Jeff is the President of NewArc Investments Inc., manager of both individual and institutional investments. Jeff is a registered investment advisor, and portfolio manager for NewArc's investment programs. Jeff is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. Jeff began in the financial business as Research Director for trading firm at the Chicago Board Options Exchange. He investigated anomalies in the standard option pricing models, taught classes for beginning options traders, and developed new forecasting techniques. In 1991 he established a general research consultancy, working with professional traders at all of the Chicago financial exchanges. In 1998 he started NewArc Investments, Inc. Jeff has a commitment to the specific needs of individual investors. It is not a one-size-fits all approach, but one that emphasizes the unique circumstances of each client. Jeff also serves on the board of two small technology companies (currently Chairman at one). He is occasionally as an expert witness in legal cases involving financial markets and hedging.
Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage.
The purpose of this profile is to allow us to share with our readers new transcript-related developments.
SA Transcripts Team
Kevin is the CEO and founder of Blue Water Capital Advisors. He is involved in all aspects of the business, including portfolio management, financial advisory services, team management and business development, and he is Chairman of the Investment Committee. Kevin is an experienced speaker and is available (under certain conditions) by request.
Kevin brings a unique perspective to wealth and risk management that is very intuitive and measured. Clients are confident in his abilities and trust that their assets are managed by the best in the business. Although he has been a leader within the regional wealth management industry for the majority of the last two decades, it is not his first career. He was a petroleum geologist and academic research scientist for 17 years in his first career. Kevin’s keen sense of risk-reward dynamics was developed during his geological career when he served as an exploration team leader and senior manager in the oil and gas exploration business. He drilled over 100 wells on his own geological interpretations and found millions of barrels of oil. This was a very high risk kind of business, and Kevin learned a great deal about how risk really works from his experiences in exploration geology.
He was also a professor at The University of New Hampshire and Bryn Mawr College for several years and has published 11 papers in international scientific journals and books. Highlights of Kevin’s geological career include surviving a violent well blowout, working as a consultant to Phillips Petroleum, Texaco, Exxon, and numerous independent firms, acting as a Principal Investigator on a dinosaur dig in Montana, diving Australia’s Great Barrier Reef, teaching and advising students, receiving numerous research awards and grants, and conducting funded scientific research on sedimentology, paleoceanography, paleoclimatology, geochemistry, and global plate tectonics.
Kevin left his geology career when the global oil price collapse finally caught up to him in 1992. He went into the financial advising industry because his father had been a nationally-ranked leader in that field with a major national firm, so he felt comfortable with making the transition. Over the years he was awarded the Chartered Financial Consultant (ChFC) designation and has completed about half of the coursework for a Master’s degree in Financial Services. Kevin served as a Trust Officer and Vice President for a major Midwestern regional bank for seven years, and served as a Senior Vice President at National Bank of Commerce in Duluth for four years. He was a member and board member of the Arrowhead Estate Planning Council for a number of years. He has a refined sense of the big economic picture that is grounded in his ability to differentiate meaningful information from “noise,” as he once did while working in science and petroleum geology. Kevin is the principal shareholder of Blue Water Capital Advisors, LLC.
Taylor Dart is a top contributor on Seeking Alpha in both the Long Ideas and Precious Metals section of the website. He has over 7 years of experience in active investing with a compound annual growth rate the past 4 years of 21 percent. His main focus is on undervalued growth stocks outperforming the market and their peers. In addition he use extensive technical analysis to capture maximum upside price action, as his belief is that timing is everything. Taylor scans upwards of 1200 stocks nightly on the U.S. and Canadian markets to identify the best fundamental opportunities with the most timely technical setups. He is a huge proponent of trend following and the "Turtles" who enjoyed compound annual growth rates of over 80 percent per year.
"If there is a sudden range expansion in a market that has been trading narrowly, human nature is to try and fade that price move. When you get a range expansion, the market is sending you a very loud, clear signal that the market is getting ready to move in the direction of that expansion.” - Paul Tudor Jones
"While a fundamental analyst may be able to properly evaluate the economics underlying a stock, I do not believe they can predict how the masses will process this same information. Ultimately, it is the dollar-weighted collective opinion of all market participants that determines whether a stock goes up or down. This consensus is revealed by analyzing price."
Mark Abraham , Quantitative Capital Management, L.P.
"Profit targets imply a trader can predict the future. Profit targets are profit-limiting. Trend followers stay in the moment of now, avoid prognostication, and let markets run as far as they go. "
Thomas Vician, Jr.
