Burgess COMMENTARY
Go to Brady Capital to locate PDF ... Fallacy of Shareholder Centric Business Model ... January 2014

Open PDF ... Greater Purpose
Peter Burgess

Barbara Gray 2ndAccount HolderOpenLink Network Barbara Gray Equity Analyst & Founder, Brady Capital Research Vancouver, Canada AreaCapital Markets Current Brady Capital Research Previous Dixon Mitchell Investment Counsel, Odlum Brown Limited, Blackmont Capital Education Chartered Financial Analyst 374 connectionsConnectSend Barbara InMailMore options Contact Info ca.linkedin.com/in/barbcfa Posts Published by Barbara Millennials: The Emergence of the Socially... March 12, 2014 The wave of socially conscious and empowered Millennials will be an influential force on corporate... Background Summary Barbara is an Equity Analyst at Brady Capital Research, the Socially Conscious Growth-focused investment research firm she founded in 2011 to analyze purpose-driven, stakeholder-centric companies pursuing long-term sustainable value creation. Barbara ranked as an All-Star Analyst for four consecutive years, achieving top-three standing each year in the Business Trust Sector in the Brendan Wood annual institutional survey. She has over fifteen years of sell-side equity research in both Canada and the US. Her prior research experience has included broad sectoral coverage such as the North American consumer discretionary and consumer staples, North American auto and Canadian industrial products, energy, and forest products sectors. Barbara has a Bachelor of Commerce (Finance) from the University of British Columbia (1993) and earned her CFA designation in 1997. Experience Equity Analyst & Founder Brady Capital Research 2011 – Present (3 years)Vancouver, Canada Area Founded Brady Capital Research to analyze/research co's making a positive difference in the world. Created Customer Value Index 200 - an innovative research-based index launched in Nov 2012 that provides investors with exposure to top 10% of NA co's that score highest in terms of competitive strength, social attributes, and authentic core values. Wrote in-depth research reports based on my Social Capital investment thesis: - 'Social Media: An Exposing Disruptive Force: Look for Companies with 'Heart' and 'Soul' But Beware of 'Empty Shells' (Jan 2011) - 'Social Capital: A New Strategic Play for Investors: Look for Companies with 'Heart and Soul'' (Nov 2011) - 'LinkedIn: Disrupting By the 'Power of We'' (May 2012) Dixon Mitchell Investment CounselSenior Equity Analyst Dixon Mitchell Investment Counsel 2012 – 2013 (1 year)Vancouver, Canada Area Odlum Brown LimitedAnalyst, Consumer Sector Odlum Brown Limited 2008 – 2010 (2 years)Vancouver, Canada Area Initiated coverage on U.S. and Canadian consumer staples and discretionary companies. Created presentation titled 'What to Look for in a Research Report' for retail advisors. Analyst, Business Trusts Blackmont Capital 2003 – 2008 (5 years)Vancouver, Canada Area Achieved All-Star Analyst ranking in Brendan Wood survey for four consecutive years of covering Business Trust sector for quality of ideas, top number of written reports, and level of personal service. Created new 'growth beta real yield' income trust valuation methodology. Wrote in-depth leading-edge business trust theme reports: - 'Invest in Growth Cash-Cows But Beware of Wolves in Cash-Cows' Clothing' - 'Non Cash-Cow Business Trusts...Riskier than High Yield Bonds?' - 'If the Economic Wolf Comes Knocking, Is Your Trust Built of Bricks or Straw' (Open)1 recommendation Tim Logie, CFA, MBA Tim Logie, CFA, MBA Portfolio Manager, Vertex One Asset Management Barb's knowledge, insight and unique way to look at industries/companies is unparelled and I learn something every time I interact with her. I look forward to everything she writes and I read a lot of books on her recommendations.View Associate Analyst, North American Autos & Tires Deutsche Bank Securities 2000 – 2002 (2 years)Greater New York City Area Contributed to #3 ranking of Deutsche Bank's Global Auto Team in 2001. Wrote over 300 company research notes, 10 in-depth company reports, and 175-page sector report analyzing Big Three's competitive disadvantage against foreign automakers. Researched pension accounting in early 2001 which resulted in us being one of first firms on Street to alert clients to GM's pension risk issues. Achieved distinction of being one of few Associates to receive client votes (Bank of America & State Street). Research Associate, Industrial Products Scotia Capital Inc. 1999 – 2000 (1 year)Vancouver, Canada Area Wrote full-length research reports on companies and morning research notes. Created sector/company analysis sheets highlighting key quantitative and qualitative points. Research Associate, Oil & Gas HSBC Securities 1996 – 1998 (2 years)Calgary, Canada Area Built company models involving production and cash flow growth. Wrote research notes and company/sector reports. Assistant Forest Products Analyst Equity Research Associates 1994 – 1996 (2 years)Vancouver, Canada Area Developed 'Monthly Commodity Price Update' and 'Monthly Indicator Update' tables. Created model to calculate EPS sensitivity and product leverage to changes in commodity prices. Skills & Endorsements Top Skills 28Investments 28Equity Research 22Equities 16Valuation 13Portfolio Management 10Financial Modeling 5Capital Markets 4Investment Strategies 4Strategy 4Finance Barbara also knows about... 4Corporate Finance 3Asset Managment 3Hedge Funds 3Financial Services 3Economics 2Investment Management 2Bloomberg 2Securities 2Private Equity 1Mergers & Acquisitions 1Equity Valuation 1Fixed Income 1Asset Management 1Wealth Management Education Chartered Financial Analyst CFA 1997 The University of British Columbia The University of British Columbia Bachelor of Commerce, Finance 1989 – 1993 Additional Info Interests Rollerblading, biking, hiking, sketching, painting, writing, travelling Recommendations Received (1) Analyst, Business Trusts Blackmont Capital Tim Logie, CFA, MBA Tim Logie, CFA, MBA Portfolio Manager, Vertex One Asset Management Barb's knowledge, insight and unique way to look at industries/companies is unparelled and I learn something every time I interact with her. I look forward to everything she writes and I read a lot of books on her recommendations. July 19, 2012, Tim was a consultant or contractor to Barbara at Blackmont Capital ConnectionsShared (5) Sanjay KapoorSanjay Kapoor1st shift your THINKING Richard LawtonRichard Lawton1st Sustainability Strategy and Board Development; Adjunct Faculty Peter McCreaPeter McCrea1st Senior Managing Director at American Endowment Foundation Peter HerringPeter Herring1st Co-founder: trovi | Shareconomy Tim GiesekeTim Gieseke1st President, Ag Resource Strategies, LLC PreviousNext Groups Brandixit | The Next Generation Branding Community Brandixit | The Next Generation Branding Community Join CFA Institute Members CFA Institute Members Join Conscious Capitalism Movement Conscious Capitalism Movement Member Conscious Capitalists: Leadership Awareness for Inspired Business Conscious Capitalists: Leadership Awareness for Inspired Business Join Conscious Investment Professionals Association Conscious Investment Professionals Association Join Harvard Business Review - Reader's Forum Harvard Business Review - Reader's Forum Join Intangible Asset Finance Society - IAFS Intangible Asset Finance Society - IAFS Join See 4 more Following Influencers Tim Brown CEO at IDEO Follow Sallie Krawcheck 85 Broads...Past... 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