Iulia Cole

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Profile

Ms. Cole joined the firm in 2002.
She is a native of Moscow, Russia and received her M.S.
in Applied Mathematics from Moscow State University in 1993.
Ms. Cole then did post-graduate work at the London School of Economics and Political Science.
Prior to joining Terry McDaniel & Company, she was with Istok Trading Company, Rutgers University, KPMG Corporate Finance, and Broadwing Communication Services.
Ms. Cole has completed Level I of the CFA examination.

Former positions of Iulia Cole

Companies	Position	End
Terry McDaniel & Co. Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.	Analyst-Equity	31/01/2009
KPMG Corporate Finance LLC KPMG Corporate Finance LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Cincinnati Bell Technology Solutions, Inc. Cincinnati Bell Technology Solutions, Inc. Information Technology ServicesTechnology Services Provides technology, infrastructure, applications and consulting services	Corporate Officer/Principal	-

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Private companies	4
Terry McDaniel & Co. Terry McDaniel & Co. Investment ManagersFinance TMC employs two investment strategies, Equity and Fixed Income, which tailor based on each client’s objectives, return requirements and tolerance for risk. In most cases, this results in a balance between the two strategies for each client. The firm’s equity strategy seeks to achieve long-term income and capital appreciation while attempting to manage portfolio risk. Analysis of stock investments is a bottom-up approach relying heavily on the fundamental analysis of individual companies. The strategy typically holds equity securities of approximately 25 companies. Their fixed income strategy seeks to provide stable income while attempting to manage interest rate and credit risk. Bond investments analysis emphasizes high credit quality and liquidity. Investments are typically in fixed income securities with short-to-intermediate maturities from one to ten years. The firm maintains a staff of investment securities analysts who conduct research into the stocks and bonds used in portfolios.	Finance
KPMG Corporate Finance LLC KPMG Corporate Finance LLC Investment ManagersFinance Provides investment advice	Finance
Cincinnati Bell Technology Solutions, Inc. Cincinnati Bell Technology Solutions, Inc. Information Technology ServicesTechnology Services Provides technology, infrastructure, applications and consulting services	Technology Services
Moscow State University Lomonosov Moscow State University Lomonosov Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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