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Who's Who in investing
(with a presence) on the internet.


Peter L. Bernstein

Bernstein passed away in 2009, but leaves behind numerous influential books including Against The Gods and Capital Ideas: The Improbable Origins of Modern Wall Street. He edited Streetwise: The Best of the Journal of Portfolio Management, The Portable MBA in Investment, and Investment Management. He was the Founding Editor of The Journal of Portfolio Management and was President of Peter L. Bernstein, Inc., economic consultants to institutional investors. See also an interview with Bernstein and an article titled What is wealth? from PBS. Bernstein was also profiled in Beyond Wall Street.

Michael Bloomberg

Products that define a new standard and become known by name (i.e., Xerox) are rare, but Michael Bloomberg created one for the financial industry. Founded in 1981, Bloomberg Financial Markets with worldwide users of the terminal that is considered to be the premier information and analysis system on Wall Street. It is known simply as the "Bloomberg." Bloomberg also maintains an excellent web site. Michael Bloomberg told his story (prior to entering politics in a big way) in Bloomberg by Bloomberg (at .

Gary P. Brinson

Gary Brinson along with George F. Russell, Jr., Warren Buffett, and William Gross, was named in 1993 as one of the four most influential people in the institutional investing world. In 1974, the firm known as Brinson Partners (then a unit of First Chicago) was one of the first to invest overseas. Gary Brinson led a management buyout of the unit in 1989 and the firm was later acquired by Swiss Bank Corp. Swiss Bank has since merged with Union Bank of Switzerland and as a result, Brinson directed over $400 Billion in institutional assets for UBS Brinson making it one of the world's largest money managers. Brinson is also a coauthor of Global Investing. You can read more about Brinson in and Unrealistic expectations from Forbes (7/6/98). Brinson was also profiled in Beyond Wall Street.

Warren E. Buffett

Warren Buffett is Chairman and Chief Executive Officer of Berkshire Hathaway. Some web pages with information about Buffett and Berskshire.

Abby Joseph Cohen

Abby Joseph Cohen is a Partner of Goldman, Sachs & Co. and is arguably the most closely watched market commentator having been extremely accurate in many of her predictions over the past few years. You can read about Cohen in Step aside, Elaine. Now, the big name is Abby in Business Week (11/4/96).

James Cramer

James Cramer of The Street and CNBC fame. See also an interview with Cramer from PBS.

David Dreman

David Dreman is Chairman of Dreman Value Advisors and is the author of Contrarian Investment Strategies, the Next Generation: Beat the Market Going Against the Crowd (1998), The New Contrarian Investment Strategy (1982) and Contrarian Investment Strategy (1979). See also Anomalies and Analysts.

John Doerr

John Doerr is a partner of Kleiner Perkins Caufield & Byers. KPCB is a premier early-stage Venture Capital firm and is well known for financing Netscape, Compaq, Intuit, Lotus and Sun Microsystems, and many others. See also Venture Capital.

David & Tom Gardner

The Gardner brothers are founders of the popular Motley Fool internet site) and authors of The Motley Fool Investment Guide and You Have More Than You Think. The Motley Fool began as a newsletter but became successful as a content provider for America Online. See also Dow Dogs & the Foolish Four.

William H. Gross

Bill Gross is arguably the world's leading bond fund manager at Pacific Investment Management (PIMCO). You can read about Gross in A Bond Guru Peers Into the Future from Business Week (8/4/97). Gross is the author of Everything You've Heard About Investing is Wrong! Gross is also profiled in Beyond Wall Street.

Robert Haugen

Robert Haugen founds Haugen Custom Financial Systems. Haugen has authored numerous books (including The New Finance). See Super Stocks in Business Week (12/16/96).

Roger G. Ibbotson

Roger Ibbotson is a Professor at Yale and founded Ibbotson Associates, now a division of Morningstar. See also Historical Data and Mutual Funds. Ibbotson has authored numerous books and articles about investing (coauthor of Global Investing).

