I have been interested and involved in the equity and fixed-income securities markets over the last decade. Value investing on fundamental performance metrics appeals to me greatly, as does leveraging these returns using options strategies. I believe that smart money sells options. I graduated with an A.B. in Economics from Harvard College and an S.M. in Computational Science & Engineering from the Institute of Applied Computational Science at the Harvard School of Engineering and Applied Sciences in May 2014.
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Michael A. Gayed, CFA, winner of the 2016 Dow Award and 2015 NAAIM Wagner Award, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages mutual funds and separate accounts according to its ATAC strategies. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies. Follow him on Twitter @pensionpartners and YouTube youtube.com/pensionpartners. He has re-released his father's 1990 book Intermarket Analysis and Investing, now available on Amazon.com.
Eli Inkrot is a writer. Check out his website: thecurrencyoftime.com, his articles here on Seeking Alpha or his book - "You Don't Have A Money Problem" - on Amazon.com.
Additionally, here is a quick bio:
Eli has held the title of Vice President and Portfolio Manager at EDMP Inc. - a money management firm - along with Vice President for F.A.S.T. Graphs - a financial software company.
Prior to that, he began his investment career as an analyst in private real estate for a public pension fund. During his time in real estate he was the lead for a variety of accounts with net asset values totaling nearly two billion dollars. Eli received a Master’s in Finance from the University of Tampa where he earned “highest honors” whilst receiving the distinction of being named the “most outstanding graduate student.” He also holds undergraduate degrees in both Economics and Business Administration from Otterbein University, graduating “magna cum laude” with distinct honors in each major. During his tenure at Otterbein, Eli was a member of the varsity golf team, held the departmental Senator position for Business, Economics and Accounting and studied abroad in the Netherlands.
I write The Winters Report, an independent equity research publication on US banks. Contact me at WintersReport@gmail.com or follow me on Twitter (@HarvardWinters). Previously I worked as a financial services investment banker, at Merrill Lynch, JP Morgan and various middle-market investment banks. I received an MBA from the University of Chicago Booth School of Business in 1993.
Husband, father of three, grandfather of three and long time investor. Bought my first stock at 16 years old, it was called Unishops and it went bankrupt. I kept on investing and now have a decent size portfolio. Best investing book I ever read was "The Future for Investors" by Jeremy Siegel. I believe in companies that pay dividends, have strong cash flow and have some type of moat.
Russ Koesterich, CFA, JD, Managing Director and head of Asset Allocation, is a member of the Global Allocation team within BlackRock's Multi-Asset Strategies Group. He serves as a member of BlackRock's Americas Executive Committee.
Mr. Koesterich's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Mr. Koesterich was BlackRock's Global Chief Investment Strategist and Chairman of the Investment Committee for the Model Portfolio Solutions business. Previously, he served as the Global Head of Investment Strategy for scientific active equities and as senior portfolio manager in the US Market Neutral Group. Prior to joining BGI, Mr. Koesterich was the Chief North American Strategist at State Street Bank and Trust. He began his investment career at Instinet Research Partners where he occupied several positions in research, including Director of Investment Strategy for both U.S. and European research, and Equity Analyst. He is a frequent contributor to financials news media and the author of two books, including his most recent "The Ten Trillion Dollar Gamble."
Mr. Koesterich earned a BA in history from Brandeis University, a JD from Boston College and an MBA from Columbia University. He is a CFA Charterholder.
John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in Japanese and was trained as a domestic Japanese research analyst and money manager. In 1977 Thomas became the Tokyo correspondent for The Economist magazine and the Financial Times of London. Thomas traveled extensively throughout Asia, interviewing premiers, presidents and prime ministers, writing on macroeconomic trends, and producing countless features about individual companies. Thomas witnessed China’s cultural revolution and was one of the first American correspondents to enter China prior to the U.S. normalization of relations. Thomas authored several books about the Japanese financial system still in use by business schools today. In 1983 Thomas joined a top US investment bank in New York with the mandate to develop an international equity business for the firm. In 1985 he moved to London, England to establish a presence in Japanese equity derivatives for the firm. In 1989 Thomas was appointed a director of one of the big three Swiss Banks with a mandate to design sophisticated hedging strategies for the bank’s considerable holdings of Japanese equity warrants and convertible bonds. With the invasion of Kuwait by Iraq, Thomas was drafted by the US Marine Corp to serve as a pilot. In 1990 Thomas became a pioneer in the nascent hedge fund industry by founding the first dedicated Japanese hedge fund. The firm managed segregated accounts for a variety of government agencies, banks, and high net worth individuals in Europe, the Middle East, and Asia. After a decade of spectacular absolute and relative performance he sold his firm in 1999 and retired to manage his personal investments in the oil and gas industry. Seeing incredible opportunities in the marketplace and yearning for the adrenaline and satisfaction offered by active management, Thomas launched a new hedge fund in 2007. In his free time Thomas is a commercial aircraft pilot, long distance hiker and mountain climber, wine collector and avid photographer.
