I am a former private equity and venture capital attorney with many years of investment management experience as a sideline. I've recently retired from legal practice to concentrate on fund management on a full-time basis. I now manage separate accounts for a small group of high net-worth clients.
Amateur aficionado of fundamental security analysis and behavioral psychology. I have a Ph.D. in Engineering and MBA, with corporate executive and P&L experience in North America and Asia. Managed cross-border M&A, private equity deals, strategic alliances and joint ventures. I believe in the disruptive power of innovation, having been part of developing innovative technologies. Fascinated by the global capital markets, but less so by the media pundits who boldly predict and explain all moves in the markets with not a shred of humility. Always on the side of the small investor because no one else is and...that's who I am.
Disclaimer: I would like to remind readers to always do their own due diligence on any investment, and if necessary, consult their own financial adviser. The material in my articles should not be considered or relied upon as a formal investment recommendation but merely as a starting point for further analysis.
Financial and investment consultant on community investment boards, including Executive Director of a foundation. Retired senior executive of a large multi-national life insurance company and previously, the senior pension executive overseeing the pension and employee savings of a large petroleum & natural gas company in Canada. Also, was the CFO of a large multi-national private company. Extensive travel.
Yale Class of '61, Retired Foreign Service Officer with 22 years as Middle East specialist. Over 20+ years as Financial Advisor, CFP(R). Active investor for more than 40 years. Asset Allocation includes 5% MLP and 5% energy services and E&P.
Polar Prospecting is a young financial professional working in the natural resources sector. Writing from Central and East Asia, he has a particular interest in energy and other hard assets.
Although he will occasionally uses options strategies, he prefers traditional equity investments in what he considers to be quality businesses with competent management. He subscribes to many of the tenets of value investing and prefers to invest in companies with a sustainable dividend-growth strategy.
Retired former independent business owner, sometime investor. Interested in capital conservation and generating a reasonable investment income. Someone with a lot to learn and understand when it comes to investing, but willing to make the effort to try.