Transforming Financial Reporting and
Analysis with XBRL
Thursday 29 2006
Microsoft Briefing Center, New York City
Presented by XBRL-US and
Hosted by Microsoft
Sponsored by:
Program Agenda
Plenary Session
8:00-9:00am
9:00-9:15
9:15-9:45
9:45-10:15
10:15-10:45
10:45-11:00
11:00-11:15
11:15-11:30
11:30-1:00
Registration in lobby ; Continental Breakfast in Radio City room
Chair and Host welcome
Dan Roberts, XBRL-US Steering Committee
Chair; Michael Ohata, Microsoft
Keynote presentation
Ric Marshall, The Corporate Library
Keynote presentation
Colleen Cunningham, FEI
Keynote presentation
Trevor Harris, Morgan Stanley
Sponsor presentations
Break in Radio City room
Sponsor presentations
Supply chain panel
Moderator: Eric Cohen,
PricewaterhouseCoopers
Information Providers
Greg Adams, EDGAR Online
John Stantial, United Technologies
Ruth Kaufman, RR Donnelley
Michelle Savage, PR Newswire
Homi Byramji, Reuters
Information Consumers
Elmer Huh
Michelle LaRoche, Dow Jones News Service
Regulator – Jon Wisnieski
Lunch in Radio City room
1:00-2:00
CFO Track (Tavern/Carousel)
2:00-3:15
Internal reporting panel
3:15-3:30
3:30-4:30
External reporting panel
Moderator: Walter Hamscher, Standard
Advantage
Sanjay Jacob, Microsoft
Trevor Walker, Cartesis
Wilson So, Hitachi
Gianluca Garbellotto, Booz Allen
Break in Radio City room
Moderator: Chris Whalen, Institutional Risk
Analytics
Rob Blake, Rivet Software
Jeff Naumann, SEC
Chuck Callan - ADP
Analyst Track (Belvedere/Bethesda)
2:00-2:45
2:45-3:15
Demonstration of XBRL capabilities
XBRL and RixML, the Analyst’s Life Cycle
Yossef Newman, Deloitte
David Hill, FactSet
Eric Linder, SavaNet
Michelle Savage, PR Newswire
Campbell Pryde, Morgan Stanley
Michael Skutinsky, RixML
Break in Radio City room
Moderator: Mike Willis,
PricewaterhouseCoopers
Campbell Pryde, Morgan Stanley
John Rizzuto, Lazard
Galen Vetter, Franklin Templeton
Greg Jonas, Moody’s
Michael Skutinsky, RixML
Paul Penler, E&Y
3:15-3:30
3:30-4:30
Analyst roundtable
Closing Plenary
4:30-5:00
Wrapup
Campbell Pryde, Morgan Stanley
Wayne Harding, Rivet Software
The program will be followed by a reception from 5:00-6:30pm in the Radio City
CPE credit will be offered for attendance at this event. Please pick up a CPE form at the registration desk.
Speaker Bios
Greg Adams, CFO and COO
EDGAR Online
Greg D. Adams is a Director and the Chief Financial Officer
and Chief Operating Officer of EDGAR Online, Inc. EDGAR
Online is a leader in the business information industry,
specializing in providing information contained in SEC filings
in an easy-to-use, searchable and functional format to
financial, corporate and advisory professionals. Mr. Adams is
responsible for financial operations, corporate strategy,
investor relations, tax policies, XBRL initiatives and
compliance with Sarbanes-Oxley.
Mr. Adams is a Certified Public Accountant with diversified
business experience in both the public and private sectors.
Prior to joining EDGAR Online, Mr. Adams served as CFO
and SVP - Finance and Administration of PRT Group Inc., a
publicly traded technology solutions and services company.
Mr. Adams was the Chief Financial Officer of the Blenheim
Group Inc., a publicly held UK information technology
exposition and conference management company, for trade
shows such as PC Expo and Networks Expo. Prior to that,
Mr. Adams worked for 11 years as an accountant with
KPMG. His clients included Reader’s Digest and Pepsi
International.
He is a member of the New York State Society of Certified
Public Accountants, American Institute of Certified Public
Accountants and serves on the Financial Executives
International Committee on Finance and Information
Technology. Mr. Adams has a B.B.A. degree in Accounting
from the College of William & Mary.