"We can’t always take advantage of a particular period. But in an uncertain world, perhaps the investment philosophy that makes the most sense, if you study the implications carefully, is trend following. Trend following consists of buying high and selling low. For 19 years we have consistently bought high and sold low. If trends were not the underlying nature of markets, our type of trading would have very quickly put us out of business. It wouldn’t take 19 years or even 19 months of buying high and selling low ALL of the time to bankrupt you. But trends are an integral, underlying reality in life. How can someone buy high and sell low and be successful for two decades unless the underlying nature of markets is to trend? On the other hand, I’ve seen year-after-year, brilliant men buying low and selling high for a while successfully and then going broke because they thought they understood why a certain investment instrument had to perform in accordance with their personal logic. "
John W. Henry
*For Elazar's Research on SA hit "Follow." and click "Real-time alerts on this author" for real time.
*Trading needs a gameplan and discipline. Elazar has served clients in the $100mm-$10B asset range. See the market through a new simple perspective.
Make decisions based on how the market functions with PRO TRADER. We've followed SPY, Oil, GLD, TLT, SLV, UNG, XIV, XLV, XLF, XLI, EFA, CYB, SOXX, IAU, TLT, and many other securities with strong historical model results. (See here for performance).
*Click for information about: PRO TRADER on Seeking Alpha.
Past performance can not predict future performance. Capital invested is capital at risk and especially when leverage is used large, some if not all of the principal can be lost. Please consult your financial advisor if such a service is right for you. The performance data shown includes back-tested past performance, which is not a guarantee of future results. Investment returns and principal value will fluctuate. Current performance may be lower or higher than the performance data cited. Hypothetical or simulated performance results have certain inherent limitations unlike actual performance records. Real time performance is in the process of being compiled in PRO TRADER on Seeking Alpha.
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange (www.newyorkshockexchange.com), a youth mentorship program that teaches investment management skills and competitive basketball skills.
Greg Donaldson is the Chief Investment Officer of Donaldson Capital Management, an Indiana based firm with assets under management of $1.2 billion. He has been in the securities business since 1975 and has founded or co-founded three investment management firms. He is on the board of directors of St. Mary’s Health System. He serves on the Board of Trustees of the Memorial Trust Fund of Redeemer Lutheran Church. He is also a trustee of the Pumphrey Foundation. Greg graduated from Purdue University with a BS is Economics in 1970. Greg is married with two children and resides with his family in McCutchanville, a suburb north of Evansville, Indiana.
I am a PhD candidate in deep learning. I mostly write on technology and have recently started a "under the hood" series on artificial intelligence and technology. If you want me to cover any specific piece of software, technology or company as part of the series, shoot me a message or comment.
Retired small-cap growth stock and long/short hedge fund manager. As I still actively manage my own portfolio (pretty much in line with how I managed my long/short hedge fund) and also actively follow global economic trends, there will be investment related topics that I feel are interesting to write about in my Seeking Alpha articles.
As for my other writing activities, I've also had a really interesting career in the investment management industry (going back to the 1980s) and so I've completed the first volume (Atlas Stumbled: Prologue) of what was originally planned to be a four volume set of books about the very many interesting and "larger than life" characters (many of which I've personally met) that have been part of the U.S. financial markets and business environment over the last 30 years. All of the characters in the book had to be "apocryphal" but readers will recognize most of them. Many of the characters also ultimately had a pretty direct connection with the eventual financial crisis in 2008. The first completed volume is available through Amazon on Kindle:
Zach is a biotech investor with PhD training in Biochemistry and Molecular Biology. In real life, he is a scientific writer specializing in continuing medical education. He hopes to provide a crucial piece of total due diligence as well as interesting insight into clinical findings that may impact readers' portfolios and lives.
Master degree with a specialization in finance Passed the 3 level of the CFA exam. May be eligible to become CFA charterholder upon completion of the required work experience. Currently 2 years in the investment industry as a portfolio manager assistant and fund manager
HFI Research is a research firm that specializes in non-consensus investment analysis. We take the ideology of variant perception very seriously and believe that the only way to obtain a real edge in the market is to possess a variant perception investment thesis. We share our variant perception investment analysis with premium subscribers through 5 weekly reports: HFI Portfolio Weekly Update, Natural Gas Weekly Outlook, Oil Markets Weekly Outlook, Weekly Rant (investment topics), Big Picture Outlook. In addition to the weekly reports, we've recently launched a "Premium Daily" talking about the various observations in the hectic markets along with areas where we see opportunities.
If you enjoy our public articles, you will enjoy our premium service.
