Stephen Oakes, M.B.A.

Stephen Oakes, Jutia Group President & Founder, is an experienced financial titan from New York who brings Wall Street to Main Street. Over the past 12 years, he has developed and tested the renown, Oakes Momentum System, which uses a unique constellation of technical indicators to find timely buy and sell points.

His unique investment style and advice have consistently earned investor trust in the market trenches. He called the market top in 2001 and can raid equities on any time frame. Known for his ability to challenge common logic, he is a contrarian’s champion, often leaping ahead of institutional buyers and sellers to capture huge profits.

Guest appearances and interviews with: The Washington Post, Charlotte Observer, Seeking Alpha, VRL KnowledgeBank - London, U.K., Today’s Financial News, KABC Talk Radio - Los Angeles, KFNN - Phoenix

Stephen grew up in New York where he earned a Bachelor of Science degree in Financial Information & Analysis and a Masters of Business Administration in the United States at Clarkson University. Shortly after, he studied the economic environment of Asia-Pacific and Japanese-American competition and strategy at the Rheims School of Management in France.

He began his career by gaining valuable experience as a Portfolio Manager in the financial management and banking industries, ultimately landing an Analyst/Editor role with an independent research firm in Baltimore, Maryland, doing what he does best: conducting equity research. With over eleven years of investment management and research experience, Stephen now seeks to utilize his passion and expertise in fundamental and technical analysis to find quality investments and master market timing.

In his spare time, Stephen enjoys managing his investment portfolio, developing and testing new investment strategies, and searching for domestic equity plays breaking out from consolidation, primed for significant price appreciation.

Furthermore, he continues to serve his alma mater as chapter advisor to Alpha Kappa Psi (Delta Chi) professional business fraternity with the goal of aiding in the development of future business leaders. During his educational tenure, Stephen founded the first endowment fund created by a student organization in Clarkson University and National Alpha Kappa Psi’s history. For this, he was presented with the distinguished Phalanx “Commendable Service Award.”

Martin Hutchinson

Martin O. Hutchinson is a Contributing Editor to both the Money Map Report and Money Morning. An investment banker with more than 25 years’ experience, Hutchinson has worked on both Wall Street and Fleet Street and is a leading expert on the international financial markets

At Creditanstalt-Bankverein, Hutchinson was a Senior Vice President in charge of the institution’s derivative operations, one of the most challenging units to run. He also served as a director of Gestion Integral de Negocios, a Spanish private-equity firm, and as an advisor to the Korean conglomerate, Sunkyong Corp.

But it was Hutchinson’s work in Bulgaria, Croatia and Macedonia that solidified his reputation as a true “hands-on” expert on the developing economies. As the U.S. Treasury Advisor to Croatia in 1996, he helped the country establish its own T-bill program, launch its first government bond issue, and start a forward currency market.

In February 2000, as part of the Financial Services Volunteer Corps, Hutchinson became an advisor to the Republic of Macedonia, working directly with Minister of Finance Nikola Gruevski (now that country’s Prime Minister). The nation had been staggered by the breakup of Yugoslavia – in which 800,000 Macedonians lost their life savings – and then the Kosovo War. Under Hutchinson’s guidance, the country issued 12-year bonds, and created a market for the bonds to trade. The bottom line: Macedonians were able to sell their bonds for cash, and many recouped more than three-quarters of what they’d lost – to the tune of about $1 billion.

Hutchinson returned to the United States, was named Business and Economics Editor at United Press International, and was able to jump-start the financial-news operation of that historic wire service. In October 2000, Hutchinson began writing “The Bear’s Lair,” a weekly investment column that appears on the Prudent Bear Web site.

Hutchinson earned his undergraduate degree in mathematics from Cambridge University, and an MBA from Harvard University. He lives near Washington, D.C.

Horacio Marquez

Horacio R. Marquez is Emerging Market Specialist and Editor of the Money Map Report, and the Money Map VIP Trader.

A native of Argentina, Marquez has more than 20 years’ experience as an investment banker, and is a recognized expert on both banking and investing strategies, as well as on the emerging markets of Latin America. He is also recognized as one of the investment industry’s most-talented research analysts.