Rob Blake, VP Product Marketing
Rivet Software
As Vice President of Product Marketing for Rivet Software,
Rob is responsible for setting the strategic direction of both
marketing and product initiatives at the Denver, CO, USAbased company. Rob has more than fourteen years of
experience in business and financial reporting and leads
Rivet's technology standards outreach in areas such as
XML, Web services and XBRL (Extensible Business
Reporting Language).
Rob is a founding member of XBRL International, having
participated in its very first public meeting held in October
1999, and has continued to play an active role in helping
maintain and advance the global standard. He's served in a
number of leadership capacities including Chair of the
XBRL-US Domain Working Group and as a member of both
the XBRL-US (2002-2004) and XBRL International Steering
Committees (2001-2004).
Prior to joining Rivet, Rob served for nine years within
Microsoft in a number of roles, including XBRL Global Lead
and Director of Product Strategies for Microsoft FRx.
Homi M. Byramji, Senior Vice President
Reuters
Homi M. Byramji is the Senior
Vice President, Global Head of
Company and Economic Data.
Mr. Byramji began his career in
the mid 1970s as an application
developer and built the world’s
first touch-tone entry and
synthesized voice response application. He then developed
and maintained stock and option pricing databases and
economic databases. In 1980, Mr. Byramji joined Monroe
Systems for Business as a Senior Product Planner and
helped design and build their PCs which were introduced a
year before IBM and Microsoft entered the business.
From 1983 to 1992 Mr. Byramji was a consultant to
investment managers, specializing in building advanced,
proprietary analytic solutions such as back testing and
simulation applications. From 1989 to 1999, Mr. Byramji was
the President and Chief Executive Officer of Market Guide
Inc., which he rescued from near bankruptcy, built into a
premier financial database company and sold to Multex.com.
At Multex, Mr. Byramji was Senior Vice President, Content
with full P&L responsibility for its content group which
included the Multex Global Fundamentals, BID and
Estimates databases and related products.
Mr. Byramji holds a Bachelor’s degree in Mechanical
Engineering from IIT, Bombay and an MBA from Rutgers
University.
Eric Cohen
PricewaterhouseCoopers
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Colleen Cunningham, President and CEO
Financial Executives International
Colleen Cunningham was named
President and CEO of Financial
Executives International (FEI) in
March of 2003. FEI is the professional
association of choice for senior-level
corporate financial executives and the
leading organization dedicated to
advancing ethical, responsible
financial management. Serving
15,000 members from all industries,
the global association is a proactive
advocate, working with regulators and
legislators on behalf of the membership.
Prior to joining FEI, Cunningham served as Senior Vice
President and Chief Financial Officer, North America, of
Havas Advertising (NASDAQ: HAVS), the fifth largest
advertising holding company in the world. At Havas,
Cunningham was responsible for North American financial
operations, including tax, controller and treasury functions,
SEC and U.S. GAAP reporting and worldwide accounting
policies, as well as establishing and staffing the company’s
North American headquarters.
Cunningham brings to FEI 20 years of public accounting and
corporate finance management experience. She began her
career in public accounting with the firms formerly known as
Touche Ross and Coopers & Lybrand. She then spent
thirteen years with AT&T as Assistant Controller of AT&T
Capital during a period of enormous growth, and later as
Vice President and Chief Accountant at AT&T Corporate.
Cunningham earned a BA in Economics from Rutgers
University in New Brunswick, NJ, and an MBA in
Management from NYU’s Stern School of Business in New
York City, where she was a Stern Scholar in the Executive
Management Program.
A member of FEI since 2000, Cunningham was named one
of the top 100 influential people in finance by Treasury &
Risk Management magazine, and one of the top 100
influential people in accounting by Accounting Today. She is
also a member of FASAC and IASAC. She resides in
Rockaway Township, New Jersey with her husband Todd
and their five children.
Gianluca Garbellotto, XBRL consultant to
Booz Allen Hamilton
Gianluca Garbellotto, a consultant
to Booz Allen Hamilton, is an
internationally known expert on
both the business and the technical
aspects of XBRL/XBRL GL and on
its use in the Government and in
the private sector. As an active
member of the XBRL GL
Workgroup, he has contributed
significantly to the current release
of the XBRL GL taxonomy and to
other related official XBRL
International technical documents, and has participated as a
speaker or a trainer in a number of conferences and events.
Walter Hamscher, President and CEO
Standard Advantage
Walter Hamscher is the President and
CEO of Standard Advantage, a
consultancy that helps organizations
to achieve the cost savings and
increased flexibility available to them
through commitments to strategic
technology standards. He is a coauthor of the XBRL specification and
several other XBRL International
publications, member of the
Executive Committee and Past Chair
of XBRL International.
