I am an investor relations consultant with 25+ years experience steering IR strategy and outreach for over 100 companies across a range of industries. We launched Catalyst Global in early 2012 to serve as a platform for innovating the IR role to better address the radically different dynamics and needs of public companies and investors.
Catalyst's mission is combining senior level experience and counsel with targeted outreach and efficient communications to deliver real change and share price results for "smidcap" companies in today's markets. We understand relationships and credibility take time, and we root all our work in integrity, candor and a focus on ROI.
I post on Seeking Alpha to expand the reach of client and other investment stories we like - and to understand the nature of these new channels of communication. Networking ideas and working with new media is integral to the IR function - plus it's fun.
CG Focus List is a separate service we use to highlight specific investment stories brought to us by some of the really smart investors we know. Profiled companies can be clients, ex-clients, non-clients or desired clients - but they are stories that offer very attractive investment potential and commensurate risk (there's no free ride in investing!)
My posts are NOT endorsed by the Companies on which I write - client or otherwise. We believe in truth and fair play at all times, and at all costs, and gravitate to those who share that view.
I've been investing since 2009.
Some investing-y things I strongly believe in:
-investment education, especially for children, as early as possible
-asking for evidence of, and providing evidence for, claimed investing acumen
-combating financial nonsense such as goldbugs, conspiracy theorists, salesmen, so-called financial gurus and soothsayers, people selling software/systems/newsletters claiming to make YOU wealthy, etc.
-diversification (over all categories and within all categories)
-studying investing concepts that are universal (ie. apply to any investment, anytime, anywhere)
-getting paid every day, literally
-CLEARLY delineating what is and what is not an "investment"
-some weak form of the efficient market hypothesis
-time value of money
-studying financial statements
-risk vs. reward concepts and risk management
-stocks, Treasuries, P2P notes, and other investments
Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis.
Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital.
Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73).
Present Home: Sarasota, FL
Previous Homes: New York City, Mountain View, CA
Hometown: Baltimore, MD