Roger Conrad

Roger S. Conrad is a Portfolio Manager and member of Leeb Capital Management’s Investment Committee. His research focuses primarily on securities that provide a combination of income and the potential for long-term capital appreciation. Mr. Conrad’s work is particularly important for investors whose investments objectives include current income and/or those who face mandatory distributions from their retirement accounts.

Mr. Conrad is well qualified to advise on income-producing equity securities. In 1989, he founded the Utility Forecaster newsletter which has been named Best Financial Advisory by the Newsletter Publishers Association (1997). It presents investment advice on electric, natural gas, communications, water and foreign utility stocks, bonds and preferred stocks. Roger researches and follows more than 250 securities, employing a rigorous five-stage methodology that includes a proprietary safety rating system and a value index that compares prospective total returns with a security’s current price to earnings ratio.

Roger has worked with Leeb Group’s Chairman, Dr. Stephen Leeb, since 1990 in various capacities including their time together at Personal Finance, one of the nation’s largest investment advisory publications. He has also co-authored two books with Dr. Leeb, Market Timing for the Nineties (HarperCollins, 1994) and The Agile Investor (HarperCollins, 1997).

Roger holds a B.A. in Anthropology from Emory University and a Masters of International Management from the American Graduate School of International Management.