Kelly Kauffman
Media Relations
Phone: 312-670-4463 x 250
Fax: 312-670-5021
Email: mediarelations@briefing.com
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401 N. Michigan Avenue, Suite 2910 ♦ Chicago, IL 60611
800-752-3013 (toll free) or 312-670-4463 ♦ sales@briefing.com ♦ www.briefing.com
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Informed spot analysis of breaking events
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Trading calls with specific entry/exit points
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Proprietary, fundamentally driven investment research
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Daily Technical scans & set-ups
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Additional filtering and alerting capabilities
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Request a FREE trial of the Briefing.com service that’s best for you today!
Briefing.com Headquarters
401 N. Michigan Avenue, Suite 2910 ♦ Chicago, IL 60611
800-752-3013 (toll free) or 312-670-4463 ♦ sales@briefing.com ♦ www.briefing.com
Corporate Fact Sheet
Founded
In 1992 by Dick Green in Silicon Valley
Corporate Headquarters
401 N. Michigan Avenue, Suite 2910
Chicago, IL 60611
Website
www.briefing.com
Executive Officers
Chairman – Dick Green
President & CEO – Penny Green
Markets Served
Each trading day Briefing.com delivers live market analysis to nearly 1,000,000 visitors from over
20 different countries.
Customer Profile
Briefing.com serves a wide range of clients including individual investors, active traders, and
professional money managers who have an average of five years of trading/investing experience
and an average portfolio size of $100k.
Employees
Briefing.com has over 50 employees in the U.S.
General Inquiries
Customer Service 800-752-3013 or 312-670-4463
Email: service@briefing.com
Corporate Sales Contact
Brett Ames 312-670-4463 x234
Email: bames@briefing.com
Advertising Contact
Cass Rhymes 650-438-6622
Email: crhymes@briefing.com
Licensing Contact
David Beasley 800-752-3013 x132
Email: dbeasley@briefing.com
Media Contact
Kelly Kauffman 800-752-3013 x250
Email: mediarelations@briefing.com
Company History Timeline
October—Charter Media is founded in Silicon
Valley, originally distributing market
information via Telco, FM Side-Band &
Satellite technology.
1992
1995
December—The original market analysis
service moves from free to paid, starting
at $6.95 per month. In addition, the first
major licensing partner, Charles Schwab,
offers Briefing.com content to its clients.
1996
1997
June—Briefing.com becomes profitable.
1998
1999
December—Briefing.com relocates headquarters
to Michigan Avenue in Chicago.
January—New Investor service launches.
January—Briefing.com introduces a completely
overhauled corporate website and redesigned all
new service offerings including Briefing In Play®,
Briefing In Play® Plus, Briefing Trader® and
Briefing Institutional® services.
May—Briefing.com signs first enterprise-wide
corporate account with Deutsche Bank. In June,
Briefing.com receives numerous offers to sell but
remains a private, employee-owned company.
[See Forbes 1999 article “Web Wallflower”]
In November, Briefing.com acquires its 100th
licensing partner.
2005
October—Briefing.com launches redesigned
website and all new subscription services—
Silver, Gold and Platinum. In addition,
Briefing.com agrees to provide services to
the largest proprietary trading firm in the
world, Schonfeld Securities.
2006
June—New Briefing Trader® service launches.
2007
2008
February—New Briefing Institutional® service
launches.
2009
2010
May—Briefing.com launches a redesigned,
content-rich, and user-friendly free site—
Briefing Investor.
June—Briefing.com moves from two room
office on Sand Hill Road to larger
headquarters in Burlingame, California.
In July, Yahoo! Finance agrees to offer
Briefing.com content to its readers.
2000
2003
October—Asia’s largest trading school,
Freely Inc., agrees to an exclusive
distribution partnership.
September—Charter Media becomes
Briefing.com, Inc and distributes market
information via the Internet.
2011
April — Briefing.com launches premium
strategic macro thematic research service,
Briefing Research®.
Our Experts
Our carefully assembled and talented team of over 30 experts works for you every day to uncover
actionable trading opportunities and provide you with intelligent insight on market events.
Dick Green
Chairman
Dick Green has been a leader in market analysis for over 25 years. After
graduating from Harvard in 1979, Dick became President of MMS International
where for the next 13 years he grew the company to $45 million in revenue
with 160 employees in 23 offices worldwide. In 1992, Dick founded
Briefing.com and has since grown the company to over 60 employees with
offices in Boston, Chicago and the San Francisco Bay Area. In 2005, Smart
Money Magazine named him a top market mover on its annual Power 30 list.
Damon Southward
Chief Market Strategist
Patrick J. O’Hare
Chief Market Analyst
Jim Busch
Senior Managing Analyst
Kimberly DuBord
Director of Research
Scott Smith
Senior Technical Analyst
Robert V. Green
Senior Investment Strategist
Chris Borgmeyer, CFA
Director of Live Analysis
Robert Reid
Senior Equity Analyst
Brett Manning
Senior Market Analyst
Jeff Rosen, Ph.D.
