Steve O'Keefe

Provides investment banking, securities trading and brokerage Services

Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.

National commercial bank

Functions as a College/University

BCM is a credit investment and specialty finance firm with a focus on the government sector. The firm seeks to generate superior returns by focusing on investments in specialized lending solutions for middle and lower middle market private companies with an attractive underlying asset or assets, in an underserved or overlooked sector, or that represent niche financing opportunities, including government-related investments in the US and abroad, capital structure arbitrage, and distressed and event-driven instruments. BCM generally targets opportunistic, value-based investments in high quality transactions where it identifies the opportunity and the optimal structure, seeks to incorporate upside participations, and manages the realization.