Fund was launched. Then managed one-half of A.I.M. Fund, which ranked in the top one percent of all mutual funds in performance in its first 18 months. Net asset value per share of A.I.M. Fund was up 9.3% in 1970.
7/68 – 1/69LAIRD, INCORPORATED
Assistant Vice President/Research Department
Security Analyst responsible for coverage of selected special situations, home building, and real estate securities.
6/66 – 6/68LOEB, RHOADES AND COMPANY
Senior Security Analyst/Research Department
After brief training period, was responsible for coverage of oil, oil service, coal, and uranium industries. Late in 1967 began to phase out of the energy group and assumed responsibility for coverage of building, construction, real estate companies and conglomerates.
11/64 – 5/66STANDARD OIL COMPANY (NEW JERSEY)
Analyst in the Coordination and Planning Department
Early assignments included drafting speeches, analyzing company and industry long-range product balances to aid in planning new facilities, and studying the effect various emergencies (e.g., Suez Crisis) would have on company and industry profits and supply plans.
1962 – 1964 HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
Master’s Degree in Business Administration
Received MBA with high distinction in June 1964. George F. Baker Scholar (top 2 ½ percent of first year class). Recipient of First Pennsylvania Bank and Trust Company Fellowship
1958 – 1962 HARVARD COLLEGE
Bachelor of Arts Degree
Received Bachelor of Arts Degree in June 1962. Majored in economics and graduated magna cum laude. Electives primarily in social relations, government, and the physical sciences. Senior thesis examined the investment behavior of large life insurance companies. Elected to Omicron Chi Epsilon, national honorary fraternity for economics. Served as Home Secretary of the Harvard Debate Council. Awarded the Boyden Prize in debate.
BOOKS AND MONOGRAPHS
THE STOCK OPTIONS MANUAL, McGraw-Hill, 1975; Revised edition, 1979; Third edition titled, THE OPTIONS MANUAL, 1988. Sales have exceeded 50,000 copies.
THE DICTIONARY OF FINANCIAL RISK MANAGEMENT, Probus, 1992; Revised