Balcones Investment Research features Randy Bateman, CFA as principal agent. His qualifications include:
40 Years of Investment Management Experience
Member Board of Directors of CNG Holdings in Cincinnati
Managed a 5 Star Morningstar Equity Mutual Fund
Responsibilities include management of $15 billion in fiduciary assets
Listed as one of the top 100 fund managers of 2006 by Barrons Magazine
Certified as Investment Expert by NASD legal panel
Only 2 time American Banker Magazine Masters of Mutual Fund winner
Frequent guest expert on CNBC, Bloomberg TV and Radio and Fox Business
Chartered Financial Analyst designation. BA in Economics from North Carolina State University
2005 Lipper Performance Achievement Certificate for number one performing small cap fund
Shared podiums with Dr. Art Laffer and Louis Rukeyser and Ben Stein
Rang the opening bell of the NYSE on September 7, 2012
Publishing data supplied to Crain's Chicago Business, Crain's NY, Crain's Detroit, The Boston Globe, The Los Angeles Times, Miami Herald, San Jose Mercury News, American Banker Newspaper, Quincy MA Patriot Ledger.
White paper on Fed Policy and Robotics appeared as cover article in the CFA Digest, Sept-Oct 2015 edition
Member American Economic Association; Robotic Industries Association.
The Bot Brief is a weekly newsletter on robotics research and investment and is available by subscription only. Since mid 2017, the Robotic Industries Association has carried the publication on the front page of their official website.
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