In fact, it was two stunning and well-publicized predictions he made in 1994 – while serving as a vice president of the Merrill Lynch Emerging Markets Fixed Income Group – that cemented Marquez’s reputation as one of Wall Street’s foremost experts on emerging-markets finance.

In the fall of 1994, at a time when Argentina was viewed as a highly favorable investment, Marquez correctly reasoned that a recent change in the country’s tax policy made a debt default inevitable. After making that controversial prediction public, Marquez reasoned that Mexico was on a similar path, and predicted the same outcome for that market. Both countries had major currency crises by the end of that year.

During his 25-year career, Marquez has held positions in such well-known financial firms as Touche Ross & Co., Barclay’s Bank, Swiss Bank, First National Bank of Boston and ADP Capital Management. He has also worked as a consultant, and as an institutional investment manager.
These experiences have allowed Marquez to develop and then refine a financial-analysis approach that has enabled him to repeatedly predict major market reversals, while also identifying top investment opportunities in both stocks and bonds.

Marquez earned his undergraduate degree in Business Administration, and a Master’s Degree in Industrial Administration from Pittsburgh’s prestigious Carnegie-Mellon University. He currently lives in Princeton.

Bill Patalon

William (Bill) Patalon III is the Managing Editor and Senior Research Analyst for Money Morning, and is also the Managing Editor for The Money Map Report. Before he moved into the investment-research business in December 2005, Patalon spent 22 years as a journalist, most of it covering financial news as a reporter, columnist, and editor that included stints with Gannett Co. Inc., and The Baltimore Sun.

Patalon has covered finance and investing, economics, manufacturing, the defense sector, biotechnology, and telecommunications. The companies he’s covered include Eastman Kodak, Xerox, Harley-Davidson, Caterpillar, Westinghouse Electric, Verizon, MedImmune, and Black & Decker.

His most-memorable interviews include: Former President Richard M. Nixon, General Electric CEO John F. “Jack” Welch, Forbes magazine publisher and former Presidential candidate Steve Forbes, and business-turnaround specialist and helicopter-industry pioneer Stanley Hiller Jr.

It was Patalon’s work covering Eastman Kodak Co., during the last half of the 1990s that solidified his reputation as one of the nation’s top analytical business journalists. With his award-winning reports on Kodak’s competitive travails, he consistently scooped his competitors in the national business media. His chronicles of Kodak’s turnaround efforts took him to China, Japan, Silicon Valley, New York, Washington, D.C., and even Hollywood.

Patalon’s work has appeared in Kiplinger’s personal finance magazine, USA Today, and The South China Morning Post, among other publications. A winner of approximately two-dozen journalism awards – including top honors from The Associated Press and the prestigious Society of American Business Editors and Writers (SABEW). Patalon is also the co-author of the Prentice Hall book, Contrarian Investing: How to Buy and Sell When Others Won’t and Make Money Doing it. Before taking over as managing editor of Money Morning, he served as the editor of The Rebound Report, an investment newsletter focusing on turnaround stocks.

Patalon has a BA in Print Journalism from Penn State University, and an MBA in finance from the Rochester Institute of Technology. He lives near Baltimore.

Keith Fitz-Gerald

Keith Fitz-Gerald is a Contributing Editor to Money Morning, as well as Investment Director of the Money Map Report and editor of the New China Trader. He is also a seasoned market analyst known for his accuracy, perspective and insight. He is also a former professional trader and licensed CTA advising institutions and qualified individuals, and he specializes in non-directional trading.

Fitz-Gerald started his first business and began investing the proceeds at age 15, but he officially launched his business career 19 years ago when he joined Wilshire Associates, the globally recognized financial consulting firm. He is currently Founder and Managing Member of Fitz-Gerald Research Publications LLC, an investment-research firm that publishes general investment research, commentary and analysis.

Having discovered key financial relationships that allow the markets to be modeled using complex systems based on Chaos Theory, Fitz-Gerald has been recognized as both a true pioneer of the form and an expert at using non-linear theory for market prediction, risk management and portfolio construction. That makes him one of the few people in the world who works exclusively with non-linear theory to predict the markets and forecast economic and financial events.

