My colleague Scott Lichtman took notes on Ian Bremmer’s talk Monday night at this past week’s World Hedge Funds Summit . Dr. Bremmer’s prediction that Rumsfeld would resign proved accurate within 48 hours. Ian Bremmer, President of Eurasia Group, and author of The J-Curve: A New Way to Understand Why Nations Rise and Fall, spoke...
[Continue Reading]Mohamed A. El-Erian, President & CEO of Harvard endowment, on the global economy
I went to a very worthwhile talk last night at the Harvard Club by Mohamed A. El-Erian, President and CEO, Harvard Management Company, which manages the $29 billion Harvard endowment (as of 6/30/06). The endowment has had consistently impressive performance. As background, I’ve posted on the blog below an article I wrote for the Harbus,...
[Continue Reading]The State of Independent Research, at NY Society of Security Analysts
Nitron Advisors’ COO, Scott Lichtman, took detailed notes on last Thursday’s panel on “The State of Independent Research” at the New York Society of Security Analysts. It was a well-attended event that covered questions ranging from how independent research firms are capturing value through new delivery models to the impact of Elliot Spitzer’s global research...
[Continue Reading]Shawn Gold, SVP, MySpace: Marketing in a Networked Culture
Following up on my draft post on ‘Business Models for User-Generated Media’, I wrote some notes on this morning’s iBreakfast. Shawn Gold, SVP, MySpace: Marketing in a Networked Culture MySpace has 100m users projected by july 84m registered users, 2m new registered users per week (size of Houston), 48m unique visitors per month in US...
[Continue Reading]James Chanos, Kynikos Associates President, on Independent Research at the Crossroads
James Chanos, President of Kynikos Associates, whose fund accounts for 90% of institutional short funds in the US, delivered a very well-thought out keynote at last week’s Investorside research conference, on “Independent Research at the Crossroads.”=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Introduction Yale BA. He has $2.9b under mgmt. And there’s only $3.3b in institutional shorts overall. So has >90%...
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