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Principals
The Customer Value Index is a joint venture between The Porter Group, LLC, Brady Capital Research and wRatings Corporation.
Jeff Cherry
CEO and Managing Partner, The Porter Group, LLC
As a CEO, hedge fund manager, designer, entrepreneur, educator, mentor and consultant Mr. Cherry has a diverse and unique career spanning more than 25 years of executive leadership. During his time as an executive and business consultant Jeff has developed significant expertise in a broad range of operational disciplines and industries including: technology, design and construction, finance, hospitality and professional services. As a thought leader in the areas of stakeholder management and the emerging discipline of Conscious Capitalism®, Jeff had the honor of consulting with authors David Wolfe and Raj Sisodia on their 2007 book Firms of Endearment, How World Class Companies Profit from Passion and Purpose. Jeff later expanded on the concepts of Conscious Capitalism® to form Concinnity Advisors, a registered investment advisory firm focused on identifying and investing in companies operating from a more holistic, long-term value mindset. Prior to forming Concinnity Advisors Jeff was the co-head of research for Multi-stakeholder investment strategies for a multi-billion dollar hedge fund based in Stamford, CT. Prior to that Jeff spent 20 years as founder and CEO of Lloyd Lamont Design, Inc. a multi-faceted management, architecture and technology consulting firm, which was named one of the fastest growing privately held companies by Inc. Magazine in 1997. Jeff is currently a member of the Society of Human Resources Management, ANSI Investor Metrics Workgroup and has just finished writing a chapter on how institutional investors can help bring about changes in corporate behavior for a book on catalyzing Conscious Capitalism® to be compiled and edited by the authors of Firms of Endearment.
Barbara Gray, CFA
Founder, Brady Capital Research (BCR)
Barbara’s career in financial services spans more than 18 years. She is an Equity Analyst who achieved All-Star Analyst ranking in the Brendan Wood international survey of equity analysts for four consecutive years. She was noted for the quality of her ideas, top number of written reports, and level of personal service. Barbara founded BCR, a qualitative-oriented investment research platform, to pursue her Social Capital investment thesis and focus on companies with a greater purpose. She has a passion for developing new ways for investors to look at and value companies. Barbara’s years of sell-side equity research experience span a wide variety of sectors (consumer, industrial, natural resources). She started her career at Equity Research Associates in Vancouver, B.C. and has worked on the Oil and Gas team at HSBC and the North American Auto team at Deutsche Bank Securities in NY. Recently Barbara has been developing analytical models focused on uncovering how social media is changing the nature of companies’ relationships with stakeholders. As customers, employees, suppliers and communities interact with companies and each other, the resulting “social capital” being created (or destroyed) is having a profound impact on the underlying risk and growth profiles of companies in every industry. Barbara earned her CFA (Chartered Financial Analyst) designation in 1997.
Find out more about Barbara and BCR at bradycap.com.
Gary A. Williams
CEO, wRatings Corporation
CIO, MoatMakers Capital
Gary is a pioneer in the area of customer research. For more than 20 years, he has served as an advisor to investors, CEO’s and senior executives around the world. A recognized authority and speaker on competitive strength, he has been honored for his strategic insights and uncanny ability to interpret data. In 1998, Gary co-founded Miller-Williams Inc., a research firm dedicated to measuring market movements based on customer behavior. He built the patented strategic profiling research method through extensive field studies and academic interviews with authorities in behavioral psychology and statistics. In 2004, he extended the research system to correlate customer pricing power with financial metrics that identify whether a company has built a competitive advantage. Through this system, Gary and his research team study competitive strength of market-leading companies across all sectors of the global economy. They build comprehensive market models based on customer expectations, and are then able to measure how well companies are meeting those expectations. Using insights from this extensive database of successful strategies, he provides advisory services to many public equity investment managers and business leaders. In May 2002, his research was featured as the cover article of Harvard Business Review, Change The Way You Persuade. Gary’s first book, The 5 Paths to Persuasion (Warner Business Books 2004), has been translated into seven languages and was voted by Fast Company readers as book of the month in July 2004. His upcoming book, Moat Makers™, details how companies today – and hundreds of years ago – built superior levels of economic profits by focusing on nine sources of competitive advantage.
Find out more about Gary and wRatings at wRatings.com.
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