Podcast appearances and mentions of dean witter reynolds

Guest this week: Stephanie Link and Mike LarsonStephanie Link Stephanie Link is the Chief Investment Strategist and Head of Investment Solutions at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs an equity portfolio within the Investment Solutions group which has $3.5B in assets under management.Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assetsBefore joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer's Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department. Mike LarsonMike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Where he produced the company's Safe Money Report, a comprehensive Monthly Market Overview. Full of detailed, hard-hitting analysis about what is driving the stock market overall, and dividend-paying investments., Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. He specializes in Income-Focused Stock & Options Strategies.His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.Follow host Tracy Shuchart (@chigrl)And @micdropmarkets DISCLAMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Interview recorded -  19th of December, 2023This week I had the pleasure of welcoming back David Hay - Co-Chief Investment Officer of Evergreen Gavekal.During our conversation we talked about the David's current thoughts on markets, whether we are in a new bull market or bear rally, assets David is currently watching and more. I hope you enjoy!0:00 - Introduction0:45 - Current thoughts on markets3:05 - Preventing Trump returning to power?6:20 - FED providing maximum optionality?9:20 - Consensus skewed to bullish side11:10 - Do we understand the impact QT has on markets?14:05 - Long End of Bond Market to help FED?15:15 - New bull market or bear rally? 19:20 - Opportunities in small caps?24:47 - Case for Strong US Economy?27:00 - What attracted David to Emerging Markets Debt?29:20 - What else is David watching?33:05 -  Industries that are out of love36:37 - One message to takeaway from our conversation?David Hay acquired the majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macro-economic research.  David has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He rose to the position of Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter's elite Chairman's Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement.  In 2022, David released his highly anticipated book, Bubble 3.0:  Who blew it and how to protect yourself when it blows apart. The book explores why he believes the financial markets are headed toward a third iteration of past market rotations. Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder”.  David currently spends the winter months in Indian Wells, Ca., with his wife, Mindy, and two dogs, Nova and Roscoe.  In early June, they will be moving into their new home in Liberty Lake, Wash.David Hay Interviews - Haymaker as Host interview: https://www.youtube.com/watch?v=EnDy6SGoG00MicroNuclear explanatory video: https://www.youtube.com/watch?v=Fb2Op0mWlUwDavid Hay - Twitter - https://twitter.com/Haymaker_0Website - https://evergreengavekal.com/Substack - https://haymaker.substack.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Welcome back to the Alt Goes Mainstream podcast.On today's show, we dive into the world of wealth management with one of the industry's leaders, Haig Ariyan.Haig has seen it all. He went from someone who grew up in the advisory world as a wealth manager at Dean Witter Reynolds to ultimately becoming President and CEO of Alex Brown, America's first investment banking firm. At Alex Brown, he oversaw 220 financial advisors and $70 billion in client assets. When Alex Brown sold to Raymond James Financial, Haig became the Head of Global Wealth Solutions. Prior to Alex Brown, Haig was Head of Deutsche Bank Wealth Management in the Americas.Haig is taking his expertise to build Arax Investment Partners. Together with RedBird Capital, an $8.6B private equity firm focused on financial services and sports and media, Arax is partnering with wealth and asset management firms and teams to build a differentiated platform that takes lessons learned and deep experience from running wealth management businesses.Haig and Arax are well-capitalized and off to a flying start. They've already acquired their first few wealth businesses as well as a $1B AUM broker-dealer that will give them the foundation to build on as a hybrid platform.Haig and I had a fascinating conversation about the evolution of wealth management and how alts are playing a big role in shaping the future of wealth.We discussed:  What it means to be an advisor. Why Modern Portfolio Theory was such an important innovation for the industry. Why the hybrid brokerage and advisory model makes sense. How the wealth management space will continue to evolve. How alts can be a differentiator for advisor practices. How to build a platform that incentivizes advisor teams. Thanks Haig for coming on the Alt Goes Mainstream podcast to share your wealth of wisdom.

