SUMMARY OF QUALIFICATIONS Gauch has five years of experience in consulting and project management domain and five years of work experience in Finance, analytics and Investments including Mergers and Acquisitions, Financial and Treasury Modelling, Consulting in Accounting and Taxation. He is professional communicator in English and Russian; beginner in French and German. Being MBA and CFA candidate, PMP Aspirant Gauch holds Certificate in Quantitative Modelling from The Wharton School and Bachelor of Business Administration form Caucasus School of Business. He is advance in Microsoft Office: Excel, Project, Access, PowerPoint, Word, Outlook and Tableau Software (Data Analytics), ERP; QuickBooks, Squareup Software. Gauch holds Certificate in MS SQL Server used to generate reports and analytics for audit department. He is a Member of PMI, Member of PMI Canadian West Coast Chapter, Member of Canadian Marketing Association.
Research analyst, individual investor. Queen Mary University of London alumnus. Successfully passed Level I of the CFA Program (June 2016). All articles are my opinions and do not constitute investment recommendations or advice.
Mark McQueen is President & CEO of Wellington Financial LP, a privately-held corporate debt fund with offices in San Francisco, Santa Monica and Toronto. He has led Wellington's growth from its inception as a $7 million fund in 2000 to its current $600 million investment program ($200 million fund size). He was previously a Managing Director and Head of Technology Investment Banking of a leading independent investment bank, and before that part of a team that advised on over $25 billion in transactions as a member of the Mergers and Acquisitions group at a Canadian bank-owned investment dealer. Mark received credit training at a Canadian Chartered bank and was certified for commercial lending in 1995. He currently serves as the Chairman of the Toronto Port Authority, and several non-profit organizations. He is not licenced to give investment advice. All posts are Opinion Pieces and were copied by Seeking Alpha from their original publication site at www.wellingtonfund.com/blog.
Visit his site: Wellington Financial (http://www.wellingtonfund.com/) and blog (http://www.wellingtonfund.com/blog/index.php)
Dean Popplewell has nearly two decades of experience trading currencies and fixed income instruments. He has a deep understanding of market fundamentals and the impact of global events on capital markets. He is respected among professional traders for his skilled analysis and career history as global head of trading for firms such as Scotia Capital and BMO Nesbitt Burns. Since joining OANDA in 2006, Dean has played an instrumental role in driving awareness of the forex market as an emerging asset class for retail investors, as well as providing expert counsel to a number of internal teams on how to best serve clients and industry stakeholders.
Portfolio Manager, attorney, finance author, a regular guest on North American media. Danielle Park is the author of the best selling myth-busting book “Juggling Dynamite: An insider’s wisdom on money management, markets and wealth that lasts,” as well as a popular daily financial blog:www.jugglingdynamite.com Danielle worked as an attorney until 1997 when she was recruited to work for an international securities firm. A Chartered Financial Analyst (CFA), she now helps to manage millions for some of North America’s wealthiest families as a Portfolio Manager and analyst at the independent investment counsel firm she co-founded Venable Park Investment Counsel Inc. www.venablepark.com. In recent years Danielle has been writing, speaking and educating industry professionals and investors on the risks and realities of investment behaviors. A member of the internationally recognized CFA Institute, Toronto Society of Financial Analysts, and the Law Society of Upper Canada. Danielle is also an avid health and fitness buff.
Evan is the founder and CEO of Prattle Analytics, a financial data company. He holds a Ph.D. from Harvard University as well as Bachelors and Masters Degrees from Washington University in St. Louis.
Evan’s financial research has been featured in Bloomberg News while his academic research has been published in journals and edited volumes. Notably, Evan’s first article in Bloomberg, “Strong Dollar Advocates Make a Weak Case” (Jan. 25, 2012), showcased a mathematical model he designed to successfully predict every intermediate S&P 500 market bottom and top since 2008. Evan’s financial research will be further showcased in his forthcoming book titled “How the Fed Moves Markets.”
