Rob Romero works at Connective Capital Management, a firm investing in equities in high growth and misunderstood markets like technology and alternative energy. Before Connective, Mr. Romero studied engineering and economics at Stanford and worked in the technology industry for many years as engineer, product manager and entrepreneur/founder.
NYC-based investment professional. Focus on value investing and growth at reasonable price within the context of long/short equity, with a bias toward long-term holding periods.
According to Greek mythology, Glaucus, a god of the sea blessed with the power of prophecy, frequently came to the rescue of distressed sailors and fisherman. We founded Glaucus Research Group California LLC (a California Limited Liability Company) to help capital markets investors navigate treacherous financial waters in search of great investment opportunities.
Andrew Left's Citron Research (http://www.citronresearch.com/) (formally known as Stocklemon.com) seeks to expose companies whose management is in some way misleading investors. Left digs into SEC filings, financials, management histories and other data to uncover such situations, and he is usually short the stocks he writes about. Mr. Left has been publishing for 7 years and has created a track record that is unrivaled in short selling. Mr. Left has been cited in Barron's, Wall St Journal, CNBC and other major publications repeatedly for his work. Mr. Left was also an invited speaker at the reknown Master Investor Conference.
Visit: Citron Research (http://www.citronresearch.com/)
The Investor Protection Association (IPA) is devoted to performing research, investigation and publication of information which concerns financial fraud and dishonest stock market practices taking place in companies that trade on stock exchanges in the United States, with a focus on small cap equities and penny stocks.
The most important purpose of our service is to educate and help hard working, decent investors by informing them of fraud and manipulation in specific stocks. By performing scrupulous and professional research, uncovering crucial information and publishing it, we may help these investors make a more informed decision and avoid losing substantial amounts of money.
On the other hand, our service also caters to sophisticated short-biased traders by providing excellent, in terms of risk-to-reward ratio, trading setups which occur primarily as a result of inflated prices in stocks which are subject to promotional campaigns (so called Pump & Dump).
Fundamental value investor that understands and utilizes technical entry and exits to add value. 15 years experience as an investor. Specializing in Energy Sector, Value Strategies, Hedge Fund Long/Short Equity Strategies, Small and Mid Capitalization stocks.
Follow me on StockTwits: http://stocktwits.com/LSValue
Follow me on Twitter: https://twitter.com/LSValue
You are cordially invited to join us at the New York Hilton Midtown in New York, NY on October 27, 2015 for Pristine Advisers/CEFNetwork’s 2015 Global CEF, BDC, MLP Investment Community Conference: Transforming Global Potential Into Investment Opportunities.
This year’s program will feature insightful discussions on identifying potential opportunities within the Closed-End Fund, BDC and MLP Space.
In this low yield and interest rate environment, we are all searching for signals of change and emerging trends in the markets in order to meaningfully impact our portfolios. Learn how we are positioning to benefit amid the post QE landscape at our 2015 Investment Conference in New York, NY.
Space is limited - reserve your sponsorship or vendor display today.
300 of your peers attended in person in 2014. 500+ via the webcast/videocast both live and replays. See what great things our community has to say about this event here. [https://vimeo.com/111137461]
Join us this October to get the latest market insights from teams across the investment spectrum.
Session Spotlights for Q&A This Year Include:
· Achieving Investment Goals
· Alternative Investments Strategies & Leverage Approach
· Effective Asset Allocation
· A Case for Index Fund Portfolios
· Performance Comparisons of Index Funds vs Actively Managed Funds
· Alpha vs Beta
· International Markets
· Fixed Income
· Master Limited Partnerships
· Business Development Companies
· Best Market Segments for Dividends and Income
· Current and Future Attractive Sectors
· Overview of 2015 and Outlook for 2016
View details of last years’ event [ http://www.cefnetwork.com/conf/2014/2014conference.php]
Last events Featured Keynote Speakers Included Top CEF Investors & Analysts:
· Elias Lanik, Analyst at BofA Merrill Lynch
· John Cole Scott, PM of Closed End Fund Advisors
· Ken Fincher, PM at First Trust and another PM at First Trust covering ETFs
· David Wertheim, Deutsche Wealth & Asset Management
· Don Suskind, Head of ETFs, PIMCO
· Dean Choksi - Portfolio Manager, Fifth Street Management
· Eduardo Solano, Product Manager at Mexico Fund
· Michael Jabara and Stephen Miner, Analysts at Morgan Stanley
· Steve Pikeny and Ben Johnson, Analysts at Morningstar
· Noel O’Halloran, CEO of Kleinwort Benson
· Grier Eliasek, President of Prospect Capital
· Mariana Bush, Analyst at Wells Fargo
· Sangeeta Marfatia, Analyst at UBS
· Alex Reiss, Analyst at Stifel Nicolaus
· Portfolio Manager, Legg Mason
· Portfolio Manager Tortoise Capital Advisors
· Portfolio Manager, Miller/Howard MLP Fundamental Index
· Portfolio Manager, Clearbridge Advisors
· Portfolio Manager, Morgan Stanley Investment Mgmt.
