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ISI consists of two parts: ISI Group Inc., a broker-dealer, and ISI Inc., a registered investment advisor. ISI is engaged in investment research, sales, trading, portfolio management, support and operations with offices in New York, Washington DC and Beijing. Ed Hyman and Nancy Lazar spearhead our economic research efforts, while Tom Gallagher, located in our Washington DC office, leads our policy research team and is joined by Andy Laperriere. Bill Whyman, also in our DC office, leads our tech strategy research. Mike Rothman directs integrated oil research, Jeff deGraaf is head of technical analysis, Chris Senyek is head of accounting & tax policy research, and Oscar Sloterbeck oversees ISI's company surveys. Dan Zhou and Gene Ma, in Beijing, head the ISI - CEBM China research joint venture. François Trahan is head of portfolio strategy and quantitative research. The investment advisory service is directed by Al Medaugh and Jim Moltz. ISI has 112 employees, including our joint venture with CEBM.
   
   
Research - New York
Research - Washington, DC
Research - Beijing, China
 

ISI has Institutional Investor #1 investment teams in five macro areas: portfolio strategy, Washington research, technical analysis, economics, and integrated oil (Independent Research category). ISI placed 13th overall among all Wall Street firms and #1 in the macro category among all Wall Street firms.