Interview recorded - 8th of June, 2023On todays episode of the WTFinance podcast I had the pleasure of speaking with David Hay, Co-Chief Investment Officer of Evergreen Gavekal.During our conversation we spoke about key drivers of the current market, whether we are still in the biggest bubble of history, how the current debt cycle risks collapse and why nuclear energy is the future of non-carbon energy. I hope you enjoy!0:00 - Introduction0:50 - Key drivers of current markets?4:30 - Can the FED save the US economy?7:15 - Will we see stagflation or disinflation?10:30 - Are we still in a bubble?13:28 - Industries/geographies that David is watching?17:00 - How would Treasury funding issues effect market?20:00 - Will they run inflation hot?24:00 - The end of a debt cycle?26:10 - Pensions and other levered bond holders to be punished?31:30 - Stock picking during market uncertainty?34:30 - Future energy crisis and why nuclear is vital38:15 - Why is nuclear better than other non-carbon energy producers?42:10 - One message to takeaway from our conversation?David Hay acquired the majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macro-economic research.  David has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He rose to the position of Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter's elite Chairman's Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement.  In 2022, David released his highly anticipated book, Bubble 3.0:  Who blew it and how to protect yourself when it blows apart. The book explores why he believes the financial markets are headed toward a third iteration of past market rotations. Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder”.  David currently spends the winter months in Indian Wells, Ca., with his wife, Mindy, and two dogs, Nova and Roscoe.  In early June, they will be moving into their new home in Liberty Lake, Wash.David Hay Interviews - Haymaker as Host interview: https://www.youtube.com/watch?v=EnDy6SGoG00MicroNuclear explanatory video: https://www.youtube.com/watch?v=Fb2Op0mWlUwDavid Hays - Twitter - https://twitter.com/Haymaker_0Website - https://evergreengavekal.com/Substack - https://haymaker.substack.com/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

BIO: David Hay has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley.STORY: A colleague told David about a business that was going to sell books online. David wasn't convinced that the business had a competitive edge. So while his colleague invested $50,000 into this company, David chose not to invest. The company was Amazon. Had David invested then, he'd now be a multimillionaire.LEARNING: Invest only what you can afford to lose. Keep challenging your thesis. Have a systematic quantitative framework to help you keep an open and agile mind when investing. “One of the most important things in investing is range expansion.”David Hay Guest profileDavid Hay has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley.And since 2022, David has been chief or Co-Chief Investment Officer of Evergreen Gavekal with a special emphasis on macro-economic research.In 2022, David released his highly anticipated book, Bubble 3.0: Who blew it and how to protect yourself when it blows apart.The book explores why he believes the financial markets are headed toward a third iteration of past market rotations.Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder.”Worst investment everIn November of 1994, David received a call from a colleague. They were both portfolio managers at Smith Barney. At that point, they were investing side by side in virtually everything. The colleague told David about this guy who was starting a company, and he was going to invest $50,000 in it.The colleague explained that the business would sell books online. David didn't understand the business's competitive edge, so he opted not to invest in it.Six months later, the colleague told him the company was going public. Turns out, the company was Amazon. Had David invested in it when his colleague told him to, he'd now be a multimillionaire.Lessons learnedIf the idea sounds great, invest only the money you can afford to lose.The bigger and longer the trading range, the more important the message of the breakout or breakdown is.Constantly challenge your thesis.Andrew's takeawaysHave a systematic quantitative framework to help you keep an open and agile mind when investing.For every company that becomes a billion-dollar or trillion-dollar company, the good news is that 99.99999999999% of people missed it.David's recommendationsDavid recommends his free newsletter. You can also get a free copy of Bubble 3.0 by emailing him through Substack. David also recommends reading the Felder report by Jesse Felder.No.1 goal for the next 12 monthsDavid's number one goal for the next 12 months is to remove his shorts and go max bullish.Parting words “It's always so much cheaper to learn from other people's mistakes than your...