With his cutting-edge analysis strategies, Fitz-Gerald has actually called some of the key market events in recent history. When crude oil was trading at less than $20 a barrel, Fitz-Gerald predicted it would rocket to $50, $60 and even $70 a barrel - the record levels that crude oil has reached today. He was one of the only analysts who correctly predicted both the 2000 stock-market decline and its subsequent turnaround in 2003. In February 2007, during an appearance at the World Money Show in Orlando, he publicly predicted that China’s shares were in for a tumble: He notified his subscribers of his prediction a full four days before that country’s stock market plunged 9% in a single trading session. And most recently, in speeches and detailed articles that preceded the actual event by several months, Fitz-Gerald repeatedly warned of the credit crisis that’s only now roiling the global financial markets.

He was recently named a founding member of The Kenos Circle, a Vienna, Austria-based think-tank that identifies long-term economic and financial trends using the Science of Complexity, which is better known as “Chaos Theory.”

Fitz-Gerald holds a BS in Management and Finance from Skidmore College and an MS in International Finance - with a focus on Japanese Business Science - from Chaminade University. He and his family split their time between Portland, Oregon and Kyoto Japan.

Karim Rahemtulla

Karim Rahemtulla, Investment Director, Mt. Vernon Research; Editor, The 400 Report; The Income Trader

Karim Rahemtulla is one of the country’s foremost specialists in options trading, and, along with Executive Director Julia Guth, a principal founder of Mt. Vernon Research, as well as the founder and editor of The Income Trader: A Covered Call Strategy, The 400 Report and The Smart Profits Report.

Over the past three years, his options strategies have cashed in winners more than 70% of the time. Karim is also an editor of Mt. Vernon Research’s Xcelerated Profits Report, a monthly newsletter devoted to making money using the safest stock and option strategies to reap great returns.

An internationally renowned options trader who’s been dubbed a “Market Maven” by CNBC, Karim also sits on the Advisory Panel for The Oxford Club, and is a frequent contributor to The Oxford Club Communiqué. Karim was educated in England, Canada, and the U.S. and is fluent in several languages. He travels the world regularly to find the best investment opportunities for our members.

Marc Lichtenfeld

Marc Lichtenfeld, Senior Analyst, Mt. Vernon Research

Marc Lichtenfeld is the Director of Research for Access as well as Senior Analyst for the Xcelerated Profits Report and Smart Profits Report and a specialist in biotechnology. After starting out as a trader at Carlin Equities, Marc moved onto the contrarian Avalon Research Group as a Senior Analyst. He also obtained his NASD Series 86 & 87 licenses (required for all sell-side analysts). At Weiss Research, he co-managed the Real Wealth Portfolio and beat the S&P 500 by 17% over a six month period.

Marc joined the team following a successful spell as Senior Columnist at TheStreet.com . A contrarian investor by nature, Marc loves to shoot holes in conventional thinking and take profits where nobody else is looking. He’s broken several major stories on biotech companies and his investment approach blends thorough fundamental research with the timing tools of technical analysis. He’s currently in the final stages of obtaining his Chartered Market Technician credential.

Lee Lowell

Lee Lowell, Futures Options & Commodities Specialist, Mt. Vernon Research
Editor, The Triple-Zone Profits Trader

Lee Lowell is editor of The Triple-Zone Profits Trader for Mt. Vernon Research, a regular contributor/editor to The Smart Profits Report and The Xcelerated Profits Report, and author of the book, Get Rich With Options: Four Strategies Straight From The Exchange Floor.

One of America’s leading options professionals, Lee spent six years in the options “trenches” as a market maker on the floor of the New York Mercantile Exchange (NYMEX) in New York City. Since 1998, he’s headed his own office-based trading firm where he trades commodity options, stock & index options, ETF options and e-mini futures options on a daily basis.

Lee is also the founder of Lowell Capital Consultants, an options advisory firm that teaches investors how to use stock options to enhance their portfolios. Lee has written numerous articles for OptionInvestor.com, and has contributed to several financial publications such as Futures magazine and Technical Analysis Of Stocks & Commodities. He recently partnered with eSignal to produce articles for the website’s education section.

