General Investing >> Money Manager Interviews >> July 19, 2004


LAURA J. SLOATE is Chairman, Treasurer, Chief Investment Officer and Director of Research at Sloate Weisman Murray & Company, Inc., which she founded in 1974. Ms. Sloate is Chairman and Treasurer of SWM Securities. In January 1988 Ms. Sloate founded Amadeus Partners, LP, and is a General Partner. From 1968 to 1974 she was a Security Analyst for Scheinman, Hochstin & Trotta, Account Executive and Security Analyst for Neuberger, Berman & Company and Account Executive and Security Analyst for Drexel Burnham & Company. In 1962 Ms. Sloate won the Mayor's Citation and Private School Honors from Calhoun High School. While at Barnard College, Ms. Sloate won an Honorary Woodrow Wilson Scholarship with honors in History and earned an MA degree from Columbia Graduate Faculties. She was an adjunct Associate Professor at Columbia University Graduate School of Business, and is an Emeritus member of the Board of Trustees, Committee on Investments and Committee on Budget and Finance for Barnard College. Ms. Sloate is on the Board of Directors of the Richard Tucker Music Foundation and the Michael Wolk Heart Foundation. Ms. Sloate is a Managing Director of the Metropolitan Opera Association and Chairman of the Investment Committee and a member of the Finance Committee of the Metropolitan Opera Association. Ms. Sloate is a member of the Central Synagogue Investment Committee. Ms. Sloate is a Chartered Financial Analyst and a member of the New York Society of Security Analysts. Profile
TWST: Can you begin with a brief overview of your firm and its

investment philosophy?

Ms. Sloate: Sloate Weisman Murray & Company is now 30 years old, and we

basically service the high net