Biographical Information

USAF Security Service September 1961 to November 1964

Communications Intelligence Analyst

1. Trabzon, Turkey, on the Black Sea 90 miles from the then Soviet Union's Georgia November 1963 to November 1964

Pension Fund Management July 1977 to September 1982

1. Tome Total Pension Fund Economic and Investment Analysis at 31st July 1981 (29 Pages)

• The Historical Perspective (Page 1)
• The Past Two Years' Economic Environment and Investment Activity (Page 13)
• The First Six Months of 1981 (Page 19)
• The Future Outlook (Page 21)
• Recommendations (Page 25)

2. 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

3. 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

4. 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:

5. Institutional Investor Magazine Pension Conference 8th & 9th January 1981 The Broadened Command of the Pension Officer

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

Surveillance Target 24/7/365 Since August 1998

Surveillance: a most unreasonable search and seizure

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