This episode is sponsored by Amber Group Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $18bn fund. Ken founded GCM in 1994 and over the last 28 years has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies. Prior to founding GCM, Ken had significant experience in the alternative investment industry, including five years (1989 to 1993) as President and Chief Executive Officer of John W. Henry & Company, Inc. and seven years (1982 to 1989) as Senior Vice President and Director of Managed Futures at Dean Witter Reynolds. In this podcast we discuss the early days of macro and CTA trading, influence of Paul Tudor Jones, the challenge of trading 2011-2021, and much more.   Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Synopsis: Garo Armen, Ph.D., is the Chairman and CEO of Agenus, an immuno-oncology company with the goal of treating cancers with novel combinations utilizing its unique portfolio of checkpoint antibodies, tumor microenvironment modifiers, vaccines and adjuvants. After receiving his Ph.D. in chemistry, Dr. Armen worked on Wall Street where he specialized in specialty pharmaceutical companies as well as biotech. Dr. Armen discusses how his personal history was a driving force behind founding Agenus, as well as his perspective on immunology and immunotherapy. He talks about Agenus's approach to bringing curative therapies to cancer patients by harnessing the power of the immune system. He also discusses his approach to hiring, leveraging external providers and team building. Biography: Dr. Garo Armen serves as Chairman and Chief Executive Officer of Agenus Inc., which he co-founded in 1994. Under his leadership, Agenus has been advancing breakthrough scientific technologies and immunotherapeutic products. In addition, Garo oversaw the successful restructuring of the biopharmaceutical company Elan Corporation, plc, where he served as Chairman of the Board of Directors. Garo currently acts as Chairman of the Board of Protagenic Therapeutics, a biotechnology company focusing on human brain hormones for the treatment of neurological and metabolic disorders. He began his research career at Brookhaven National Laboratory subsequent to which he made a transition to Wall Street, as an analyst and investment banker at EF Hutton and then at Dean Witter Reynolds ( now Morgan Stanley) , cultivating key relationships and stock-market expertise. Garo received his PhD in physical chemistry from the City University of New York.

Frankie interviews:David Hayhttps://substack.com/profile/73406521-david-hayLinda Bloom & Charlie Bloomhttps://bloomwork.com/BOOK: An End to Arguing: 101 Valuable Lessons for All RelationshipsDavid Hay is the Co-Chief Investment Officer, Founder Emeritus, and Partner of Evergreen Gavekal. He is also the author Haymaker and his latest book, Bubble 3.0: History's Biggest Financial Bubble: Who Blew it and How to Protect Yourself When it Blows Apart. David Hay has been working in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He was named Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter's elite Chairman's Council. Haymaker, David's Substack newsletter, launched earlier this year; is presently available to readers at no cost. https://haymaker.substack.com/Linda Bloom, LCSW and Charlie Bloom, MSW have been married since 1972. Trained as psychotherapists and relationship counselors, they have worked with individuals, couples, groups, and organizations since 1975 and have lectured and taught at learning institutes throughout the USA and internationally, including the The California Institute for Integral Studies, and the World Health Organization. They have authored five books, including the best seller, 101 Things I Wish I Knew When I Got Married: Simple Lessons to Make Love Last. They are founders and co-directors of Bloomwork, based in Santa Cruz, California. https://bloomwork.com/This show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/3240061/advertisement

Bubble 3.0: History's biggest financial bubble: Who blew and how to protect yourself when it blows apart. - David Hay David Hay has been working in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He was named Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter's elite Chairman's Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement. He acquired a majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macroeconomic research. In early 2022, David released his second book, Bubble 3.0: History's Biggest Financial Bubble: Who Blew It And How To Protect Yourself When It Blows Apart. The book explores why he believes the financial markets are headed toward a third iteration of past market busts. He believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder.” Haymaker, David's Substack newsletter, launched earlier this year; is presently available to readers at no cost and can be found here.

Marlisa Brown is a Registered Dietitian, Certified Diabetes Educator Author and Chef. She has been president of Total Wellness Inc., > 20 years, has a BS in Marketing and MS in Nutrition: she specializes in diabetes, obesity, CVD and GI disorders. Some Clients include; NY Jets, Kennedy Space Center, Hofstra and Adelphi Universities, Guardian Life, Brookhaven National Labs, Goldman Sachs Tiffany, Dean Witter Reynolds, Pall Corp, Bank of New York, Sony, Liz Claiborne, Ethicon and more. In addition Marlisa worked for Lackmann Culinary Services as their Wellness Coordinator > ten years. Marlisa has made numerous television appearancesincluding 5 years on “International Healthy Cooking” for AHA. She is author of “Gluten-Free Hassle Free”, and “Easy, Gluten-Free”, other contributions include: Shape, Food Service Management, Newsday, Parenting Magazine, Weight and Training for Dummies. She has developed many programs including, Richard Simmons' Food Mover Program, cookbooks, recipe cards, Kathy Smiths' Project You II for Diabetes, Jorge Cruises' 3-Hour Diet Cookbook, DR Vincent Pedres' Happy Gut & Leslie Sansones' Walk Away the Pounds. Marlisa is an NSA professional member, past president, media representative, PR chair of the New York State Dietetic Association, recipient of the 2011 Diabetes Educator of the Year and Emerging Dietetic LeaderAward from the AND, Dietitian of the year LIDA, Best Of Long Island L.I Press, and Community Service AwardCW.www.marlisaspeaks.net

