Financial executive with broad experience in all aspects of financial planning, estate planning and college planning. Direct experience with stocks, bonds, mutual funds, 144 transactions, venture capital and investment banking. My Mission Statement: For My Clients I will provide personalized, market focused investment advice and services to individual and institutional investors supported by research, trade execution, origination, asset management and administrative services. I will always place my client first by providing superior service, conducting our business in accordance with all governing laws and with the best practices of my industry. For my colleagues I will create and maintain an environment in which professionalism, entrepreneurship, innovation, service and accountability are encouraged and rewarded. Specialties:Financial Planning, 144 Transactions, Corporate Finance, Investment Banking, Private Placements, Wealth Preservation, College Planning, Retirement Planning, Stocks, Bonds, Mutual Funds, Insurance, Annuities
Blending a fresh perspective, twenty-five years of experience working with world-class brands including Sony and Frito-Lay, and a talent for inspiring audiences, Denise Lee Yohn is a popular speaker and leading authority on building and positioning exceptional brands.
Denise initially cultivated her brand-building approaches through several high-level positions in advertising and client-side marketing. She served as lead strategist at advertising agencies for Burger King and Land Rover and as the marketing leader and analyst for Jack in the Box restaurants and Spiegel catalogs. Denise went on to head Sony Electronic Inc.’s first ever brand office, where she was the vice president/general manager of brand and strategy and garnered major corporate awards.
An influential writer, Denise enjoys challenging readers to think differently about brand-building. She regularly contributes to Harvard Business Review and Forbes and is the writer of the popular monthly column Brand New Perspectives to QSR Magazine.
In 2008 she launched her blog, brand as business bites™, which the Marketing Executives Networking Group (MENG) named as one of the top 20 marketing blogs. Denise also penned the best-selling book What Great Brands Do: The Seven Brand-Building Principles that Separate the Best from the Rest (Jossey-Bass).
With her expertise and personal approach, Denise delivers an array of inspirational workshops, presentations, and keynote addresses to business leaders in all industries. When she’s not writing or speaking, she serves as the brand director for TEDx San Diego and sits on the board of directors for a branch of the YMCA.
My investment philosophy follows that of Julian Robertson at Tiger Management, namely “I believe that the best way to manage money is to go long and short stocks...buy the best stocks and short the worst." Hence, trying to be a long/short generalist is how I would align myself. In writing some for Seeking Alpha I researched hundreds of companies and wrote articles before I became licensed and couldn't write any longer (per FINRA), but have recently returned to commenting and writing. For the first 8 or so months I wrote, my buy/sell suggestions returned ~54%.
Best calls were: Cal-Maine Foods (CALM) and White Wave Foods (WWAV)
Long ideas of interest (as of August, 2015):
I mainly source ideas through the following:
1. Thinking about a company's economics of business in terms of probabilities of value creation
2. Discerning what accounting is artificial growth and what is not
3. Forming a considerably large position in a company to ensure a worthy return
4. Looking for under-followed, undervalued companies with good management and mid-term catalysts in sight
5. Trying to discover underlying paper trails which can lead to a rush of revenue.
To everyone, may you mine the markets well and reasonably expect your return to be correlated with the passion and efforts you put forth, always remembering Munger's words to "profit from always remembering the obvious than from grasping the esoteric."
"There's two ways to win: appreciation to intrinsic value and appreciation from intrinsic value." - Bill Ackman
We seek value plus multiple overlapping catalysts, sourced using proprietary tools. We will create our own catalysts with the fundamental goal to put assets to their highest and best use with the optimal financial structure to maximize long term business value.
Founded in 2009 by Ryan J. Morris - as a founder of a bootstrapped software company prior to being a full time investor, I have a great appreciation and respect for the operational details and entrepreneurial efforts underlying the financial numbers of a business.
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.
Thomas K. Y. Hor, is the Director of Research at Connective Capital Management, LLC. Prior to joining CCM, Thomas worked as a Research Analyst and Portfolio Manager with Natura Capital, LLC in San Francisco. In addition, he was an Investment Banker with Morgan Stanley, Business Development Manager with AMD/Spansion, and an Applications Engineer with PMC-Sierra, Inc.
Thomas graduated with a BASc. in Engineering Physics from the University of British Columbia, MASc. in Electrical Engineering from Simon Fraser University, and MBA from London Business School.
Mr. Rosenman has nearly 15-years executive experience in the health and wellness sectors, including weight loss, cosmetics skincare and nutrition, both Rx and OTC. Expertise areas include strategic market and product planning and corporate development (evaluation, recommendation and execution of strategic alliances and acquisitions). A MBA graduate of the Sweigart School of Business at Rider University, Rosenman devotes a portion of time back to the collegiate community as a graduate-level adjunct professor for healthcare marketing, consumer behavior and strategic planning. He has several published works in the field of U.S health and wellness, including a focus on how nutritional ingredients will transition into Rx space, specifically with lipid and herbal managment. His current professional role is with one of the fastest growing nutritional companies in the U.S., which also produces Rx and OTC products. He has served as an advisory board member to various organizations in the healthcare field, from venture start-ups to top global enterprises. Mr. Rosenman is a Senior Advisor with Guidepoint Global and is called upon by large institutional investors for insight and expert opinion on healthcare market opportunities (to date he has advised on more than $2 billion USD of related transactions/funding).