The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors
General Investing >> Money Manager Interviews >> August 31, 2017

A Long-Term, Trend-Following Investment Strategy

Bergin, Martin H.
Martin H. Bergin is the President and Owner of DUNN Capital Management, LLC. He oversees all mission-critical operations of the firm, and directs the firm’s research and development efforts as well as the construction and management of the firm’s managed futures portfolios. Mr. Bergin also manages all operational and financial activities of DUNN Capital Management, LLC. His duties include overseeing day-to-day trading and risk management, directing the accounting, budgeting and long-range planning processes, and managing the human resources function. Mr. Bergin joined DUNN in September 1997 as Accounting Systems Manager, and was promoted to Vice President and Chief Financial Officer in March 2001. In May 2007, he was promoted to President. In January 2010, a business succession plan was implemented that resulted in sole ownership of the company by Mr. Bergin as of August 2015. Mr. Bergin earned a Bachelor of Science in business administration from George Mason University in 1987, and became a Certified Public Accountant in 1988. From 1987 through 1997, he practiced public accounting in Northern Virginia, where he became Partner at a local CPA firm, managing audit, tax and consulting engagements for clients in the managed futures, banking and defense industries. Profile
Dailey, James R.
James R. Dailey is Chief Executive Officer of DUNN Capital Management, LLC. Mr. Dailey has responsibilities in the areas of strategic planning, business and product development, client relations and financial reporting. Mr. Dailey joined the company in 2003 as a Financial Analyst and was promoted to Vice President of Finance in 2007, CFO in 2008 and CEO in 2016. He earned a B.S. in business administration from The Pennsylvania State University in 1994 and an MBA in finance from the University of Maryland in 2000. Prior to joining DUNN Capital Management, LLC, Mr. Dailey worked for Marriott International in corporate financial planning and analysis and spent several years in public accounting. Profile
TWST: We're going to focus our conversation today on risk management, so let's start by discussing what the main approaches are to risk management.

Mr. Bergin: We take a little

Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc

Register for a Free Account to gain greater access to The Wall Street Transcript right now

CEO INTERVIEWS
Interview with the CEO: BetterLife Pharma Inc. (OTCMKTS:BETRF)
Interview with the CEO: Cansortium Inc. (OTCMKTS:CNTMF)
Interview with the Co-CEO and the CAO: Planet 13 Holdings Inc. (OTCMKTS:PLNH)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Profitability Strategy Pays Off for Bank IT Company Q2 Holdings
Three Mid-Cap Names Using Their Balance Sheets to Create Value
Look Beyond Traditional Emerging Markets for More Diversification, Less Risk
ANALYST INTERVIEWS
Five Companies Dominate in Psychedelics-Based Drug Development
Cidara’s Long-Acting Antiviral Drug Could Be a Game Changer
Spotting Potential in the High-Risk, High Reward Neuroscience Space
Since 1963
© The Wall Street Transcript 2016, 2024
Terms and Conditions
Privacy Policy