Gerald Bollman, CFA

Current

Chairman and Chief Investment Officer at Intrinsic Value Asset Management, LLC

Past

Executive Vice President at Great Companies, LLC
Chairman and Chief Investment Officer at Intrinsic Value Associates, LLC
Executive Vice President - Equities at Continental Insurance

Executive Vice President - Equities at Continental Asset Management Corp.

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Education

University of Oregon

Recommended

7 people have recommended Gerald

Connections

66 connections

Industry

Investment Management

Websites

My Website

Gerald Bollman, CFA’s Summary

Senior Investment Executive with 41 years of people management, portfolio management, and analytical experience. Experience includes building, coaching and managing a successful group of equity managers, developing a modern, fundamental framework for valuing companies’ equity securities, and implementing a disciplined equity management process within a coherent macroeconomic framework.

Gerald Bollman, CFA’s Specialties:

Equity valuation and management.
Team building.
Strategy and Asset Allocation.

Gerald Bollman, CFA’s Experience

Chairman and Chief Investment Officer

Intrinsic Value Asset Management, LLC

(Partnership; 1-10 employees; Investment Management industry)

August 2006 — Present (3 years)

Using intrinsic value to manage core equity portfolios for individuals and institutions.
Executive Vice President

Great Companies, LLC

(Partnership; 11-50 employees; Investment Management industry)

May 2001 — July 2006 (5 years 3 months)

Mega-cap high quality equity portfolios for individuals, institutions and mutual funds.
Chairman and Chief Investment Officer

Intrinsic Value Associates, LLC

(Partnership; Myself Only; Investment Management industry)

January 1995 — May 2001 (6 years 5 months)

Developed and established investment advisory service targeted at institutional equity managers. Developed methodology and computer model to provide Discounted Free Cash Flow analysis and evaluation of client forecast scenarios. Published Intrinsic Value Weekly, an institutional sector analysis product. Provided Intrinsic Value Reports to client equity managers.
Executive Vice President - Equities

Continental Insurance

(Investment Management industry)

1983 — 1995 (12 years)
Executive Vice President - Equities

Continental Asset Management Corp.

(Public Company; 51-200 employees; Investment Management industry)

April 1983 — December 1994 (11 years 9 months)

Reported to the Chairman of the Board/President. Member of the Senior Management Team. Managed equity portfolios totaling $800 million with four portfolio manager/analysts, and a total staff of eleven. Accounts consisted of taxable insurance portfolios, pension and savings plan accounts, mutual funds and the Continental Corporation Foundation portfolio. Equities included both publicly-traded equities and venture capital.