In his consulting capacity, Evan has vetted the political, economic and financial risks of major infrastructure investments for large corporations. Evan has also vetted finances, management structures and community engagement of small and midsize financial institutions to maximize relationships, tax status and grant opportunities from the government. From 2010-2014 Evan taught courses in economics, public policy and political science at Harvard University and Brown University.
I'm a self-directed investor who shares my experience in investing. I read, learn, and apply every day.
I write about value, dividend, and growth investing from the perspective of a Canadian. I invest in individual stocks on the US stock exchanges and the Toronto Stock Exchange.
I also offer an exclusive Marketplace service, DGI Across North America, which updates the buy targets of quality U.S. and Canadian dividend-growth stocks every month.
I'm the founder of Seeking Alpha. I led it for its first 10 years until 2015. Two years later, I returned to Seeking Alpha to run product, which is the aspect of my work as a founder I most loved. I started Seeking Alpha after working for five years as a technology research analyst for Morgan Stanley in New York. After I left, I wrote The ETF Investing Guide (which you can find by clicking on "Author's Picks" below), and some articles about individual stocks, and then started inviting other people to contribute to the website. Seeking Alpha is now the dominant crowdsourced platform for discussion of stocks and investing, and the only place with coverage of many mid and small cap stocks. I have a B.A from Oxford University and an MSc from The London School of Economics, and am married with five children.
Seeking Alpha's product team is responsible for the development of all of our product-related projects from start to finish. These projects include the Seeking Alpha Portfolio apps on the App Store and Google Play, our Real Time email alert product, and optimization across the Seeking Alpha website.
The purpose of this profile is to allow us to share with our readers all new product developments. Please follow us on Seeking Alpha to receive updates. We look forward to your input and feedback!
SA Product Team
Douglas Tengdin, CFA is a portfolio manager and investment analyst living in Hanover, NH. He has worked in the investment industry since 1974, when started as a mail-boy for a regional municipal underwriter in Minneapolis, Minnesota. He has managed portfolios in Boston; Providence, Burlington, VT; and Tunis, Tunisia.
He is currently the Chief Investment Officer for Charter Trust Company, a New Hampshire-based Wealth Management firm with over $1.6 billion in assets. His daily blog has been published since 2007. He has several radio shows around New Hampshire, and his daily thoughts are published on his web-site.
He received his CFA Charter in 1992, and is an active volunteer with the CFA Institute. He was the founding President of the Vermont CFA Society.
Aubrey Basdeo, Head of Canadian Fixed Income, is a member of the Product Strategy Team within BlackRock's Model-Based Fixed Income Portfolio Management Group. He leads the product strategy effort in Canada for both the Institutional and iShares businesses. Mr. Basdeo's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, Mr. Basdeo was the head of the Canadian fixed income business and was responsible for both the management of the Canadian institutional and iShares assets as well as delivering fixed income strategies and solutions to BGI clients. Prior to joining BGI in 2005, he was the head of the Relative Value Fixed Income Group at Ontario Teachers' Pension Plan where he led a team of 6 Portfolio Managers and Analysts responsible for managing the Plan's fixed income assets. Mr. Basdeo earned a BSc in engineering from the University of Waterloo in 1983, and an MBA from the University of Toronto in 2003.
Wall Street Breakfast, Seeking Alpha's flagship daily business news summary, is a one-page summary that gives you a rapid overview of the day's key financial news. It's designed for easy readability on the site or by email (including on mobile devices), and is published before 7:00 AM ET every market day.
Wall Street Breakfast readership of over 900,000 includes many from the investment-banking and fund-management industries.
Sign up here to receive the Wall Street Breakfast in your inbox every business day: http://seekingalpha.com/account/email_preferences
**Do It Creatively -- Or Don't Do It At All**
I am a top financial writer serving companies and professionals who want to break out of the #financialcliche, distinguish themselves from their competitors (most of whom lack any semblance of branding), get attention, and build their books of business.
If you want to create exciting content that illuminates a new, stunning perspective to your readers, then let's talk. If you want boring content then I'm not the one for you.
