Background
Freeman, Kevin David was born on August 17, 1961 in Tulsa, Oklahoma, United States. Son of Kerry Landon and Evelyn Sue (Courtney) Freeman.
( All about separate accounts, the increasingly popular a...)
All about separate accounts, the increasingly popular alternative to mutual funds Investors have long enjoyed the diversification of mutual funds but are tired of the minimal investment control, hidden fees, and embedded capital gains liabilities. Investing in Separate Accounts explains whyin the minds and portfolios of today's most knowledgeable investorsseparate accounts have become the new investment of choice. From how separate accounts work to where to open them, how to find the best account managers, and ways that investors can see and track each investment in their account, this book provides the inside details on the fast-growing class of investments that have earned the nickname "private mutual funds." Articles in publications from theWall Street Journal to Forbes to CBSMarketWatch.com have sung the praises of separate accounts. Through analyses and case studies, Investing in Separate Accounts takes investors beyond media reports to discuss: • Processes for building a separate account • Five innovative ways to keep costs down • Elements of a successful separate account strategy
http://www.amazon.com/gp/product/0071385088/?tag=2022091-20
entrepreneur portfolio management executive
Freeman, Kevin David was born on August 17, 1961 in Tulsa, Oklahoma, United States. Son of Kerry Landon and Evelyn Sue (Courtney) Freeman.
Bachelor of Science in Business Administration and Economics, U. Tulsa, 1983.
President, senior editor, senior market strategist Doctor of Business Administration, The Personal Capitalist, Tulsa, 1981—1991. Managing director Templeton Portfolio Advisory, Carmel, California, 1991—2000. Co-founder, chairman Separate Account Solutions, 2000—2004.
President Cross Consulting and Services, LLC, since 2004. Consultant Templeton Galbraith & Hansberger, Nassau, The Bahamas, 1990. Board directors Carmel Creamery, Inc.
( All about separate accounts, the increasingly popular a...)
Chairman, co-founder Adam Smith Foundation, Tulsa, 1989-1992. Public policy expert-economics The Heritage Foundation, Washington, 1991-1992. Associate Hillsdale (Michigan) College, since 1996.
Board governors Council for National Policy, since 1998. Member Association Investment Management and Research, International Society Finance Analysts, President Club Hillsdale College.
Married Marnie Renee Westfall, January 29, 1999. Children: Madysen Morgan, Kieryn Trois.