Nobody is much interested in tax avoidance any more, so I'm posting Tom's Fishing Gallary pictures instead http://bahamasbahamas.com/images/gallery.html
Personal info here https://www.linkedin.com/profile/preview?locale=en_US&trk=prof-0-sb-preview-primary-button
and PFIC / FATCA info for planners https://www.linkedin.com/pulse/new-irs-form-8938-created-fatca-2010-can-filing-avoided-tax-havens?trk=prof-post
JPMorgan/Chase writes on U.S. Estate taxation: "Because stock of a foreign corporation (in a no tax haven) is not subject to U.S. estate tax, holding U.S. situs assets through a foreign corporation constitutes a planning opportunity." http://www.jpmfinancialservices.com/images/PDFs/EstateTaxation.pdf
Graduate from the School of Hard Knocks. Spent my life as a soldier keeping the jungles of Asia safe for Democracy. Worked on production lines and construction, saved my money and lived frugally. Now retired on a hobby farm in Iowa becoming self sufficient in growing and canning vegetables with a good wife, married 44 years now. Invest in dividend stocks which I learned from my mother who dripped for 50 years into PG, XOM, CVX etc. who retired to a comfortable life.
38.5YR Financial Advisor for a major wirehouse. Former CIMA (Certified Investment Management Analyst)
Fighter pilot - 12+yrs in USAF and reserves
Sailor - North Channel of Lake Huron, Virgins, virtually all the Windwards and Leewards, and Belize.
Fundamental Value investor with a Technical Screen sift. Don't really grasp Tech...
The Global Investor started his life in the stock market as a young boy, being taught by his father about the ups and downs of the markets. His father as a technology entrepreneur, preferred the relative lower risk of utility stocks. The Global Investor's mother came from a farming background and so TGI got some basic knowledge of commodities markets at an early age.
The Global Investor's first job was in the finance department of a medium sized entertainment and hospitality business in order to gain some finance knowledge. There his role included basic accounting functions and also investor relations. After finding the investor relations side of things quite interesting, next TGI found a job as a stockbroker in order to deal with investors full time. However, after a while TGI found that he was more interested in analyzing businesses than selling stocks, so off he went to business school in order to build a wider analytical skill-set. Business school included a period in China which piqued his interest in emerging markets.
After business school TGI spent ten years as a security analyst at three quite different institutional investors. First his focus was Global Emerging Markets, then Global Natural Resources then Asia. His roles included periods of time in Europe and the Far East. After tiring of the corporate life and feeling he now had a suitable foundation to branch out by himself, now The Global Investor is an independent analyst and private investor consulting for a range of clients including HNWIs and Hedge Funds.
The Global Investor thinks Seeking Alpha is an excellent platform to level the playing field between Wall Street and retail investors. A wide range of views can be found here with some excellent insights and analysis.
TGI's favorite books include The Alchemy of Finance and Fooled by Randomness. TGI's favorite websites include Seeking Alpha and the SEC's EDGAR section.
TGI is agnostic to investment style, as he believes value, growth, momentum, etc all can work at various times. He is more interested in catalysts caused by dislocations and behavioral aspects of the market. On the commodity side, he believes the markets will eventually revert to their fundamentals driven by supply and demand, but in the meantime trends can persist.