify winning opportunities with ease.

Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology experience to Build and Fortify Your Wealth. Our principal preservation-focused income fund generates passive high-yield income, delivering over 11% compounded net returns for 2022 and 2023. Investors feel happy they capture strong returns and are doing good, as the Fund’s micro-balance real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact.

You’ll learn:

  • Why looking at performance is important when deciding between investment options.
  • The type of investment numbers to look at and what they mean.
  • The different aspects of performance assessment, such as measurements, attributions, analysis, benchmarks, and more!

Meet the hosts:


Chris Carsley
Kirkland Capital Group Logo


Chris Carsley brings over 25 years of investment industry expertise, specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, research & analysis, and hedging. Chris is the CIO and Managing Partner for Kirkland Capital Group and is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund, a micro-balance commercial real estate bridge financing fund.



Brendan Walsh


Brendan Walsh is the Partnerships Lead for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.


Nick Gonzaga
Rocket Dollar

Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that, he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida.

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