Aaron Katsman, President and CEO (firstname.lastname@example.org). Aaron develops investment portfolios for clients around the world. He is author of the book Retirement GPS: How to Navigate Your Way to A Secure Financial Future with Global Investing (McGraw-Hill). A well-respected wealth manager, he writes a popular investment column for the Jerusalem Post. Previously, he was a founder and managed the private banking group for Citigroup in Israel. Prior to Citigroup, he was a senior analyst at a leading Israeli venture capital fund, where he gained an intimate working knowledge of the Israeli hi-tech scene, and was frequently invited to lecture on the Israeli economy. Aaron has been a contributor for AOL’s Bloggingstocks and has been a guest on CNBC’s Squawk Box.Aaron holds a B.A. in Political Science from Yeshiva University in New York. He is licensed by the Israel Securities Authority and holds the following registrations with FINRA and the SEC in the United States: General Securities Representative Examination (Series 7); Uniform Securities Agent State Law Examination (Series 63); Uniform Investment Adviser Law Examination (Series 65).Securities offered through Portfolio Resources Group, Inc. The opinion's are of the author and not necessarily that of Portfolio Resources Group, Inc. or its affiliates.
I am a Special Situations/Value Investor, I invest in Relative value arbitrage situations, Bankrupt and Distressed situations, I have 20 years Experience as a bankruptcy/ legal consultant, Financial/ White Collar Fraud Investigator.
Best investments include (GGP) General Growth Properties (HPY) Heartland Payment Systems (WMIH) Washington Mutual Inc. (NFLX) Netflix, I am currently Long Republic Airways (RJETQ) Fannie Mae (FNMA) Sears Holdings Inc. (SHLD) Sears Holdings Inc/Warrants (SHLD.WS) Pershing Square (PSHZ) I am short Herbalife (HLF)
Ron D’Vari is the CEO and Co-founder of NewOak Capital, a financial advisory, solutions, and capital market firm. NewOak focuses on portfolio & risk management, credit, valuation, governance and compliance for financial institutions and funds. D’Vari and his associates have advised numerous large financial institutions and private equity firms and hedge funds. He has structured creative solutions for variety of high profile global complex-securities and fiduciary asset management cases. Fomerly an executive at BlackRock, D’Vari served as the global head of structured finance and member of Fixed Income Business, Investment Strategy, Alternatives, and New Products Management Committees. D’Vari has over 15 years of teaching experience at UCLA, Boston University, and Brandeis. He serves on the editorial board of Journal of Structured Finance and was previously on advisory board of American Securitization Forum and served as a board member of Boston Security Analyst Society. He is a research affiliate of SoverigNet at Institute for Business in the Global Context (IBGC), The Fletcher School, Tufts University. D’Vari is registered with NewOak Capital Markets LLC and holds Series 7, 24 and 63 licenses. He earned his B.S., M.S., M.B.A., and PhD degrees from University of California Los Angeles, and is a CFA charterholder.
I try to carefully trade weekly & monthly stock options with expertise in mining companies & traditional manufacturers. Speak & write fluent Portuguese and speak good Spanish. Resided twice in Brazil and once on Guam Island. Employed at the same large foreign-owned Distribution Center the past 15 years & completely 100% Pro-NAFTA. Smart individual investing is the preferred solution to improving one's economic future, as opposed to vast & vague government handouts. Seeking Alpha is the #1 best financial blog because of honest opinions & superb organization.