Management

Renny Ponvert

President & CEO, Director of Research

Renny has an extensive background in private equity, mergers and acquisitions, and investment analysis complemented with senior operating roles. Prior to founding Management CV, Renny spent several years in the private equity industry where he identified and led the leveraged buy-out of Media General Financial Services in 2003 and subsequently served as the Company's CEO and later as the President of combined roll-up entity Hemscott, Inc. until its eventual sale in 2006. Prior to his private equity experience, Renny was a co-founder and CEO of DataJungle Software and served as the Managing Director of the Worldscope financial database before it was acquired by Thomson Financial in 2000. Early in his career, Renny worked at the Value Line Investment Survey whose influence is evident in Management CV's ranking system approach. Renny is a graduate of the University of Pennsylvania and serves on the advisory board of FirstRain, a news and information search company.

Jeff Burnett

VP Sales & Client Services

Jeff heads institutional sales and has 15 years experience in investment research. Prior to joining Management CV, Jeff had been Director of Research for GARP Research & Securities. Previously, Jeff was an investment analyst at CIBC Oppenheimer mainly covering the Software industry. In earlier associate positions at Oppenheimer, Smith Barney and Nat West Securities, Jeff covered the automotive and consumer products industries. Early in his career, Jeff spent several years in the consumer products industry in sales and marketing at the Gillette Company and market research at ACNielsen. Jeff is a graduate of the Babcock Graduate Business School at Wake Forest University and the University of Richmond.

Lead Analysts

Keith Weissman, CFA, CPA

Generalist, Industrials & Aerospace

Keith covers a broad cross-section of our general industrials companies. Prior to joining MCV, Keith was an equity analyst at Calyon Securities in New York where he supported the firm's senior analysts and traders on long/short ideas and an associate at AGM Partners where he was in the Merchant Banking group covering the Media, Gaming & Entertainment industry from 2006 to 2007. Prior to AGM, Keith was a Manager, Business Investment - Industrials at Sumitomo Bank Corporation from 2004 to 2006 where he managed the due diligence process, did financial modeling and valuation analysis, and made presentations to the executive investment committee. He also served on the Board of ServiceCraft Logistics. Keith has a BS in Economics from Penn's Wharton School ('97) and an MBA in Finance from Columbia ('03).

Lisa Springer, CFA

Senior Analyst

Lisa focuses her coverage mostly in the Healthcare sector and particularly medical devices and services. Lisa worked as an equity Analyst at Kemper Financial Services and at the Financial Relations Board in Chicago. Lisa is a published author of Ten Steps to Better Financial Reporting in The Handbook of Business Strategies. She also serves on the Board of Directors for the Center for Speech and Language Disorders (CSLD), a non-profit providing services and support to families of children with autism. Lisa has BA from Kalamazoo College, Michigan and an MBA in Finance from the University of Chicago.

Robert Moses, Jr., CFA

Senior Healthcare Analyst

Rob leads our Healthcare sector research with a focus on Pharmaceutical and Biotech. Rob has covered Healthcare for nearly twenty years as a buy-side analyst. Prior to joining Management CV, Rob at Blackrock and its predecessor companies for ten years, where he was most recently a Senior Analyst for Healthcare and Information technology stocks in the US Active Large Cap Value team, a portfolio with $9 billion in equity assets. Previously, Robert had been at Bank of New York where he headed research coverage of the Healthcare and Financial Services industries. Early in his career Rob was a small cap growth portfolio manager at AMAS Securities where he focused mainly on the healthcare, financial services, technology and the chemicals industries. Robert is a graduate of Carnegie Mellon University and is a CFA Charter holder.

Advisory Board

Logan Chandler

Partner - The Strategic Offsites Group

Logan has extensive experience in designing and facilitating strategy offsites for senior executive teams and Boards in a diverse range of industries, including financial services, technology, food service, professional services and manufacturing. He has an encyclopedic mind for management theory and practice. His areas of expertise include strategy formulation and execution, strategic alignment and growth best practices. He is a co-author of "Off-Sites that Work" in the June 2006 issue of the Harvard Business Review. Logan previously practiced corporate law for several years with Wilkie Farr & Gallagher in New York. He has a BA and a MBA from Penn and a JD from Northwestern.

Jim Lonergan

Former President & COO of TheStreet.com

Jim has spent many years building financial information businesses that target both professional and retail investors with a focus on product development, operational execution, sales and marketing, and leveraging technology. Jim Lonergan has a very successful track record in creating shareholder value through his deep understanding of the Internet subscription and advertising business models. He has held leadership roles over the years as COO of Worldly Information Network, COO of Thomson Financial Corporate, and COO of Technimetrics. Jim also spent a number of years working on the buyside for Alliance Capital and SunAmerica Asset Management in both a sales and investment decision process roles. He has a BA in Political Science from Villanova and an MBA in Marketing from Fordham University.

Alison Mackey, PhD

Assistant Professor - California Polytechnic State University

Alison is an Assistant Professor of Management at CalPoly's Ofalea College of Business in San Luis Obispo, CA. Previously, she was an Assistant Professor at Texas A&M University's Mays Business School. Alison teaches and conducts research in the areas of strategic management, executive labor markets, and corporate social responsibility. She has had her research published in top academic journals such as the Academy of Management Review . Her research on CEOs and executive labor markets was recently recognized by the Academy of Management Business Policy and Strategy Division as one of the most promising academic contributions from young scholars. Alison's 2005 working paper "How Much Do CEOs Influence Firm Performance - Really?" was a formative part of Renny's idea for Management CV and provides a meaningful and quantifiable attribution to the CEO factor in public companies. Alison graduated with a BA in economics and an MBA from Brigham Young and then earned her PhD at The Ohio State University.

Gary Mitchell, J.D.

Portfolio Manager

Gary is an active equity portfolio manager and analyst for an established investment advisory firm in Baltimore, Maryland. As an investment practitioner, he spends a good deal of his time evaluating public-company management teams and interacting directly with CEOs and CFOs. Gary is a self-described "process person" and is helping MCV refine our rigorous due diligence methodology for evaluating and analyzing public company management teams. His legal background is particularly valuable in understanding the complexities and nuances of SEC filings and the regulatory environment for public companies. Prior to joining his current investment advisory firm in 2005, Gary practiced law for thirteen years. He has served as a corporate attorney for two S&P 500 companies in New Jersey (Lucent Technologies and then C.R. Bard) with a particular focus on corporate, securities and regulatory law, as well as mergers and acquisitions and corporate governance. He previously practiced at the law firm Sidley & Austin (now Sidley, Austin, Brown & Wood) in New York. Gary received an A.B. from Harvard College in Economics and a J.D. from Harvard Law School. He lives in Baltimore, Maryland.

Doug Holmes, CFA

Portfolio Manager

Doug is an experienced portfolio manager with an unusual blend of fundamental and quantitative asset management experience. Doug was formerly a senior manager at Rydex Investments, in Rockville, Maryland, where he managed the Stock Selection Group, Asset Allocation, and was a member of the investment leadership team and the Risk Committee. Prior to Rydex, Doug was the department head for State Street Global Advisors' Global Enhanced Equity Group. He worked at SSGA from 1984 to 2003 and was a member of the investment oversight committee. He also spearheaded the product creation of SPDRs, was the department head of the Active Quantitative Group ('92-'95), and chaired the ethics committee while at State Street. Doug holds a BS in mathematics (High Honors) from Northeastern University and has been a guest lecturer at the Harvard Extension Program and at Boston University.