https://haymaker.substack.com/https://awesound.com/a/bubble-30-historys-biggest-financial-bubbleBubble 3.0: History's Biggest Financial BubbleWho Blew It And How To Protect Yourself When It Blows ApartDavid Hayhttps://gavinfrye.com/the-real-you-book/Gavin FryeDavid Hay has been working in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He was named Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter's elite Chairman's Council. In early 2022, David released his second book, Bubble 3.0: History's Biggest Financial Bubble: Who Blew It And How To Protect Yourself When It Blows Apart. The book explores why he believes the financial markets are headed toward a third iteration of past market busts. Haymaker, David's Substack newsletter, launched earlier this year; is presently available to readers at no cost and can be found here: https://haymaker.substack.com/Gavin Frye has 40 years experience as a licensed spiritual therapist. He was catapulted onto his career path in his teens growing up with his brother, a convicted murderer and white supremacist gang leader. He learned how to heal trauma and discovered his gift for bringing greater intimacy into our closest relationships. Gavin's new book, The Real You: Leading Your Life From Your Authentic Self, is now available for preorder on Amazon. It is a comprehensive work that illuminates and makes accessible the universal path of the Authentic Self. http://gavinfrye.com/

Stephanie Link is chief investment strategist and portfolio manager at Hightower, a national wealth management firm. When she started her career in finance, Stephanie was just 1 of 3 women on a floor of over 500 working on a trading desk, where they couldn't wear pantsuits or sleeveless anything, but certainly had to wear stockings no matter the temperature. She and Haleh discuss how much has changed since then, the power of learning from life's challenges, and the “real” Jim Cramer. Prior to joining Hightower, Stephanie was the senior managing director and head of global equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $170 billion in assets, managed her own US Core portfolio with $3.7 billion in assets and oversaw a team of investment professionals who collectively managed $40 billion. Before joining Nuveen, she spent seven years at TheStreet as Chief Investment Officer and co-portfolio manager of Jim Cramer's Charitable Trust. Before that, she was at Prudential Equity Group and Dean Witter Reynolds. With so much experience, Stephanie's insights are frequently sought after for industry events and by the media. You might recognize her from The Halftime Report, Closing Bell and Squawk Box.

David was born in South Florida and graduated very early at 20 years old from NYU Stern School of Business with a double major in Finance and Marketing and B.S. as well as a concentration on Entertainment. He has journeyed through many places and experiences that helped shape him through media and healthcare which have been a focus for him from the top Dean Witter Reynolds in New York to Lehman Brothers at the World Financial Center to securing all of his education with Morgan Stanley Dean Witter adjacent to William Lehman Causeway back again in Aventura.

Scott Walton has worked in the securities industry since 1992. He started with a training period at Dean Witter Reynolds' headquarters in New York, where he first began developing his skills in asset allocation, modern portfolio theory, and institutional money management. His experience at Prudential deepened his appreciation of the financial services industry's role in estate planning and retirement planning. It also showed Scott the importance of understanding the total financial picture for individuals and companies he serves. In 1999, he founded Walton Financial, where he offers an individualized approach to all aspects of financial planning. After learning about sustainable concepts, Scott was so inspired that he created The Green Resource Center—a 501(c)3 to promote social, economic, and environmental practices. The response has been overwhelming: The Center was honored with four humanitarian awards and received multiple support grants. An Early Deal-Making Start The Role of the Financial Service Industry Full Picture Financial Planning Building Your Legacy Making a Larger Impact And more!