Walter earned his Ph.D. in Electrical Engineering and
Computer Science at the MIT Artificial Intelligence
Laboratory (1988). He is a summa cum laude graduate of
the University of Texas, where he earned a BA in Computer
Science (1980).
Trevor Harris
Morgan Stanley
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David Hill, Vice President
FactSet
David W. Hill, CFA is a Vice President with FactSet
Research Systems Inc, a leading financial services
information provider. David has been with the firm since
1987 and has held various positions within client consulting,
sales, and product development. Through his tenure, his
development efforts have focused on creating productivity
tools for buy side analysts and portfolio managers. Current
areas of interest include integrating new sets of financial
information to improve the workflow of FactSet's buy side
user community. David earned his B.S. degree from the
University of Denver in 1987 and earned his Chartered
Financial Analyst certification (CFA) in 1991.
responsible for advising internal and external institutional
clients in the North American and Asia Pacific regions on
accounting and regulatory issues and their valuation
implications. He and the rest of the team worked on various
products helping investors understand the interaction
between enterprise risk, capital employed, financial leverage
and instrinsic value.
Prior to joining Morgan Stanley in January 1998, Elmer’s
experience in financial services included associate analysts
positions at BancBoston Robertson Stephens and the Fir
Tree Value Fund. He also worked as a senior consultant for
Grant Thornton’s Management Consulting Division
concentrating on information systems, manufacturing and
operations research.
Elmer earned an MBA in finance and accounting and M.S. in
industrial engineering and operations research from
Columbia University. He also received a B.S. with Honors in
mechanical engineering from Columbia University’s School
of Engineering. In September 2001, Elmer was awarded the
Chartered Financial Analyst (CFA) charter.
Sanjay Jacob
Microsoft
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Greg Jonas
Moodys
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Ruth Kaufman, International EDGAR Manager
RR Donnelley
Ruth Kaufman is International
EDGAR Manager, Global Capital
Markets at RR Donnelley. Ruth
has worked in the financial
printing industry for over 20
years, assisting public
companies meet their SEC filing
obligations. Ruth's focus during
the past ten years has centered
on overseeing EDGAR
operations and SEC-related regulatory issues at RR
Donnelley. In this capacity, she is one of the founding
members of the Consortium of Filing Agents and helps drive
EDGAR issues of concern with SEC staff.
Ruth led the effort for RR Donnelley to join the XBRL
Consortium in 2001. As Donnelley's primary XBRL contact,
Ruth has worked closely with key clients to file the first ever
SEC EDGAR filings containing XBRL documents, starting in
2002 as well as more recently with the commencement of
the SEC’s XBRL Voluntary Filing Program. At RR
Donnelley, client education is one of Ruth’s key
responsibilities. Ruth is an active member of the US
Adoption Working Group and works as well as on several
sub-committees.
Ruth has a degree in Civil Engineering - Engineering and
Public Policy from Carnegie Mellon University.
Michelle LaRoche, Assistant Managing Editor
Dow Jones News Service
Elmer H. Huh, CFA
Elmer Huh was a Senior Analyst in
the Global Valuation, Accounting and
Tax Policy (GVAT) Team for Morgan
Stanley’s Equity Research
Department. He was primarily
Michelle has been the assistant managing editor of the Dow
Jones News Service in charge of the spot news operation
since August 2004. Before that, she spent several years in
various positions in Dow Jones' corporate information
services department. She joined Dow Jones in the fall of
1995, and worked as a copy editor at a local newspaper in
New Hampshire prior to moving to New Jersey for her first
Dow Jones position. Michelle graduated from the University
of New Hampshire with a degree in English, concentrating in
journalism.
graphic design, and worked as a consultant for The
Corporate Library’s predecessor, Lens Investment
Management, as early as 1989. He is also a former trustee
of Spring Harbor Hospital, a non-profit psychiatric hospital
based in Portland, Maine and affiliated with the Maine Health
family of hospitals.
Eric P. Linder, CFA, President
SavaNet
Jeff Naumann
US Securities and Exchange Commission
Eric Linder is founder and president of SavaNet, a financial
software company that develops and markets applications
for the publication, distribution and analysis of financial
information in XBRL format. SavaNet is a corporate member
of the US jurisdiction of XBRL International. Through his
experience as a senior Wall Street equity analyst and
involvement with the XBRL organization, he has become a
leading advocate among the financial community for the use
of XBRL and is actively helping to direct its implementation
to best meet the needs of professional financial analysts and
portfolio managers.
