General Investing >> Money Manager Interviews >> February 9, 2009
Lance Helfert heads the Investment Committee, Board of Directors, and steers the
company's investment strategies at West Coast Asset Management. He is also a
founding partner of Black Sable Energy. Before co-founding WCAM, he managed a
portfolio of more than $1 billion at Wilshire Associates and was involved in a
full range of financial strategies at M.L. Stern & Co. Mr. Helfert has been
featured in Kiplinger's Personal Finance, Forbes, Barron's, Fortune magazine and
The Wall Street Transcript for his unique market perspective and has authored
articles in Market Watch and The Ventura County Star. He has been honored by the
Pacific Coast Business Times as one of the top 40 under 40 and as a leading
executive in banking and finance. He is a frequent guest commentator on the Fox
Business Channel and has lectured at the University of Southern California and
Cal Poly, San Luis Obispo. He has repeatedly been a featured speaker at the
Value Investing Congress in New York and Los Angeles. He is involved with the
Santa Barbara Investment Forum, and Pepperdine University's Estate Planning
Network. He holds a Bachelor of Science degree in Business Administration from
Pepperdine University in Malibu, California. Profile
investment philosophy there.
Mr. Helfert: I started the company in 2000 with Kinko's founder Paul Orfalea.
I'm the