Our TipRank profile: https://www.tipranks.com/bloggers/hfi
David Stockman is the ultimate Washington insider turned iconoclast. He began his career in Washington as a young man and quickly rose through the ranks of the Republican Party to become the Director of the Office of Management and Budget under President Ronald Reagan. After leaving the White House, Stockman had a 20-year career on Wall Street.
At the podium, Stockman’s expertise and experience cannot be matched, and he has a reputation for zesty financial straight talk. Defying right- and left-wing boxes, his latest book catalogues both the corrupters and defenders of sound money, fiscal rectitude, and free markets. Stockman discusses the forces that have left the public sector teetering on the edge of political dysfunction and fiscal collapse and have caused America’s financial system to morph into an unstable, bubble-prone gambling arena that undermines capitalist prosperity and showers speculators with vast windfall gains.
Stockman’s career in Washington began in 1970, when he served as a special assistant to U.S. Representative, John Anderson of Illinois. From 1972 to 1975, he was executive director of the U.S. House of Representatives Republican Conference. Stockman was elected as a Michigan Congressman in 1976 and held the position until his resignation in January 1981.
He then became Director of the Office of Management and Budget under President Ronald Reagan, serving from 1981 until August 1985. Stockman was the youngest cabinet member in the 20th century. Although only in his early 30s, Stockman became well known to the public during this time concerning the role of the federal government in American society.
After resigning from his position as Director of the OMB, Stockman wrote a best-selling book, The Triumph of Politics: Why the Reagan Revolution Failed (1986). The book was Stockman’s frontline report of the miscalculations, manipulations, and political intrigues that led to the failure of the Reagan Revolution. A major publishing event and New York Times bestseller in its day, The Triumph of Politics is still startlingly relevant to the conduct of Washington politics today.
After leaving government, Stockman joined Wall Street investment bank Salomon Bros. He later became one of the original partners at New York-based private equity firm, The Blackstone Group. Stockman left Blackstone in 1999 to start his own private equity fund based in Greenwich, Connecticut.
In his newest New York Times best-seller, The Great Deformation: The Corruption of Capitalism in America (2013), Stockman lays out how the U.S. has devolved from a free market economy into one fatally deformed by Washington’s endless fiscal largesse, K-street lobbies and Fed sponsored bailouts and printing press money.
Stockman was born in Ft. Hood, Texas. He received his B.A. from Michigan State University and pursued graduate studies at Harvard Divinity School.
He lives in Greenwich, Connecticut, with his wife Jennifer Blei Stockman. They have two daughters, Rachel and Victoria.
I am the author of Alternative Assets and Strategic Allocation, released in 2010 by Bloomberg Press/John Wiley. I have been involved with investments of all types on both sides of the Atlantic since 1980, as an equity analyst, portfolio manager, research director and corporate planner. I have established the investment function at several firms and introduced alternative investments where they had not previously been employed. I was deeply involved with shaping European Union securities legislation and have consulted widely to investment management firms, central banks and ministries of finance. I am also the author of articles appearing in the Journal of Risk Finance and the Journal of Trading. I hold a Ph.D. in philosophy from Yale University.
Learning as I go. My investing experience is limited, but I believe that biotechnology/pharmaceuticals hold the key to the best returns in the next 5-10 years. Targeted therapy, monoclonal antibodies, and genetic treatment tailoring are the future of medicine.
I am a practicing Army Physician (Diagnostic Radiologist). My professional interests include neuroradiology, brain tumors, head and neck cancer, functional MRI, and emerging tagged imaging agents. I intend to apply for a fellowship in neuroradiology this coming Summer. As such, I intend my writing to be speculative, but directed by science and my experiences thus far in medicine with an optimistic essence.
Jake V. is a hedge fund manager in Georgia. He attended Princeton University during undergrad, and now works for a $4B AUM long/short global equity fund. His expertise include understanding the global economic environment, and positioning a portfolio to withstand the various cycles.
EP Vantage is a forward-looking comment and analysis service tailored to the needs of pharma and finance professionals, focusing on the events that will define the future of companies, products and therapy areas. Written by experienced journalists, EP Vantage provides timely financial analysis of regulatory and patent decisions, marketing approvals, licensing deals, and M&A, giving fresh angles and insight to both current and future industry triggers. EP Vantage is powered by EvaluatePharma, the industry leader in consensus forecasts.