Scott Walton has worked in the securities industry since 1992. He started with a training period at Dean Witter Reynolds' headquarters in New York, where he first began developing his skills in asset allocation, modern portfolio theory, and institutional money management. His experience at Prudential deepened his appreciation of the financial services industry's role in estate planning and retirement planning. It also showed Scott the importance of understanding the total financial picture for individuals and companies he serves. In 1999, he founded Walton Financial, where he offers an individualized approach to all aspects of financial planning.After learning about sustainable concepts, Scott was so inspired that he created The Green Resource Center—a 501(c)3 to promote social, economic, and environmental practices. The response has been overwhelming: The Center was honored with four humanitarian awards and received multiple support grants.An Early Deal-Making StartThe Role of the Financial Service IndustryFull Picture Financial PlanningBuilding Your LegacyMaking a Larger ImpactAnd more! See acast.com/privacy for privacy and opt-out information.

Chris Gardner - Permission to Dream The Not Old Better Show, Smithsonian Associates Author Interview Series Welcome to The Not Old Better Show. I'm Paul Vogelzang and this is episode #526. As part of our Smithsonian Associates, Art of Living Series, today's guest is Chris Gardner.  Chris Gardner is the NYT Best Selling author of the critically acclaimed "Pursuit of Happyness", Chris Gardner is an entrepreneur, Single Parent, Speaker, and Philanthropist. Our guest today, Smithsonian Associate Chris Gardner.  Chris Gardner will be presenting at the Smithsonian Associates program April 13 2021.  The title of Chris Gardner's presentation is “Finding The Permission to Dream.” Chris Gardner is best known as the author of the New York Times bestselling memoir The Pursuit of Happyness, which became a popular 2006 film starring Will Smith. Both tell Gardner's rags-to-riches story as he and his young son struggled with homelessness while he vied to become the single trainee out of 20 to be offered a full-time position with the stock brokerage firm Dean Witter Reynolds. After a year on the streets, Gardner—who grew up with an abusive stepfather never went to college—landed the stockbroker spot. He eventually founded his own brokerage firm, became a millionaire several times over, and often shares his story as a sought-after inspirational speaker. In our conversation with Chris Gardner, we'll talk about his new book, Finding Permission to Dream,' which is his blueprint for building a dream-come-true life—even during uncertainty. Chris Gardner and I discuss the strategies he learned along the way to achieving a prosperous career, from a method for identifying your ultimate dream to a playbook for becoming world-class at it.  Chris Gardner's business career provided the basis for his philanthropic work and an important personal philosophy: No matter how much wealth you achieve, true success comes from enriching the lives of others—so all can still have access to the American Dream. Join Gardner as he discusses how he hopes to inspire the next generation of problem solvers and change-makers to claim their version of that dream. My thanks to Chris Gardner for his generous time today.  Smithsonian Associate Chris Gardner.  will be presenting at the Smithsonian Associates program April 13 2021.  The title of Chris Gardner's presentation is “Finding The Permission to Dream.”  My thanks to the Smithsonian team for all they do to support the show.  My thanks, as well, to you, my wonderful Not Old Better Show audience.  Please join me next time, be safe, be healthy…I hope you're listening today as you're waiting in line for your vaccine, and remember, let's talk about Better.  The Not Old Better Show.  Thanks, everybody.

Stephanie Link, known for her regular appearances on CNBC joins us on Base Layer to talk about the multitude of macro issues affecting the broad based markets today. Stephanie is a managing director and head of active equities research for TIAA Investments. Prior to joining TIAA Investments in 2016, she spent 7 years at The Street as Chief Investment Officer and was the co-portfolio manager and director of Research of Action Alerts Plus, Jim Cramer’s Charitable Trust. She was responsible for all premium content at The Street and the daily management of the charitable trust which included macro strategy, portfolio construction and stock selection. Prior to this role, she spent 10 years at Prudential Equity Group as managing director of institutional sales and as director of research. Stephanie began her career at Dean Witter Reynolds, Inc. in the institutional sales department.

Stephen Rosenberg founded Greystone 30 years ago with the modest goal of forming his own consulting shop after an executive stint at Dean Witter Reynolds. But over time, Rosenberg and Greystone built a name for themselves in the health care and multifamily housing lending space, growing to encompass a portfolio of $34 billion — with a major stake in the government-backed financing of skilled nursing facilities. Listen to this episode of Rethink to hear Rosenberg discuss: - Why investors are increasingly coming around to the idea of skilled nursing facilities as long-term winners - How the Greystone team evaluates deals - What types of skilled nursing properties are increasingly hitting the market - And more!

