27 lines
1.8 KiB
Plaintext
27 lines
1.8 KiB
Plaintext
ABOUT THE AUTHOR
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erik Kobayashi-Solomon, a veteran from the investment banking and
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hedge fund world, is the founder and principal of IOI, LLC a financial
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consultancy for individual and institutional investors. In addition to
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publishing an institutional investor-focused subscription product, Erik
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runs option and investment “boot camps” and consults on risk control,
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option strategies, and stock valuations for individual and institutional
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investors.
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Before starting IOI, Erik worked for Morningstar in its stock research
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department for over six years. At Morningstar, he first managed a team of
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semiconductor industry analysts before becoming the coeditor and driv-
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ing force of Morningstar’s OptionInvestor newsletter and serving as the
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company’s Market Strategist.
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In addition to coauthoring a guide to fundamental investing and
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option strategies used in the Morningstar Investor Training Options
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Course and popular weekly articles about using options as a tool for in-
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vestment portfolios, Erik was the host of several popular webinars such as
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“Covered Calls A to Z” and “Hedging 101. ” His video lecture about avoid-
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ing behavioral and structural pitfalls called “Making Better Investment
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Decisions” was so popular that he was invited to be the featured speaker at
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several investment conferences throughout the United States. In addition,
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he represented Morningstar on television and radio, was interviewed by
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magazines and newspapers from Dallas to Tokyo to New Delhi, and was
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a frequent guest contributor to other Morningstar/Ibbotson publications.
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Erik started his career in the world of finance at Morgan Stanley
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Japan, where he ultimately headed Morgan’s listed derivatives operations
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in Tokyo. After returning to the United States, Erik founded a small hedge |