Client research projects include private equity due diligence, searching for opportunistic asymmetries for upgrading investment algorithms, evaluation of unobvious embedded risk analysis, due diligence research of illiquid investments in nontransparent vehicles, creating currency overlay, manager searches, emerging markets studies (over 20 years experience) , and custom industry and company analysis. Industry specialties include consumer, defense, cybersecurity, specialty retail, business services, secondary consequences of cloud computing, health care and medical services and devices, emerging technologies in energy and nanotechnology.We provide business and marketing strategy, including suggested financial engineering for emerging businesses and charitable organizations.

Managing global portfolios, coordinating with regulatory authorities, marketing to clients, emerging markets, director of global industry research.

TIAA CREF was the pioneer in international investing among US institutions. It was myprivilege to be a co-founder and work with Hank Frantzen and Doug Salmond, with general management responsibiities such as hiring and training, coordinating with legal compliance, international custody, establishing data sources, supporting international trading, currency analysis, pioneering in international governance, negotiating with governments about tax treaty issues, interacting closely with our illustrious board among whom Nobel Laureate Paul Samuelson of MIT was the most supportive of the international initiatives, and of me. Our team's performance was consistently and cumulatively much stronger than markets and other managers as they joined the field, with extraordinarily low turnover, and greatly diversified portfolios.