Mitchell M. Merin   Mitch spent the majority of his career on Wall Street, holding senior management positions at securities and asset management firms that ranked among the world’s largest. At the time of his retirement in 2005, Mitch led Morgan Stanley Investment Management (MSIM), one of the world's top 20 investment management businesses. He also served on the Management Committee of Morgan Stanley. During his tenure as Head of MSIM, Mitch led the combination of a variety of disparate businesses into a single, integrated investment management business; increased assets under management; and enhanced the profitability of the business. His most challenging task came after the destruction of the headquarters of the individual investor business in the attacks on the World Trade Center. Born in Hartford, Connecticut, Mitch attended Trinity College where he received a bachelor’s degree in economics, and then Northwestern University receiving an MBA in finance and accounting. After graduating from Northwestern in 1977, he joined the Chicago office of Touche Ross & Co, and on his first day was assigned to the firm's largest audit client: Sears, Roebuck and Co. In May of 1981, Mitch joined Sears as a manager of financial analysis. He led the financial team that provided the analysis to support the Sears acquisitions of Dean Witter Reynolds and Coldwell Banker. As Director of Corporate Finance, he worked on the development of the first public offering of securitized credit card receivables and served on the team that divested Sears operations in Latin America and Spain. Mitch began his securities industry career with Dean Witter in 1986 as Senior Vice President and Group Treasurer, where he continued the effort he initiated at Sears to develop the funding structure of the Discover Card. In 1994, he was named Executive Vice President and Chief Administrative Officer of this new public company. His role included corporate strategy, and in the fall of 1994 Mitch was asked to develop the strategy and identify companies to transform Dean Witter from a domestic retail securities, asset management and credit card business, to a global firm participating in both retail and institutional markets. The development of the strategy culminated in 1997 with the merger of  Dean Witter, Discover & Co. and Morgan Stanley. Mitch was Co-Head of the merger transition team, leading the Dean Witter portion of the effort. Immediately after the merger, he served as President and CEO of Morgan Stanley Dean Witter Advisors, the Firm's proprietary asset management business serving individual investors Since his retirement in 2005, Mitch has been a director of both public and private companies. He served on the board of Sun Life Financial, one of Canada’s leading financial services companies, chairing the Governance, Nominating and Investment Oversight Committee. Mitch now serves as an Independent trustee of the JP Morgan Mutual Funds and chairs the Fixed Income Investment Committee of the JP Morgan mutual fund board.

Gretchen Morgenson graduated in 1976 from St. Olaf College in Northfield, Minnesota with a B.A. degree in English and History. She went to work as an assistant editor with Vogue magazine, eventually becoming a writer and financial columnist. In 1981 she co-authored the book The Woman's Guide to the Stock Market and that same year joined the Wall Street stockbrokerage, Dean Witter Reynolds where she remained until January 1984. She returned to writing on financial matters at Money magazine and in late 1986 accepted an offer from Forbes magazine to work as an editor and an investigative business writer. In mid-1993, she left Forbes magazine to become the executive editor at Worth magazine but in September 1995 took on the job of press secretary for the Presidential election campaign of Steve Forbes following which she was appointed assistant managing editor at Forbes magazine In May 1998 Gretchen Morgenson became the assistant business and financial editor at The New York Times. She has written about the conflicts of interests between financial analysts and their employers who generate income money from the companies that the analysts assess. Beginning in 2005, Morgenson has been focusing on executive compensation packages being paid by American companies that she asserts have reached levels far in excess of what can be justified to shareholders. In 2006, Morgenson broke a story about a Wall Street analyst (Matthew Murray) who was fired shortly after he reported emails to Congress concerning potential violations of SEC regulation AC by the investment bank (Rodman & Renshaw) that he worked for at the time. The emails allegedly documented that the investment bank wouldn't let the analyst lower his rating, or have his name removed from coverage, of an investment banking client. A subsequent article by Morgenson highlighted a letter she obtained from the Senate Finance Committee in which Senator Grassley stated that the investment bank's Chairman (General Wesley Clark) had acknowledged to his staff that the analyst had been fired from the investment bank as a result of reporting the emails to Congress.[5] In 2009, The Nation called Morgenson "The Most Important Financial Journalist of Her Generation".In 2002 she won the Pulitzer Prize for her "trenchant and incisive" coverage of Wall Street. She has appeared on Bill Moyers Journal and Charlie Rose. In November 2017 Gretchen joined the Wall Street Journal as a senior special writer working closely with reporters on issues regarding on money, investing and other financial issues.

