Mr. Lear has been in the investment management business for two decades. Prior to founding Lear Investment Management he was a Partner and Portfolio Manager with Sloan Wealth Management in Dallas. From 2009 to 2015, Mr. Lear managed portfolios in a global, tactical, asset allocation strategy. His ability to identify global trends and tactically express with investments has led to superior outcomes for investors. His creative and intelligent research spans both fundamental and quantitative disciplines.
Previously, Mr. Lear served as Vice President at Neuberger Berman and as a Senior Investment Planning Analyst with Sanford C. Bernstein & Co. While at Bernstein, Mr. Lear was tapped to participate in the firm's Wealth Management Group to help solve complex investment dilemmas for high net worth families across the nation. He also served as a Portfolio Manager for US Trust on a team responsible for a multi-billion dollar quantitative, equity investment strategy. Mr. Lear now resides in Dallas, his hometown, with his wife, Laura, and their four children. He is a graduate of Southern Methodist University and the Securities Industry Institute of The Wharton School of the University of Pennsylvania. Mr. Lear serves on the board of trustees of Lamplighter School, the board of trustees of Vogel Alcove and the board of trustees of Positive Coaching Alliance. Always a student, Mr. Lear recently completed a program with the Harvard Business School Executive Education in India.
Economics PhD, Business School Dean, University Chancellor, Books and articles on macroeconomics, economic development, unemployment, and taxation. Legislator on ways and means committee, Regulatory commissioner, CEO Newspaper and radio station chain, CEO of Internet company. Investor,
Operates a forecasting consultancy and manages individual investment accounts oriented towards long-term appreciation. Presently he is funding high risk/high return micro-equity investments overseas.
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Jared Sleeper, a Junior in Harvard College, has invested a personal portfolio actively since 2005, and currently serves as a President of the Harvard Financial Analysts Club. He grew up working at his family’s small grocery store in Northern Maine, and has extended his love for business into a passion for investing and understanding how companies work. He has experience investing in many industries, ranging from shipwreck hunting to Chinese real estate to Oil and Gas, and his investment philosophy emphasizes a rigorously demonstrated informational or analytical edge over the broader market. To develop such an edge, he uses in depth research and analysis, contacting management and scouring publicly available information for overlooked facts or hidden narratives that materially impact the security involved.
Peter George Psaras, has been investing for over 40 years and has expertise in the following:
1) Quantitative Analysis
2) Qualitative Analysis
3) Macro Economic Analysis
4) Technical Analysis
5) Stock Market History
He is the CEO at Conservative Equity Investment Advisors, a registered investment advisor based in New York.