Stocks, and Quantitative Investment
Trough the 90’s and beyond, I mathematically modeled the Stock Market, taking the S&P 500, and optimizing its rate of change and momentum, relative to sentiment. Basically, that meant I was taking a physical system and relating it to an emotional system based on feeling. Additionally, I build an intermarket system, comparing the four major assset classes, and relating them by time and relative performance.
This included stocks, bonds, cash, and commodities, that is to say equity, debt, currencies, and real assets. I then related this to Europe, North America, Latin America, and Asia, making twelve super asset classes for comparison of price behavior, volatility, and direction.
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ITP 360, Start Up, Angel Investment
I did a financial plan for a $1M start up, modeling equity for mezzanine investors, succession planning, and divestiture. This involved comprehensive staff planning, formulated for a new IT business, and new facilities, SG&A.
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CRM
I really hated canned CRM’s and since my early Wall Street days, rebelled at most PIM, Personal Information Management Systems, finding I did best with simple spreadsheets. I like to see my data. It not ERP or SQL, PMP, R3, or SAP but what great investor, Peter Lynch called ‘walk around management’. He talked about walking around, to manage a business. Sometimes its just seeing what you are doing and being able to think about it, then act on it. Thats why I prefer spreadsheets for many contact managment solutions. Not always, but has its place. Of course, Sage and Salesforce.com have there place.
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CSP
Cannot go into detail, current client. Basically, modeling a $1M company, to start up in the USA. If I say, yes, sure thing, I am wrong. If I say we cannot do it, also wrong. I have to bridge vision and caution. OK to ask me. Parent is in Australia, North American HQ in Pacific Northwest.