Gretchen Morgenson, an assistant business and financial editor and a columnist at The New York Times, has covered the world financial markets for The Times since May 1998. She won a Pulitzer Prize in 2002 for her “trenchant and incisive” coverage of Wall Street. Ms. Morgenson is a financial journalist with Wall Street experience.  Her stint as a stockbroker at Dean Witter Reynolds in New York in the early 1980s gives her stories a depth of knowledge and skepticism uncommon to financial reporting. Upon graduation from Saint Olaf College in Northfield, Minn., in 1976, Ms. Morgenson began her career as an editorial assistant at Vogue magazine. After spending two and a half years on Wall Street, she covered the financial world during stints at Money magazine, Worth magazine and Forbes Magazine. Ms. Morgenson is the author, with Joshua Rosner, of “Reckless Endangerment,” a New York Times best seller about the origins of the 2008 financial crisis published in May 2011 by Times Books. She is also the author of “Forbes Great Minds of Business,” a book of five interviews with business leaders published in 1997 by John Wiley & Sons. She is the author, with Campbell R. Harvey, of “The New York Times Dictionary of Money and Investing” (2002). In 2009, Ms. Morgenson won a Gerald Loeb Award in the “Beat Writing” category in her coverage of Wall Street. This followed her Gerald Loeb Award for excellence in financial commentary in 2002 and the American University School of Communication's Annual Journalism Award for excellence in personal finance reporting in 2000. Ms. Morgenson has also served on two Pulitzer Prize juries, evaluating investigative reporting entries in 2009 and 2010. To find out more about Gretchen, please visit www.nytimes.com/by/gretchen-morgenson.

David Perez is the founder and CEO of Seamless Medical Systems and the inventor of the innovative SNAP Practice patient engagement platform. He is a successful and creative entrepreneur who has been working in the Internet industry for 20 + years. Throughout his career David has been at the forefront of innovation and change. In the early ‘90s he started working in the new field of internet marketing, 1999 founded a digital Hispanic marketing company and 2011 saw the opportunity to bring medical practice waiting rooms into the 21st century creating SNAP on the iPad. Prior to Seamless Medical Systems David started a number of New York City based businesses including: Lumina Americas a digital marketing agency serving the US Hispanic and Latin American markets; Latin Force Ventures a internet incubator and The Latin Force Group a US Hispanic focused marketing services company. He has worked with a variety of clients including: Kraft Foods, Nickelodeon Networks, MTV, The NFL, Nike, Wells Fargo Bank and others. Before entering the world of marketing David spent 10 years in the investment management industry with Dean Witter Reynolds and Wells Fargo Asset Management. David has been a featured speaker at numerous industry conferences and recently spoke at TEDx Acequia Madre (http://www.youtube.com/watch?v=PkjPZB_lWdU) and IdeaMensch. He also gave the 2007 commencement address to the University of Vermont School of Business. David is a graduate of the University of Vermont . 00:00 David discusses incorporating iPads into Doctors' offices.02:30 “To replace quill and parchment with 21st Century technology.”03:30 The redundancy issue that can actually be very costly and inconvenient for both patients and providers by using paper as a capture device for patient data.05:00 Why modern medical practices are still using paper forms to gather patient data.10:45 How price transparency in a consumer-facing society is becoming a necessity for clinics and providers.17:40 David explains Seamless Medical Systems and the services that the company offers.20:50 The issue of paper forms as “unidirectional” and how Seamless Medical Systems is offering a multi-directional alternative.24:00 David's advice to provider offices wanting to manage the transition from paper forms to Seamless Medical Systems program.25:00 How EMRs have created bumps in the road for Seamless Medical Systems.26:00 Seamless Medical Systems' training and proficiency program.26:50 “It's as easy as working an iPhone.”27:50 What Seamless Medical Systems looks like functionally.33:00 “There's a very big difference between being busy and being productive.”34:15 You can find out more at seamlessmedical.com or email David at David@seamlessmedical.com.

