I worked for over 20 years as an investment banker with a number of bulge bracket investment banks, working in many countries and mostly covering the natural resources space. I have an engineering and a finance degree.
Im currently taking some time out from the industry to learn mandarin in Beijing. I remain passionate about investing - both as an interest and as a way of managing my own capital.
Wolf Richter is the founder and CEO of Wolf Street Corp. He has 20 years of C-level operations and finance experience, including turnaround situations and startups. He lived in five foreign countries and traveled to 100 others on all continents. Currently in San Francisco.
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I have spent more than a year building Bridgetown Financial Group with my partner Jim Trosen, and I am incredibly proud of the work that we have done.
We have grown our client base and assets under management more than 100% from when we started. We have retained all of our clients through a very difficult market downturn. During that downturn, we kept our heads and did not make any emotional decisions. As a result, nearly all of our clients are in better financial shape than when they started with us.
I personally have grown in my ability to understand the stock market and economy and turn that understanding into portfolios of bonds, stocks, and options. I have spent time with clients and have a better sense of how to give them a peace of mind about their financial future. I have gained significant skill in using software, such as R, to gain a quantitative understanding of the market and of potential companies. And I have designed processes that make Jim and my work easier.
I’ve also continued to teach myself every day. I study history, math, economics, and am working especially on the skills of econometrics, forecasting, and machine learning. I don’t ever plan to stop teaching myself new skills and new theories on the world.
My goals for the near future are to continue building Bridgetown and to continue learning more every day.
My ultimate goal is to make large-scale positive change in the world and to acquire the connections, money and skills that will allow me to do so.
I am on LinkedIn at http://www.linkedin.com/shanelofgren
I am on twitter @slofgren
I take part in the CAPS virtual stock trading game at: http://caps.fool.com/player/shanelofgren.aspx
Elliott Morss has spent most of his career teaching and working as an economic consultant to developing countries on issues of trade, finance, and environmental preservation.
Dr. Morss received a B.A. from Williams College in 1960 and a Ph.D. in political economy from The Johns Hopkins University in 1963. He has taught at the University of Michigan, Harvard, Boston University, Brandeis, and most recently at the University of Palermo in Buenos Aires.
For several years, he worked in the Fiscal Affairs Department of the International Monetary Fund. He later helped establish Development Alternatives, Inc. (dai.com), a firm that became the largest contractor to the U.S. foreign assistance program (AID). Since his first IMF assignment in Ghana in 1966, he has worked in 45 countries.
He has been the President of the Asia-Pacific Group, a British Virgin Islands for profit company with investments in Cambodia, China, and Myanmar. With Dr. Zhu Jia-Ming, he established Green China, an American NGO with the mission to increase the dialogue in China on the trade-offs between economic growth and environmental preservation.
Dr. Morss has co-authored six books and published more than 50 articles in professional journals.
He is currently available for consulting assignments.
John is a lawyer and accountant with over three decades of corporate finance, due diligence, M&A advisory and related legal services for manufacturers, innovators and investors in the energy storage and renewable energy sectors.
Over the last eight years John has earned a global following for his articles on the energy storage and alternative energy sectors. He has contributed to AltEnergyStocks, Seeking Alpha, The Street, NASDAQ.com and Batteries International Magazine and InvestorIntel.
John is a 1979 graduate of the Notre Dame Law School and a 1976 graduate of the W.P. Carey School of Business at Arizona State University. He was admitted to the bar in 1980 and licensed to practice as a CPA in 1981. John’s diverse experience in corporate finance, natural resource development and energy storage give him a unique and sometimes unsettling perspective on the technical, economic and supply chain challenges of the battery industry.
Consultant / Investment research writer, focusing on natural resource companies & select other small cap opportunities. MBA, Financial Analysis, Top 12 rated business school, New York University (NYU) Stern School of Business.
Designated a Chartered Financial Analyst, "CFA" He's published hundreds of investment articles & CEO interviews on a number of prominent [Metals & Mining] and [Investment] websites including:
EpsteinResearch, InvestorIdeas, InvestingNews, MiningFeeds, Equity.Guru, Investing.com, Equities.com, CNAFinance, CountingPips, StockHouse, SeekingAlpha, TalkMarkets, CEO.CA, Investor-SMS.de, SmallCapMarkets.
On Twitter: @peterepstein2 Email: email@example.com
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