General Investing >> Money Manager Interviews >> March 23, 2009

Investing In Compelling Situations – Alan Wilson – Talon Asset Management

Alan Wilson is the Chief Investment Officer and a Portfolio Manager at Talon Asset Management. He has lectured at numerous universities and investment seminars on portfolio management topics. His 35 year career includes consulting with some of the wealthiest families in the US. From 1976 to the 1983 inception of Talon, he served as Vice President and Chairman of Special Investment Services at the Harris Trust and Savings Bank overseeing $2 billion in assets. In that capacity he advised the Harris' largest wealth management clients on portfolio matters including the sale of private and public companies. The families that he represented held controlling interests in major companies including the Harris Trust, G. D. Searle, Motorola, Upjohn and Pebble Beach Corporation. Mr. Wilson attended Northeastern Illinois University where he received a Bachelor of Arts degree in 1970. In the U.S. Army, he conducted classified research in the Combat Development Experimentation Command and worked on defense planning for NATO. He later entered the Business School at Arizona State University where he in 1976 earned his MBA degree in Finance. In 1981 he received the Chartered Financial Analyst designation. Profile
TWST: Would you start with an overview of Talon Asset Management and its

investment philosophy?

Mr. Wilson: In 1984, a small group of us who held senior positions in large