Chief Investment Officer
Don's 30-year career as
an entrepreneur, executive, investment manager and commentator has been
built around his passion for the application of technology and
innovation to the challenge of investing.
Prior to founding Trend Macrolytics, Don was vice
chairman and co-chief investment officer of Barclays Global Investors.
After a decade building Wells Fargo Investment Advisors into the world's
largest and most innovative investment manager -- where indexing,
tactical asset allocation and quant-active investing were invented and
popularized -- Don was a member of the three-man management team that
sold the firm to Barclays Bank PLC in 1995. The firm was acquired by
Blackrock in 2009.
At Barclays, Don invented and
patented target-date mutual funds, which have since become a standard
for retirement investment. After Barclays, Don was CEO and co-founder of MetaMarkets.com, and
manager of the pathbreaking OpenFund -- the world's first "interactive
mutual fund," that showed all its holdings and trading activity in
real-time on the Internet.
Don was the inventor of the POSIT ECN, and founder of Investment
Technology Group at Jefferies & Company. He has been a hedge fund
manager and an options market maker on the Chicago Board Options
Exchange, the Pacific Stock Exchange, and the New York Stock Exchange.
Don appears regularly on CNBC. He contributes frequently to
the op-ed page of Wall Street Journal.
He is the author of
I am John
and Index Options and Futures: The Complete Guide,
and editor of Portfolio Insurance: The Guide to Dynamic Hedging,
all published by Wiley.
His articles and commentaries have been published in
Reason, the Harvard Business Review, National Review, Pensions
& Investments, Townhall, the American Spectator, the
San Jose Mercury News and the Detroit News. He was
formerly a columnist for TheStreet.com and Business 2.0
(now Fast Company), and SmartMoney.com.
service and marketing point of contact, Tom brings to bear a keen
understanding of market-based, supply-side economics and the connection
between politics and markets -- as well as a flair for client
Tom was institutional sales
manager at Polyconomics, the economics research firm headed by Jude
Wanniski. His institutional experience ranges from representing
macroeconomics research firms such as H.C. Wainwright Economics, and 13D
Research to securities analysts such as GARP Research, Calvert Crary and
Farmhouse Equity Research.
As an institutional salesman for both Rochdale Securities and Capital
Institutional Services, Tom was involved exclusively in independent
research, bringing together the best and brightest on Wall Street with
their counterparts in the firms he has represented. Communicating with
top decision-makers, Tom has served as the information distribution
nexus for timely and need-to-know analysis.
Tom is a graduate of St. Lawrence University with a BA in economics.
Lorcan Roche Kelly
Europe Research Affiliate
Lorcan brings a uniquely knowledgeable and outside-the-box outlook on European markets, policy and politics.
Lorcan has been an independent economic consultant through his firm Agenda Research Ltd. His popular website "Corner Turned" has been watched closely by European investors and cited often in the financial media, as Lorcan has used it to break several important stories during the Eurozone debt crisis.
He is acknowledged as a foremost expert in the European Central Bank's
Lorcan has been closely associated with the outspoken Irish economist David McWilliams, working on McWilliams' book
Follow The Money and his columns for the Irish Independent and the Sunday Business Post.
Lorcan studied mechanical engineering at Limerick IT. Prior to his work in economics research, he has worked in a variety of roles in the mining industry, mainly with Anglo American.