Jim Stanton

Jim Stanton, Quantitative/Technical Analyst, Mt. Vernon Research

Jim Stanton brings an incredible expertise to the E.S.P. Profit System for Mt. Vernon Research. He’s worked in the financial markets since 1980 as a stock and bond broker, trader, and management consultant and his impressive quantitative and technical systems have generated outstanding gains for private investors and hedge funds.

Before joining the Mt. Vernon Research team, Jim ran a highly successful private advisory service, where he racked up gains of 153% in AngloGold; 124% in Sunoco; 115% in Safeco; and 96% in Monster, along with more than two-dozen additional double-digit winners in just 18 months. He’s refined a unique trading research service based on pattern recognition - a prolific system that amassed a two-year return of 400% on S&P futures for his subscribers. He’s also a past winner of the U.S. Trading Championship (options division), with a return of more than 300% in just 3 months. Jim is a regular contributor to The Smart Profits Report and Xcelerated Profits Report, a monthly newsletter, where he’s riding an amazing win rate of 100% on his recommendations.

Alexander Green

Alexander Green, Chairman, Investment U; Investment Director, The Oxford Club

At the height of the stock market boom in the late 1990s, Alexander Green walked away from a prestigious position with one of the country’s leading money-management firms - retiring from Wall Street after 16 years at the ripe old age of 43. He returned more than half of a $510,000 signing bonus. That’s when he became Investment Director for Investment U’s premium stock advisory service, The Oxford Club - a private financial organization dedicated to building and preserving the wealth of its members, independent of Wall Street’s dubious influence.
And his decision paid off…

The Hulbert Financial Digest, the industry’s top watchdog, has since ranked Alex’s stock selections 3rd in the nation overall, based on their five-year, risk-adjusted return.

When Alex isn’t making money for Oxford Club members, or giving Investment U readers free advice, his knowledge is in high demand. He’s been profiled on Forbes.com, written for Louis Rukeyser and several other leading financial publications, and was recently featured on the Fox News’ ‘The O’Reilly Factor.’ He’s also a top-rated speaker at financial conferences around the country.

Dr. Mark Skousen

Dr. Mark Skousen, Advisory Panelist, Investment U

Dr. Mark Skousen became chairman of Investment U in October 2005. He is an economist who has taught finance and economics at Columbia Business School, Barnard College at Columbia University, and Rollins College in Winter Park, FL.

Dr. Skousen is editor in chief of Forecasts & Strategies–an award-winning investment newsletter - and three trading services. In April 2005, Grantham University honored Dr. Skousen by renaming its School of Business “The Mark Skousen School of Business.”

In 2001-02, he was president of the Foundation of Economic Education (FEE) in New York. From 1972-75, Dr. Skousen was an economic analyst for the CIA. Since then, he has been a consultant to IBM, Hutchinson Technology and other Fortune 500 companies. He was also a columnist for Forbes magazine from 1997-01, and has written articles for The Wall Street Journal, Liberty, Reason, and The Journal of Economic Perspectives. He has appeared on ABC News, CNBC Power Lunch, CNN, Fox News and C-SPAN Book TV.

Floyd Brown

Floyd Brown, Advisory Panelist, Investment U

Floyd Brown is an Advisory Panelist for The Oxford Club who also serves as the President and CEO of Excellentia, Inc., which specializes in the marketing of ideas. In addition to advising his clients, Floyd spends his time helping private investors spot trends, avoid Wall Street scams, and acquire value stocks. Well known for his contrarian views, Floyd is also a prolific author who has written three books and contributed to dozens of high-profile, national publications.

Louis Basenese

Louis Basenese, Advisory Panelist, Investment U; Associate Investment Director, The Oxford Club

Louis Basenese is the Associate Investment Director for The Oxford Club. He began his career structuring asset protection programs for private business owners and later joined one of Wall Street’s leading investment firms as a top analyst and trading expert. Louis specializes in non-traditional investments such as hedge funds, managed futures, takeovers, IPOs and various other alternative investments. He has an MBA from the Crummer School of Business at Rollins College and draws upon both his academic and professional experiences to edit three elite trading services: The Takeover Trader, The Hot IPO Trader and The Alpha Intelligence Alert. Louis also is a regular contributor to the Oxford Club Communiqué and the Investment U e-letter and is a top-rated speaker at financial conferences around the country.