Team

Jim Jubak

So why would you want to listen to this Jim Jubak guy?

For the same reason you want to go hunting with an old dog who’s been out in the field in all kinds of weather and still lives for the chase.

Jim made his first personal investment in the early 1980s when zero coupon Treasury bonds were paying 12%. (Unfortunately, this opportunity followed a not terribly lucrative period earning a Ph.D. in English from the University of Virginia. Jim’s lack of capital to invest at 12% insured that he wouldn’t retire by the age of thirty-five.)

As a financial journalist for Venture and Worth Jim covered the boom of the 1980s and the crash of 1987. In the early 1990s he wrote the first comprehensive book, The Worth Guide to Electronic Investing, about what was then a new effort to put computers to work for individual investors.

But that wasn’t enough punishment for Jim, oh no.

Beginning in 1997 and continuing for twelve years he wrote one of the first and ultimately the best-read stock picking columns on the Internet, “Jubak’s Journal,” for Microsoft’s MSN Money. His initial boss, a hotshot software guy, said: “If you’re so good as a stock picker why don’t you do what no one else does and issue clear buys and sells and then track the results.” That resulted in what we believe was the first online, daily-priced stock portfolio on the Internet, Jubak’s Picks. And that portfolio begat a dividend portfolio and then a long-term global stock portfolio called the 50 Best Stocks in the World.

That last portfolio was the inspiration for Jim’s 2008 book The Jubak Picks: 50 Stocks That Will Rebuild Your Wealth & Safeguard Your Future. In May 2009 Jim left MSN Money to start his own stock picking blog, JubakPicks.com, so that instead of writing two columns a week he could write three posts a day.

That was followed in June 2010 by the launch of a mutual fund, the Jubak Global Equity Fund (JUBAX), and the Jubak Asset Management (JAM) daily Internet investment letter.

Some dogs just love to hunt.

A selection of his posts for JubakPicks.com won the 2009 Best in Business award from the Society of American Business Editors and Writers (SABEW).

Bob Rice

Bob Rice brings 25 years of legal, regulatory, operational and investment experience to JAM.  He began his career at the US Department of Justice and then served for several years as a partner at the prestigious Wall Street law firm Milbank, Tweed, Hadley & McCloy.  In the nineties he founded a technology startup that later merged into a public company;  Bob was then named CEO and Chairman of the acquirer and lead a successful restructuring of its products and business model.  Subsequently, he joined the New York Angels investment consortium, and now serves on the board of Angelsoft, the investment and transaction platform for over 600 Angel groups worldwide.

In 2004 Bob and Jim Peet co-founded Tangent Capital, a private equity firm, and in 2008 they launched Tangent Capital Partners, a registered broker-dealer. Bob is a frequent television commentator on business and politics, and author of the book and blog Three Moves Ahead.

Jim Peet

Jim has been involved in investing for almost 20 years. He is most recently a co-founder of Tangent Capital, a specialty investment firm targeting positive cash flow assets.  Previously he started and ran the Lehman Brothers Communications Fund, an $800 million venture fund focused on emerging communications service providers. He spent most of the 90s at an affiliate of the Soros Funds (the Chatterjee Group), where he invested globally in a wide range of industries including technology, energy, chemicals and transportation. Jim's prior experience includes consulting with McKinsey & Co. and Bain & Co., after starting his career as a design engineer at Digital Equipment Co. He has served on numerous public and private boards, and is currently on the advisory board of the Center for Talented Youth, a Johns Hopkins initiative that helps develop high-potential children of all backgrounds. Jim earned a bachelor's degree from Dartmouth College and his MBA from Harvard University, where he was a Baker Scholar.