Wall Street Book

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Transforming Wall Street:
A Conscious Path for a New Future

THEY EXIST: financiers with unwavering integrity. And they want to tell you something.

A few somethings, actually. When you interview 50 people on their journeys from fist fights to financial stardom, you end up a few lessons richer.

My job: choose and distill 50 stories about making money without sacrificing meaning.

I learned each of the Wall Street 50’s stories by starting at the end – by stepping into the magnificent offices they have today.

Each one greeted me with a combination of formality and warmth that lasted throughout the interview. Each one eliminated distractions to focus solely on telling their stories. Each of them opted to share with me the painful as well as the triumphant parts of their journeys, and not one of them asked for an NDA.

I asked them where they started. Who they learned from. What they studied. How they made the decisions they made. In some cases, I spoke to their wives and children. As the research continued, a hopeful message emerged.

The message: earning success while protecting your soul takes several skills, but they are skills that anyone can learn. This book follows how the Wall Street 50 practiced those skills to craft rich lives and careers.  

I’m still in the process of editing the manuscript, but if you’re really interested in the book, send me an e-mail. I share regular updates with a core group of contacts and friends, and I’d be happy to add you.

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About the Interviewees

1RobertMonks41CynthiaDiBartolo 38MarleeJoJacobson 33JonahFord 31AndrewPritchard 26AndrewScheffer 36BarryRitboltz40DaraAlbright31SolWaksman 28GlenDailey 39PaulHerman 35MayraHernandez 34JosephGrano 25MakotoOzawa 27AlexanderGreen

8EricCarangelo   38DavidHoule 37FrankCasey  35JasonApolloVoss 34MichaelStuart PeterBlockBillAckman 32DeepakParekh 31JanetHanson 30GeorgeSchwartz 41JackSchwager NealeDonaldWalschMarcyMurningham27JohnBogle HHSriSriRaviShankar28FredWilson DanSiegel 26JoshuaBrown CindyWigglesworth 24RasanathDas 23JohnWhitehead RaphaelCushnirMichaelPorterDonSeymorPatriciaAburdene

19PeterLeeds  16AndrewKuper 15MorihikoGoto 14JosephParella 13HenryKaufman   10RobDavis  7JohnAllison 6OswaldGruber2AmyDomini5SusanDavisChipConleyCharlesLawrence4EricGreschner3SkyLance18AaronSmyle37MichaelMartinJimRogersAlanCohenArnaudPoissonnierCarlaHarrisCraigSmithHazelHendersonLynnStoutMishaRubin

 

BradKutsuyama

 

 

 

 

 

 

 

 

 

The following is a partial list of those who have already been interviewed for
Transforming Wall Street.

Robert A. G. Monks
Founding Trustee & Shareholder Activist,
The Federal Employees’ Retirement System

Amy Domini
Founder & CEO,
Domini Social Investments

Sky Lance
Managing Principal,
SustainVC

Eric A. Greschner
Registered Investment Advisor & Founding Partner,
Your Financial Coaches and Regatta Research & Money Management, LLC

Susan Davis
Co-founder,
KINS (Key Initiator Network Strategy)

Oswald J. Grubel
Former CEO,
UBS

John Allison
Former CEO,
BB&T Bank

Eric Carangelo
VP in the Portfolio Solutions Group,
State Street Global Markets

Rob Davis     
Founder and Chairman,
Hedge Funds Care Charity

Henry Kaufman
President, Henry Kaufman & Company Inc
Former Managing Director and Member of the Executive Committee
Salomon Brothers Inc.

Joseph Perella
Partner,
Perella Weinberg & Partners

Morihiko Goto
Chairman & CEO,
Goto Capital Markets, Inc.

Andrew Kuper           
President and Founder,
Leapfrog Investment

Peter Leeds
Financial Analyst,
Owner and CEO, Pennystocks.net

Aaron Smyle
Principal,
Smyle and Associates, LLC

John C. Whitehead
Former Chairman, The Federal Reserve Bank
Co Chairman & Co Senior Partner, Goldman Sachs Foundation

Rasanath Das
Ex-Investment Banker at Bank of America,
Hindu Monk

Joshua Brown
Vice President, Investments at Fusion Analytics in NYC
Financial Blogger

John Bogle
Founder and Retired CEO,
The Vanguard Group

Fred Wilson   
Co-founder and Managing Partner, Union Square Ventures
Blogger

James B. Rogers
Chairman, Rogers Holdings and Beeland Interests, Inc.
Co-Founder, Quantum Fund

George G. Schwartz
Chief Operating Officer & Treasurer,
Boston Private Bank & Trust Co.

