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Before joining Morningstar, he worked in the alternative asset management space generating capital structure, risk arbitrage, and catalyst driven investment recommendations. Thursday, April 28, p. What economic models miss 2. How to measure happiness 3.

He joined Gallup in and has held numerous leadership roles globally. He also served as a strategic adviser to senior executives and leaders across numerous industries in Asia, applying Gallup science to help organizations improve business outcomes. He is one of the founding members of the Diversity Advisory Council for Gallup.

He is currently a doctoral candidate in organizational leadership at Eastern University. Eager to enter the world of finance, she learned accounting by the age of 16 and began working in the field right out of high school. By age 24, she had edited prospectuses, calculated residual values on lease portfolios and learned how to trade foreign exchange. During her college days, Rupal was known for challenging conventional wisdom.

To break the cyclical habit of students job-hunting upon graduation, she encouraged them to consider entrepreneurship as a path to success by launching a competition called "Mind Your Own Business". Fortunately, she had earned a Rotary Foundation Scholarship that was not subject to currency risk or equity market fluctuations, which meant she could still fund her education.

That formative shock lesson continues to guide her risk management philosophy today. After earning her MBA, Rupal initially worked on emerging markets and then later on developed markets around the world. Although unusual for a long-only manager, her buy-side career began on the long-short side at Soros, where she sharpened her focus on absolute returns and downside protection. In , Rupal joined Mackay Shields, where she led the international equities division and enjoyed a distinguished career for 10 years.

She found a kindred spirit in Ariel, where her investment philosophy of applying independent thinking and owning high-conviction, concentrated portfolios coincided with the firm's philosophy. Having grown up, lived, studied and worked in multiple geographies, Rupal has a keen understanding of the socio-economic-political environments and cultural attributes of various countries in the world.

She has several decades of experience analyzing corporate strategies and business models of thousands of companies in a variety of industries operating in North America, Europe and Japan as well as Latin America, Eastern Europe and Asia. It is clear, Rupal was born to invest. Bio courtesey Ariel Investments.

Kiper, has served as a Managing Director and is a Co-Founder of Legion Partners Asset Management, an investment fund focused on accumulating large ownership stakes in undervalued U. Prior to Legion, Mr. Kiper served as Vice President at Shamrock Capital Advisors, the alternative investment vehicle of the Disney family, where he served as Portfolio Manager of the Shamrock Activist Value Fund, a concentrated, long-only, activist fund, from April until January Berkshire's legendary chief executive, Warren Buffett, turned 82 in August, but Tilson figures he has at least five more years at the helm for more of Tilson's thoughts on Berkshire, see Fire Sale on Buffett.

Agrium Can Soar Via Restructuring Barry Rosenstein, co-founder of New York City hedge fund Jana Partners, is an activist investor, meaning he typically takes large positions in a company and tries to influence management to make changes that will benefit shareholders.

At the conference, Rosenstein spoke in public for the first time about the changes he has been seeking at Agrium AGU opens in new tab. Jana is the largest investor in the Calgary, Canada-based fertilizer company, which Rosenstein argues is composed of two essentially discrete businesses. Its wholesale unit produces, markets and distributes nitrogen, potash and other fertilizers to agricultural and industrial customers, and its retail unit sells fertilizer and seed directly to farmers through stores.

The latter is the laggard, Rosenstein says. Agrium shares rose 2. McGuire said that U. But the standards do not require companies to adjust the book value of their land upward if the land appreciates. That means the value of long-held property is often understated assets on their books. The core business of Gencorp GY opens in new tab has nothing to do with real estate -- it supplies propulsion systems to the aerospace and defense industries -- but in the s the company acquired some large tracts in California to test its systems.

Since then, the company has stopped using the land to perform those tests, and sprawl and development have encroached. Its once-remote 12, acres are now desirable Sacramento suburbs. Layne builds and maintains water-related infrastructure, such as wells and sewers, and explores and drills for precious minerals, such as gold and copper. Ghazi said the company has the number-one market-share position in water-well drilling and the number-three position for mineral exploration.

Yet results have disappointed -- the company has reported two quarterly losses so far this year -- and the stock has shed Ghazi said the problems largely stem from one unit within the water division. Smarter bidding on contracts, plus a switch in the types of contracts Layne takes on in favor of a more profitable mix, could right the ship.

And Layne has new management with a good track record at turnarounds.

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Read what to know They get desperate and start talking about civil war and it leads into actual political violence. Not only have you seen the conversation shift from scaling up to profitability, but from earnings to cash flows.

Managers and investors are suddenly discovering the importance of free cash flow, but as I argue in this session, the definitions of free cash flow range from the self-serving to the delusional. Since each of these missions has a different end game, there can be consequences for how we estimate free cash flows in each one; put simply, the free cash flow you compute, if you just want to explain what a firm did last year, can be different from the free cash flow you compute as the base year number for intrinsic valuation, which, in turn, can be different from the free cash flow that you estimate, if you are computing a pricing multiple.

Nonconforming mortgages are disappearing. The rate of housing decline seems to have improved. However, April, May and June are seasonally strong house prices. Therefore, we might have another months of home price declines. July housing price change has ticked back down in the latest month, July. Glenn Tongue then continues the presentation. What does the future hold? It appears the subprime reset bubble is behind us, but the alt-ARM loans resets will surge in These could be a lot more painful to the borrower.

Instead, we remind you that online installment loans can be a great boost What are Option ARM loans, also known as pick-a-pay loans? They are made to a prime borrower. They were low or no document loans liar loans. There was not as much payment shock in subprime as base rates came down. However, the negative amortization of Option ARMs still causes a great payment shock when they recast.

HELOCs and closed-end second mortgages and the next thing to be discussed. They are effectively mortgage insurance. They are second to everything and there is no asset to lock onto during a default. Many banks have large exposures to these. The timing indicates that we are still in the early stages of the bursting of the great mortgage bubble. The scary scenario being presented is that we are only at the tip of the iceberg of an enormous wave of defaults, foreclosures and auctions in the U.