Winthrop Smith is the president and founder of Win Analytics LLC, an independent company of finance experts. The firm provides litigation support, analysis, and research to participants in structured finance and related markets. Mr. Smith is currently working with one of the pioneers of financial theory on problems of long-term investment.
Mr. Smith has been CFO of a $7 billion education finance company and has developed groundbreaking financial optimization techniques. His career has centered on quantitative finance but has had many facets: investment banker, financial advisor, expert witness, conference speaker, writer, programmer, modeler, analyst, teacher, mathematician, and inventor. Mr. Smith has structured or supervised billions in bond issues and securitizations. He was financial advisor to a $1.7 billion multi-modal transportation program. He was recognized as the leading expert on the securitization of delinquent tax penalties that was part of the bankruptcy recovery plan for Orange County, California.
Mr. Smith produces "The Well-Tempered Spreadsheet", an informative blog about financial modeling and mathematics.
Mr. Smith is an affiliate member of the CFA Institute and of the CFA Society of Colorado.
He holds an MSc in Mathematical Finance from Oxford University. His thesis was "Robust Bond Portfolio Optimization." Mr. Smith won the Anthony Stanley prize in mathematics as an undergraduate at Yale University.
Tova Rachel works for Seeking Alpha as the Director of Operations. She has fifteen years of experience in online marketing, strategy, and planning. Her experience includes developing eBusiness strategies for clients such as The Jerusalem Post, Guardian Industries, DaimlerChrysler, Ford Motor Company, and MGM Grand Casino. In addition to her eBusiness experience, she worked in the Event Management field producing large-scale events for social, corporate, and non-profit clients. Rachel Tova has a B.A. from the University of Michigan and is also a member on the Board of Directors for the Museum of Psalms.
Michael Rodov was the former Head of Business Development at Seeking Alpha. He was previously the founder and CEO of ZepInvest.com, a successful technology start-up in the investment newsletter industry. He is also the inventor of a patent application for a business model on revenue sharing for online publishers. Mike has a B.S. from the Boston University School of Management, with a concentration in finance. He lives and works in NYC.
George Moriarty is Executive Editor and VP Content at Seeking Alpha. He joined the company in January 2012 as Managing Editor of Opinion & Analysis and works closely with CEO Eli Hoffmann and other company leaders on content and publishing initiatives for the Seeking Alpha contributor community. George has worked as a financial journalist and editor since 1997, most recently as Editor-in-Chief at Merrill Lynch Wealth Management Online Platforms. Prior to Merrill, he was Executive Editor at TheStreet.com. He lives in Bucks County, PA, with his wife, four young children and one dog. Please contact him via direct message.
I am the VP of Monetization at Harvest (www.hvst.com). My role here is to ensure that Harvest is maximizing its monetization opportunities while maintaining the highest level of experience for our users, and advertisers.
I'm the CTO and VP R&D of Seeking Alpha.
I'm responsible for ensuring the successful execution of Seeking Alpha's business mission through development and deployment of the company's web and mobile presence.
I started my career as a web developer, and prior to joining Seeking Alpha I was the CTO of Walla! - Israel's largest web portal. I'm married to Yael and I have two wonderful boys.
Joseph Porcellini has been a leader and Innovator in Internet Advertising since 1997. Best known for his desire to lead the industry in customer service and creating innovative solutions for his clients. His ability to embrace change has allowed him to continue to innovate, creating award winning sales teams along with award winning advertising programs for brands such as American Express, Scotts & HP. Joe has lead sales teams for Seeking Alpha, Marketwatch.com, weather.com, WashingtonPost / Newsweek Interactive. Prior to his career in Advertising he spent 9 years as an International Steel Executive and Entrepreneur. Joseph attended the University of Tampa, Major in Finance.
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at email@example.com.
As former COO of Seeking Alpha I worked with the marketing, growth, bus dev and technology teams to help drive the growth of the company. I am interested in a mix of low risk long-term investments as well as exciting growth opportunities. Prior to Seeking Alpha I helped found and build 2 technology startups (one in the security field www.camero-tech.com and one internet company www.mystudiyo.com) and worked as a Principal for a Venture Capital Fund. I started my career as an equities analyst working for a number of London-based investment banks including UBS & Flemings.
