Alexander Eisemann & Co. / Fannie Mae / Comverse Technology / Thomas H. Lee Capital / Alternative Investments / York Capital Management / Corporate Communications Consulting / Citigroup / Reuters / Institutional As / Chicago Board Options Exchange / Vanguard Group / The Agile Group / FrontPoint Partners / Crane Capital Associates LLC / Credit Suisse / Morgan Joseph & Co. / Derivatives / Standard & Poor / Traxis Partners LLC / Institutional Asset Management Com / Apax Partners / MacKenzie Partners Inc. / Dow Jones Newswires / Twenty-First Securities Corp. / Alternative Institutional Partners LLC / NYSSA / Neuberger Berman LLC / Brodsky / Analytic Recruiting Inc. / Kidder Peabody & Co. / Legg Mason / Tasty Baking Company / The Scion Group LLC / Banc of America / Strategic Investor / Serologicals Corporation / Millbrook Capital Management / Sandalwood Securities / Bank of America / Grundman Frome Rosenzweig & Wolosky LLC / Fifth Annual Investment Research Challenge Tasty Baking Company / Investment Cos. / Spencer Stuart / Partners Group / Longacre Fund Management / CMT / CFA Institute / /
Continent
Americas / /
Country
Tanzania / United States / /
Currency
USD / /
Event
Business Partnership / Person Communication and Meetings / /
Facility
CFA Institute / World Trade Center / The Peter J. Tobin College of Business / The City University of New York / Baruch College / Pace University / NYSSA headquarters / Schwartz’s Restaurant / St. John’s University / First NYSSA headquarters / Fordham University / Museum of American Finance / /
Holiday
May Day / /
IndustryTerm
financial services / Internet-based commu nication / retail marketplace / implement ing tools / finance / finance students / Members network / mem ber services / helpful tools / public relations / /
MarketIndex
S&P 500 / NASDAQ 100 / Dow 30 / /
Organization
Derivatives Committee / New York Society of Security Analysts / Harvard Club / Seton Hall University’s Stillman School of Business / Lubin School of Business / CFA Centre for Financial Market Integrity / Council of Institutional Investors / Rochester Security Analyst Society / Value Investing Committee / FASB / CFA Institute / US Federal Reserve / SEMI / St. John’s University / Reserve Fund / New York Chamber of Commerce / NY state legislature / National Association of Corporate Directors / International Committee / Baruch College / Scholarship Fund / NYSSA Ethics Committee / Student Committee / Columbia Law School / Pace University / NYSSA Corporate Governance Committee / Options Industry Council / NYU’s Stern School of Business / American Federation of State / County / and Municipal Employees / International Monetary Fund / Heloise S. Ham Scholarship Fund / American Federation of State / New York City Comptroller’s Office / U.S. Securities and Exchange Commission / Global Equities Management Team / Rutgers Business School / Fordham University / The City University of New York / Volunteers of the Year / Alternative Investments Committee / Congress / New York Board of Trade / World Bank / AIMR / Peter J. Tobin College of Business / Asset Alliance / State Attorney General’s Office / Career Development Committee / Standards Committee / /
Person
Bud Haslett / Scott Higbee / Ann Yerger / Jim Geiger / Jack L. Rivkin / Richard G. Lipstein / Clinton / Ehsan Nikbakht / Jeffrey Gordon / Mary Borneman / Kenneth Sylvester / William A. Hayes / Alvin Kressler / Irving Kahn / Alyssa Grikscheit / Steven Wolosky / Warren Buffett / Daniel H. Burch / Clay Lifflander / Dean Curnutt / Martin Fridson / David Marberger / Alan Greenspan / Lawrence Klybert / Barton Biggs / Paul Volcker / Rudolph Giuliani / Jonathan Flatow / Dodge Dorland / Loren Busby / Benjamin Graham / Mark Terrell / Dinner Barton Biggs / Edwin Schloss / Andrew C. Spieler / Christopher E. Cutler / James Burritt / Randy Lampert / Martin Gross / Alan Cohen / David A. Dodd / Byron Wien / Carol Loomis / Ralph Acampora / Roger Hurwitz / History Mark Sickles / Neal Greenberg / Bernadette Murphy / Noreen Harrington / Philip Gocke / Walter J. Schloss / Richard Lannamann / Elliot Noma / Richard Bliss / Christopher Browne / Matthew Moran / Jesse Reyes / William J. Brodsky / Roger Raber / Barry Colvin / Mohammed Hadi / Lawrence Chiarello / Esther Dyson / Guy Rutherfurd / Rich Ferlauto / David Silverman / Mary Jane McQuillen / Walter Schloss / Peter F. Brennan / Muriel / J. Armand Musey / Laura Friedman / Michael Litt / Vladimir Jelisavcic / Jeanette Schwartz Young / /
Position
director of the Social Awareness Investment Program / executive director / chairman and CEO / co-founder / chairman / and CEO / author / director of marketing for financial institutions / managing director / analyst /portfolio manager / executive recruiter / board member / minister / Activist Investor Group / Career Development Chair / CEO and chairman / director / execu tive compensation / EVP and CFO / senior partner / corporate director / chief investment officer / Chair Corporate Governance / vice chairman / President / Vice Chair / Riverview Alternative Investment Advisors / head of institutional derivative / managing partner / president and CEO / President / Board of Directors / Major / trader and author / president / CEO / and director / Senior Security Analyst / district attorney / Security Analyst / chairman / executive vice president / Chair / director of pension investment policy / manager of investor and public relations / vice president for business development / reporter / editor / NYSSA president / /
Annual Report 2006–2007 Letter from the President A