William A. Ackman, Pershing Square Capital Management, LP
Stephen Bepler, Capital Research Company
Bruce Berkowitz, Fairholme Capital Management, LLC
Leon G. Cooperman, Omega Advisors, Inc
Steven M. Galbraith, Maverick Capital, Ltd
David Greenspan, Blue Ridge Capital, LLC
Bruce Greenwald, Columbia Business School
John A. Gunn, Dodge & Cox
Judd Kahn, Hummingbird Management, LLC
Chris Kehoe, The Scion Group, LLC
Mark Kingdon, Kingdon Capital Management, LLC
Bill Miller, Legg Mason Capital Management, Inc
James Mitarotonda, Barington Capital Group, LP
Kevin A. Richardson II, Prides Capital, LLC
Alex Roepers, Atlantic Investment Management, Inc
Eric Rosenfeld, Crescendo Partners, LP
David J. Winters, Wintergreen Advisers, LLC
William A. Ackman
- Founder and Managing Member, Pershing Square Capital
William A. Ackman is the Founder, President and Managing Member of Pershing Square Capital
Management, L.P., a registered investment adviser with hedge fund assets under management in excess of
$2.5 billion. Prior to forming Pershing Square Capital Management, L.P., Mr. Ackman co-founded Gotham
Partners Management Co., LLC, an investment adviser which managed public and private equity investments.
Mr. Ackman received an MBA from the Harvard Business School and a Bachelor of Arts magna cum laude from
Stephen Bepler (CBS '66), CFA
- Capital Research Company
Stephen Bepler is currently the President and CEO of the Capital World Growth and Income Fund,
a global growth and income fund with assets under management of $82 billion, at Capital Research Co.,
his employer since 1972. Mr. Bepler has also served as Executive VP of Capital's Europacific Growth Fund,
a non US capital fund with $97 billion in AUM and the Portfolio Counselor of Washington Mutual Investors
Fund, a US only growth and income fund with $85 billion in AUM. Prior to Capital, Mr. Bepler served as a
Vice President and Principal at Clark Dodge & Co. and a Vice President at Bank of America International.
Mr. Bepler received his CFA designation in 1974. For the past 11 years, He has served as a guest lecturer
at Stanford Business School with Professor Jack McDonald. He is currently a Trustee of Barnard College,
Cristo Rey New York High School, Washington Theological Union, and Fairfield University.
Mr. Bepler received his AB in Classics from Fordham College and his MBA from Columbia University's
Graduate School of Business.
- Founder and Managing Member, Fairholme Capital Management, LLC
Bruce R. Berkowitz is the Founder and Managing Member of Fairholme Capital Management. He was previously employed at Lehman Brothers until December 1993 and at Smith Barney Investment Advisers from December 1993 to October 1997, where he was a Managing Director of Smith Barney Inc.
Mr. Berkowitz is President and a Director of Fairholme Funds, Inc., an open-end management investment company. He also serves as a Trustee of Winthrop Realty Trust, and is a Director of White Mountains Insurance Group, Ltd. and TAL International Group Inc.
He received his Bachelor of Arts in Economics, cum laude, from the University of Massachusetts at Amherst.
Leon G. Cooperman (CBS '67), CFA - Chairman and Chief Executive Officer, Omega Advisors, Inc
After 25 years of service, Lee retired from his positions as a General Partner of Goldman, Sachs & Co. and
as Chairman and Chief Executive Officer of Goldman Sachs Asset Management at the end of 1991 in order to
organize a private investment partnership, under the direction of Omega Advisors, Inc.
At Goldman Sachs, Lee spent 15 years as Partner and from 1990 to 1991, as Of Counsel to the Management
Committee. In 1989, he became Chairman and Chief Executive Officer of Goldman Sachs Asset Management and
was Chief Investment Officer of the equity product line including managing the GS Capital Growth Fund, an
open-end mutual fund, for one and one-half years. Prior to those appointments, Lee spent 22 years in the
Investment Research Department as Partner-in-charge, Co-Chairman of the Investment Policy Committee and
Chairman of the Stock Selection Committee. For nine consecutive years, Lee was voted the number one
portfolio strategist in the Institutional Investor All-America Research Team survey.
As a designated Chartered Financial Analyst, Lee is a senior member and past President of the New York
Society of Security Analysts. Lee is a member of the Board of Directors of Automatic Data Processing, Inc.,
a Trustee of Saint Barnabas Hospital, and Chairman of the Saint Barnabas Development Foundation, a member
of the Board of Overseers of the Columbia University Graduate School of Business, a member of the Board of
Directors of the Cancer Research Fund of the Damon Runyon-Walter Winchell Foundation, and a member of the
Investment Committee of the Museum of Modern Art.
Lee received his MBA from Columbia University and his undergraduate degree from Hunter College. He is a
recipient of Roger Williams University's Honorary Doctor of Finance and was inducted to Hunter College's
Hall of Fame. He and his wife Toby have two sons and two granddaughters.
Steven M. Galbraith
- Limited Partner, Maverick Capital, Ltd
Prior to joining Maverick in 2004, Mr. Galbraith served as Chief Investment Officer and Chief U.S.
Investment Strategist at Morgan Stanley. While at Morgan Stanley, Mr. Galbraith's work was consistently
recognized in various Wall Street analyst polls, including a No. 1 ranking in the Institutional
Investor All America Research Team poll in 2002 and 2003. Prior to joining Morgan Stanley, he was a
Partner at Sanford Bernstein, where he was a highly ranked analyst in both the packaged foods sector and
the securities industry.
Mr. Galbraith is an Adjunct Professor at Columbia University Business School,
where he teaches securities analysis. He received his B.A. (Summa Cum Laude) from Tufts
University, where he was elected to Phi Beta Kappa.
David Greenspan (CBS '00)
- Managing Director, Blue Ridge Capital, LLC
David Greenspan is a Managing Director of Blue Ridge Capital, LLC, an investment firm based in New York. Blue Ridge has a global portfolio and an investment strategy based upon a fundamental, research-intensive security selection process. David joined Blue Ridge in 2000 upon graduation from Columbia Business School. Prior to attending Columbia, David was a CPA and consultant with Price Waterhouse. He has an undergraduate degree in accounting from George Mason University. For the past five years David has been an adjunct faculty member at Columbia Business School where he, with colleagues from Blue Ridge, teach the course Advanced Investment Research: The Analyst's Edge.
Bruce Greenwald [top]
- Professor, Columbia Business School
Bruce currently serves as the Robert Heilbrunn Professor of Finance and Asset Management and the Director of the Heilbrunn Center for Graham & Dodd Investing at Columbia University's Graduate School of Business. He presently teaches Value Investing, Economics of Strategic Behavior, Seminar in Strategy and Industry Analysis, Globalization of Markets, and Strategic Management of Media. He has also taught Corporate Finance and Managerial Economics.
Previously, Bruce taught at Harvard Business School and Wesleyan University. Early in his career, he was a research economist at Bell Laboratories and, for a one-year period beginning in 1987, was the staff economist for the Presidential Task Force on Market Mechanisms (the Brady Task Force).
Bruce has been the recipient of numerous teaching awards including the Columbia University Presidential Teaching Award (1999-2000), the Margaret Chandler Memorial Award for Commitment to Excellence in Teaching (1997 & 2003), the Singhvi Prize (1991-1992, 2002-2003, 2003-2004), and the Dean's prize for course development in the core curriculum.
Bruce is the author or editor of several books including Competition Demystified: A Radically Simplified Approach to Business Strategy (with Judd Kahn, Putnam Penguin 2005), Economics for an Imperfect World: Essays in Honor of Joseph E. Stiglitz (editor with Richard Arnott, et al, MIT Press, 2003), Towards a new Paradigm in Monetary Economics (with Joseph Stiglitz, Cambridge Press, 2003), Value Investing: From Graham to Buffett and Beyond (with Judd Kahn, et al, Wiley, 2001), and Adverse Selection in the Labor Market (Garland Press, 1980).
Bruce has written numerous papers published in journals such as the American Economic Review, Journal of Finance, Rand Journal of Economics, Oxford Economic Papers, Journal of Finance and Accounting, Quarterly Journal of Economics and Journal of Industrial and Corporate Change.
Bruce has received a B.S. and a Ph.D. from the Massachusetts Institute of Technology, and an M.P.A. and MS from Princeton University.
John A. Gunn, CFA
- Chief Executive Officer and Chief Investment Officer, Dodge & Cox
Mr. Gunn graduated from Stanford University in 1966 and received his M.B.A. from the Stanford
Graduate School of Business in 1972. He joined Dodge & Cox in 1972. Mr. Gunn is a member of
Dodge & Cox's Investment Policy Committee, Fixed Income Strategy Committee, and International
Investment Policy Committee. He is a Trustee of the Dodge & Cox Funds. Mr. Gunn is a
shareholder of the firm, a CFA® charterholder, and a Chartered Investment Counselor.
Mr. Gunn was a member of the Board of Governors of the Association for Investment Management
and Research from 1993 to 1996 and also served on Governor Pete Wilson's Council of Economic
Advisors from 1993 to 1998. He is currently a member of the Advisory Council for the Stanford
Institute for Economic Policy Research and the Stanford Business School. Mr. Gunn is
also the Chairman of the Board of Trustees of Castilleja School.
- Chief Operating Officer, Hummingbird Management, LLC
Judd Kahn is currently COO of Hummingbird Management, LLC, an investment management company. Prior to joining Hummingbird at its inception, he was an historian, the CFO of a privately owned manufacturing company, and a consultant to government and not for profit agencies.
He taught history at Wesleyan University (where he and Bruce Greenwald were colleagues), served as the Connecticut Humanities Council's Humanist in Residence in the city manager's office in Hartford, Connecticut, was Associate Director of Career Development at the School of Management, Yale University, and then worked in private industry and consulting.
In addition to Competition Demystified and Value Investing from Graham to Buffett and Beyond, both of which he co-authored with Bruce, he wrote Imperial San Francisco: Politics and Planning in an American City (Nebraska, 1980), and The Architecture of Understanding: Model Construction in the Classroom, a book-length manuscript on college level pedagogy.
Judd has a B.A. from Harvard College and an M.A. and Ph.D. from The University of California, Berkeley. He lives in New York with his wife and has grandchildren in Albany, Rome, and New York City.
Chris Kehoe, CFA
- Chief Investment Officer, The Scion Group, LLC
Christopher M. Kehoe is the Chief Investment Officer of The Scion Group LLC, a family investment office. Chris manages the family's traditional and alternative investment portfolios. His role encompasses investment strategy, asset allocation, manager search and selection, performance evaluation and client education. Prior to joining The Scion Group LLC in 1997, Chris managed a performance analytics group at Alliance Capital and subsequently performed a similar role at US Trust.
In 2004 Chris founded the Ben Graham Committee for Value Investing at the New York Society of Security Analysts' (NYSSA) and has since been actively involved in creating programming that furthers the principles of value investing. Most recently he has led the creation of the Value Investing Archive at NYSSA and is actively seeking materials for inclusion in the Archive. He also co-founded the Private Wealth Management Committee at NYSSA. As a member of NYSSA's Corporate Governance Committee he was an active participant in the creation of the Corporate Governance Handbook, a resource for securities analysts and portfolio managers highlighting critical issues in corporate governance. He is a past recipient of NYSSA's Volunteer of the Year Award for 2000, 2002 and 2006. He is a member of the CFA Institute and served on its Private Client Task Force from 2000-2002. Chris has also served on the Advisory Faculty of the Institute for Private Investors (2001-2003), an organization that provides educational and networking resources to high net worth investors and their advisors.
Chris received his Bachelors degree cum laude from Bernard M. Baruch College and his MBA from the Lubin School of Business at Pace University. He was awarded the CFA designation in 1996.
Mark Kingdon (CC '71)
- President and Founder, Kingdon Capital Management, LLC
Mark Kingdon, President and Founder of Kingdon Capital Management, is the firm's chief Portfolio Manager
and strategist. He has been a General Partner of Kingdon Associates and Kingdon Partners since their
inception in April 1983, a General Partner of Kingdon Family Partnership since its inception in July 1993
and has managed M. Kingdon Offshore Ltd. since its inception in March 1986. Mark has over 33 years of
investment experience. Prior to founding Kingdon Capital in 1983, Mark was a General Partner with Century
Capital Associates, an institutional asset management firm. From 1973 to 1975 he was a Pension Fund
Administrator for American Telephone & Telegraph Co.
Mark received a BA in Economics Phi Beta Kappa from Columbia College in 1971 and an MBA from Harvard
Business School in 1973. He serves on the boards of Columbia University, the Harlem Children's Zone, the
New York City Police Foundation, and the Academy of Political Science. He is the 2003 recipient of the
Institutional Investor/Alternative Investment News Lifetime Achievement Award and the 2005 recipient of the
Columbia University John Jay Award for distinguished professional achievement.
Bill Miller, CFA
- Chairman and Chief
Investment Officer, Legg Mason Capital Management, Inc
Bill Miller is one of today's most renowned professional money managers. He is Chairman and Chief Investment Officer of Legg Mason Capital Management, Inc. and leads a team that manages $67.9 billion of assets as of 12/31/06.
Bill Miller currently manages the Value Trust and Opportunity Trust mutual funds. Legg Mason Value Trust is the only mutual fund to outperform the S&P 500 for 15 consecutive calendar years (1991 - 2005)(1). Over the years, Bill Miller and his team have received numerous accolades for their management record and distinct style, which focuses on a detailed understanding of businesses and their intrinsic value.
His unique investment management philosophy and approach to undervalued stocks has also made
him the subject of profiles in numerous books as well as publications, including
The New York Times, Barron's, Business Week, Kiplinger's, Money,
The Wall Street Journal, Fortune, and Smart Money.
He was ranked among the top 30 most influential people in investing when he was named a
member of the "Power 30" by SmartMoney. He was also named by Money magazine
as "The Greatest Money Manager of the 1990's" and named Morningstar's 1998 "Domestic
Equity Manager of the Year." In 1999, he was selected as the "Fund Manager of the
Decade" by Morningstar.com. Also in 1999, Barron's named him to its All-Century Investment
Team in 1999 and BusinessWeek called him one of the "Heroes of Value Investing."(2)
Mr. Miller assumed overall responsibility for the equity funds management area of
Legg Mason in late 1990. Prior to this time, he co-managed (with Ernie Kiehne) the
Legg Mason Value Trust from its inception in 1982. He was the director of research of
Legg Mason from October 1981 through June 1985. He earned his economics degree from
Washington and Lee University where he graduated with honors in 1972. Subsequent to
graduation, he served as a military intelligence officer overseas and then pursued
graduate studies in philosophy in the Ph.D. program at The Johns Hopkins University.
Prior to joining Legg Mason in 1981, he served as treasurer of the J.E. Baker Company,
a major manufacturer of products for the steel and cement industries. Bill received his
CFA designation in 1986.
Mr. Miller currently serves as Chairman on the Board of Trustees of the Santa Fe
Institute, one of the world's leading scientific research laboratories, which conducts
multi-disciplinary research in complex systems theory.
(1) Past performance does not guarantee future results. The Value Trust’s inception date is April 16, 1982. The fund’s 1-, 5-, 10- and 15-year average annual total returns for the period ended 12/31/06 were 5.9%, 7.8%, 12.1%, and 14.6%, respectively. The S&P 500’s 1-, 5-, 10- and 15-year average annual total returns for the period ending 12/31/06 were 15.8%, 6.2%, 8.4% and 10.6%, respectively. The investment return and principal value of the fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Calculations assume reinvestment of dividends and capital gain distributions. Performance would have been lower if fees had not been waived in various periods. The S&P 500 is an unmanaged index of common stock prices that is generally considered representative of the U.S. stock market.
(2) Morningstar's award for "Domestic Equity Fund Manager of the Year 1998" recognizes portfolio
managers who demonstrate excellent investment skill, the courage to differ from consensus, and
the commitment to shareholders necessary to deliver outstanding long-term performance. Bill Miller
received 56% of the analysts' vote in Morningstar.com's 1999 Poll in the "Fund Manager of the
Decade" category. Thirty-four Morningstar.com analysts voted. Nominees in this category were
selected based on their demonstration of investment skill, their courage to differ from
consensus, and their commitment to shareholders necessary to deliver outstanding long-term
performance. Bill Miller was named to Barron's Mutual Funds "All-Century Team" for his
stock-picking skills. This is not an official ranking based on specific criteria. The
selection was based solely on the opinion of Barron's Mutual Funds writing staff.
James Mitarotonda [top]
- Barington Capital Group, LP
James A. Mitarotonda brings more than 25 years of experience to his current position as chairman, president, and CEO of Barington Capital Group, L.P., an investment firm that he founded in November 1991. The company, which began as a full service banking and brokerage firm specializing in small-cap and emerging growth companies, has evolved into a successful investment firm with a focus on concentrated value investing.
In the late 1990s, Mr. Mitarotonda began to invest in undervalued companies through Barington - investments which proved to be extremely successful. This success led to the launch of the Barington Companies Equity Partners Fund in January 2000. The fund has shown a compounded annual net return of 20.2% since its inception.
Barington, named for Mr. Mitarotonda's birthplace of Bari, Italy, differs from traditional investment funds in that it brings actual operating experience to the companies in which it invests. Barington's management team, its network of industry professionals, and Advisory Board members have extensive industry and operating experience, which have assisted in Barington's success. Barington was responsible for acting as a catalyst for changes at companies in which it had invested including as Stewart & Stevenson, A. Schulman, Register.com, Steve Madden, Ltd. and The Pep Boys Boys-Manny, Moe & Jack.
Mr. Mitarotonda is also Chairman, President and CEO of Barington Companies Investors, LLC, the general partner of Barington Companies Equity Partners, L.P. and of Barington Companies Advisors, LLC, a SEC registered Investment Advisor and investment advisor of Barington Companies Offshore Fund, Ltd., an offshore small capitalization value fund.
Mr. Mitarotonda gained hands-on operating experience in both the retail and financial services sectors though his participation in retail management at Bloomingdale's and Citibank. At Citibank, he held positions in the retail bank as a branch manager in New York and eventually as head of New York Home Equity Financing and Credit Service.
Following Citibank, Mr. Mitarotonda spent four years in the retail brokerage industry, after which he and a group of business associates started Commonwealth Associates, an investment boutique firm, in 1988.
Mr. Mitarotonda currently serves as a director of A. Schulman Inc (NASDAQ:SHLM) since October 2005 and The Pep Boys-Manny, Moe & Jack (NYSE:PBY) since August 2006.
Mr. Mitarotonda is also an active philanthropist in the New York metropolitan area. He is a board member of The Friends of Green Chimneys, a non-profit organization in Westchester County, which focuses on providing services for children with emotional, behavioral and learning challenges.
Mr. Mitarotonda received his M.B.A. from New York University's Graduate School of Business Administration (now known as the Stern School of Business). He also received a B.A. in economics from Queens College, where he has been selected as a Q Award Planned Recipient for 2006.
Mr. Mitarotonda resides in Manhattan.
Kevin A. Richardson II
- Founder, Prides Capital, LLC
Mr. Richardson founded Prides Capital LLC and Prides Capital Partners LLC in January 2004. Mr. Richardson
is a member of the board of directors of Healthtronics Inc. (HTRN), QC Holdings (QCCO) eDiets.com (DIET),
and Pegasus Solutions, Inc., all public and private portfolio companies of Prides Capital LLC.
Prior to that, Mr. Richardson had been a partner at Blum Capital Partners since April of 1999. Blum
Capital Partners is a $2.5 billion investment firm, which pioneered the investment style of "strategic
block investing". Between May 1999 and September 2003, Mr. Richardson was the lead public partner on 18
Prior to joining Blum Capital, Mr. Richardson was an analyst at Tudor Investment Corporation, an
investment management firm that currently manages approximately $8.8 billion across several hedge funds
and private equity funds.
Previously, Mr. Richardson spent four years at Fidelity Management and Research where he was the assistant
portfolio manager of the Fidelity Contra Fund, a registered investment company.
Mr. Richardson also managed the following additional registered investment companies, Fidelity Airline Fund,
the Fidelity Aerospace and Defense Fund, and performed research and analysis in a variety of industry sectors
(computer services, business services, media, financial services, and healthcare information technology).
Previously, Mr. Richardson worked at Kidder, Peabody & Co. Mr. Richardson has a B.S. from Babson College
and an M.B.A. from Kenan-Flagler Business School at the University of North Carolina.
Alex Roepers [top]
- Atlantic Investment Management, Inc
Alexander J. Roepers (47), President of Atlantic Investment Management, Inc. ("AIM"), which he founded in 1988, has managed all of AIM's Funds since their inception. From 1984 through 1988, Mr. Roepers was director of corporate development at the Thyssen-Bornemisza Group in New York. In 1983, Mr. Roepers worked on acquisitions at Dover Corporation in New York. From 1980 through 1982, he worked in operations at Dover's Universal Instruments. Mr. Roepers received his Masters of Business Administration degree from Harvard Business School in 1984 and holds a Bachelor of Business Administration degree from Nijenrode University, the Netherlands School of Business (1980).
AIM, headquartered in New York with an office in Tokyo, is a registered investment adviser with $4.3 billion of hedge fund assets under management as of December 31, 2006. AIM is a value oriented investment firm that manages four hedge fund strategies: (i) U.S. long/short equity (ii) international long/short equity (iii) U.S. concentrated long-only equity and (iv) European concentrated long-only equity. AIM's investment strategy is to achieve substantial capital appreciation through concentrated investments in equity securities of publicly held companies. Through strategic block investments, AIM uses a private equity approach in the public markets, typically having a two to four year holding period and becoming a top ten shareholder with the purpose of establishing a constructive dialogue with senior management.
Born and raised in The Hague, The Netherlands, Mr. Roepers has lived in New York City since 1984. He is married and has three children. He is a member of the Board of Trustees of The Brearley School and an Executive Member of the Special Projects Committee of Memorial Sloan-Kettering Cancer Center.
- President and Chief Executive Officer, Crescendo Partners, LP
Mr. Rosenfeld has been the President and Chief Executive Officer of Crescendo Partners, L.P., a New York based investment firm, since its formation in November 1998. Prior to forming Crescendo Partners, he held the position of Managing Director at CIBC Oppenheimer and its predecessor company Oppenheimer & Co., Inc for fourteen years. He was Chairman of the Board of Spar Aerospace Limited from 1999 through 2001.
Mr. Rosenfeld is chairman of the board and chairman of the strategic planning committee of CPI Aerostructures Inc., an American Stock Exchange-listed company engaged in the contract production of structural aircraft parts principally for the United States Air Force and other branches of the U.S. armed forces. He is chairman of the board of Computer Horizons Corp., a Nasdaq listed IT services company. He is also chairman of the board and CEO of Rhapsody Acquisition Corporation. Mr. Rosenfeld is a director of Emergis Inc., a Toronto Stock Exchange-listed electronic commerce company. In addition, Mr. Rosenfeld is a director of Hill International, a Nasdaq listed construction management firm that recently went public by merging with Arpeggio Acquisition Corporation, a blank check company of which Mr. Rosenfeld was chairman, president and CEO.
He was a director of Sierra Systems Group Inc., a Toronto Stock Exchange-listed information technology, management consulting and systems integration firm until it was acquired in early 2007. He recently served as a director of the Geac Computer Corporation Limited, a Toronto Stock Exchange and Nasdaq listed enterprise software company until it was sold in 2006. Mr. Rosenfeld served as a director and head of the special committee of Pivotal Corporation, a Vancouver based customer relations management software company. Until its sale in 2004 to Kronos Incorporated, he was also a director of AD OPT Technologies, Inc., a company based in Montreal that provides advanced workforce planning, scheduling and management solutions. Mr. Rosenfeld is a regular guest lecturer at Columbia Business School and he is a faculty member at the Directors College. He has served on numerous panels at Queen's University Business Law School Symposia, McGill Law School, the World Presidents' Organization , the Canadian Corporate Counsel Association Conference and the Canadian Foundation for Investor Education. He has also been a regular guest host on CNBC. Mr. Rosenfeld received an MBA from Harvard University and an AB degree in economics from Brown University.
David J. Winters, CFA
- Chief Executive Officer, Wintergreen Advisers, LLC
David Winters is CEO of Wintergreen Advisers, LLC,
and is portfolio manager of Wintergreen Fund, Inc., a no-load global value mutual fund (WGRNX).
He has a truly global approach to his unique style of value investing. He follows companies in a wide
variety of industries as well as bankruptcies, financial distress, reorganizations, liquidations and
private transactions. Mr. Winters has been, and will continue to be, a shareholder activist at Wintergreen.
He has been a global value investor for over 20 years. Before forming Wintergreen Advisers in May 2005, he
held various positions at Franklin Mutual Advisers, the most recent of which was Chief Investment Officer,
and as Portfolio Manager of Franklin Mutual Discovery Fund.
He earned a bachelor's degree from Cornell University, Arts and Sciences and is a Chartered Financial
Analyst (CFA) charterholder.
|CIMA © 2007