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Prior to founding SavaNet in 2003, Mr. Linder held portfolio
manager positions at hedge funds Falcon Management and
NWI Investments where he was directly responsible for the
active management of domestic and foreign equity and
derivative portfolios. He is also the principal for the
Equipoise Fund, LP.
From 1991 to 1997, Mr. Linder held various positions with
J.P. Morgan Securities in the corporate finance, capital
markets and equity research divisions, culminating in a
position of senior equity analyst.
Eric is a CFA® charterholder and is an active member in the
New York Society of Security Analysts where he has chaired
several XBRL and FASB-related events, most recently
“Transparency Value: Using XBRL for Financial Analysis”.
He graduated summa cum laude from Dartmouth College
where he holds a degree in economics.
Ric Marshall, Chief Analyst
The Corporate Library
As Chief Analyst for The Corporate
Library, Ric is responsible for guiding
the firm’s research and company rating
activities, and coordinates the work of
The Corporate Library’s senior
research analysts and associates. He
also oversees all new product
development, including technical
deployment.
Yossef Newman, Senior Manager
Deloitte & Touche LLP
Yossef is a senior manager at Deloitte and a member of the
Audit Technology and Innovation Team. He serves as Vice
Chair on the XBRL-Intl Accountants Working Group and is a
member of the XBRL-US Steering Committee. Yossef
specializes in technology assisted auditing with a focus on
the Securities and Banking Industry. Through his
involvement in the US-Domain Working Group, the IntlAccountants Working Group and other activities both within
as well as outside the XBRL Consortium, Yossef has been
active in furthering the development and adoption of XBRL.
Paul A. Penler, Principal, Global Audit and Assurance
Ernst & Young LLP
Paul Penler leads Ernst & Young’s XBRL Consortium,
market outreach and client service activities on a global
basis. Paul has been Ernst & Young’s representative to the
XBRL International and U.S. Consortium since its founding
in 1999.
Mr. Penler is responsible for identifying, evaluating and
accelerating the development/ implementation of improved
auditing processes and tools. As part of Ernst & Young’s
Global Audit and Assurance practice, Paul focuses on
bringing new services and service enablers (e.g. tools) to
market. In this role, his responsibilities include serving
clients, authoring thought leadership pieces, participating in
industry initiatives and market testing of new services and
service enablers. Mr. Penler has presented at numerous
international conferences and has been quoted by over 20
publications. Paul is a CPA, Certified Government
Accountant and graduated with a B.B.A. from the University
of Texas and a M.S. from the University of North Texas.
Campbell Pryde, Executive Director
Morgan Stanley
Ric is a founding principal of The
Corporate Library. He is the chief
architect of its Board Analyst database and Board
Effectiveness Ratings system, and, with Jackie Cook, the
Board Analyst Director Interlocks Tool, the first commercial
application of social network theory in this field.
Campbell Pryde is an Executive Director at Morgan Stanley
in the Institutional Securities Group of Morgan Stanley. Prior
to joining Morgan Stanley, Campbell was a Partner in the
Risk and Advisory Practice of KPMG LLP. Campbell spent
fourteen years working with financial services organizations
assessing technology risk and performing financial audits.
He is also a co-inventor, with Robert A.G. Monks, of
Brightline, a computer-based modeling program that permits
the simulation and statistical analysis of selected types of
corporate behavior on long-term investment value. Brightline
is the first such application of complexity theory to the
related fields of corporate governance and sustainability, and
has been used both for purely academic research and in
support of actual shareholder proposal filings.
Campbell is Chairman of the US XBRL Domain Group which
is responsible for producing the XBRL US GAAP Taxonomy
and assisting other industry groups to build industry specific
taxonomies in XBRL. Campbell coordinates resources and
contributes to design decisions of the XBRL US GAAP
Taxonomy. In addition he served on the XBRL International
Domain and Specification committees.
Ric has been involved with corporate governance research
since 1996, and is the former Chief Information Officer of
Lens Investment Management. Prior to this he was active in
the fields of computer consulting and computer-based
John C. Rizzuto, Director, Enterprise Software
Lazard Capital Markets, LLC
Mr. Rizzuto has over 10 years experience in the financial
markets and joined Lazard Capital Markets in February 2005
as Director of the Enterprise Software Research group. Mr.
