Financial advisor, industry consultant, and author of "Tradestream your Way to Profits: Building a Killer Portfolio in the Age of Social Media" (Wiley, 2010), Zack embodies the nexus between asset management, equity research, and new internet distribution technologies. As an asset manager, he writes extensively about the changes and opportunities in online finance for investors, financial advisors and investor relations professionals. He previously headed up business development at Seeking Alpha. Prior to that, Zack was an analyst at Oasis Capital Management, a multinational hedge fund. His area of expertise is discovering and analyzing undervalued technology stocks, particularly of small-cap companies. Zack holds an MBA from the Kellogg School of Management and a BA from Harvard University. Visit his site: Tradestreaming (http://www.tradestreaming.com)
Alex is an equity research analyst at Granite House Capital Management, a value oriented long/short hedge fund based in Boston. In May 2013, Alex was the feature of a Forbes Magazine article titled, "Meet One Of The Youngest And Brightest Hedge Fund Analysts That Isn't On Wall Street." He started investing in the stock market at age 10 and payed for college by working as an analyst for a Minneapolis based hedge fund. He focuses on the investing methods of great investors such as Warren Buffett. Alex looks to differentiate himself in the industry through persistent hard work and continuous learning. He is the youngest ever admitted member of the SumZero buyside network and was one of 14 buyside analysts in nation to be named to the 2012 SumZero Buyside Analyst Honors which was published in the Wall Street Journal as part of the 'Best on the Street' column and CNBC. Over 8,000 analysts were considered and he had the second highest return on the list. He was featured in the biography of investor Warren Buffett in a book called "Of Permanent Value: The Story Of Warren Buffett,". He maintains a blog called "Alex Bossert's Thoughts On Value Investing" with over 550 subscribers and over 300,000 site views. His work has been syndicated on Yahoo Finance, Google Finance, SeekingAlpha, and GuruFocus.
Linkedin Profile: http://www.linkedin.com/in/alexbossert
I try to carefully trade weekly & monthly stock options with expertise in mining companies & traditional manufacturers. Speak & write fluent Portuguese and speak good Spanish. Resided twice in Brazil and once on Guam Island. Employed at the same large foreign-owned Distribution Center the past 15 years & completely 100% Pro-NAFTA. Smart individual investing is the preferred solution to improving one's economic future, as opposed to vast & vague government handouts. Seeking Alpha is the #1 best financial blog because of honest opinions & superb organization.
Lee is the general partner of Qualitas Capital Management, a private investment partnership that pursues capital appreciation by seeking superior risk-adjusted investment returns. The partnership invests in the public equities of high quality firms with solid and consistent growth prospects that Lee believes are significantly undervalued based on fundamental analysis. The partnership has a flexible mandate to invest across all business sectors, global regions, and market capitalizations. The partnership typically focuses on firms that Lee believes are relatively underfollowed and often misunderstood yet have what he views as attractive businesses, valuations, and catalysts.
Prior to forming Qualitas, Lee was a portfolio manager at Gator Capital Management ("Gator Capital"). At Gator Capital, Lee was responsible for launching and solely managing the Gator Opportunities Fund (the "Fund"), an open-end equity mutual fund registered with the SEC. During Lee's tenure as portfolio manager of the Fund, he delivered annualized returns of 11.2% (Institutional Class) / 10.9% (Retail Class) from the Fund's inception and outperformed Russell 2500® Index benchmark by 573 and 545 basis points, respectively, over that period. The Fund was ranked in the top 1% of 399 funds in Morningstar's peer category in its first year from inception and in the top 13% year-to-date through October. The Fund was also ranked 10th out of 447 funds in Lipper's "category killers" table in April for year-to-date performance (Wall Street Journal, 5/4/15).
