Stephen Simpson, CFA, is a freelance financial writer and investor.I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement". I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell. I don't share my models, so please don't ask. More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
I am investing through my 401k, and now invest primarily in individual securities. I am a Pension Actuary by trade. I consult with large companies and help them manage their risks involved with their retirement plans. My work focuses mostly on the liability side of the pension plans, but I have limited experience with respect to their pension investment strategies. I enjoy the analysis of individual companies, and I consider myself a value leaning investor, but pay attention to growth at a reasonable price. I plan to hold most of my investments for a long time, or at least until someone offers me a price I can't refuse.
Mark Adkins currently volunteers for PDMA as a board member and their Vice President of Marketing. He is the former Director of Technology and Marketing at Kennametal Extrude Hone. While at Kennametal he successfully integrated independent development groups from Europe, Asia & N. America into a global team that dramatically streamlined the product portfolio and launched three next generation products.
Prior to working at Kennametal Mark was president of Turnkey Marketing, a company he founded in 2000 to help clients grow their businesses through entering new markets, establishing strategic alliances and by developing new products. While at Turnkey he helped win $1.9M in government funding to start the Lean Innovation Program, a product development improvement program that helped industrial companies greatly improve their new product development results.
Before founding Turnkey Marketing, Mr Adkins was Director of Marketing and New Product Development at Cincinnati Machine. While at the company he spearheaded the design and implementation of their product development process that was recognized as the best in the nation in 1998 by the PDMA, receiving their coveted “Outstanding Corporate Innovator” award. His team of product managers led projects that launched products with lifetime sales of over $1B.
Mark has a degree in Business Administration from Xavier University and is currently enrolled in the University of Pittsburgh’s Katz Graduate School of Business.