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05/17/2011

NYSSA Announces 2011 Award Winners


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NYSSA volunteers are the living embodiment of Benjamin Graham’s goal of enriching and advancing the investment profession. This year we are introducing three new awards to mirror NYSSA’s growth: the Young Analyst Award to honor a new generation of analysts, the Furthering Research Award to promote excellence in research and education, and the Distinguished Service Award for those who have paved the way.

The awards will be presented at the Era of Excellence Reception fundraiser on June 7, 2011, at 230 Fifth, Manhattan's largest outdoor rooftop garden.

LIFETIME ACHIEVEMENT

Irving Kahn Irving Kahn has worked on Wall Street as a stock broker, security analyst, portfolio manager and investment advisor since 1929. After leaving the City College of New York, he served as the second teaching assistant to Benjamin Graham at Columbia University’s Graduate School of Business. Over the years, he did research for and provided assistance to Mr. Graham for his lectures, articles and books, including for Security Analysis, Storage and Stability, and World Commodities and World Currencies. Mr. Kahn was a founding member of the New York Society of Security Analysts in 1937 and the Financial Analyst Journal in 1945.

In 1963, he became a Chartered Financial Analysts, taking the first exam administered by the predecessor organization to the CFA Institute. From the late-thirties to late-seventies, Mr. Kahn worked for or was a partner of numerous investment firms, including Hammerschlag, Borg; Loeb, Rhoades & Co.; Wertheim & Co.; J.R. Williston & Bean Inc.; Abraham & Company; and Lehman Brothers Kuhn Loeb Inc. He was a director of Grand Union Stores, Kings County Lighting, West Chemical and Wilcox & Gibbs. In 1978, Mr. Kahn co-founded Kahn Brothers & Co. Inc.—now Kahn Brothers Group, Inc.—with his sons Thomas and Alan. He continues to work there as chairman, as well as participating in charities benefiting New York City schools. He is a trustee emeritus of the Jewish Foundation for the Education of Women and was the founder and president of the New York City Job and Career Center.

BENJAMIN GRAHAM DISTINGUISHED SERVICE

William Hayes William Hayes retired as the research partner of Walter Frank & Co, a New York Stock Exchange specialist firm. Previously he was Director of Pension Investments at Hughes Aircraft, and ITT Corp. He began his business career as an analyst in the investment department of New York Life, after graduating from Wharton with an MBA, and Brown University with a BA.

At NYSSA, William served on the Board of Directors and on numerous committees, including Global Investing, Private Wealth Management, Career Development, and Alternative Investments. He has also been regularly involved in the SEMI program. He has remained active as producer of the Author Series and as co-head of the monthly Friday Career Coffee series. Bill was a contributor to Investment Professional and now writes regularly for the Financial Professionals’ Post. He has been the FPP’s most prolific and consistent contributor.


FURTHERING RESEARCH

James ValentineJames J. Valentine, CFA, is the founder of AnalystSolutions, dedicated to providing best practices, training and career advancement services for equity research analysts. He is also the author of Best Practices for Equity Research Analysts (published by McGraw-Hill), a body of work to help analysts in the formation and delivery of their stock calls.

Valentine has held a number of roles at four of Wall Street’s largest firms, including most recently Morgan Stanley where he was the Associate Director of North American Research as well as Director of Training for the firm’s global Research department. He was also an established research analyst where, for 10 consecutive years, he was ranked by the major Wall Street institutional investor polls as one of the top North American analysts within his sector. In 2006, Forbes named him one of the top three Wall Street analysts among all 2,000 U.S. sell-side analysts that year. He has been recognized for his stock picking, earnings forecasts and client service from the Wall Street Journal, Thomson Reuters, Institutional Investor, and Greenwich Associates. He holds a Masters degree in finance and the Chartered Financial Analyst (CFA) designation. He lives in a Connecticut suburb of New York City with his wife and three children.


