Biographical Information

Pension Fund Management

1. Institutional Investor Magazine Pension Profile December 1981

• Basic biographical information
• US, UK and Canadian Pension fund management overview
• Anticipating long term secular change for inflation and interest rates

2. Institute of Chartered Financial Analysts Revolutionary Techniques in Managing Bond Portfolios Seminar New York February 1983 and San Francisco March 1983

• Financial and economic analysis
• Asset allocation
• Synthetic and market purchased options
• Zero downside risk while preserving upside return

3. The Economist Editorial Wall Street in Bondage October 1981

• During an Institutional Investor Bond Conference in October 1981 audience questions and responses following my speech became the departure point for this editorial:

4. Institutional Investor Magazine Pension Conference January 1982 The Great Beta Debate

• Relevance and meaning in using Modern Portfolio Theory for managing the total pension fund with multiple investment managers

Surveillance Target

Surveillance: a most unreasonable search and seizure

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