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Management Team Bassi Investments is breaking new ground through its unique investment strategy. We are taking important research on the relationship between training investments and financial performance and putting it to work by selecting a portfolio of firms that make exceptional training investments. This strategy requires management expertise and in-depth knowledge from a group of diverse (often unrelated) fields. Our outstanding management team provides a rare blend of extensive experience and skill drawn from the investment arena, academia, and the world of training and learning. The CEO of Bassi Investments is Stan Sorrell, who served from 1987 to 1997 as President and CEO of the Calvert Group, a $5.4 billion investment management firm based in Maryland. He was responsible for all management operations during those years, a period of dramatic growth for Calvert. Chief Investment Officer Craig Van Hulzen has years of investment management experience for individual clients and firms nationwide. He also serves as CEO of Van Hulzen Asset Management, a firm he founded in 1998. Chair of the Board Laurie Bassi, Ph.D., is an international expert on measuring and valuing organizations’ investments in human capital. She spearheaded the creation of a standardized training measurement system that has been used by thousands of organizations across the world. She spent the early years of her career as a tenured professor of economics and public policy at Georgetown University. Chief Research Officer Daniel McMurrer has worked with Dr. Bassi for years on extensive quantitative research on the relationship between firms' human capital investments and their overall market and financial performance. Their research represents the core of the Bassi Investments investment strategy. Herbert Rubenstein, a Bassi Investments Principal, has significant legal experience and has also spent many years working providing strategic planning and development expertise for young, growing organizations. He is the President and CEO of Growth Strategies, Inc. |