Johnny DeBiase Becomes CFA Charterholder; Promoted to Senior Portfolio Manager

johnnyCongratulations are in order for Johnny DeBiase, who has completed all requirements for the Chartered Financial Analyst (CFA) designation. The CFA charter is the investment management community’s highest professional designation, involving a series of rigorous exams and at least four years of direct portfolio experience. We value the CFA designation not only for the technical expertise it represents, but also for its emphasis in promoting high ethical standards throughout the investment industry. Johnny becomes Gould’s third CFA charterholder, joining portfolio team members Scott Smith and Derek Baldwin. Concurrently, Johnny has been promoted to the position of Senior Portfolio Manager.

Don Gould gives talk on “The Topsy-Turvy World of Negative Interest Rates”

April 26, 2016

Donald GouldDon Gould, President and Chief Investment Officer of Gould Asset Management, had the pleasure of speaking to the University Club of Claremont in late April.  His talk, entitled “The Topsy-Turvy World of Negative Interest Rates”, examined the extreme measures central bankers have taken in an attempt to stimulate economic growth and avoid price deflation, as economies around the world continue to struggle.  Negative interest rates have been a key tool that central banks have employed, and Don spoke about the overall interest rate policy, its origins, and its implications for investors.

 

 

Gould hosts client education event on The Big Short

February 16, 2016

On Tuesday, February 16 in Claremont, Don Gould presented an engaging talk on The Big Short: Inside the Doomsday Machine, based on the book by Michael Lewis that was recently made into an award-winning film. Clients heard discussions on the subprime mortgage crisis, the mortgages, securities and derivatives that fueled the boom and subsequent bust, and some reflections on the societal implications.

BigShortPresentation2016

An addition to the family

January 19, 2016

We’re pleased to congratulate senior portfolio manager Scott Smith and his wife Claire on the recent arrival of their new baby boy, Asher Smith, who joins big sister Addie. Our very best wishes to the Smiths.