Former VP Finance at Seeking Alpha, driving financial and operational activities to support the growth of a world-class website.
I have previously held financial management positions with a number of internet and software companies from pre-revenue stages and through to profitability. I also helped found an algo-trading long/short hedge fund and spent some time as assistant political advisor to the Mayor of Jerusalem.
I founded Seeking Alpha, and lead it for its first 10 years until I passed the CEO role to Eli Hoffmann. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. Seeking Alpha is now the dominant crowdsourced equity research platform.
I wrote the ETF Investment Guide (http://seekingalpha.com/article/15136-etf-investing-guide-one-page-summary-of-the-entire-guide), and I blog about startup best practices at http://davidjaxon.wordpress.com .
I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
John Petersen is executive vice president and chief financial officer of ePower Engine Systems, Inc., a company that has developed, built and demonstrated an engine-dominant diesel-electric hybrid drivetrain for long-haul heavy trucks that promises fuel savings of 25 to 35 percent depending on terrain and payload.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine. He currently works as a senior editor at InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
I'm a 26-year-old retiree, enjoying some time to pursue passion projects after hustling with 18-20 hour workdays for years. After having a medical scare last year that had me hospitalized, I decided it was time to sell the business and focus more on putting my money to work for me rather than the other way around.
I now spend most of my time reading, writing, and enjoying life.
Portfolio Management 101 is led by CFA Charterholders with combined investment experience of over 25 years. The articles written by PM101 are intended to be informative and may contain opinions on the soundness of particular investments but should not be considered a recommendation for any particular investor. For this reason, we attempt to not only outline the reasons why we think an investment looks attractive but also highlight the risks that the investment entails. Investors should consider their own investment objectives and profile before using any of PM101 articles as the basis for investment.
Eric Parnell, CFA, is the Founder and Director of Gerring Capital Partners. Gerring Capital is a registered investment advisory firm seeking attractive returns opportunities emphasizing value, quality and risk control. Eric also publishes The Universal premium service on Seeking Alpha targeting winning strategies in bear and bull markets across the asset class universe. Gerring Capital implements these strategies for its investors and then Eric discusses them on The Universal. Eric is also a Visiting Instructor at Ursinus College in the Department of Business and Economics. Prior to founding Gerring in 2005, Eric was the Director of Investment Communications at SEI Investments and an Economist at Moody’s Analytics.
I run the long-term dividend investing website: www.theconservativeincomeinvestor.com
I spend most of my time reading through annual reports looking for a small-cap stock to feature in my monthly edition of "The Conservative Investor Digest." That is where you can find my best work, and that is where I focus my research.
You can become a subscriber here: https://gumroad.com/l/HmqJx
Chief Investment Officer for Stanford Wealth Management, a Registered Investment Advisor. Retired senior executive of Charles Schwab. Retired (36 years) active and reserve military service -- six in special operations, 30 in the intelligence community. Geopolitical analyst. Author -- investment book Bringing Home the Gold.
Editor -- The Investor’s Edge®. In the 16 years from inception through year-end 2015, the Investor’s Edge® Growth & Value Portfolio increased in value from $250,000 to $1,038,453. That same $250,000 invested in the S&P 500 rose to just $422,905. (Past results are no guarantee of future performance; maybe those 16 years were pure luck.) SEE SPECIAL OFFER BELOW! Featured in Forbes, Barrons, The Wall Street Journal, Financial World, Wall Street Transcript, Global Investing, Welling on Wall Street, etc.
SUMMER SPECIAL: June and July ONLY, receive 1 year of Investor's Edge®, normally $189, for just $99. If you are ever not 100% satisfied, we provide a pro rata refund for any issues not yet received. Phone orders only! 775 832-5440.
Residing in Colorado Springs, Colorado.
Has been trading and coaching using a self-developed option trading system for 10 years. Philosophically conservative, accurately trades weekly options with a strong risk management approach.
Well sought after by investors around the world, he teaches a minimum and hand-selected number of students each quarter how to trade his system.
Besides investing his interests are: Acoustic Guitar, Kayaking, Mountain Biking
ifs Young Business Writer of the Year 2012. Author of "How The Financial Industry is Dealing With The Pensions Timebomb". Featured in The Times in the UK. My day job is a freelance marketing consultant, and by night I research stocks.