Economist
Scott Atkinson
Senior Research Analyst—
Fixed Income Analyst
Dave Campione, CFA
Research Analyst
Media Mentions
Because of our objective, unbiased analysis, Briefing.com’s expert analysts are regular sources for the media. We are
constantly covered by the major financial press such as CNBC, Fox Business News, AFP, The Wall Street Journal, Barron’s,
PBS’ Nightly Business Report, Chicago Tribune, NPR, and USA Today.
Apr 24, 2011— NPR—Economist Jeff Rosen gives his expectations for the GDP release this coming week saying, “The number
itself is going to be scary looking. And there will be a lot of political banter about how the economy is not moving ahead and
everything is slowing down.”
April 19, 2011—NPR—Live In Play® Manager Chris Borgmeyer provides insight on the Asian market’s apparent reaction to the
S&P threat to downgrade US debt if deficits aren't addressed.
April 18, 2011—Kitco News—Chief Market Analyst Patrick J. O”Hare explains the stock market’s response to Standard &
Poor’s cutting its ratings outlook for the U.S.
April 11, 2011—MarketWatch-Jeff Rosen is named MarketWatch’s economic forecaster of the month for March. He says,
“The U.S. economy will bounce back from a temporary soft patch in the first quarter, but lingering weakness will constrain
growth.”
March 15, 2011—Reuters TV-Patrick J. O’Hare provides his thoughts on Monday’s equity market’s performance.
February 11, 2011—PBS’ Nightly Business Report—Senior Analyst Brett Manning discusses commodity ETFs, specifically how
single grain ETFs can be risky if the futures price for the underlying commodity keeps rising.
February 1, 2011—PBS’ Nightly Business Report—Director of Research Kimberly DuBord comments on the global surge in
food prices. “The problem started in Russia last summer. You had the fires that just decimated their wheat crop and then
you've had just one after another of these really unusual weather events that have impacted supply. And at the same time,
you have demand drivers that are secular in nature that are putting pressure on everything.”
January 13, 2011—NPR—Jeff Rosen provides insight on the highest jobless claims since October.
January 1, 2011—Agência Leia– Jeff Rosen provides insight on whether his economic outlook for 2011 is optimistic, what he
expects from the labor market, interest rates, and inflation, and if he believes there will be a new stimulus package this
year.
Nov 24th, 2010 – Central Queensland News – Patrick J. O’Hare says, "Geopolitics have thrown the market for a loop this
morning, courtesy of a provocative action by North Korea."
Nov 3rd, 2010 – Vancouver Sun – Patrick J. O'Hare says, "The mid-term election played out as the market expected it would.
For the stock market, the Republican victories are a harbinger of gridlock in Washington for the next few years and that
sense of things is sitting well for the time being."
Nov 2nd, 2010 – Minyanville.com – Dick Green, Chairman and CEO says, "The notion that lower oil prices are bad for the
equity market is 'rubbish'... the decline in commodity prices is bullish for stocks."
Press Release
Briefing.com Launches All-New Briefing Investor Service
CHICAGO, May 26, 2011 – Briefing.com, the leading provider of live analysis of the U.S. financial markets, announced today
that it has launched a completely redesigned free service – Briefing Investor.
In addition to a fresh, new look and feel, the site features a completely new content and URL structure, navigation system,
premium content areas, and mobile device access.
The move is the first of a phased initiative that focuses on usability, search engine optimization, brand awareness, mobile
accessibility and social media integration.
“We wanted to implement a site that was rich in content and easy to use while being search engine friendly and a true
reflection of the Briefing.com brand,” says Cassandra Bayna, VP of Marketing. “We also understand that it’s important to use
Briefing Investor as a platform for showcasing and promoting our premium services. Until now, this has never been fully
realized.”
“We are excited to provide this free service that demonstrates our commitment to focusing on our readers’ needs and meeting
their standards,” says President and CEO Penny Green. “We think this will be a win for our readers who will be able to enjoy
a more engaging, user-friendly experience."
Visit the all-new Briefing Investor site at www.briefing.com/investor.
###
About Briefing.com
Briefing.com provides independent, live market analysis of the U.S. and International equity markets. Individual investors,
active traders and institutional professionals rely on the company’s timely and unbiased insight to make intelligent investment
decisions. Briefing.com offers a full suite of services with varying levels of market coverage, analysis and customization.
The company was founded in 1992 and is headquartered in Chicago with additional offices in Boston and the San Francisco
Bay Area. www.briefing.com
Contact Information:
Kelly Kauffman
Media Relations
312-670-4463 x250
mediarelations@briefing.com
Smart Money Magazine
Briefing.com Chairman Dick Green is featured as the top Market Mover in the annual list of the
30 most influential people in the world of investing!
The Market Movers
Dick Green
Chairman, Briefing.com
Wall Street insiders are hooked on the lightning-fast news service and in-depth analysis provided by the
48-year-old Green’s Chicago-based Web site. When an arm of Deutsche Bank cancelled its subscription
earlier this year, the protest from traders was so vehement that Deutsche re-subscribed two months later.
“Enough people screamed and yelled, so they put it back up again,” says broker Greg Powell, adding that
the site has “the fastest, most pertinent information on the market.” Jerry McEwen, a trader at A.G.
Edwards, calls it a “money-making tool…I’ve taken positions on stocks that turned up on CNBC five
minutes later.”
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