The Widow of Wall Street: A Novel

Please visit our website at pitchtheperfectinvestment.com to download a sample chapter and sign-up for email updates Investors who succeed on Wall Street spend their career analyzing companies, and honing and refining their investment strategies. But they had to start somewhere. Training for research analysts is basically non­existent on Wall Street resulting in a “baptism by fire” that forces the new analyst to develop expertise on their own through an agonizing process of trial and error. To overcome this deficiency, Sonkin and Johnson have written the ultimate “survival” guide for someone embarking on a career as an investment professional. Arnie Ursaner, a sell side veteran, who retired after 43-years on Wall Street said, “I wish I had this book when I started in the business. I re­member my early days being characterized by a lot of hits and misses. This book provides valuable short­cuts to experience more hits and fewer misses.” The single most important element in survival is having knowledge, as knowledge dispels fear, and on Wall Street, fortune favors the prepared mind. Pitch the Perfect Investment accelerates the learning process, giving the college or MBA student the edge they need to succeed, whether they are pitch­ing a stock idea in a job interview, in a stock pitch competition, or for a student-run investment fund. Echoing this sentiment, Aswath Damodaran, a prolific author of over 20 books on valuation and a professor at New York University, said, “…this is a book that most of my students would have loved to have had before their first interview and job.” Sonkin and Johnson also seek to push the open-minded, seasoned investment professional out of their comfort zone and challenge them to think about familiar concepts differently. In an industry where even the most successful veterans must worry about younger managers snapping at their heels, Pitch the Perfect Investment equips the Chief Investment Officer and Director of Research with new tools, enabling them to tighten their analytical process and signifi­cantly improve communication and efficiency throughout their organization. As noted by Geoffrey Moore, author of several highly-acclaimed strate­gy books in the technology industry, “Much heartache will be avoided and faster decisions will be reached by any organization that adopts Sonkin and Johnson’s recommendations.”Nicholas Galluccio, CEO of Teton Advisors, added, “In this era of hyper-competition on Wall Street, active portfolio management is under attack by ETFs and passive investment vehicles. In this new environment, beating the market is even more essential to the active portfolio man­ager and even the smallest edge can make the difference between success and failure. Pitch the Perfect Investment will give the professional inves­tor that edge.” No other single resource will provide students, money managers, analysts, bankers, executives, salespeople, and individual investors with a faster way to improve their performance. Pitch the Per­fect Investment is the essential guide to winning on Wall Street. Questions? Email info@pitchtheperfectinvestment.com

Are your life’s savings safe? A Wall Street insider reveals fatal flaws and hidden risks of wealth management and unveils a new system for protecting your portfolio—and firing your financial adviser.Millions of us are committing a slow, imperceptible form of financial suicide.  Chances are your IRA or 401(k) carries far more risk than you realize, lacks real diversification that could reduce downside risk, and is falling behind the underreported rate of inflation that eats away at your retirement fund every year.  In the next market crash, you could be left vulnerable and unprotected. Wall Street financial advisers are supposed to build and preserve your wealth, yet they are untrained in portfolio construction and how to contain risk and bulletproof your investments. They charge high fees and sometimes put their own interests ahead of yours. Now Ed Butowsky, a Wall Street insider who spent two decades as one of the top producers at the fabled firm of Morgan Stanley & Co., breaks from the pack to reveal the flaws, fibs and failings of financial advisers. To fix this mess, he has created the new CHIP Score to empower you to evaluate the potential for Risk & Reward in your portfolio and grade your adviser—before the next meltdown.  Nobody else on Wall Street ever dared to create anything like it. Wealth Mismanagement will empower investors to protect themselves.  Read it & reap.