Peter Lynch

Peter Lynch is a former manager of the Fidelity Magellan Fund and author of the best sellers Beating the Street and One Up on Wall Street as well as the more recent Learn to Earn. You can also read an interview with Lynch from PBS. An interview with Lynch is also included in Peter J. Tanous' Investment Gurus.

Harry M. Markowitz

Markowitz is considered the grandfather of portfolio theory. Here is his autobiography. In 1952 Markowitz published a formal model of portfolio selection embodying diversification principles, thereby earning the 1990 Nobel Prize for economics. The story of Markowitz's contribution to Modern Wall Street is nicely told by Peter Bernstein in Capital Ideas.

Don Phillips

Morningstar has grown into one of the mutual fund industries top sources of independent information and hosts one the most information intensive investing web sites on the internet for both stocks and mutual funds. The firm was founded in 1984 by Joe Mansueto and in 1986 hired Phillips as its first analyst. Phillips soon became editor of Morningstar Mutual funds and was involved in the development of Morningstar's style box, category rankings, and other innovations that are well known in the industry. Phillips currently holds the title of CEO and is Morningstar's most public voice making frequent appearances in the press as well as at investment conferences. Smart Money named Phillips the fourth most influential person in the mutual fund industry and Worth listed him as one of the world's 50 most influential market movers.

Julian H. Robertson Jr.

BusinessWeek ran this article "Fall of the Wizard" on April 1, 1996 about Robertson. Barron's followed with an article titled "Still a Winner: Predictions of Julian Robertson's demise prove premature" on November 18, 1996.

George F. Russell, Jr.

Russell founded Frank Russell Company. The creation of pension fund consulting by Frank Russell Company in the late 1960s was cited as one of the 25 most significant events in institutional investing in the past 25 years, and Russell, along with Warren Buffett, William Gross, and Gary P. Brinson was named in 1993 as one of the four most influential people in the institutional investing world. Russell was also honored with the 1996 World Citizen Award along with Herbert Ellison.

Charles Schwab

Charles Schwab founded discount broker Charles Schwab & Co., Inc., the biggest force in the discount brokerage, mutual fund "super market," and on-line trading industries. See also Cyber-Schwab (5/5/97) from Forbes.

William F. Sharpe

Sharpe is a Nobel Laureate, creator of the Capital Asset Pricing Model (CAPM), originator of the Sharpe Ratio, Stanford Professor, and author. He shared the 1990 Nobel Prize in Economics with Merton Miller and Harry Markowitz. He posts chapters of his upcoming investment textbook Macro-Investment Analysis on the internet as he writes them. The underlying theory of CAPM is that the risk premium on individual assets will be proportional to the risk premium of the market portfolio, and the beta coefficient of the security, relative to the market portfolio. CAPM provided for the first time a formal theory for measuring the risk of an individual security identified by the "beta" coefficient which could be used to determine the discount rate appropriate for any security. Financial Engines caters to 401(k) investors and offers low cost investment advisory services. The story of Sharpe's contribution to Modern Wall Street is nicely told by Peter Bernstein in Capital Ideas and an interview with Sharpe is also included in Peter J. Tanous' Investment Gurus. Sharpe is also profiled in Beyond Wall Street.

David E. Shaw

Shaw founded investment firm D.E. Shaw. An interview with Shaw is also included in Peter J. Tanous' Investment Gurus.

George Soros

George Soros is known for making over a $ billion on a single currency trade and for his Quantum Fund's remarkable track record. Manages $ billions in the Quantum Funds and authored The Alchemy of Finance and Soros on Soros. The Soros Foundations Network web site provides information about Soros and his philanthropic work.

Andrew Tobias

Andrew Tobias is the author of the bestseller The Only Investment Guide You'll Ever Need, My Vast Fortune, and wrote the forward to Extraordinary Popular Delusions & the Madness of Crowds. He posts his daily comments on his web site.

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