Your tour guides attempt to simplify and clarity for the intended audiences — institutional and retail investors, business managers and traders.
Your team includes (in alphabetical order):
Brian Barnier, Director/Head of Analytics at ValueBridge Advisors, LLC (US) and Burnt Oak Capital (UK), and Founder/blogger at Feddashboard.com is all about growth. From an investor perspective, a forensic economist/fundamental analyst. From an issuer perspective, a business model doctor, with professionally-recognized expertise in product management, technology, finance, risk, and operations. He led teams to 9 tech patents and launched the first fintech product from IBM Watson Research in 2002. He is an immediate past committee co-chair at the London-based ICGN institutional investor association (USD26T assets), and a past committee member and board advisor at the Boston-based Retirement Income Industry Association. For bio, see book/author site www.brianbarnier.com. brian ( at ) valuebridgeadvisors ( dot ) com
James F. Burns – Chief Executive Officer, Blue Sky Capital Strategies, LLC has over twenty-five years of corporate finance experience leading the global Treasury, Tax and Risk Insurance functions as Treasurer for a diverse group of Fortune 500 companies. In 2007, he co-founded Blue Sky, a capital structure advisor which provides innovative strategic financial advice to companies seeking to raise capital, expand funding alternatives, monetize cash flow or mitigate risk. Blue Sky specializes in the development and implementation of lease and structured finance programs for a broad range of international companies. www.bluskycapital.com email@example.com
Michael P. Cangemi, CPA, author and President of Cangemi Company LLC, which he founded, and through which he serves as senior advisor and director to various companies and manages his other business interests.Formerly, he served as President, Chief Executive Officer & Director of Financial Executives International; President, Chief Executive Officer and Director of Etienne Aigner Group, Inc.; and Partner, Ernst & Young. He has leveraged his deep experience in finance, technology and risk to successfully guide organizations through dispositions, acquisitions, and other transactions, and transforming finance and technology functions. www.canco.us
Sung G. Choi, CPA, Director of Subsidiaries and Affiliates of Itochu International Inc., providing support and advise on operational, mergers and acquisitions, due diligence and financial performance modeling within textiles, energy, general merchandise, chemicals, and machinery divisions. He previously worked at KPMG, LLP in audit of publicly traded companies. An active individual investor, his style is to invest in individual stocks based on the current study of the market and industries: mostly interested in small cap stocks, but will invest in mid-cap and large cap, depending on economic and sector cycle research.
Michael T. Greenwood, PhD, Professor of Management and Entrepreneurship at Fitchburg State University. Michael has over 30 years of executive level experience with firms such as NCR as Business Intelligence Director, and Vice President at Nielsen Marketing Research. While at IBM, among other roles, he led an IBM Business Consulting Services Business Innovation consulting practice for Sweden, Norway, Denmark and Finland. His executive management experience includes participating in the growth & transformation of several venture-backed start-ups. One of these, a data mining big data analytics start-up, was sold to Yahoo in 1998. He is a founding board member for two central Massachusetts business incubators. firstname.lastname@example.org
Mark Newton, Managing Member/Owner, Newton Advisors. Mark has more than 20 years of buy and sell-side experience in the financial services industry. He formerly worked at Greywolf and Diamondback Capital Management, where he served as a technical analyst and portfolio manager, and prior to that, with Morgan Stanley in New York City as their technical strategist. Before moving to the New York City area in 2004, Mark traded equity options as a market maker/floor trader at the CBOE, and worked in risk management. Mark is a member of the Market Technicians Association, and former member of the CBOE, CBOT, and PHLX. He graduated with a BS in Finance from Virginia Tech in 1991 and obtained his Chartered Market Technician designation in 2002. His expertise is primarily in using advanced methods of technical analysis to identify stocks, commodities, and currencies with above-average risk/reward characteristics that can maximize returns and minimize risk. In addition to employing standard technical tools to identify trend duration, relative strength, and momentum, Mr. Newton utilizes counter-trend analysis to identify potential trend exhaustion and reversals of trend. He appears frequently on CNBC’s The Closing Bell, and Squawk on the Street. Follow @MarkNewtonCMT or join his newsletter at www.newtonadvisor.com.
Pen Pendleton. Co-founder, CLP Strategies. CLP Strategies is a communications and issues management boutique based in New York and London. Pen has over 20 years’ experience in financial media, investor relations and crisis management, working with asset management, investment banking and securities trading businesses. From 1997 to 2007 he worked in senior communications roles at Credit Suisse and later served as spokesperson for Morgan Stanley’s investment banking business in the Americas. As a consultant, he has advised such clients as Blackstone Alternatives, Man Group, Moelis & Company, Hellman & Friedman, and the derivatives industry trade group, International Swaps and Derivatives Association (ISDA). In a 2011, Pen was named “most respected” on Wall Street by the media intelligence firm, Gorkana.
David Stahl, Ph.D. Partner, Far Hills Ventures – David has 18 years experience in the venture capital industry, investing in early stage software, wireless, and medical device companies while at Lucent New Ventures, OmniCapital and FarHills. Earlier he was responsible for commercialization of new technologies at Bell Laboratories Research and Advanced Technologies. As a visiting professor at several universities he has taught MBA courses in strategic management, venture finance, and entrepreneurship.
Stephen “Sarge” Guilfoyle, Chief Economist, sarge986.com and active trader. He is a former senior NYSE floor trader, and until recently, the U.S. Economist at Meridian Equity Partners. Editor, Sarge’s Market Recon www.sarge986.com
David Williams, Partner, Strategic Gold Corporation. Strategic Gold Corporation specializes in creating and administering programs that help investors own precious metals, with offices in several countries. He is a metals expert, strategist and NYSE Member. www.strategicgold.com/insight/