Amling & Company, Inc.
Investment Advisers
A Maryland Company
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About |
About Frederick Amling Frederick Amling, the founder of Amling & Company, Inc., has been in investment management for the past 30 years advising individuals, corporations, universities and financial institutions. A graduate of Baldwin Wallace College, he has an MBA from Miami University (Ohio), and a Ph.D. from the University of Pennsylvania. He has been a professor at Miami University (Ohio), the University of Connecticut, the University of Pennsylvania, the University of Maine, the University of Rhode Island and The George Washington University. In addition to his extensive professional investment management experience, he has gained public recognition in the financial field as an author, speaker, lecturer and TV personality. This includes TV programs on Investments and Economics with NBC Channel 4 in Washington, DC and other US channels, the FNN Money talk show, and a six-part series on personal financial planning at The George Washington University's TV center. He has written five books, including seven editions of Investments, published by Prentice-Hall, two editions of The Dow Jones-Irwin Guide to Personal Financial Planning with William Droms, and three editions of Investments by Richard D. Irwin. He has been frequently quoted on "Heard on the Street" in the Wall Street Journal and Medical Economics on economic and investment policy matters. He has given the Hightower lecture on Investments at Emory University. Fred has made presentations at Baldwin Wallace College and The George Washington University and has spoken before the members of the Florida Economics Club and Sheboygan Economics Club. He has presented papers to the national and chapter meetings of AIMR. His comments appeared in Sylvia Porter's Money Magazine. He brings a unique combination of talents to the investment management discipline. |
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EDUCATIONAL BACKGROUND |
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Ph.D |
February, 1957 |
University of Pennsylvania |
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MBA |
February, 1949 |
Miami University, Oxford, OH |
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B.B.A. |
June, 1948 |
Baldwin Wallace College Berea OH |
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ACADEMIC EXPERIENCE George Washington University September, 1966 to January, 1970: 1955-1966: BUSINESS AND PROFESSIONAL EXPERIENCE President, Frederick Amling & Associates, Computer Valuation and Portfolio Models. President, Amling & Company, Potomac, MD. Consulting Economist and Investment Policy Expert, Chairman of Investment Committee, American Psychiatric Association, 1972 to 1996, PUBLICATIONS Books and Monographs: Frederic Amling, 1965 to present: The Dow Jones-Irwin Guide to Personal Investment Fundamentals Articles: "An Improved Statistical Unit for Comparative Investment Analysis", Frederick Amling, Financial Analysts Journal, August 1958. Published Proceedings: "Valuation Models the Reward to Risk Ratio and Book Reviews, Working Papers and Other Publications: "The Behavior of Holding Period Returns and Risk for the Major Market Indices, 1973-1993," Frederick Amling and Mark A. Pierce, Finance Department, GW, School of Business and Public Management, Working Paper Series #96-37, October 1996. Other Scholarly Contributions: Article on advantages of giving appreciated common stock to a university, GW planned giving publication November 1997. Put revised investment book on diskettes for students. Continue to work on how many stocks are needed in a portfolio to give investor returns and risks of the market. Re-established Francis J. Lyons Riggs Trust Prize for best portfolio term paper in Fina 223, Investment Analysis and Portfolio Management, 1996. This is a perpetual award so stated on the corporate minutes of Riggs Bank in Washington. PROFESSIONAL ACTIVITIES Membership and Service: American Finance Association, 1948 to present. Membership Chairman, 1987 to 1990. Conducted economic outlook surveys and reported through reports to Riggs National Bank. Financial Management Association, Member 1960 (beginning) to present. Eastern Finance Association, 1965 to Present, Vice President, Arrangements and Part Programs 1970. Member Washington Society of Investment Analysts, 1970 to present. Treasurer 1987. Presentations: Discussant, Financial Management Association, Chicago, IL. "Bond Pricing and Bond Risk Analysis, 1991. Session Chairman, Financial Management Association "Portfolio Risk Analysis". Toronto, 1993 Financial Management Association, Chaired a panel with leading economist, valuation model builder and investment manager, me. Gave a paper on "Correct Way to Invest. Created program "Dynamics of Stock Valuation," 1995. Financial Management Association, Chaired Panel on Portfolio Management, New Orleans, 1996. Financial Management Association, Chaired Panel and Discussed Paper, FMA, Hawaii, October, 1997. International Financial Management Association - Zurich, Switzerland. Chaired Panel "International Finance and Portfolio Management, June 1997. Eastern Finance Association, Discussant. "The Determinants of Mutual Fund Flows" by Shawn Phelps, Panama City, FL, April 1997. ICI, Investment Company Institute, Annual Meetings, 1992 to present. ICI, Investment Company Institute, Independent Directors Conference, 1995, 1996, 1997. Discussion leader on Leading Problems of Independent Directors, Washington, DC -1996. Lecture, GW Executive Development, Washington, DC, 1997. "Theory and Practice of Common Stock Investments." (The 20 MBA students from Puerto Rico applauded, which is unusual.) Editorial Positions: Review Editor, Business Review, St. John's University, 1985 to Present. Advisor, Indian Finance Journal, New Deli, India 1982 to Present. COMMUNITY SERVICE Interviewed by CNN-TV 10/19/94 "Problem with ATM fees" Interviewed by CNN-TV, October 1995, "Price Fixing of Commission Fees on NASDAQ" Lectured Ukrainian business persons wishing to learn about the valuation of stocks and real estate, 9/6/94. Served as Auditor of Financial Records of the Georgetown Presbyterian church, 1997. Serving as one the tri chairmen of the 50th Reunion committee of Baldwin Wallace College. Berea, 1998. Will serve as an ambassador between finance department and SBPM and the business community. HONORS AND AWARDS Beta Gamma Sigma, Business Honorary Society, 1957 to Present. Was one of the founders of the GW-SBPM Chapter. Who's Who in America, 1972 to present. GW Alumni Award, 1992. CONSULTING ACTIVITIES Member, Keystone Evergreen Mutual fund Boards (35 Boards that manage $19 billion of assets), 1966 to 1997. Member, Torray Fund (Very successful fund that manages $420 million), 1990 to present. Valuation of North American Investment Company, A $200 million company. Testified as to value before NASD arbitration panel in New York. Valuation of a $600 million company for estate tax purpose for IRS in Partnership with Economic consulting Services of Washington, DC, 1996. (Case pending) Chairman, Investment Committee, American Psychiatric Association, 1972 to 1996. Investment Advisor, Amling & Company, 1985 to present. Frederick Amling and Associates, Computer Software, Return to Risk Maximizer Program. Program provides return and risk characteristics of stock portfolios. 1970 to present. OTHER ACTIVITIES Visited Financial Centers in Portugal and Spain. Interviewed investment experts and exchange officials in brokerage, investment and exchange community. Visited with MBA student who started his own brokerage firm. Summer, 1995. Visited MBA and Ph.D. alums in Seoul, Taipei, Hong Kong, Beijing and Shanghai to learn of their attainments and their culture. May 1 - 18, 1997. |