I’m enjoying visiting Toronto this week at the http://www.worldhedgefundssummit.com/ . Here are my notes on today’s Investment Research Panel, preceded by the speaker biographies. Moderator: David Weild IV The National Research Exchange (The NRE) is the originator of Intermediated ResearchSM, which helps public companies to secure greater visibility and liquidity in the public markets and...
[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]TieCON East: Trends in Investment Research and Due Diligence.
My colleague Scott Lichtman took some detailed notes on the TieCONEast panel last week on "Trends in Investment Research and Due Diligence". Podcast is here. CONFIRMED SPEAKERS Graham Field, Managing Director, AQ Research (Moderator) Graham is the Managing Director of AQ Research, which provides quantitative global analysis of the accuracy of sell-side research. Graham established...
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