Rizzuto and his team analyze and publish stock opinions on
software companies across the systems management,
security software, database, and middleware industry
segments. Mr. Rizzuto publishes regular industry research
reports analyzing the changing dynamics of the software
industry, specifically on software licensing terms and host
based software models. Prior to Lazard, Mr. Rizzuto was
Global Head of the Credit Suisse First Boston Software
Group. At Credit Suisse, Mr. Rizzuto covered twenty-five
stocks and published the highly regarded monthly research
reports, “Financial Forensics” and “Technology Chatter”. Mr.
Rizzuto holds ME and BE degrees in Computer Science and
Electrical Engineering from Stevens Institute of Technology
and began his career developing large scale applications for
the financial services industry.
Dan Roberts, Chair of XBRL-US Steering Committee
Grant Thornton
Daniel Roberts is Grant
Thornton’s representative to
the XBRL consortium
(eXtensible Business
Reporting Language), is the
Chair of the XBRL-US
Steering Committee (20052006), the XBRL-US
Representative to the XBRL
International Steering
Committee, and Chair of the
XBRL International
Accounting Working Group.
He has experience in Risk
Management, Internal Audit Management and Information
Systems Audit, Corporate Governance and consulting in
Organizational Efficiency and Effectiveness. Before the
assurance industry, Dan had 10 years experience in most
aspects of the Information Technology industry.
Dan immigrated to New Zealand in 1986, living and working
in New Zealand, Malaysia and Thailand until February 2001,
when he returned to the United States, joining Grant
Thornton in Chicago, Il. He comes from a USAID family, was
born in Libya, and has lived in Tanzania, Tunisia, Thailand,
Syria, Greece, and most recently New Zealand.
Michelle Savage, Vice President Investor Relations
Services
PR Newswire
Michelle Savage, a veteran marketing executive and a
former equity analyst, focuses on developing services to
help publicly traded companies communicate their key
messages and information to shareholders and potential
investors. As PR Newswire’s vice president of investor
relations services, Savage oversees the introduction and
sales of new services to corporate and agency investor
relations executives, who are now playing critical functions at
most public companies. She also follows regulatory issues,
trends in corporate reporting, disclosure and corporate
governance and manages a Web site dedicated to educating
on these issues. Savage joined PR Newswire in 1996 as the
national market manager for financial services, creating such
products as the Small Cap/ OTC research wire to showcase
news from smaller companies.
Prior to her arrival at PR Newswire, Savage was a vice
president and equity analyst at Shearson Lehman Hutton, a
consultant for DRI/McGraw-Hill and in Marketing with PepsiCola. She earned an M.B.A. from the Stern School of
Business at New York University and a B.S. in Economics
from the Wharton School at the University of Pennsylvania.
Savage is a member of the National Investor Relations
Institute and is Vice Chair of the steering committee and
Chair of the Adoption Working Group for XBRL-US, the US
arm of XBRL International.
Michael Skutinsky, Executive Director
RIXML.org
Mr. Skutinsky provides leadership and coordination for the
activities of RIXML.org, a consortium of buy- and sell-side
global market leaders and third party vendors committed to
the development and implementation of the first open
standard for investment research. In addition to his
responsibilities at RIXML.org, Mr. Skutinsky will continue
with his consulting practice, which has been responsible for
the development and implementation of various systems for
evaluating equity research. Prior to his work as a consultant,
Mr. Skutinsky held a number of positions at Salomon Smith
Barney, most recently as Managing Director for Market and
Data Analysis for Global Equity Research. In this last
position, he was responsible for designing and implementing
systems to assess the effectiveness of Salomon’s global
equity research and managing all vendor relationships for
the division. Previously, he was Global Chief Administrative
Officer for the Global Equity Research Division for ten years.
Mr. Skutinsky has also held positions at Lehman Brothers,
Paine Webber and Chase Manhattan Bank. He received an
MBA in management from Fairleigh Dickinson University and
a Bachelor of Science degree in business management from
Montclair State University.
Wilson So, Director, Information Division
Hitachi America
Wilson.So is in charge of running Hitachi’s XBRL business in
North America, targeting the financial services vertical.
Since the inception of the XBRL Business Unit in April 2004,
Wilson has successfully guided the operation of the business
unit to establish a US presence in both the commercial and
public sectors. Under his leadership, Hitachi America, Ltd.
