General Investing >> Money Manager Interviews >> July 28, 2003

William Sterling – Trilogy Advisors

WILLIAM STERLING is President, Chief Investment Officer and a founding Partner of Trilogy Advisors. He focuses on global strategy and asset allocation. Prior to launching Trilogy, he worked for BEA Associates/Credit Suisse Asset Management from 1995 to 1999 where he served on the firm's Operating Committee as head of global equities. He also worked for Merrill Lynch and Company from 1986 to 1995, first as head of economic research in Tokyo and later as head of international economic research. He is co-author of Boomeronics: The Future of Your Money in the Upcoming Generational Warfare. He has an MA and a PhD in Economics from Harvard University and studied at the University of Tokyo in the early 1980s as a Fulbright scholar. Profile
TWST: Would you begin with a brief overview of Trilogy Advisors and your

responsibilities there?

Mr. Sterling: Trilogy Advisors focuses on running global equity and

global balanced funds. Our