David Robertson, CFA serves as the CEO and lead Portfolio Manager for Arete Asset Management, LLC. Dave has been dedicated to the investment management business for over twenty years having analyzed stocks in a wide variety of size and style categories. Early in his career, he worked intimately with a sophisticated discounted cash flow valuation model developed by Callard, Madden and Associates which shaped his skill set and investment philosophy. Since then, he has worked on large, institutional portfolios as well as those of high net worth individuals. Recent experiences include starting up a mid cap core institutional strategy at Credo Capital Management and managing the Ark mid cap fund at Allied Investment Advisers prior to its acquisition by M&T Bank.
Having worked his way through Grinnell College, the CFA program, and the evening program at Kellogg, Dave is intimately familiar with balancing the need for capital preservation with the desire to exploit market opportunities as they arise. He majored in math with extensive studies in economics and philosophy at Grinnell. At Kellogg, Dave majored in finance, marketing, and international business while completing the CFA program concurrently. Dave has served as president and co-chair of programs for the Baltimore CFA Society and serves on the Investment Subcommittee for United Cerebral Palsy, Central Maryland. He has lived in Baltimore since 2000.
While Dave has always enjoyed the ongoing intellectual challenge of analyzing investment opportunities, investing means much more to him than just that. Having been the beneficiary of the needs blind admission policy at Grinnell College, which was facilitated by a healthy endowment, he is intimately aware of and compelled by the the socially useful purposes of good investing.
Mr. Miller's financial services career began in 1987 at the investment banking firm of Drexel Burnham Lambert. In 1992 Ira Miller capitalized and co-founded IW Miller Group, Inc which was a boutique corporate consulting firm that represented $1 billion in aggregate client market capitalization to the financial community. The firm's core focus was in the wireless industry. In 2000, he founded and financed Ocean Avenue Advisors, LLC. The core focus of Ocean Avenue Advisors, LLC was management led workouts for small cap companies. In 2008, Mr. Miller founded and financed Zone Capital Partners, LLC which is a financial holding company. Zone Capital Partners also has an active practice consulting with companies in the Healthcare, Defense and Commodities sectors. In 2009, Mr. Miller co-founded and financed a Socially Responsible Investing (SRI) course that was taught at the Wagner School at New York University. The following year it was awarded course of the year. Mr. Miller served on the Economic Board of Visitors at UCLA from 2011-2012 and was a guest lecturer at UCLA in Finance/Economics during that time period and in the Fall of 2013. Mr. Miller graduated with a BA degree from UC Irvine where he graduated with a major in Economics and a minor in Psychology.
George Wannabe aims to filter, analyse and ponder the thoughts and work of financial institutions, financial journalists, bloggers and economists in a constructive manner to facilitate one's quest for quality content.
MLPData is the leading site dedicated to providing investors with greater transparency into the full universe of Master Limited Partnerships and fund products. Our belief is that Master Limited Partnership's offer a very unique investment opportunity in light of the transformation of the North American Energy Landscape coupled with the unique tax considerations associated with distributions.
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I am a psychologist at the University of Massachusetts/Amherst. I am on our campus’s Institutional Review Board, which must conclude that proposed studies involving human subjects are conducted ethically and are designed well enough so that any risks involved are justified by the likely benefits obtained.
I teach about analytical reasoning, leadership skills, reconciling apparently incompatible positions, designing, implementing, and evaluating policies, and how to critically evaluate competing health claims based on the samples studied and methods of data collection and analysis used.
Most of my investments involve owning medical industry stocks.
The Life Sciences Report features leading investment coverage of the life sciences sector, including biotechnology, pharmaceuticals, tools & diagnostics, and medical devices. A Streetwise Reports publication. www.TheLifeSciencesReport.com
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