Harold B. Email and Phone Number

Investment manager, retired chief investment officer, and seasoned board member with broad and deep experience in mutual funds, foundations and endowments, exchanges, and private equity partnerships, including venture capital and hedge funds. Experience encompasses investments in farmland, metals and mining, futures and options. Public speaking background and track record of successful engagement with venture backed technology and FinTech companies, including W.R. Hambrecht's OpenIPO, Euronet Worldwide, StarMine Corp (sold to Reuters) and Archipelago, LLC (IPO). Introduced first of a kind cash settled stock index futures contract in the Value Line Composite Index while at the Kansas City Board Trade (1982), before purchasing a membership and trading five years on the floor. Hired at Twentieth Century (1988), now American Century, as the first equity trader and built a globally recognized trading operation over the next ten years. Served as lead portfolio manager of small cap growth funds (2003 - 2007) and was appointed Chief Investment Officer of aggressive growth strategies. Named President of American Century Ventures (1999) that invested $63 mm in businesses likely to disrupt the mutual fund industry. Managed American Century Tomorrow (2003 - 2007) and a team of software engineers and developers who used artificial intelligence (AI), fuzzy logic, inference engines and pattern recognition to develop manager compliance systems & quantitative investment strategies for American Century growth mutual funds managing $10 bb. The American Century trading desk received global recognition as an innovator of electronic trading techniques and protocols, including the Financial Information Exchange (FIX) Protocol steering committee that created open source standards for order, trade & settlement instructions between investment firms, brokers and exchanges in global equities and foreign exchange trading. Delivered Congressional testimony on topics including stock market regulation, electronic trading, soft dollars, decimalization of stock prices, and ETFs. As Chief Investment Officer of the Kauffman Foundation (2007 - 2012), co-authored an important research paper with Robert Litan highlighting risks to market stability from lax regulation of ETFs. Co-authored widely cited papers on subpar venture capital fund returns, with recommended best practices. Interviewed frequently by CNBC, Wall Street Journal, New York Times, and others. Small business operator and options trader in recent years. Currently serve as a board member for Ironstone Properties.