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.
Dr. Michael Warren
Houston, Mike brings unique and deeply sourced insights into the
business, technology and politics of the global energy markets.
formerly Senior Vice President at Hart Energy, running the upstream
research group. He led development of Hart's North American Shale
Quarterly, the Workbench, and the Oil & Gas Service Platform, all
field-level tactical intelligence tools that help professionals in the
oil patch make critical decisions.
Previously he was National Manager in charge of Latin American research
at Toyota, representing the global automaker at the National Petroleum
Council in Washington, DC. He was Latin American strategist at
economics research firm headed by Jude Wanniski.
his Ph.D. in Latin American political economy at Tulane.
in the US Army in military intelligence, called to active duty during
the Bosnia conflict and post-9/11.