Graham Summers is Chief Market Strategist for Phoenix Capital Investment Research, an independent investment strategy firm based in Washington DC with clients in 56 countries around the world.
Investor and trader for over 20 years. Currently President and Chief Investment Officer at Passed Pawn Advisors, and Managing Partner and Portfolio Manager at Passed Pawn Capital.
Full-time investor searching for talented operators, clean capital structures & scalable growth. No cigar butts or conventional wisdom. My investment philosophy is similar to how I live my life: acquire a few prized possessions at the right price, minimize clutter and maintain flexibility. Twitter: @indievestments
Class President of the National University of Singapore MBA Program and former FX trader at CIBC (NYSE: CM). Sean holds a Bachelor of Commerce Degree with a Major in Finance and Minor in Economics from the Sauder School of Business at the University of British Columbia.
Joe Eqcome is the pen name of Robert A. Frank, CFA, a Wall Street executive who has spent over 30 years as an investment professional. Mr. Frank is the founder of GrowthIncome Research & Management, LLC.
GrowthIncome Research & Management, LLC’s business mission is focused on generating supplemental retirement income through investment in regulated investment companies (“RIC’s” or “investment companies”) whereby the Firm can maximize investment income for its clients by virtue of the RIC’s conduit status.
RIC's include closed-end funds (CEF’s), open-end funds (mutual funds) and exchange traded funds (ETF’s). Other non-RIC, conduit vehicles include real estate investment trusts (REIT’s) and Master Limited Partnerships (MLP’s). Particular emphasis is placed on CEFs given their under-research and inefficient valuations.
Mr. Frank, a chartered financial analyst (CFA), spent his first 20 years in the investment business as a real estate research analyst for the investment banking firm of Alex Brown & Sons, Inc., (later sold to Deutsche Bank) where he was a managing director and group head of the real estate securities researched division.
Mr. Frank was later an executive vice-president, director of equity research and co-head of capital markets at Legg Mason, Inc. Mr. Frank founded Intellectual Capital Markets, Inc., a financial services firm in which he sold his interest; he also served as a real estate investment banker at a regional investment banking firm.
Mr. Frank has been a former "Institutional Investor" All-Star Analyst for multiple years, a featured interviewee for Barron's Magazine multiple times, a guest on Wall $treet Week and Bloomberg TV, former governor of the National Association of Real Estate Investment Trusts (“NAREIT”), charter member of the Berman Institute at the Johns Hopkins University, former Trustee of the University of Baltimore, former Trustee at Friends School of Baltimore, former director of Mid-Atlantic Realty Trust (sold to Kimco Realty Trust, Inc.), recipient of the “Life-Time Achievement Award” by the National Association of Real Estate Investment Trusts and the American Real Estate Society's "Award of Merit".
Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. He works with Fortune 500 and leading Chinese companies, private equity firms, SMEs, and hedge funds. Clients include Apple, Yum! Brands, Richemont, DuPont, Ecco Shoes, LG Electronics, Samsung, Unitas Capital, CLSA, China Capital Today, Hutchison Whampoa, Lane Crawford, Hard Rock International.
He is the author of the international best-selling book "The End of Cheap China: Economic and Cultural Trends that will Disrupt the World” published by John Wiley & Sons in the US.
Rein is a columnist for Bloomberg BusinessWeek on business in China and teaches executive education classes for the London Business School. He previously was a columnist for CNBC and Forbes. He is often featured in the Wall Street Journal, Fortune, and The Financial Times and frequently appears on CNBC, Bloomberg, BBC, and CNN.
He earned his Master's degree from Harvard University focused on China's economy and received a BA Honours from McGill University. He sits on the Asia Council for St. Paul's School.
20 yrs in the USMC. MA international business and MBA. 4 years process engineer at GE aircraft M&I division. Now own a management company with 12 employees running dental offices. Managing doctors is like herding cats. (http://www.youtube.com/watch?v=Pk7yqlTMvp8) Second language Japanese.Photo is Upper Gully West Virginia white water rafting past pillow rock Class 5. OOHRAH
Mr. Denninger is the former CEO of MCSNet, a regional Chicago area networking and Internet company that operated from 1987 to 1998. MCSNet was proud to offer several "firsts" in the Internet Service space, including integral customer-specified spam filtering for all customers and the first virtual web server available to the general public. Mr. Denninger's other accomplishments include the design and construction of regional and national IP-based networks and development of electronic conferencing software reaching back to the 1980s.
He has been a full-time trader since 1998, author of The Market Ticker (http://market-ticker.org), a daily market commentary, and operator of TickerForum, an online trading community, both since 2007.
Mr. Denninger received the 2008 Reed Irvine Accuracy In Media Award for Grassroots Journalism for his coverage of the 2008 market meltdown.
In 2011 Wiley published his book "Leverage", detailing the causes of the 2008 financial collapse along with analysis and policy prescriptions for the future.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
The Rational Walk was created to provide a platform to publish equity research based on value investing principles. We believe that diligent and thorough security analysis has the potential to identify opportunities in the financial markets for the small number of investors who truly have long time horizons and the appropriate temperament to ignore short term market fluctuations. The Rational Walk’s extensive coverage of Berkshire Hathaway has been mentioned in several news articles.