Mr. Ho is the president and chief operating officer of Spring Mountain Capital, and a co-managing member of SMC's general partner. He is also a managing director of HiPoint Capital, L.P., which he recently founded and which is an affiliate of SMC. He was formerly a principal and chief financial officer of McKinsey & Company, Inc. (“McKinsey”). During his 16 years with McKinsey, from April 1982 through June 1998, he led the tax and financial planning for the firm and its worldwide partner group, playing a significant role in the establishment of new offices in over 25 countries in Asia, Europe, and South America. Mr. Ho was instrumental in the establishment of McKinsey’s in-house investment office and responsible for its oversight, including the management of its traditional and alternative investments. Mr. Ho was a member of McKinsey’s Investment and Development Committees and a Trustee of the firm's Profit-Sharing Retirement Plan. After leaving McKinsey in 1998 and prior to joining SMC in June 2001, Mr. Ho was a private investor and consultant. He was associated with the law firm of Donovan Leisure Newton & Irvine from 1977 until 1982. Mr. Ho graduated with honors from Yale University in 1974 with a B.S. in Administrative Science. He received a J.D. degree from Columbia Law School in 1977 and is a member of the New York and California bars. Mr. Ho also serves on the Board of Visitors of Columbia Law School.
20 yr investing. Want to be commodity trader because economic shift and the case for investing in individual companies have waned. Yes there are still stand outs of BIDU,AMZN,GOOG out there, and following the crowds is ok but overall I want to trade more in commodity - not coffee future and the likes but more toward precious metals because we maybe heading into tremendous shift in monetary policy around the world.
Shesh Paplikar works in software engineering in the financial industry. He has been fascinated with technology & computers from a very young age and holds a Computer Engineering degree from a leading technology institute in India. From several years he has developed passion for economics, finance, stock market, macro-economics. He loves travelling and has traveled to various destinations in India and United States and has also visited several countries across different continents. By travelling he tries to analyze the impact of technology, political policies, financial policies, educational policies on the societies across the world. Having lived and worked in India for several years and now living and working in the United States both of which are radically different in political situation, economic policies, cultural aspects, economic and social progress achieved till date - has helped Shesh understand various aspects of policies, economics, culture and their impact better.
Vijay Marolia has over 13 years of experience in the financial markets and has an extensive background in global economic analysis and alternative investments. He began his financial services career in 2000 with Morgan Stanley in central Florida and later served as Chief Investment Officer at Private Wealth Management at Heathrow, a premiere central Florida wealth management firm. He astutely identified tactical investment opportunities in fluctuating market environments and incorporated his research into strategic portfolio allocations for over 200 clients in over 25 states.
Vijay Marolia founded investment management firm Regal Point Capital in 2013 to manage and invest the assets of his partners, the Marolia family, and their friends. Regal Point Capital takes advantage of Mr. Marolia’s best investment ideas within equities, fixed income, real estate, and derivatives.
I have been in and out of the market since about 1979 and i probably do it more for a hobby than anything else.I enjoy reading the comments that the Alpha people write and it is a good place to pick up ideas.I first opened an account with E.F.Hutton and you had to have $10,000 to open an account back then which wasn't easy for a small family man.When the discounters came along with their smaller comissions and entrant fees,allowed the small investor to be in the market.It was nice.I won some and lost some and never bet the barn.Thats about all,thanks for listening.
From my early to mid working years (1980's thru 2000's), I was told and sold on the idea from 'financial advisors' that mutual funds were the way to go for retirement. The 2000's came and any gains I had, were gone. I kept a few of the funds, eventually selling some. I was never interested in dividend-paying companies, their stock price never seemed to move, they were too slow for me and I was too cool. So I started trading individual tech stocks, then solar stocks, then ....and piling up more losses in those volatile years. In 2011, I guess you could say I had an 'epiphany'. My interest peaked as I began reading article after article on dividend growth stock investing, leading me to doing research and formulating a plan. This made a lot of sense to me, clear thinking. I have set out on building a dividend growth portfolio of individual stocks for future retirement income and growth, with a few funds and ETF's mixed in. I wish to thank the many great Seeking Alpha authors and contributors for their inspiration and ideas.
My career has centered primarily on economics, finance and education. In addition to experience in commercial banking, the securities industry and teaching I pursued advanced research in economics.
I also began to take a long-term interest in the analysis of the dividend-paying capacity of firms. Hence the idea for "dividend support reports" which are intended to examine support for dividends from a longer term historical perspective in a concise format. At present my geographic interest is Asia.
The question arises what kind of analysis is necessary for companies that pay no dividend. For companies that pay no dividends, it may be still be useful to examine whether dividend payments could be supported in the future.
I also have a lifelong interest in languages, art and learning in general, and have been a long-term resident in Asia, having resided in Japan and Chinese Taipei (Taiwan). My book "Japan's Internationalization and Other Essays" gives a perspective of Japan from the experiences of a foreign resident as well as observations on political economy.
I am curious about a variety of industries, economies, economic policy and theory and may consider commenting on these topics from time to time.
The reports are for informational purposes only and are not to be viewed as investment advice or recommendations.
The analytical methodology is not necessarily a constant and may be periodically modified. In addition, while averages may be noted, they may be less meaningful if there are large swings over the period examined. While measures of dispersion such as the standard deviation can be used to capture such movement, I am hesitant to automatically assume that the underlying probability distribution is normal. This concern originates from my experience in finance and economics that insufficient understanding of the underlying probabilistic nature of the data and models can produce significant forecasting errors. A case-in-point might be default probability models that may have erroneously predicted the extent of loan losses in bank portfolios.
ETF Trader using tactical strategy to maximize returns. Track two portfolios, rebalance weekly for one, monthly for the other via a systematic ranking process. Validate the results of the systematic ranking process against various technical criteria including 50 day moving average versus 200 day moving average and fundamental review of economic news and data.
Retired businessman running his own portfolios during retirement. Learning as fast as I can and there is no end to the learning needed to be successful regarding portfolio strategy.
These are times that try men's souls but so far so good.