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
TWST: Please start with an overview of West Coast Asset Management and your

investment philosophy there.

Mr. Helfert: I started the company in 2000 with Kinko's founder Paul Orfalea.

I'm the