Arnbjorn Ingimundarson, CFA, looks for opportunities in all asset classes and all sectors, domestic and international. His main approach is based on value investing in the spirit of Benjamin Graham, while making use of any method and instrument as his disposal, including options and technical analysis.
Arnbjorn is an idependent investment advisor in Iceland.
Rick Konrad has been an equity portfolio manager for over 35 years. At present, he provides strategic management consulting to both institutional buy and sell side firms. His greatest joy outside of his family is education, in particular, training young people to become better research analysts, portfolio managers, and financial planners.
This author reviewed, conducted investment due diligence, and/or advised on the investment in public and private equity, venture capital and alternative investments from 1987 until retirement in 2013. She also managed her own investments for over 30 years. From 1992 to 1996, she was the top paid investment professional at a globally diversified investment fund that grew from $675 million to over $1.1 billion in size. Perhaps more importantly, during that same time, she led the restructuring and elimination of under-performing legacy assets, freeing up capital for more productive use. She started her first company in late 1996. For many years she was an advocate for financial market transparency. She worked with private investors, family offices, endowment funds, foundations, non-profit organizations, the Boards of corporate and public pension funds and sovereign funds. She enjoyed working with investors that are large and small; public and private. She retired in 2013.
Born in Dijon, France, Vincent Deluard completed a dual master's degree at Sciences-Po Paris and Columbia University. He then headed TrimTabs Investment quantitative research, where he served as Executive Vice President. He worked with top tier hedge funds to help them incorporate supply and demand information in trading strategies.
Vincent is currently the European Strategist for Ned Davis Research, where he launched the Europe Strategy product under the direction of the firm's Chief Investment Strategist, Tim Hayes.
Vincent likes to focus on behavioral finance - especially on how our collective biases cause us to make sub-optimal investment decisions. Vincent is frequently quoted in the financial media (Financial Times, Wall Street Journal, Bloomberg).
Vincent is a CFA charterholder and a member of the CFA society of San Francisco. He speaks French, Italian and Indonesian and is a columnist on Forbes.
Brian Gilmartin, is a portfolio manager at Trinity Asset Management, a firm he founded in May, 1995, catering to individual investors and institutions that werent getting the attention and service deserved, from larger firms. Brian started in the business as a fixed-income / credit analyst, with a Chicago broker-dealer, and then worked at Stein Roe & Farnham in Chicago, from 1992 - 1995, before striking out on his own and managing equity and balanced accounts for clients. Brian has a BSBA (Finance) from Xavier University, Cincinnati, Ohio, (1982) and an MBA (Finance) from Loyola University, Chicago, January, 1985. The CFA was awarded in 1994. Brian has been fortunate enough to write for the TheStreet.com from 2000 to 2012, and then the WallStreet AllStars from August 2011, to Spring, 2012. Brian also wrote for Minyanville.com, and has been quoted in numerous publications including the Wall Street Journal.
Dominic Picarda, CFA, CMT, CAIA is Associate Editor of Investors Chronicle, a part of Financial Times Group. He is the author and creator of IC Market Tactics a fortnightly report covering tactical asset allocation ideas and issues. A regular speaker at live events, he also presents the Big Question, a webshow at www.investmentcompass.co.uk.
I am a private investor based out of Toronto, Canada and I have been investing since 2003. After 8 years in Corporate Finance with a Canadian Telecom company I have decided to dedicate myself full-time to the capital markets. I write on Seeking Alpha to demonstrate my financial analysis and writing skills across a variety of industries and to take advantage of any story-based trading opportunity that may arise. My passion and greatest depth of knowledge is on Canadian small cap stocks and I consider my blog posts to be some of my best work. I am interested in any freelance opportunities that may arise outside of Seeking Alpha on Canadian or American listed stocks.
I focus on the microcap space (market cap below $250 million) because it is one of the most inefficient and "alpha rich" areas of the global equity market, which provides the greatest opportunity to generate alpha through fundamental research.
I use a bottom up, investment decision making process. The ideal investment has an asymmetric risk/return profile with a limited downside (e.g. high net cash balance, strong cash flow) and significant upside (e.g. asset value extraction, overlooked business model transition).
