Arnie Berman Email & Phone Number

Newtown, Ct, Us

BWG's executive forums connect suppliers, customers, distributors, competitors and other critical ecosystem players across a wide range of industries. BWG puts subscribers in the investment community in the room where it happens – providing a direct and time-efficient mechanism to augment their fundamental research process with contextual analysis (i.e., a full understanding of the macro-industry context in which their portfolio companies operate). Responsible for moderating industry forums in transportation, industrials, real estate and other "old economy" sectors that are likeliest to benefit from favorable capital flows in the decade ahead.

Greater New York City Area

Managing Member of an organization that provides advisory and business management services to organizations including Gilrose Pharmaceuticals and MOU Capital.

Greater New York City Area

Responsible for positioning a start-up organization with the strategic collaborators that can help bring its revolutionary treatment approach to millions of children with speech or gait impairments associated with CP and other neurological disorders.

Greater New York City Area

Helping companies in the technology, medical device, healthcare IT, and other industries to craft their message and raise capital. MOU is a boutique investment bank which originates proprietary investment opportunities for qualified investors seeking high yields, strong counterparties and return streams with limited correlation to their other holdings

New York

Researched equity investments and activist SPV opportunities for 2 hedge funds launched by former Soros portfolio manager Kristofer Segerberg. Worked closely with PAVP’s CEO to craft the firm’s messaging regarding investment process, philosophy and approach. Co-authored PAVP’s white papers and developed the firm’s marketing collateral.

Co-Founder, Portfolio Strategist and Chief Administrative Officer at a small investment firm with a mandate to identify investment opportunities at the intersection of company-specific and macro-sector analysis. Developed and implemented a rigorous investment process to identify wealth creation and wealth destruction opportunities in companies at the onset of change so substantive that it would likely alter their underlying financial statement momentum. Significantly refined and enhanced the macro-sector models that served as the fundamental foundation of my work in the tech sector since 1998 (but which can be applied to any market sector). Designed and constructed robust portfolio monitoring and portfolio risk management tools. Spearheaded TFCM’s marketing efforts. Framed and articulated the firm’s investment philosophy and approach to alpha generation for the fund's offering memorandum and its marketing presentations. Aimed to produce the best monthly letter in the hedge fund industry with industry leading communications, disclosure and transparency. As Chief Operating Officer, responsible for all of TFCM’s business activities, vendor relationships and contract negotiations. In charge of overseeing the fund’s annual audit and tax preparation. Served as Chief Compliance Officer.

Primary mandate: to provide professional money managers, venture capitalists and other interested parties with a thought-provoking, entertaining and highly differentiated perspective on the technology industry - supported by data presented in unconventional and revealing ways that institutional investors were unlikely to encounter anywhere else. As author of Technology Focus, was also responsible for identifying the most compelling long and short opportunities across the entire technology sector. To meet these objectives, employed an interdisciplinary “macro-fundamental” approach that considered company fundamentals, the broader industry context and the quantitative dynamics that are most likely to influence share prices. Secondary mandate: Inspire a team of 25 technology analysts to develop (a) correct, non-consensus and well-argued investment recommendations and (b) a cohesive and collaborative research offering that institutional investors would find to be indispensable. My role as “TMT Research Coordinator” encompassed multiple functions including “Team Leader,” “Catalyzing Force,” “Spin Master,” “Salesman,” “Player/ Coach” and “Chief Technology Research Evangelist.” Frequent guest on CNBC. Regularly quoted in the business press. Leading marketer and institutional investor vote-getter in Cowen’s research department.

Key mission: to help this rapidly growing independent research firm with strong brand recognition among institutional credit market investors to penetrate the much larger market of institutional equity investors.

Managing Director at investment bank and institutional brokerage firm focused primarily on the information technology sector. Wore multiple hats to help grow the organization from 25 to 500 people. From 1998 until early 2004, served as SoundView’s Technology Strategist and Chief Investment Officer as well as its principal investment spokesman and the long-time author of its flagship research product, Technology Focus.From 1990 until 1999, served as an institutional producer covering accounts in New York and the mid-Atlantic. SoundView’s top commission generator from 1995-1999.Logged more visits to and received more votes from institutional investors than any other SoundView analyst — becoming the only person in SoundView’s history to be the strongest producer in both its research and institutional sales departments. Frequent guest on CNBC, CNN, PBS and Bloomberg television. Regularly quoted in Barron's, Wall Street Journal, Forbes, Business Week, Fortune and other business press. Contributing Editor and monthly columnist for the Red Herring Magazine.

Greater New York City Area

Contributed regular column on technology stock investing in every other issue of the Red Herring Magazine

The firm's #1 US producer in 1989 and 1990.