XBRL Business Unit has developed a market leading XBRL
consumption and analysis tool – Xinba™. His team is also
actively working with organizations in both the commercial
and public sectors to deliver projects and add values to the
clients’ strategic and operational needs. At the same time,
Wilson is also actively contributing to XBRL thought
leadership by engaging in XBRL consortium activities and
evangelizing about XBRL to the industry and government.
Wilson became involved with XBRL in early 2003. He has
over 15 years of combined experience in high tech
(Research & Development, systems engineering, system
architecture, technology marketing) and general
management.
John Stantial
United Technologies
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Galen G. Vetter, CPA, Chief Financial Officer, U.S.
Registered Mutual Funds
Franklin Templeton Services LLC
Galen Vetter serves Franklin Templeton Investments as
Senior Vice President, director of Global Fund Accounting,
and is the Chief Financial Officer for U.S. registered mutual
funds. The Franklin Templeton Investments complex has
over 400 mutual fund products around the world.
Prior to joining Franklin Templeton Services, LLC Mr. Vetter
was a managing director with RSM McGladrey, Inc. and
regional economic unit managing partner of McGladrey and
Pullen, LLP.
Trevor J. Walker, VP Product Marketing
Cartesis
Appointed as Vice President Product
Marketing in November 2004, Trevor
Walker is the driving force behind
product positioning, existing product
growth and new market solutions as
Cartesis moves toward a leadership
role in the global business
performance management market.
Trevor brings 15 years of extensive
marketing experience in leading edge
technology companies to Cartesis, including 7 years spent at
Hyperion Solutions and at Mercator Software, an Enterprise
Application Integration global software provider.
Mike Willis has more than 25 years of accounting experience
and is a partner with PricewaterhouseCoopers where he has
responsibilities for collaborative development of process
enhancements for PwC professionals and their clients. He
consults with companies on their adoption of emerging
technologies used in business reporting, business
intelligence and decision analysis processes.
Mike served as the Founding Chairman of XBRL
International (http://www.xbrl.org ), which is currently
composed of more than 450 leading software, accounting
and finance companies from 26 countries around the world.
XBRL is an international information format standard
designed to dramatically enhance business reporting supply
chain processes benefiting preparers, distributors,
aggregators and consumers of this information.
Mr. Willis also serves on the Enhanced Business Reporting
Consortium, a market based consortium,
(http://www.ebr360.org) formed to facilitate development of
international business reporting standards. He speaks
frequently and publishes papers on the topic of business
reporting and has been interviewed by a range of business
periodicals on the topic of a more efficient business reporting
supply chain including the Financial Times, Business Week,
Wall Street & Technology, CFO Magazine, and CIO
Magazine.
R. Christopher Whalen, Senior Vice President
Institutional Risk Analytics
Richard Christopher Whalen is Senior Vice President and a
Managing Director of IRA with responsibility for sales,
marketing and business development. Chris is a general
securities principal and has worked as an investment
banker, research analyst and journalist for more than two
decades.
After graduating from Villanova University in 1981, Chris
worked for the U.S. House of Representatives and then as a
management trainee at the Federal Reserve Bank of New
York, where he worked in the bank supervision and foreign
exchange departments. Chris subsequently worked in the
fixed income department of Bear, Stearns & Co, in London.
After returning to the U.S. in 1988, Chris spent a decade
providing risk management and loan workout services to
multinational companies and government agencies operating
in Latin America. He provided due-diligence and credit
workout services to a number of multinational clients
operating in Mexico, including the Export-Import Bank of the
US, Kroll Associates and Weyerhaeuser, and served as an
adviser to the presidential campaign of Cuauhtémoc
Cardenas Solórzano.
In 1997, Chris returned to Wall Street, working as an
investment banker in the M&A Group of Bear, Stearns & Co.
and later Prudential Securities where he focused on the
technology sector. He then served as the managing director
of The Free Internet Group Ltd., one of the largest
independent Internet service providers in the UK.
In 2001, Chris returned to investment banking, working as a
banker at Fechtor, Detwiler & Co. and an equity research
analyst at Ramberg, Whalen & Co., following names such as
IBM, Apple Computer, Hewlett-Packard and Cisco Systems.
Chris edits our free newsletter, The Institutional Risk Analyst,
and our research service, Washington & Wall Street, and
contributes regularly to publications such as Barron's, The
International Economy and The Washington Times. He has
appeared before the US Congress to testify on a variety of
financial issues and speaks on topics such as investing and
corporate governance.
Mike Willis, CPA, Partner
PricewaterhouseCoopers
Brian Vendig, Manager of External Reporting
Xerox
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