YOUNG ANALYST

Anand ShahiAnand Shahi is head analyst for Atlas Capital Partners, a long-only hedge fund, where his primary role is to provide actionable investment recommendations for the fund’s domestic equity portfolios. Prior to Atlas, he worked as a Financial Advisor at Merrill Lynch where he helped develop Estate Planning solutions and co-managed discretionary investment portfolios for high net-worth families. Anand graduated from the University of Rochester in 2003 with a double major in Computer Science and Economics and a Certificate in Management Studies from the William Simon Graduate School of Business Administration.

Anand is currently Vice Chairman of the Membership Committee of the New York Society of Security Analysts (NYSSA). Previously, he volunteered with the Career Development Committee at NYSSA where he organized member events focused on earning professional designations and improving public speaking skills. He has also served as president of NYSSA Toastmasters, leading the club to its first Perfect Ten President’s Distinguished Award.

As a founding member of the Manhattan Board of Advisors, Anand helps promote professional development through group coaching. Furthermore, to encourage learning and social equality, Anand serves on both the advisory board and financial committee for the Women’s Education Project.


Era of Excellence Awards Reception


VOLUNTEER OF THE YEAR

Pierre S. Brull (1934–2011) is remembered with great affection in the NYSSA community for his years of dedicated service. Pierre was an early member of NYSSA and principal of PB Holdings. In his later years, he devoted a great deal of time and attention to the SEMI Scholarship Program and served as a mentor. He was also a member of the Global Investing and Corporate Governance Committees and active conference and seminar supporter.


VOLUNTEER OF THE YEAR

Daniel Dagen, CFA, is a Wealth Management Advisor and Financial Planner with MassMutual Financial Group. He works primarily with Business Owners, the Mass Affluent and High Net Worth Individuals to provide planning and investment management. His specialties include income and retirement distribution planning, legacy planning (tax efficient wealth transfer strategies) and portfolio management. His team also provides Retirement Services (401k’s and other pension and profit sharing plans) and Group Health and Wellness Programs (Health Insurance and group Disability Income and Life Insurance) to their business clients. Prior to MassMutual Financial Group, Daniel was a Wealth Management Advisor with Northwestern Mutual and also worked at public and private investment firms like Lehman Brothers, Gruntal, Axiom Capital and Laidlaw. Daniel graduated from Bowdoin College with a BA in economics.

At NYSSA he was the Charter President of the Toastmasters club, has been a volunteer for the Mentorship Program with SEMI, has been active in the Wealth Management Committee (where among other things he coordinated seminars on Trust and Estate Planning and the use of ETFs in Portfolio Management) and is the current Chair of the Membership Committee.


VOLUNTEER OF THE YEAR

Syarifa Galeb Syarifa Galeb works for Bloomberg Research where she is helping to build a new industry analysis product called Bloomberg Industries. Galeb has extensive experience in managing the quality of publicly disclosed data presented on the Bloomberg terminal, specifically with companies in Southeast Asia and cyclical sectors in the US and Canada. She also has worked to enhance the Weighted Average Cost of Capital and Economic Value Added functions at Bloomberg. Prior to Bloomberg, Galeb was the finance department head of a credit card group at Bank CIMB Niaga, Indonesia. Born in Jakarta, Galeb received her BA in finance and management from Airlangga University, Indonesia, and her MBA in finance and corporate accounting from the William E. Simon Graduate School of Business Administration at the University of Rochester. After graduating, she founded the Simon School Alumni Network of the greater New York area and, as president, she developed new ways of career networking and organized panel discussions on topical issues relevant to finance. Galeb received the Network Leadership Award from the Simon School in 2010 and currently serves on the school’s alumni council. She is interested in using her experience to help build a relationship of mutual trust between the United States and Indonesia that will foster a long-term alliance. Galeb is a member of the Global Investing and the Sustainable Investing Committees at NYSSA.

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