Microcaps are particularly attractive to the following groups:
Activist investors. A small absolute investment (on a dollar basis) can be leveraged into a relatively large position (as a percentage of shares outstanding), which provides a greater ability to demand change.
Private equity firms. The persistent microcap discount can be “arbed away” via an LBO with the new owners accruing all of the gains for themselves. The small absolute size of many microcaps on an EV basis significantly expands the number of firms able to pursue this strategy.
This inefficiency exists for several reasons.
A lack of analyst coverage due to lower trading volume (less soft dollars from HF/MF), the global settlement that permanently severed the link between research/banking and the rise in electronic trading/decimalization. Moreover, none of these trends are likely to reverse for the foreseeable future (if ever).
A lack of institutional products given the natural capacity constraint for new/existing managers.
An inability to effectively implement a passive approach (e.g. ETFs, index funds) due to the lower liquidity and wider bid/ask spread. However, each of these obstacles can be overcome by using a combination of electronic trading tools (e.g. algos) and patience in building a positive size.
Inaccurate and persistent misconceptions about microcaps (e.g. they are riskier than larger cap stocks).
I currently trade for my personal account but would like to move into the investment management side of the industry.
Michael Moritz joined Sequoia Capital in 1986 after working as a reporter for Time, writing the 1984 book The Little Kingdom: the Private Story of Apple Computer, and co-authoring "Going for Broke: The Chrysler Story" (with Barrett Seaman, TIME's Detroit bureau chief). After leaving Time, Moritz co-founded Technologic Partners, a technology newsletter and conference company.
Michael's internet company investments include Google, Yahoo!, PayPal, Webvan, YouTube, eToys, and Zappos. He currently sits on the boards of; 24/7 Customer, Earth Networks, Gamefly, HealthCentral, Green Dot Corporation, Klarna, Kayak.com, LinkedIn, Stripe and Sugar Inc.. Moritz previously served on the boards of A123 Systems, Aricent Group, Atom Entertainment, CenterRun, eGroups, Flextronics, Google, ITA Software, Luxim, PayPal, Plaxo, Pure Digital, Saba Software, Yahoo!, and Zappos.
In 2009, 25 years after "The Little Kingdom," Michael Moritz published a revised and expanded follow-up: "Return to the Little Kingdom: How Apple and Steve Jobs Changed the World" is available from The Overlook Press.
On 12 July 2010, Michael Moritz was conferred an Honorary Fellowship from Cardiff University.
Michael lives in San Francisco with his wife and two children.
Don Dion (email@example.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for the Dion family. Don no longer manages money for other families or institutions after selling Dion Money Management to NYC-based Focus Financial Partners in September of 2007 prior to the Great Recession. Don remains one of the largest individual shareholders of Focus Financial Partners. Mr. Dion is the managing trustee of the Dion Family Foundation, which focuses on helping individuals with tuition assistance at Catholic Institutions for grammar school, high school, and college education. The foundation also helps individuals by supporting health care institutions, particularly Massachusetts General Hospital. Don is on three leadership and advisory committees at Massachusetts General Hospital and the Home Base Program (a partnership between Mass General and the Red Sox Foundation). Don consults with Saint Dominic's Academy and served on the executive committee as a trustee of Saint Michaels College. In addition, Mr. Dion is the retired publisher of the Fidelity Independent Adviser (http://www.fidelityadviser.com/) family of newsletters, which provided a broad range of investor commentary on the financial markets, with a specific emphasis on mutual funds and exchange-traded funds. With more than 90,000 subscribers in the United States and 29 other countries, Fidelity Independent Adviser published two monthly newsletters and one weekly newsletter. Its flagship publication, Fidelity Independent Adviser, was published monthly for 16 years and reached over 60,000 subscribers. Mr. Dion is the sole founder and retired C.E.O. of Dion Money Management (http://www.dionmm.com/), a fee-based investment advisory firm for affluent individuals, families and nonprofit organizations, where he was