Bios

Louis Basenese

CHIEF INVESTMENT STRATEGIST, CO-FOUNDER

A former Wall Street consultant and analyst, Louis helped direct over $1 billion in institutional capital before founding The White Cap Research Group where he is Chief Investment Strategist.  Louis also serves as The Oxford Club's Senior Analyst. In addition to  being an expert on small-cap stocks, Louis is also well versed in contrarian investments and special situations including mergers and acquisitions and spinoffs. His commentary has been featured in several media outlets, including MarketWatch. And he's also a top-rated speaker at financial conferences throughout the country. A New Jersey native, Louis earned his MBA with honors from the Crummer Graduate School of Business at Rollins College. He draws upon both his academic and professional experiences to edit two short-term trading services: The Takeover Trader and The Contrarian Strategist.

Robert Williams

PUBLISHER, CO-FOUNDER

In addition to once being a full-time trader of equities and equity derivatives, Robert has also served as the lead financial analyst for a Forbes top-50 private corporation and an analyst for the endowment of a major academic institution. He’s been profiled in such books as Trade with Passion and Purpose and Alexander Green’s The Secret of Shelter Island. Robert is regarded as an authority in corporate finance, specifically in gauging the investment health of companies. He also serves as the Publisher of Investment U and is The Oxford Club’s Editorial Director.

Karim Rahemtulla

DIRECTOR OF OPTIONS

Dubbed a "market maven" by CNBC, Karim Rahemtulla is one of the country's foremost specialists in options trading. As founder and editor of The Smart Cap Alert, he focuses his efforts on all aspects of options trading – LEAPS, put selling/covered calls and spreads. Karim’s also the Head of Emerging Markets, with more than 20 years of experience in trading such international markets. Educated in England, Canada and the United States, he’s fluent in several languages. His undergraduate studies were completed in Economics/Foreign Languages. His graduate studies resulted in a Master’s in Finance. Karim travels the world regularly, seeking out the best investment opportunities. And is a featured speaker at more than a dozen frontline conferences, annually.

Lee Lowell

FUTURES AND COMMODITY SPECIALIST

Lee Lowell is the editor of The Instant Money Trader for The White Cap Research Group. He is also a regular contributor/editor to Investment U.

One of America's leading options professionals, Lee spent six years in the options "trenches" as a market maker on the floor of the New York Mercantile Exchange (NYMEX) in New York City. Since 1998, he's headed his own office-based trading firm where he trades commodity options, stock & index options, ETF options and e-mini futures options on a daily basis.

Lee is also the founder of Lowell Capital Consultants, an options advisory firm that teaches investors how to use stock options to enhance their portfolios.

Lee is the author of the popular book Get Rich with Options: Four Winning Strategies Straight From The Exchange Floor and has written numerous articles for several financial publications such as Futures magazine and Technical Analysis Of Stocks & Commodities.

Matthew Weinschenk

SENIOR ANALYST

The White Cap Research Group’s resident quant expert, Matthew Weinschenk, develops systems that map past movements in financial markets with the intent of predicting future stock movements. He’s worked very closely with Louis Basenese for over three years, helping him consistently uncover the market’s next double- and triple-digit gainers. His sought-after research is already highly regarded within the industry, specializing in scientific innovation and volatility events.

Marc Lichtenfeld

HEALTHCARE SPECIALIST

Marc Lichtenfeld is the Director for First Access Research and the Healthcare Specialist for The White Cap Research Group.

After starting out as a trader at Carlin Equities, Marc moved onto the contrarian Avalon Research Group as a Senior Analyst. He also obtained his NASD Series 86 & 87 licenses (required for all sell-side analysts). At Weiss Research, he co-managed the Real Wealth Portfolio and beat the S&P 500 by 17% over a six-month period.

Marc joined the team following a successful spell as Senior Columnist at TheStreet.com. A contrarian investor by nature, Marc loves to shoot holes in conventional thinking and take profits where nobody else is looking. He’s broken several major stories on biotech companies and his investment approach blends thorough fundamental research with the timing tools of technical analysis.

He’s currently in the final stages of obtaining his Chartered Market Technician credential.