Janet Hanson 
Founder & CEO,
85 Broads

Deepak Parekh
Chairman,
Housing Development Finance Corporation Ltd. (HDFC) Ltd.

Michael H. Stuart
Co-founder and Principal Research Analyst and Portfolio Manager,
Clark & Stuart

Jason Apollo Voss
Author of The Intuitive Investor
Retired Investment Manager,
CFA Institute Content Director

Frank R. Casey
Principal, Vintage Investment Partners
Special Advisor to the CEO, Regulatory Fundamentals Group (RFG)
Principal, FoxHounds LLC (core team that attempted to move the SEC to action on Bernard Madoff’s Ponzi Scheme)

Jack D. Schwager
Co-Portfolio Manager,
ADM Investor Services Diversified Strategies Fund
Author

Makoto Ozawa         
Trader,
Fountainhead Capital LLC

Andrew Scheffer      
Investment Communications and Strategy,
ANZ

Alexander Green      
Chief Investment Strategist,
The Oxford Club

Glen Dailey    
Managing Director,
Jefferies & Company

Andrew H. Pritchard
Broker-Dealer Agent,
Saratoga Capital Markets

Sol Waksman
Founder & President,
BarclayHedge, Ltd

Jonah S. Ford
Co-founder,
Private Consultant and Proprietary Commodities Trader, Ceres Hedge Funds, Inc.

Joseph J. Grano         
Jr., CEO & Chairman,
Centurion Holdings LLC

Mayra Hernandez    
Head of Corporate Responsibility,
Banorte

Barry L. Ritholtz        
Chief Market Strategist, Ritholtz Research
CEO & Director of Equity Research, Fusion IQ
Blogger, The Big Picture

Michael Martin        
Trader & Trading Coach, NYSSA
Author, Inner Voice of Trading
Developer / Owner, 140 Characters Inc.

Marlee-Jo Jacobson 
Founder,
Safe Money Metrics

R. Paul Herman        
Founder & CEO,
HIP Investor Inc.

Dara Albright
Founder,
NowStreetJournal.com

Cynthia Denise DiBartolo    
Founder, CEO and General Counsel,
Tigress Financial Partners

Marcy Murningham
Member, Advisory Council, Sustainability Accounting Standards Board (SASB)
Senior Research Fellow, AccountAbility
Co-Founder, Editor in Chief, The Murninghan Post
Founder & President, The Lighthouse Investment Group

David Houle
Futurist
Entrepreneur and Writer

Charles Lawrence   
Shaman Working
Former Psychologist and Businessman

Patricia Aburdene   
Author, Conscious Money
Social Forecaster and Champion of Conscious Capitalism

Cindy Wigglesworth
President & Founder, Deep Change, Inc
Coach and Consultant
Creator of The Spiritual Intelligence Assessment Instrument, SQ21

Raphael Cushnir
Expert in Emotional Connection and Present Moment Awareness
Creator of The Emotional Connection
Author, The One Thing Holding Your Back

Chip Conley 
NYT Best Selling Author, Emotional Equations
Peak: How Great Companies Get their Mojo from Maslow

Peter Block
Business Consultant
Author, The Empowered Manager, Flawless Consulting, and Stewardship

Dr. Dan Siegel          
Clinical Professor of Psychiatry, UCLA School of Medicine
Co-Director, The Mindful Awareness Research Center

H.H. Sri Sri Ravi Shankar    
Founder,
The Art of Living and The International Association of Human Values

Neale Donald Walsch          
Author,
Conversations with God

Bill Ackman
CEO,
Pershing Square Capital Management

Michael Porter
Professor,
Harvard Business School

Don Seymor
CEO & Founder,
DMS Offshore Investment Services

Carla Harris
Vice Chairman
Wealth Management at Morgan Stanley

Professor / Doctor Craig Smith
Adam Smith Lecturer in the Scottish Enlightenment (School of Social and Political Sciences)
University of Glasgow

Professor Lynn Stout
Distinguished Professor
Corporate & Business Law at Cornell University

Arnaud Poissonnier
CEO & Co-Founder
BabyLoan

Hazel Henderson
Futurist & Economic Iconoclast
Founder of Ethical Markets Media LLC.

Brad Katsuyama
President & CEO of IEX Group
Hero of Michael Lewis’ Flash Boys

A complete list is coming soon. Stay tuned…

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Follow the Wall Street 50 Blog for updates on added interviewees, sneak peak reviews, relevant articles, publication dates, talks, book signings & more…