Lawrence is the Managing Director of Fuller Asset Management. He has 20+ years of experience managing investment portfolios and serving the needs of individual clients. He began his career as a Financial Consultant in 1993 with Merrill Lynch. He worked for First Union Brokerage, Morgan Stanley and ING in the same capacity before realizing his long-term goal of complete independence. He graduated from the University of North Carolina at Chapel Hill with a B.A. in Political Science in 1992.
I'm a well-informed retail investor and post on SA in order to expose my thought process to critical examination and comment from readers. It makes me a better investor.
I'm particularly proud of bullish macro articles posted in 2009 and later, in which I presented ideas that encouraged me to invest very profitably in a rising market. I also did articles on individual stocks, many of which contained insights not available elsewhere. Finally, I wrote a number of thoughtful articles critical of financialism and the lack of ethics on Wall Street.
I do not post for compensation, as I am concerned that editorial policy encourages and pays a premium for articles that invite the reader to speculate on the short term movements of microcaps, penny stocks, and controversial issues. The best way for me to monetize my insights is to invest accordingly.
As a retail investor, I don't give investment advice. I write about what I'm investing in, and the thought process involved in decision making and stock selection. Hopefully some of what I write is of benefit to others, by sharing my experience as I interpret it and helping them improve their investment thinking and process.
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.
Richard is the managing principal of QVM Group LLC, a fee-based investment advisor based in Connecticut, with clients across the country. . QVM manages portfolios uniquely designed for each client on a flat fee basis through the client’s own accounts at Schwab; and provides investment coaching to "do-it-yourself" investors on an hourly fee basis. The investment approach is based on value, asset allocation, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and absolute and benchmark performance. Richard's extensive experience includes serving having served as a Board Director of Phoenix Investment Counsel, a U.S. pension and mutual funds manager, now Virtus Investment Partners (New York Stock Exchange: VRTS http://www.virtus.com); as Managing Director of Phoenix American Investment in London; and as a Board Director Aberdeen Asset Management PLC in Aberdeen Scotland (London Stock Exchange: ADN http://www.aberdeen-asset.com). He has been a Trustee of a $500 million pension fund, and was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree (NASDAQ: TREE http://www.lendingtree.com) prior to its IPO. He is a 1970 graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website. (http://www.qvmgroup.com). Follow him on Twitter: @QVMinvest
Jacob H. Zamansky is the principal of Zamansky LLC (http://www.zamansky.com/), a leading securities arbitration and class action litigation firm in New York which represents both individuals and institutions in structured note, complex securities, hedge fund, and employment-related arbitrations and litigations. He is one of the country's foremost authorities for investors claiming broker wrongdoing, or for brokers claiming wrongful termination or other misconduct by their employer.
Mr. Zamansky was at the forefront of recent efforts to "clean up" Wall Street. In 2001, he successfully sued former Merrill Lynch analyst Henry Blodget on behalf of a New York pediatrician misled by Blodget's stock research. The case's successful resolution was the catalyst for New York Attorney General Elliot Spitzer to investigate the conflicts of interest on Wall Street and resulted in the well-reported $1.4 billion Global Settlement, which included many of the biggest names on Wall Street. More recently, Mr. Zamansky is one of the leading litigators and opinion leaders of the subprime mortgage crisis and the related hedge fund collapses, as well as on the misconduct associated with the wide sale of complex structured products to retail investors, representing both investors and mortgage borrowers who were defrauded by Wall Street firms and mortgage lenders.
Visit Jake Zamansky's blog (http://www.zamansky.com/category/blog/)
I have been in the financial services industry for 15 years as a broker, wholesaler and as a director of research for insurance products where I commented on current events and have written studies. I am less active on the trading front than I used to be and primarily buy ETFs and mutual funds, and like to trade currencies.
While I hold extensive knowledge on the markets, I have devoted much of my last few years to the variable annuity industry. These products mix the best of both worlds, investments with guarantees, and I try to help individuals understand how the products work at http://www.annuityiq.com.
I have seen it all in the industry, from the good to the bad, and never hold back what I really think is happening. You will find my honesty refreshing and entertaining. I will always admit it if I make a mistake and have thick skin, so feel free to criticize me because I do not know everything, but love to learn.
My user name is my middle name, I use it because I like it and I do consulting work where it makes sense for me to use an alias versus my full name - hey, we all have to make a living, right? Don't get your hopes up for inside info, I work with insurers on the product development side.
I strongly advise any reader to make sure they do their own research or consult a financial advisor before investing in anything.
James Conrad, Ph.d., is and has been, an investor and trader of stocks, bonds, options, and precious metals for 37 years. He is also the editor of a closed circulation daily market newsletter, which provides investment news, analysis and opinion. Because of the time-sensitive nature of the information contained in the newsletter, subscriptions are not currently open to the public. New subscribers are accepted only on recommendation of existing subscribers. His articles on Seeking Alpha, and elsewhere, however, mirror the subject matter, analysis and opinions currently covered in the newsletter.