The power of analogy: U2 and alternative investments
What could the band U2 and hedge fund-style investing have in common? This unlikely combination came up in a March 15 presentation to the Boston Security Analysts Society by Robert Kaimowitz, CEO and portfolio manager, Bull Path Capital Management. Kaimowitz asked the audience, “How many of you think U2 is an alternative band?” No hands […]
Harry Markopolos on "next Ponzi scheme"
“Where do you think the next big Ponzi scheme will occur?” That’s what I asked Harry Markopolos, author of No One Would Listen, during the Q&A following his March 30 talk to Boston Security Analysts Society (BSAS). Markopolos isn’t too worried about seeing another big Ponzi scheme soon. He gave two reasons. Markets are down. […]
Tweets on talk by Harry Markopolos, Madoff whistleblower
Here are my tweets on today’s talk to the Boston Security Analysts Society by Harry Markopolos, the Madoff whistleblower and author of No One Would Listen. “This case was a global tragedy” said Markopolos. “It was beyond evil.” Madoff case is only in its 2nd innings, said Markopolos. There’ll be more arrests due to cooperating […]
The compliance-constrained financial advisor’s guide to using LinkedIn: Part I
“I’ll connect on LinkedIn if my clients ask me, but I don’t see the value of LinkedIn because my compliance officer won’t let me do anything.” If this is how you feel about LinkedIn, this article is for you. Even if you can’t post more than your name and company affiliation, you can benefit from […]
I’m quoted in "Using Social Media in Your Job Search: Look before you Tweet"
Usually I’m the interviewer, not the interviewee. So I felt more anxious than usual during the interview for “Using Social Media in Your Job Search: Look before you Tweet.” Luckily I was interviewed by a capable reporter. Writer Janet Aschkenasy’s article appears on the eFinancial Careers site. I know and like several of the writers […]