IndexUniverse's website and related sub-sites cover product and market developments related to index funds, exchange-traded funds (ETFs), index derivatives (futures/options/swaps), and the sophisticated investment strategies which use these financial tools. The sites provide top quality news, columns, research, and features about the dynamic field of index-based investing and trading. IndexUniverse also supplies valuable tools and data to assess markets and investment products, and specialized discussion boards for registered members to exchange cutting-edge ideas and market views. The site aims to be educational, thought-provoking, and most importantly, rigorously independent in perspective. IndexUniverse was founded by Steven Schoenfeld in 2002 and the current Editor and Publisher is Jim Wiandt. Visit: Index Universe (http://indexuniverse.com/)
Todd Lee is the founder and portfolio manager of Athena Asset Management & Research, LLC. Athena is a registered investment advisor specializing in the management and analysis of high yielding fixed income and special situation equity investments. Prior to Athena, Todd was a securities analyst for Botti Brown Asset Management (BBAM) – a $1.5 billion market neutral hedge fund located in San Francisco, California. At BBAM, Todd was responsible for making high yield, distressed, and special situations equity investments for the fund. Prior to Botti Brown, Todd was a securities analyst for Alpha Investment Management, a multi-strategy hedge fund located in Beverly Hills, California. At Alpha, Todd was responsible for the funds public and private equity investments. Todd also has over 10 years of sell-side experience with Drexel Burnham Lambert, Bear Stearns & Co., and CS First Boston. Todd graduated form Arizona State University in 1987 with a Bachelor of Science degree in Finance. In addition, Todd is a Charter Financial Analyst (CFA) and a member of both the CFA Institute and San Francisco Society of Security Analysts
We see Investment themes at work and at play every day in the economy — oftentimes across industries and categories — and other aspects of day to day life. It is the opposite of the typical Wall Street approach to research, which oftentimes overly focuses on a single industry at a time and results in missed opportunities. These themes are identified by looking at the intersection of shifting economics, demographics, psychographics, technologies, mixed in with regulatory mandates and other forces. In other words, looking at the real world that companies are operating in! Some businesses will adapt, while others will leap frog ahead riding these thematic tailwinds to profits and significant share price movements, and sadly there will be those left floundering too. For every Apple, there is a Palm and Blackberry. For every Facebook . . . a MySpace or Friendster. For every Netflix, there’s a Blockbuster. The list goes on and on, even in non-technology categories. By examining these thematic tailwinds, our goal is to identify mispriced securities relative to the business opportunities ahead and avoid those that are overly valued and or staring down the barrel of significant headwinds
Gary retired in March 2012 after 38 years in Information Technology and Global Software sales. He has an MBA in Finance from Case Western Reserve University in Cleveland. Gary has self managed his investment portfolio since the early 80s with the goal of a mid 50s retirement. His primary objectives now are income stream and capital preservation. Gary hopes to stimulate discussion with his retired colleagues with an emphasis on Bonds.