Mr. Andres has spent the last 40 years as an innovator and leader in the world of fixed income investments. His leadership experiences across the broad spectrum of both tax-exempt and taxable products are unique and underscore the depth of understanding he offers in support of fixed income investors. He has played an active role in managing assets in fluid economic conditions – during both rising and declining rate environments – and in the face of rising geo-political events. His Wall Street career highlights include: National Sales Manager for Municipal Securities at Kidder Peabody; National Sales Manager at Merrill Lynch where he led Merrill’s efforts to finance both the Dallas-Fort Worth Airport and the Meadowlands Sports Complex; Director of Taxable Credit and Underwriting at Merrill, with responsibility for positioning, hedging, and risk management; and President – Merrill Lynch Mortgage Capital Corporation, with responsibility for all mortgage-backed securities trading, hedging, research, and investment banking.
He utilized these leadership positions as a platform to further enhance the development of the modern bond market. Under Bob’s leadership Merrill Lynch underwrote the first billion dollar collateralized mortgage obligation (CMO), and he played a pivotal role in the development and growth of the “Tiger” product – the forerunner of all zero coupon securities. He received public recognition for introducing sophisticated hedging techniques to improve trading profitability. It was at this time that Institutional Investor featured Bob as one of three fixed income industry leaders.
Bob’s post-Wall Street career began when he co-founded Martindale Andres & Company, a buy-side investment management organization focused on fixed income and small cap equities. He functioned as the firm’s President and Chief Investment Officer of Fixed Income, overseeing $1.2 billion in fixed income assets. Subsequently, Bob served as Chief Investment Strategist for Envestnet, a publicly traded investment solutions company serving more than 36,000 investment advisors and overseeing nearly $700 billion in assets. He is also the founder and editor of the Andres Review, a publication that seeks to provide intellectually honest and impartial economic and market commentary. His writings have gained wide distribution within the advisor community.
Bob’s unique perspective and ability to explain the economic landscape and the arcane world of fixed income has gained him national recognition with the media. His has been featured in Barron’s, Institutional investor, and has appeared regularly on CNBC, Fox Business, and Bloomberg.
Bob attended Columbia University where he studied Political Science and Economics.
Keith began his career as a research scientist (developmental biology, biochemistry, molecular biology) at the Australian National University, University of Oxford (UK), the Max Planck Institute for Biochemistry (Munich, Germany) and finally Macquarie University (Sydney) where he held a Chair in Biology and established the Centre for Analytical Biotechnology. Pioneering the area of proteomics (with Marc Wilkins in his group coining the term), Keith established the world’s first government-funded Major National Proteomics Facility (Australian Proteome Analysis Facility) which was involved with industrialising protein science.
Keith left academe with his team to found Proteome Systems Ltd in 1999 to commercialise proteomics. The company had a strong focus on intellectual property, engineering/technology and bioinformatics. As CEO he led the company to ASX listing in 2004. Since 2005 Keith has been involved in new business development in biotech, e-health and other emerging technologies. Keith sees climate change and sustainable development as a major issue for humankind and also a major business disruptor/risk and opportunity.
Keith holds a Bachelor Agr Science from the University of Melbourne and a PhD from the Australian National University. He is a Fellow of the Australian Academy of Technological Sciences & Engineering and received an AM (Member of the Order of Australia) for services to the Biotechnology Industry. He has received various industry awards including an Innovation Hero Medal from the Warren Centre for Advanced Engineering.
With 300 scientific papers and many patents written, Keith has a clear view of innovation in the Biotechnology and Climate/Renewable Energy space. He is not a financial advisor but his perspective adds relevance to decision-making concerning feasibility and investment in technology innovation.
Abigail F. Doolittle is the founder of Peak Theories Research LLC, which is an on-line research firm dedicated to providing investors with a technically-inclined view on the financial markets and the economy. The firm’s research begins with the analysis of charts and then ties in various economic fundamentals to better understand the trends pointed to in the charts. She has more than 12 years of experience in the financial services industry including portfolio management, macro research, institutional equity sales, and investment banking.
Abigail F. Doolittle
Peak Theories Research LLC
Biomed Group is an independent research group, with a goal of providing investors with real-time information and exclusive specialised research on biotechnology stocks, so that they can make informed investment decisions.
Dean, School of Business and Professor of Marketing at The College of New Jersey. Co-author with Peter Vander Nat, a senior economist at the FTC, of 2002 and 2014 journal articles on pyramid schemes and multilevel marketing. Also served as an expert witness in the prosecution of pyramid schemes, including Gold Unlimited, brought by the US Department of Justice, and International Heritage Inc, at the time the largest pyramid scheme prosecuted by the SEC.
Frank Holmes is CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that manages domestic and offshore funds specializing in the natural resources and emerging markets sectors. The company’s no-load mutual funds include the Global Resources Fund (PSPFX), the World Precious Minerals Fund (UNWPX) and the Gold and Precious Metals Fund (USERX). For more insight and perspective from Mr. Holmes, please visit his investment blog, “Frank Talk” (http://www.usfunds.com/investor-resources/frank-talk/).
