James D. Cheadle This is Me

Education

 Web References

1. 1. www.copper-mt.com

   www.copper-mt.com/profiles/inv - [Cached]

   Published on: 3/12/2003   Last Visited: 3/12/2003

   James Cheadle jcheadle@copper-mt.com Chief Investment Officer
   
   ...
   James D. Cheadle, Chief Investment Officer
   
   As Chief Investment Officer for Copper Mountain Trust, Jim brings many years of senior investment consulting and analyst experience to his position. His primary responsibilities include overseeing the company's asset allocation studies, creating and monitoring performance benchmarks, tracking manager performance and conducting extensive traditional and non-traditional manager searches. In addition, he is responsible for establishing the investment policy guidelines for all of Copper Mountain Trust's commingled funds, overseeing performance statements and providing selected consulting services to clients.
   
   Prior to joining Copper Mountain Trust in 1996, Jim was a senior research/associate consultant, and initially a performance analyst, with CTC Consulting, Inc. (a subsidiary of US Trust) in Portland. His responsibilities there included analyzing Alternative Investments, performing in-depth manager searches, managing style-tilted equity portfolios and executing in-depth asset allocation studies. Jim is a graduate of Oregon State University with a Bachelor of Science degree in Business Administration, concentrating on Finance and Investments. He also obtained a minor in Industrial Engineering.
   
   Donald Molé, Ph.D., Senior Investment Analyst
   
   As a Senior Investment Analyst, Don evaluates sub-advisor performance and monitors fund performance benchmarks for our proprietary commingled funds and selected national mutual funds. He also analyzes client asset allocation strategies and creates customized investment portfolios for corporate and private investor clients.
   
   Don brings more than 15 years of trust and investment analysis experience to Copper Mountain Trust.

2. 2. Base-Two Investment Systems, What's New

   www.base-two.com/whatsnew.html - [Cached]

   Last Visited: 9/5/2001

   Size was an overwhelming factor for Jim Cheadle , an investment consultant in the private wealth management area of Copper Mountain Trust , in choosing Thomson's PERAscope system to analyze returns on some 1 , 200 accounts. We wanted it to do general asset segment breakdowns - small capital growth , small cap value , large cap value , international. And , I just knew coming from the previous shop that we would need a pretty extensive system..
   
   PERAscope's interface , called The Integrator , impressed Cheadle. Moving from the legacy , Excel based system to PERAscope took about six months , says Cheadle , mainly due to a lack of staffing.
   
   Vendors are working on new products and alliances , such as CheckFree's deal with Vestek to link its portfolio holdings data with Vestek's performance attribution and analytic software. First Rate Performance will introduce 4.0 this summer , which will open the SQL data warehousing environment to performance users. And GreenHill plans to introduce after-tax return calculations this year as a module in its GHperf product line.
   
   Wilshire Associates will introduce Wilshire Spectrum at the end of this quarter , to integrate its risk management technology with its global performance measurement and attribution capabilities for a total fund management tool. The combination , says Wilshire , will allow fund sponsors to analyze their total capital market risk in a global covariance framework and attribute performance at the total fund level to asset allocation , risk factor , selection , currency and trading decisions.