· Portfolio Specialist / Index – Yieldshares
· Portfolio Specialist / Index – River Oak ETFs
· Supporting Sponsor: NYSE Euronext, Financial Advisor Magazine, Private Wealth, ETFGI.com, Global Investor Spotlight, and more.
Sponsors and vendors will receive featured coverage in Pristine’s newsletter with an audience of over 80,000 industry professionals/investors in our databases as well as viewed by over 800,000 industry professionals and investors in our social media circles.
Sponsors and vendors total audience exposure prior to our event is over 2,220,000 community members.
Sponsors and vendors are given a list of attendees for their review enabling them to evaluate their investment in participating.
Qualified Financial Planners can earn 6 CFP Continuing Education Credits for attending.
Space is limited - reserve your discounted sponsorship or vendor display today.
Contact us for more details.
(if you are not the correct person at your firm to receive this, may we trouble you to pass this along or else provide us with the appropriate contact?)
Thank you kindly,
Tel: 631-756-2486 | Cel: 646-610-3340 | Fax: 646-478-9415
Why Hire Us? https://vimeo.com/66190623
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Pristine Advisers www.pristineadvisers.com
üConsider your responsibility to the environment - think before you print!
I hold a B.S. in Accounting.
"[T]he function of the margin-of-safety is, in essence, that of rendering unnecessary an accurate estimate of the future. If the margin is a large one, then it is enough to assume that future earnings will not fall far below those of the past in order for an investor to feel sufficiently protected against the vicissitudes of time."
"Needless to say, the analyst must take possible future changes into account, but his primary aim is not so much to profit from them as to guard against them. Broadly speaking, he views the future as a hazard which his conclusions must encounter rather than as the source of his vindication."
"[F]inding the really outstanding companies and staying with them through all fluctuations of a gyrating market proved far more profitable to far more people than did the more colorful practice of trying to buy them cheap and sell them dear…These opportunities did not require purchasing on a particular day at the bottom of a great panic."
The Fraud Research Institute ("FRI") specializing in the research and discovery of financial scandals and corporate malpractice in the United States with an emphasis on the small cap markets.
Our business model is to publish the highest quality and most compelling professional research reports that highlight all material information necessary for short-biased traders to identify superior risk-to-reward trade ideas that are primarily a result of market inefficiencies created by the artificial demand from stock promotion (pump & dump) campaigns.
We identify Wall Street's biggest frauds and profit from them.
We consider ourselves to be true value investors. Favorite treatise on investing include all Warren Buffett biographies, "Security Analysis" by Graham/Dodd, "the Intelligent Investor" by Graham, "Margin of Safety" by Klarman. Weekly reader of Grant's Interest Rate Observer.
After spending a dozen years making a big name for herself as a highly respected investigative reporter in the financial arena, Melissa Davis took a chance on her longtime dream in 2015 by becoming her own boss so that she could pour even more time and energy into uncovering the truth about suspicious public companies by conducting the deepest research of her award-winning career. At that point, Ms. Davis had already established herself as a fearless journalist with an impressive talent for exposing corporate fraud. Most recently, she served as the founding editor of TheStreetSweeper, a financial news website dedicated to warning investors about risky stocks that she essentially built from scratch. Under her leadership, TheStreetSweeper soon earned steady applause from some of the biggest names in the business and continued to flourish for years. Prior to launching that well-known website, Ms. Davis spent seven years on the staff of TheStreet.com -- an even more prominent financial outlet founded by "Mad Money" host Jim Cramer -- where she quickly rose to become one of the leading investigative reporters on a large and impressive editorial team. Already the recipient of numerous awards by the time that TheStreet.com hired her away from the largest newspaper in her home state, Ms. Davis went on to land a national prize for enterprise reporting from the Society of American Business Editors and Writers (SABEW) by the time that her tenure there came to an end. Today, she spends her days (and, when necessary, plenty of late nights) trying to do what she has always done the best even better: revealing the dirty secrets about publicly traded companies that investors desperately need -- and inherently deserve -- to know! (She also smothers her adorable granddaughter -- the other great love of her life -- with plenty of hugs and kisses at every available chance.)
Ross Taylor has been an institutional or hedge fund portfolio manager for over 28 years. He was head of Institutional Equity and Balanced investing for a NYC based Trust Bank and then went to a a major New York City based hedge fund where he was a partner from 2001 to 2009. He has been at Somerset Capital Advisors since 2009.
"It's not what you know that gets you into trouble, it's what you know for sure, that just ain't so" - Mark Twain
I look for stocks in places:
-Nobody is looking
-Everyone is panicking
-Something structural creates an opportunity.
Follow me if you want original ideas, many of which are not covered by others on SA. I'm more than happy to interact with all my followers, so feel free to reach out.
I'm a senior student majoring in financial markets at HEC Montreal, in september I successfully completed level 1 of the CAIA and CFA programs