Prior to joining Gator Capital, Lee was a member of the Fundamental Equities Group at Goldman Sachs Asset Management (GSAM). Lee's responsibilities at GSAM covered the gamut of the fundamental equities investment process from idea origination, research, analysis, and implementation to portfolio sector construction and management, risk monitoring, and strategic review. While at GSAM, Lee contributed significantly to the successful launch and growth of all-cap, mid-cap, small/mid-cap, and long/short equity investment products. Lee also provided analytical coverage primarily of the industrials and technology sectors across all market capitalizations.
Prior to joining GSAM, Lee was a co-founder of Tower Hill Securities, a merchant banking firm that focused on funding global emerging growth companies across various business sectors. Prior to co-founding Tower Hill, Lee was a founding member of the strategic consultancy Mitchell Madison Group, and an associate in the Financial Institutions/Services Practice of management consulting firm A. T. Kearney. Prior to joining A. T. Kearney, Lee was also a Faculty Lecturer at Princeton University's Woodrow Wilson Schools, where he co-taught several courses in applied quantitative and economic analysis with Professors Ben Bernanke and Alan Krueger.
Lee is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and New York Society of Security Analysts (NYSSA). Lee received his BA from Yale University, his MPA from Princeton University, and his MBA from Stanford University, all with the highest honors and concentrations in economics, finance, and investment management.
Susan Strausberg,Co-Founder, CEO
Susan Strausberg relocated to Austin, TX from New York in 2010. Since then she has been developing 9W Search, a next generation financial search engine aimed primarily at a mobile audience.
In 1995 Susan co-founded EDGAR Online, Inc. She served for 13 years as CEO until 2007, and additionally as President from 2003 to 2007. EDGAR Online is the first and longest lived commercial internet distributor of SEC-based financial information. The company was a pioneer in the information industry revolution using cutting edge technology to bring high value to publicly available data and to democratize access to information that was formerly unavailable to non-professionals.
Under Ms. Strausberg's leadership EDGAR Online became an internationally recognized brand as the trusted source for SEC filings while at the same time delivering value-added applications that produce the fastest and most accurate financial information in the market. She was instrumental in developing strategies that produced subscription and licensing-based revenue models as well as leveraging business partnerships to grow revenues and brand.
The company made a public offering in 1999 (NASDAQ: EDGR) raising $34 million dollars. She also managed other financings as well as two acquisitions.
Susan graduated from Sarah Lawrence College. She has become an active member of the Austin technology community and participates in panels and programs focused on entrepreneurship.
I have held several positions in corporations like Treasurer at Ares-Serono in Geneva (Switzerland) and Madrid (Spain), and at Cemex in Madrid. I have also held the position of CFO of Telefónica International Miami branch with broad responsibilities of the operations in San Salvador and Guatemala, and Director of Control and Budgeting at Telesp in São Paulo (Brazil). Since 2004 I work for myself.
I received a BA in Finance from Universidad Complutense de Madrid and course studies of Marketing and Finance under an Erasmus Scholarship in Worms and Mannheim in Germany.
Currently after finishing a Master of Accounting and Financial Management I am preparing for the CPA exam in Florida. I own and work for a Tax and Financial Services Company in South Florida. I’m very interested in all types of cultures and truly believe that markets can help to make a better world in all aspects.
Gopal Gantayat is the President of The Free Investors ("TFI"), an independent registered investment advisor in New Jersey, and the Portfolio Manager for our flagship Mosaic Portfolio, a long-term, total-return-focused equity portfolio.
Gopal received an MBA from NYU Stern School of Business with specialization in Finance, Accounting and Management. He also holds a bachelor’s degree in Electronics Engineering and a Post Graduate Diploma in Management with specialization in Finance. In the 13 years of his professional career before he founded TFI, Gopal played numerous management and analyst roles in technology departments of financial service firms.
At TFI, we approach investing in stocks with the mindset of a long-term business owner, not as a trader. Before investing in a company, we do a thorough, bottoms-up analysis of the company. When we buy the stock of a company, our intention is to hold it for years and decades to come unless there is a significant change in the future business prospect of the company.