Wayne Barclay was born on the Caribbean Island of Jamaica and migrated to the Brooklyn New York at the age of 5. He gained entrance into Brooklyn Technical High School which is the largest high school in the United States specializing Science, Technology, Engineering and Mathematics. While at Brooklyn Tech he played Varsity Football and ran Track. While at Tech he won multiple New York City Championships; he was also a member of two Nationally Ranked relay teams that took first place at the prestigious Penn Relays in Philadelphia.   Wayne went on to attend Rutgers University on a track scholarship and he graduating with a Bachelor’s of Science in Accounting. He went to work on Wall Street with the brokerage firm Dean Witter Reynolds where he worked for a few years before leaving to become a tax auditor with the NYC Department of Finance. Consequently Wayne ended up in Florida where he worked for ExxonMobil as a controller for one of their Lubrication divisions. His dream of one day owning his own business materialized and he and two partners opened an office services company in 1999 called Inter-Office Solutions. In 2002 the partners decided to go their separate ways and Wayne with the help of his wife started Blue Digital a printing company located in the Miami Area. Blue Digital has transformed itself and specializes in printing for the construction industry. Wayne is proud of the direction the company has taken and has given God the glory for its success. Blue Digital has been blessed to work on projects such as the Miami Marlins Ball Park and currently the Miami Dolphin Stadium renovations. Our services include Small and Large format printing, promotional products, Scanning and Document management. We are a certified SBE enterprise and currently working on our 8a certification.

MONEY INSIGHT ~ BUILDING FINANCIAL SECURITY with EILEEN HAWE Ms. Hawe holds a BA in Communications and a Master's in Education, she is licensed for both Life and Health Insurance in NY and CT and has given workshops and seminars at various organizations and national women’s groups. Her first ten years were spent with two major brokerage firms, Merrill Lynch and Dean Witter Reynolds (now Morgan Stanley). On the show we will discuss how Ms. Hawe can help you to get your financial house in order regardless of your personal state of affairs and especially if you find yourself facing life changing circumstances.

Our next guest was a British Army Officer and moved to South Africa before finding a career in the financial markets. He is now the CEO of his Managed Futures firm and has worked with some of the industry's most influential companies and people, including Dean Witter and AHL. The story of his career's beginnings and the lessons he used to become a systematic trend follower are unique and insightful. You're sure to learn a lot from this episode.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn This Episode, You'll Learn:How Chris came to work with Dean Witter, one of the leading players in the industry back in the 1980's & 90's.About his days working for AHL in the early 90's.How his career started off as a British Army officer.His time in Africa after leaving the army – finding himself in Rhodesia (now Zimbabwe).About his first job at Syfrets Trust bank in South Africa as a Gold analyst.How he came to do business with Dean Witter Reynolds and after a few years why they hired him.After the 1988 crash he found himself back in London and joined AHL.In 1993 he went back to New York joined with Robert M Tamiso, a mentor to him.Why he looked for a market that was not overcrowded and easily spooked, which was the inter-bank foreign exchange market.What AHL was doing in the beginning of the company.Why he started trading currencies early on.How Bob Tamiso was successful and the way he carried himself that made him successful.Why Bob Tamiso's best advice was to always “show up”.About Chris' golf playing and his ties to Scotland.His routine at work and why being a systematic trader makes him boring and bad at marketing, but helps him sleep at night knowing they are going to “show up” the next day.About Chris' goal with his work and why he is happy with the size of his firm and why growth is not the prime focus.How he has such low staff turnover and why he likes to work with young people who have never worked anywhere else in the financial world.What matters when discussing a firm's track record and how his programs are setup.The building blocks of their trading program and how the money they've made has historically come mainly from interest rate differentials.What the environment has been like for a currency program in the last 5 years.Why he believes the current intervention by The Fed is not so substantially different that his model won't be able to see good returns in the futureHow he designed his program and what its objective is.What currencies he trades and how he trades them.Why volatility has been so low but why he sees that it is coming back and why it's a good thing for his models.-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!Resources & Links Mentioned in this Episode:Learn about Dean Witter.Get more information on AHL.For historical background, see this article on Rhodesia.Learn more...