responsible for setting investment policy, creating custom portfolios, and overseeing the performance of client accounts. Founded in 1996 and based in Williamstown, Massachusetts and Naples, FL., Dion Money Management managed over $900 million in assets for clients in 49 states and 11 countries, He fortunately sold the company to Focus Financial Partners on September 1, 2007 prior to the Great Recession. Mr. Dion was the Chairman and C.E.O. of Litchfield Financial Corp. "LTCH" a NASDAQ listed company which he founded with Summit Partners in 1988. LTCH went public in 1992 and was acquired by Textron Corp. "TXT" in 1999 for $183M of cash consideration. Don was the Executive Vice President, C.F.O., shareholder and General Counsel for Bluegreen Corp. "BXG" a NYSE company from 1986 to 1988. Mr. Dion graduated with honors from Saint Michaels College in 1976 with a B.S. degree in Economics and Business Administration. He received his J.D. degree from the University of Maine Law School in 1979 and his LL.M. degree from Boston University Law School in 1982. After law school, Mr Dion was employed as a tax and estate planning lawyer with the Boston firm of Warner and Stackpole from 1983 to 1985 and Ernst and Young as a C.P.A. from 1979 to 1983. Recently, Don has been spending some of his time researching and strategizing about IPOs, building on his prior experience of successfully taking companies public and six strong years of U.S. IPO returns (2009 to 2015). Mr. Dion can be reached at firstname.lastname@example.org.
Blogger on Seeking Alpha
Ranked #61 out of 5,308 bloggers (#154 of 9,385 overall experts)
290 out of 495
If you copied Don Dion's ratings since 2013 and opened each position for the duration of 1 Year , then 59% of your transactions would have been profitable with an average return of +7.7%.
Stephen Simpson, CFA, is a freelance financial writer and investor.
I have worked for both sell-side and buy-side firms (equities and fixed income), with the largest percentage of my working time spent in med-tech. At this point I am now effectively in a "working retirement".
I write because I find that the process helps me take better notes, be more disciplined about modeling, and come up with a more coherent investment view for my portfolio management needs. If I'm writing about a stock, it's generally because I'm interested in it as an investment prospect or I think there's an interesting story to tell.
I don't share my models, so please don't ask.
More of my writings can be found at my blog Kratisto Investing (kratistoinvesting.blogspot.com), or Twitter (@Kratisto_Invest).
Edward Schneider is a managing director of Quan Management LLC. Mr. Schneider has over 25 years of investment experience, including 18 years managing technology funds in both quoted equities and venture capital. Mr. Schneider holds a CFA designation, an MBA from Thunderbird and a BA from Emory University. #11 Ranked Blogger for 2014 from over 4,100 bloggers - TipRanks Quan Technology Fund - #1 Ranked Fund in Europe for 2014 with a net return of +71% - Preqin Fund Ranking
Shailesh Kumar is the CEO of Value Stock Guide, one of the premier value investment advice site on the internet. An MBA from University of Michigan and a former Management Consultant, Shailesh has helped numerous Fortune 100 executives with their strategic and operational issues and now channels his deep business experience to help his members find profitable investments for the members of Value Stock Guide.
Visit ValueStockGuide.com to learn more
I write about emerging and frontier markets in Asia. I now primarily contribute work to Forbes Asia. My most recent work and my complete bio can be found on Forbes Asia's site:
If it is easier, you can find my recent work sorted by country on this Seeking Alpha blog:
You can follow me on Twitter here: https://twitter.com/FrontierWriter
You can find me on Linked In here (I accept 98% of connection requests): http://www.linkedin.com/pub/jon-springer/42/b15/844
I would like to thank Seeking Alpha's editorial staff for giving me a start in this profession. In particular I would like to thank George Moriarty and Eli Hoffman.
I will contribute still to Seeking Alpha from time to time as the opportunity presents itself.
The picture is a young man pole-vaulting a bull in Pamplona, Spain, as part of the festivities around the annual running of the bulls. "Play with the bull, avoid the horns."
CFA Institute is a global community of more than 100,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow.