Robert N. Barone is the co-founder and partner, economist, and portfolio manager of Universal Value Advisors, an investment advisory firm in Reno, NV. He is a contributor to various investment publications and currently serves on the AAA Finance and Investment Committee. [1] He is most known for serving as Chairman and CEO of Comstock Bancorp from 1984–1999, selling the institution in 1999.[ citation needed ] He founded Adagio Trust Company in 2000, opened Ancora West Advisors in 2006 (now Universal Value Advisors), and served as the Director of the Federal Home Loan Bank of San Francisco in 2004.[ citation needed ] He has held positions as the director of AAA of Northern California, Nevada and Utah, the director of its associated insurance company, an economist for Cleveland Trust Company, and a professor of finance at the University of Nevada. [1] [2] [3]
Robert Barone received his PhD in Economics from Georgetown University. He has 30 years of experience in the banking industry, 16 years as a CEO, 9 years as an Investment Advisor, 5 years as a University Professor at the University of Nevada, 9 years as director of the Federal Home Loan Bank of San Francisco, the last as its chair. He has 10 years of experience as the director of the California State Automobile Association (AAA) in San Francisco and was the chairman from 2007-2009. He is also the director of the Allied Mineral Products in Columbus, OH. He is a contributor to Forbes.com, thestreet.com, and minyanville.com. [4]
American Automobile Association is a federation of motor clubs throughout North America. AAA is a privately held not-for-profit national member association and service organization with over 60 million members in the United States and Canada. AAA provides services to its members, including roadside assistance and others. Its national headquarters are in Heathrow, Florida.
Temasek Holdings (Private) Limited, or simply Temasek, is a Singaporean state-owned conglomerate owned by the Government of Singapore. Incorporated on 25 June 1974, Temasek has a net portfolio of US$287 billion as of 2023, with S$27 billion divested and S$31 billion invested during the year. Headquartered at Orchard Road, Singapore, it has 13 offices in 9 countries around the world, including in Beijing, Brussels, Hanoi, London, Mexico City, Mumbai, New York City, Paris, San Francisco, Shanghai, Shenzhen and Washington D.C.
Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston.
Roger G. Ibbotson is Professor Emeritus in Practice of Finance at the Yale School of Management. He is also chairman of Zebra Capital Management LLC. He has written extensively on capital market returns, cost of capital, and international investment. He is the founder, advisor, and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield, which serves as a standard reference for information and capital market returns.
TheStreet is a financial news and financial literacy website. It is a subsidiary of The Arena Group. The company provides both free content and subscription services such as Action Alerts Plus, a stock recommendation portfolio co-managed by Bob Lang and Chris Versace. TheStreet was founded by Marty Peretz and Jim Cramer, and the site boasts numerous notable former contributors, including Aaron Task, Herb Greenberg, and Brett Arends.
Amaranth Advisors LLC was an American multi-strategy hedge fund founded by Nicholas M. Maounis and headquartered in Greenwich, Connecticut. At its peak, the firm had up to $9.2 billion in assets under management before collapsing in September 2006, after losing in excess of $6 billion on natural gas futures. Amaranth Advisors collapse is one of the biggest hedge fund collapses in history and at the time (2006) largest known trading losses.
In finance an iron butterfly, also known as the ironfly, is the name of an advanced, neutral-outlook, options trading strategy that involves buying and holding four different options at three different strike prices. It is a limited-risk, limited-profit trading strategy that is structured for a larger probability of earning smaller limited profit when the underlying stock is perceived to have a low volatility.
Jeffrey Mallett is a Canadian entrepreneur and investor. He is best known for building internet giant Yahoo!. Described as Yahoo's "wizard behind the curtains pulling all the levers," Mallett manages a portfolio of Internet, sports, entertainment and real estate investments in the United States, Canada, England, and China.
Stocks for the Long Run is a book on investing by Jeremy Siegel. Its first edition was released in 1994. Its fifth edition was released on January 7, 2014. According to Pablo Galarza of Money, "His 1994 book Stocks for the Long Run sealed the conventional wisdom that most of us should be in the stock market." James K. Glassman, a financial columnist for The Washington Post, called it one of the 10 best investment books of all time.
Peter L. Harris is an American retailer and retail consultant.
Robertson Stephens is a wealth management firm serving high net worth individuals and family offices. The firm is registered with the United States Securities and Exchange Commission as an investment advisor.
Bob Ayres is an American entertainment industry executive, known among other things as the Founder of the former San Francisco comedy club The Other Café, and for his involvement in San Francisco Bay Area projects such as The Other Cafe Comedy Showcase, The TED conference, "The Next Twenty Years series", and Comedic Ventures. Bob is now the Licensee/Executive Producer of TEDxMarin, one of the longest running TEDx's in the country.
Risk parity is an approach to investment management which focuses on allocation of risk, usually defined as volatility, rather than allocation of capital. The risk parity approach asserts that when asset allocations are adjusted to the same risk level, the risk parity portfolio can achieve a higher Sharpe ratio and can be more resistant to market downturns than the traditional portfolio. Risk parity is vulnerable to significant shifts in correlation regimes, such as observed in Q1 2020, which led to the significant underperformance of risk-parity funds in the Covid-19 sell-off.
McDonald & Co. was a full-service investment firm based in Cleveland, Ohio, established in 1927. Internally, it was referred to as "McD" (mick-D). It was sold to hometown bank KeyCorp in 1998, but was eventually sold to the U.S. investment arm of Swiss banking giant UBS AG in 2007.
George Booth Post was an American watercolorist and art educator. He was an important contributor of the California style watercolor movement of the mid 1920s until the mid 1950s.
Tom Baruch is an American businessman and venture capitalist (VC) based out of San Francisco, California. He was a founding partner of the VC funds CMEA Capital, Formation 8 and is now the managing director of his family office: Baruch Future Ventures (BFV).
T3 Live is an online financial media network and educational platform that provides active traders with market analysis, real-time access to strategies and training from professionals. It was founded in 2007.
Transaction Advisors is a technical journal that was founded in Chicago. It is designed for senior corporate executives at public companies, board members, and private equity investors.
Steven Strongin is a Senior Advisor at Goldman Sachs. Previously, he was the head of Global Investment Research and chair of the Global Markets Institute at Goldman Sachs. He was a member of the Management Committee, Firmwide Client and Business Standards Committee and was also co-chair of the Firmwide Technology Risk Committee. Strongin's writing on economic policy, investing and financial trends is featured across many news sources including The Wall Street Journal, Bloomberg News, and Business Insider. His article, “Beating Benchmarks,” won the Second Annual Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article after it was published in the Journal of Portfolio Management. He holds three patents for financial instruments. One of his patents was the Wavefront system, which describes how economic shocks ripple through the economy into company performance, market value and equity returns in the US market.
Kainoa Thomas Correa is an American professional baseball Major League field coordinator for the Cleveland Guardians of Major League Baseball (MLB). He is the former bench coach/interim manager and infield/baserunning instructor for the San Francisco Giants of Major League Baseball (MLB). He played college baseball for the University of Puget Sound. He served as the interim manager for the Giants' final three games of the 2023 season, after the dismissal of manager Gabe Kapler.