D.altabef/d.katz - Matrix Asset Advisors - The Wall Street Transcript

General Investing >> Money Manager Interviews >> January 6, 2003

DOUGLAS S. ALTABEF is the Managing Director of Matrix Asset Advisors and is a member of the firm's Investment Policy Committee. He graduated from Columbia College and Harvard Law School and has been active in the investment profession since the early 1980s, following several years in commercial legal practice. He has spent much of his career advising institutional and individual clients on investment strategies, as well as structuring and marketing financial instruments and investments. Mr. Altabef has served as a Director of various private and public companies and is a member of the New York Bar. He appears frequently as a guest on Bloomberg Television and Radio, CNNfn, the financial news affiliate of CNN, and WCBS-AM in New York. Profile

David A. Katz, CFA, is Matrix Asset Advisors, Inc.’s President and Chief Investment Officer and has overall responsibility for the firm’s investment efforts. He graduated summa cum laude from Union College with a Bachelor of Arts degree in economics. He received a Master of Business Administration degree, with a concentration in finance, from New York University Graduate School of Business in 1987, graduating with distinction. His numerous works on value investing have earned him various awards and distinctions at the undergraduate and graduate levels. Mr. Katz is a CFA charterholder. After initially working at Management Asset Corporation — Westport, Connecticut — Mr. Katz co-founded Value Matrix Management with the late John M. Gates in 1986. He served as the firm’s Senior Vice President and Chief Investment Officer, and was Head of the Investment Policy Committee. In 1990, he merged Value Matrix Management organization into Matrix Asset Advisors. Mr. Katz chairs the investment policy committee and is a portfolio manager/analyst. He appears frequently as a guest on CNBC and Bloomberg Radio, and is a regular contributor on TheStreet.com. Profile

TWST: Would you begin with a brief overview of Matrix Asset

Advisors and your responsibilities there?

Mr. Altabef: Matrix Asset Advisors is an independently owned

investment management firm

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D.altabef/d.katz – Matrix Asset Advisors

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