BASIC ASSET RESEARCH - INDIVIDUALS
Presented by
Nancy Ellis Taylor
Associate Dir./Devel. Research,
University of Southern California
netaylor@usc.edu
Geoffrey
DeWitt
Director of Research and Grants,
The Bolles School
DeWittG@Bolles.org
I. The Basics - Capacity, Caring and Connections
A. What You Need to Know
1. From Research - Basic Wealth ID
Basic Wealth ID FAQs and Form
http://www.usc.edu/source/WealthID.htm
2. From Legwork - Contact Reports
B. Perspectives
1. Small Shop vs. Big Shop
2. K-12 vs. University
II. Research Resources
A. Web Freebies
Individual Research Webliography
http://www.usc.edu/source/IND.htm
B. Pay-Per-View
http://www.usc.edu/source/pay.htm
III. The Undoables (Well, almost...)
A. Stock Stoppers: Non-insiders, past holdings
B. Valuation Variations: Real estate, business
C. Secret Salaries: Private company challenges
IV. Questions