Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.
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
I am an undergraduate student studying mathematical engineering. http://www.mast.queensu.ca/meng/undergrad/info.php I have a passion for researching and analyzing all kinds of data. I am a graduate of the Canadian Securities Institute. I am also the macro economic research analyst for Queen's Capital.
Darren owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.
My background is in technology, and I've started, ran, and sold my own venture-funded business.
I started investing over 25 years ago, and ended up doing lots of financial planning and analysis for companies I've started or worked at. My goal is to find investment opportunities by replacing emotion with analysis, and work with others to improve on that over time.
Areas of focus for me have been technology growth stocks, energy stocks (including MLPs), and preferred stock--but I'm open minded.
And, despite the user name, I've eaten a lot of humble pie over the years!
Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
James A. Shell is currently working as an ISO9001 Quality Systems Consultant and a technical consultant to various other industries,
A veteran of 3 decades in the petrochemical supply chain, I have worked with customers in 19 countries on four continents on formulation development, business development, recycling, logistics, and process improvement projects.