I lecture in Finance in Trinity College, Dublin and at Monterey Institute for International Studies (California) and hold a number of non-Executive and advisory positions. I am research-active in macroeconomics and finance, as well as economic policy analysis and my academic record can be found on the designated section of my blog http://trueeconomics.blogspot.com/. In the past, I served as the Head of Research and Partner with St Columbanus AG, Head of Macroeconomics (Institute for Business Value, IBM), Director of Research (NCB Stockbrokers), Group Editor and Director (Business and Finance Publications). All opinions expressed are my own and do not reflect the views or positions of any of my past, present or future employers. Potential conflicts of interest are highlighted in the posts wherever I can reasonably foresee such arising.
Daniel Tsang, an independent aviation analyst, has established Aspire Aviation, which is formerly known as Airways Aviation News in July 2008.
Daniel Tsang has earned his name and reputation since then for his insightful coverages and his provocative stances in some times.
Daniel Tsang’s research on Chinese carriers was also published in the March 2011 issue of “Orient Aviation“, which was distributed as bonus copies at the Asian Aerospace 2011 in Hong Kong.
Daniel is extensively quoted by news publications and various kinds of media, including:
Agence France Presse (June 2011, August 2014, December 2014, January 2015, February 2015)
Flightglobal (October 2011)
King5 News (October 2011)
The News Tribune (October 2011, December 2014)
Flight International (October 2011)
USA Today (November 2011)
Puget Sound Business Journal (March 2012)
HeraldNet (October 2012, January 2015)
The Seattle Times (November 2012, December 2012)
Bloomberg Businessweek (October 2013)
The Wall Street Journal (December 2013, July 2014)
South China Morning Post (December 2013)
The Business Traveller (April 2014)
The Gulf News (April 2014)
Forbes (June 2014)
The National (July 2014, September 2014)
CNN Money (July 2014)
TIME (July 2014)
Air International (November 2014)
Business Standard (December 2014)
Deutsche Welle (February 2015)
Australian Financial Review (March 2015)
Sydney Morning Herald (March 2015)
Deloitte “2012 Global aerospace and defense industry outlook: A tale of two industries” (March 2012)
RTHK Radio 3 “Money for Nothing” (March 2013)
Panel moderator, The 3rd China International Air Routes Summit 2013, Shenzhen, China (September 2013)
ABC News “The World” (April 2014, July 2014)
Speaker, Airline Retail Conference Asia/Pacific 2015, Hong Kong (February 2015)
Follow Daniel Tsang at @aspireaviation on Twitter.
Dallas currently owns and operates as CEO an Austin-based enterprise consulting firm that specializes in private company lifecycle management, up to and including taking companies public, and in helping consult publicly traded companies ranging in market cap from $100 million to $500 million. He has a specialization in deal flow management and is often the referring and closing source of Joint Ventures and broader M&A. Dallas often works directly with management teams and Boards of microcap and stressed equity companies in which he or members of his professional network are heavily invested. This includes helping with overall strategy, helping with capital structure management, helping facilitate liquidity, helping facilitate Joint Ventures and broader M&A, and helping restructure the business segments if necessary. Recently Dallas has been interviewed by The Pittsburgh Business Times, The Banker, Columbus Business First, Houston Business Journal, The Deal, Energy Intelligence, and his tweets have been used by CNBC to highlight hot button issues regarding Carl Icahn, Bill Ackman, Nelson Peltz’s takeover attempts at DuPont, etc. Dallas has also been quoted and sourced to by StreetSweeper.org, Marcellus.com, MarcellusDrilling.com, Bakken.com, OilOnline.com, and other physical and online publications. "One place of great inefficiency is in the stressed equity markets – or the markets in which a company appears as bankruptcy or a breakup is inevitable. As equities become stressed they often sell down to absurd levels of value that present, should there be value to be unlocked, opportunities for “venture level” returns. These often range in the 3X-10X range. With my unique ability to actually improve business outcomes by working directly with a company and management/Board I’m in a position, should I view the underlying business as salvageable, to directly improve the long-term viability of the company. I am NOT simply an investor in these names but an acting consultant. This allows me to “overlay my network” and to move the company away from a stressed or defaulting outcome and into an outcome probability that allows the equity price to move substantially higher. Identifying these opportunities has generated shareholders and investors thousands of percentage points in aggregate and is something I’m often recognized by paying subscribers for."