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Warren Edward Buffett is an American investor, business tycoon, philanthropist, and the chairman and CEO of Berkshire Hathaway. He is considered one of the most successful investors in the world and has a net worth of over US$85.6 billion as of December 2020, making him the world's fourth-wealthiest person.
Charles Thomas Munger is an American investor, businessman, former real estate attorney, architectural designer, and philanthropist. He is vice chairman of Berkshire Hathaway, the conglomerate controlled by Warren Buffett; Buffett has described Munger as his partner. Munger served as chairman of Wesco Financial Corporation from 1984 through 2011. He is also chairman of the Daily Journal Corporation, based in Los Angeles, California, and a director of Costco Wholesale Corporation.
Edward Scott Lampert is an American billionaire businessman and investor. He is the former CEO and chairman of Sears Holdings (SHLD), founder of Transform Holdco LLC, and founder, chairman, and CEO of ESL Investments. Until May 2007 he was a director of AutoNation. He previously served as a director of AutoZone, Inc. from July 1999 to October 2006.
Wealth management (WM) or wealth management advisory (WMA) is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW). It is a discipline which incorporates financial planning, portfolio management and a number of aggregated financial services offered by a complex mix of investment banks, asset managers, custodial banks, retail banks, and financial planners. There is no equivalent of a stock exchange to consolidate the allocation of investments and promulgate fund pricing and as such it is considered a fragmented and decentralised industry.
An immediate or cancel (IOC) order, also known as an "accept order", is a finance term used in investment banking or securities transactions that refers "an order to buy or sell a stock that must be executed immediately". In case the entire order is not available at that moment for purchase a partial fulfillment is possible, but any portion of an IOC order that cannot be filled immediately is cancelled, eliminating the need for manual cancellation. This "partial fulfillment" aspect is what differentiates IOC orders from all or none (AON) and fill or kill (FOK) orders, but the terms might be used interchangeably in some markets.
Frank J. Fabozzi is an American economist, educator, writer, and investor, currently Professor of Finance at EDHEC Business School and a Member of Edhec Risk Institute. He was previously a Professor in the Practice of Finance and Becton Fellow in the Yale School of Management. He has authored and edited many acclaimed books, three of which were coauthored with Nobel laureates, Franco Modigliani and Harry Markowitz. He has been the editor of the Journal of Portfolio Management since 1986 and is on the board of directors of the BlackRock complex of closed-end funds.
The One Percent is a 2006 documentary about the growing wealth gap between the wealthy elite compared to the overall citizenry in the United States. It was created by Jamie Johnson, an heir to the Johnson & Johnson fortune, and produced by Jamie Johnson and Nick Kurzon. The film's title refers to the top one percent of Americans in terms of wealth, who controlled 42.2 percent of total financial wealth in 2004.
Robert D. Arnott is an American entrepreneur, investor, editor and writer who focuses on articles about quantitative investing.
David Martin Darst, CFA, is an American financier, educator, author, and triathlete. For 17 years, he was a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, where he served as Vice Chairman of the Morgan Stanley Wealth Management Global Investment Committee. He was the founding President of the Morgan Stanley Investment Group, and the founding Chairman of the Morgan Stanley Asset Allocation Committee. Since 2014, he has served as an independent Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee.
Martin Steven Fridson is an American author known for his application of rigorous financial theory to the field of high yield bonds. He is also a philanthropist and an author in the subjects of financial reporting, financial history, and political economy. Fridson has been referred to as the "dean of high yield debt." He is currently Chief Investment Officer of Lehmann, Livian, Fridson Advisors LLC, an investment firm based in New York, and publisher of Income Securities Investor newsletter. He lives on Manhattan's Upper West Side with his wife, Elaine Sisman.
Charles “Charley” D. Ellis is an American investment consultant. In 1972, Ellis founded Greenwich Associates, an international strategy consulting firm focused on financial institutions. Ellis is known for his philosophy of passive investing through index funds, as detailed in his book Winning the Loser’s Game.
John M. Longo Ph.D, CFA is an American investment strategist, portfolio manager, educator, editor, speaker and author.
James F. Reda is an executive compensation consultant, academic, author, as well as Founder and Managing director of James F. Reda & Associates.
Richard Lockwood Chilton Jr. is an American businessman and investor. He is the founder, Chairman, CEO and Chief Investment Officer of Chilton Investment Company, a global investment management firm, which as of June 2014 had roughly $4 billion assets under management. Chilton is also the founder, Chairman, and Chief Investment Officer of Chilton Trust Company, a private, independent fiduciary wealth management company.
David G. Kabiller, CFA is the founder, founding principal, and head of business development of AQR Capital Management, along with Cliff Asness, John M. Liew and Robert Krail. He initiated AQR's international growth and its introduction of mutual funds as well as the creation of the AQR University symposia series and the AQR Insight Award for outstanding innovation in applied academic research. Kabiller established AQR's QUANTA Academy program, which is designed to help employees reach their full potential. The program offers a holistic approach, focusing on both professional and personal development.
The R.B. Pamplin College of Business, is Virginia Tech's business school. Founded in 1965, it has more than 41,000 alumni. The current Dean is Robert Sumichrast. In 1986 the college was renamed following a donation from alumnus Robert B. Pamplin and his son Robert B. Pamplin Jr..
John G. Taft is an American financier and writer. Early in his career he worked as a journalist before entering the investment industry in 1981. Early positions with Piper Jaffray and the St. Paul Mayor's Office were followed by roles as CEO of Voyageur Asset Management and Dougherty Summit Securities. His unit at Dougherty was later acquired by Dain Rauscher, and Taft began working with Royal Bank of Canada (RBC) when it acquired Dain Rauscher in 2001. From 2005 until 2016 Taft was CEO of RBC's U.S. wealth management unit, RBC Wealth Management. He is currently chairman of Delaney|Taft LLC, serves as a director of the Columbia Threadneedle Funds and is a senior advisor to Deloitte and Touche LLP.
