Brian Goodstadt

Portfolio Manager-Equities at

Paragon Capital Management Ltd.

Finance

Consumer Services

Commercial Services

Profile

Mr. Brian Goodstadt, CFA MBA, is a Managing Partner & Private Wealth Advisor at Paragon Capital Management Ltd. Prior to joining Paragon in 2005, Mr. Goodstadt was a Portfolio Manager at Riverside Capital Management, a VP at Advent Capital Management, and an Investment Officer at Standard & Poor's.
He holds an MBA from Columbia University and a BS from Boston University.
He is a CFA charter holder, past President of the CFA Society Colorado, and a current member of the CFA Institute's Disciplinary Review Committee.

Brian Goodstadt active positions

Companies	Position	Start
Paragon Capital Management Ltd. Paragon Capital Management Ltd. Investment ManagersFinance PCM aims to provide attractive after-tax returns while reducing the overall level of risk within the portfolio. The firm’s equity management style emphasizes global diversification of investments and investment approaches. Their investment approach for individual stocks balances growth, value, and quality. PCM’s fixed income management emphasizes quality, liquidity, and capital preservation strategies. Portfolio risk is carefully managed by adding alternative assets classes that are not highly correlated with equity and fixed income investments.	Portfolio Manager-Equities	01/01/2005

All active positions of Brian Goodstadt

Former positions of Brian Goodstadt

Companies	Position	End
Choice Investment Management LLC Choice Investment Management LLC Investment ManagersFinance Choice Investment Management's investment philosophy focuses on the use of fundamental research to identify and invest in growth companies that are trading at a significant discount to their intrinsic value. The firm seeks to generate consistent returns through trading and investments in individual securities, private placements, fixed-income products and ETFs using a variety of portfolio management strategies. They offer several portfolios that utilize different investment strategies and primarily focus on a concentrated portfolio of equity securities. In addition to producing consistent returns, Choice Investment Management's strategies are designed to manage market and security risk, preserve capital in down markets and offer growth opportunities in up markets. Their investment approaches utilize short selling strategies, stop loss orders and hedging techniques during periods of high market volatility and at market extremes to attempt to manage risk and protect losses. Choice Investment Management's strategies generally involve a high turnover ratio. Choice Investment Management invests primarily in common stocks and/or ETFs. The firm typically focuses on 3 strategies: (1) long/short strategy (2) market neutral which emphasizes income or arbitrage and (3) private equity or investments in small emerging companies. The partnerships may purchase common stocks of companies of all sizes. Choice Investment Management also invests in IPOs of companies of any size.	Corporate Officer/Principal	30/06/2004
Advent Capital Management LLC Advent Capital Management LLC Investment ManagersFinance Advent is a bottom-up, fundamental credit firm focused on cash flow, interest coverage, and balance sheet analysis. The firm seeks to achieve consistent and frequent returns while generating alpha across all of their strategies through a demonstrated investment discipline.	Corporate Officer/Principal	30/04/2002
Standard & Poor's Corp. Standard & Poor's Corp. Financial Publishing/ServicesCommercial Services Provides credit rating services	Corporate Officer/Principal	30/05/2000
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Corporate Officer/Principal	30/03/1994

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Linked companies

Private companies	7
Advent Capital Management LLC Advent Capital Management LLC Investment ManagersFinance Advent is a bottom-up, fundamental credit firm focused on cash flow, interest coverage, and balance sheet analysis. The firm seeks to achieve consistent and frequent returns while generating alpha across all of their strategies through a demonstrated investment discipline.	Finance
Choice Investment Management LLC Choice Investment Management LLC Investment ManagersFinance Choice Investment Management's investment philosophy focuses on the use of fundamental research to identify and invest in growth companies that are trading at a significant discount to their intrinsic value. The firm seeks to generate consistent returns through trading and investments in individual securities, private placements, fixed-income products and ETFs using a variety of portfolio management strategies. They offer several portfolios that utilize different investment strategies and primarily focus on a concentrated portfolio of equity securities. In addition to producing consistent returns, Choice Investment Management's strategies are designed to manage market and security risk, preserve capital in down markets and offer growth opportunities in up markets. Their investment approaches utilize short selling strategies, stop loss orders and hedging techniques during periods of high market volatility and at market extremes to attempt to manage risk and protect losses. Choice Investment Management's strategies generally involve a high turnover ratio. Choice Investment Management invests primarily in common stocks and/or ETFs. The firm typically focuses on 3 strategies: (1) long/short strategy (2) market neutral which emphasizes income or arbitrage and (3) private equity or investments in small emerging companies. The partnerships may purchase common stocks of companies of all sizes. Choice Investment Management also invests in IPOs of companies of any size.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Finance
Paragon Capital Management Ltd. Paragon Capital Management Ltd. Investment ManagersFinance PCM aims to provide attractive after-tax returns while reducing the overall level of risk within the portfolio. The firm’s equity management style emphasizes global diversification of investments and investment approaches. Their investment approach for individual stocks balances growth, value, and quality. PCM’s fixed income management emphasizes quality, liquidity, and capital preservation strategies. Portfolio risk is carefully managed by adding alternative assets classes that are not highly correlated with equity and fixed income investments.	Finance
Standard & Poor's Corp. Standard & Poor's Corp. Financial Publishing/ServicesCommercial Services Provides credit rating services	Commercial Services