About BMR

Blue Marble Research (BMR) is a global thematic investment strategy and asset management company. After a distinguished 25 year career with the Private Client division of Merrill Lynch, Vinny Catalano founded BMR in 2001.

BMR’s primary mission is to provide clients with timely insights into the major trends and themes impacting the financial markets.

BMR goals are to enable investors to:

  • Earn a positive return
  • Beat the market
  • Minimize risk

To achieve its goals, BMR relies upon its network of analysts, strategists, economists, and various experts to help produce its original research. To do this, BMR utilizes its position as a leading provider of investment-oriented events.

For more information on analytical process as well as the investment principles and practices incorporated by BMR, please visit the Methodology section of this website.


 

Blue Marble Research (BMR) is an intellectually leveraged investment strategy and asset management firm. Through a network of contacts and relationships developed over the past three decades, BMR's president and founder, Vinny Catalano, is able to tap into some of the most insightful investment, economic, and geopolitical thinkers. It is this leverage of intellectual capital along with a unique analytical methodology that enables BMR to provide its investors with a comparative investment advantage.

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Bio

Vinny Catalano, CFA, is President and Global Investment Strategist with Blue Marble Research and author of "Sectors and Styles." Vinny is a past president of the New York Society of Security Analysts and a Nonresident Senior Fellow with the Information Technology and Innovation Foundation.

A global macro economic and capital markets expert, Vinny appears regularly in the media including CNBC, Bloomberg Radio, National Public Radio, Canada's C- TV and BNN TV, and New Delhi TV and is frequently quoted in various professional publications such as Wall Street Journal, Barrons, Financial Times, Reuters, Fortune, thestreet.com, MarketWatch, Globe and Mail, and Business Week. He also produces and conducts numerous events with various CFA Societies and other groups throughout the US, including the highly popular "Market Forecast Series" as well as topical and educational programs (see following partial list).

Organizations

  • New York Society of Security Analysts
  • Market Technicians Association
  • Toronto CFA Society
  • Stamford CFA Society
  • CFA Society of Philadelphia
  • CFA Society of Orlando
  • CFA Society of South Florida
  • CFA Society of Naples
  • CFA Society of Mississippi
  • CFA Society of Austin
  • CFA Society of Dallas/Ft. Worth
  • Houston Society of Financial Analysts
  • Phoenix CFA Society
  • CFA Society of Colorado
  • Kansas City CFA Society
  • CFA Society of Jacksonville
  • CFA Tampa Bay
  • CFA Society of Louisiana
  • CFA Society of San Diego
  • National Investors Relations Institute
  • Financial Planning Association of Northeast Florida
  • New York Institute of Finance

Investment Leaders

  • Byron Wien
  • Rich Bernstein
  • Ralph Acampora
  • Liz Ann Sonders
  • Joseph Battipaglia
  • Mary Ann Bartels

Economic Leaders

  • Nobel laureate Vernon Smith
  • Paul Slovic
  • Don Straszheim
  • Ed Hyman
  • Stephen Roach
  • David Wyss

Political Leaders

  • Caspar Weinberger, former Secretary of Defense
  • Dr. Jason Furman, Deputy Director, National Economic Council
  • Senator Ron Wyden
  • former Senator Phil Gramm
  • former Congressman Christopher Shays

Business Leaders

  • Robert Herz, chairman, FASB
  • John Castellani, president, Business Roundtable
  • Mark Lackritz, former president, Securities Industry Association
  • Thomas Bowman, former president, CFA Institute

Vinny also has extensive experience as an educator. He has conducted numerous educational classes and forums for investment professionals on behalf of NYSSA and Bloomberg; for investor relations experts on behalf of the New York Stock Exchange, NASDAQ, and the National Investor Relations Institute; and for non professional investors on behalf of the Securities and Exchange Commission (Town Hall Series) and the National Association of Investors Corporations. He has also provided private educational sessions for corporate leaders, including the current and past CEO of a Fortune 100 company.

©2005 – 2009 Blue Marble Research