Paul M. Wendee & Associates, LLC
Intrinsic Value Wealth Report Media Group
Paul M. Wendee & Associates, LLC and Intrinsic Value Wealth Report Group are multidisciplinary financial firms that integrate investment banking, alternative investment funds, and the award-winning Intrinsic Value Wealth Report Newsletter—recognized for its premier stock and investment selections since 1994.
Rooted in the principles of investment value creation and strategic thinking, we help enterprises create investment value and we help investors recognize the investment value created in order to build wealth. Our approach combines rigorous financial analysis with uncommon insight— what we refer to as Un-Common Sense in an Irrational World—to challenge conventional wisdom and uncover overlooked opportunities in markets, entrepreneurship, and economics.
Our newsletter, the Intrinsic Value Wealth Report Newsletter, delivers original research and thought leadership on investments; economics; finance; theories in finance and economics; wealth building; and other disciplines—crafted from both an academic perspective and many years of real-world practical experience – that goes deeper than headlines and trends. To help our investment banking clients raise capital, we focus on putting them in front of the money through innovative strategies, tailored capital solutions, and partnerships that align vision with value.
We are not just analysts or advisors—we are thinkers. We believe that to achieve lasting success in today’s markets and business environment, one must think differently, think deeply, and think value.
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• Investment Banking • Northwest Quadrant Group
(Capital Raising, M&A, IPOs) (Alternative Investment Funds)
Paul M. Wendee & Associates, LLC Northwest Quadrant Alt Opportunity Fund
Northwest Quadrant Alt Venture Fund
• Intrinsic Value Wealth Report Newsletter
(Unique Insights, Perspectives, Ideas)
Intrinsic Value Wealth Report Newsletter
Dr. PAUL M. WENDEE
Paul is the editor and publisher of the Intrinsic Value Wealth Report (IVWealthReport.com), and this investment newsletter, the Intrinsic Value Wealth Report Newsletter (IVWealthReportNewsletter.com). He is also the Managing Director of Paul M. Wendee & Associates, LLC, a corporate finance, private equity, management consulting, and financial planning firm, and a national strategy and capital firm, which he founded in 1998. In addition to corporate finance and management consulting, the firm’s consulting activities have included fundamental equity analysis and research, quantitative research, convertible securities research and analysis, technical research, investment management, due diligence and valuation services to securities broker/dealers, hedge funds, money managers and investment banking firms. He is also the Managing Director and Chief Investment Officer of Northwest Quadrant Alternative Investments Opportunity Fund, LLC and Northwest Quadrant Alternative Investments Venture Fund, LLC. Paul was the President and majority owner of South Lake Avenue Securities Corporation, a boutique investment banking, management consulting, mergers & acquisitions (M&A), business appraisal, investment management firm and FINRA registered broker-dealer headquartered in Pasadena, California. Paul was the founding project manager and the Vice President of Administration of Evergreen Realty REIT, Inc. Paul was Director of Equity Research for Skye Investment Advisors, LLC, where he was responsible for fundamental equity analysis, research and valuation. Paul was the Director of Research and the Director of Corporate Finance at Brookstreet Securities Corporation. In this capacity, he had overall responsibility for corporate finance; equity research; due diligence; direct participation programs (real estate, oil & gas, equipment leasing, etc.); and Investment Advisory product analysis, selection and development. Paul also co-managed the Corporate Finance Department and was Director of Due Diligence for First Affiliated Securities. Paul was a portfolio manager with Harris Trust Bank of Arizona, a wholly‑owned subsidiary of Harris Bankcorp in Chicago, where he managed in excess of $100 million in personal trust and employee benefit (profit sharing and pension) investments.
Paul earned his Bachelor of Science degree in Economics and Administrative Studies (Graduation with Honors and Distinguished Military Graduate) and his Master of Administration in Business degree with emphases in Finance and Marketing from the University of California, Riverside. He was awarded an Army R.O.T.C. Scholarship and served as an officer in the United States Army. Paul earned his Doctor of Business Administration (DBA) degree from the University of Phoenix. He created a new theory in finance and wrote his doctoral dissertation entitled, A Theory of Value Drivers: A Grounded Theory Study, on the new theory. He also created a theory in economics, The Value Creation Theory of the Economy (Intrinsinomics). He is a Certified Financial PlannerTM Professional and holds the following securities registrations: General Securities Representative (Series 7) (inactive), General Securities Principal (Series 24) (inactive), Investment Banking Representative (Series 79) (inactive), and Registered Investment Advisor (Series 65) (active). Paul also holds an inactive Arizona Real Estate Salesperson License.
Paul founded the Value Driver Institute and Research and Educational Expedition Programs (VDI/REEP), a non-profit organization with a mission to conduct research on enterprise value driver theory and the enterprise value creation process; and to take the business incubator concept to places in the world where business incubators are not commonly found, but where they are needed the most. The Value Driver Institute and Paul have introduced the business incubator concept to many groups and individuals on a world-wide basis. A previous VDI/REEP expedition organized and accompanied famed astronomer John Dobson on an astronomy expedition to Death Valley, CA.
Paul is a Member the National Association for Business Economics (NABE) and is a past member of the Direct Investment and Membership Committees of the Securities Industry Association (SIA). He has written investment related articles for many publications including the Tucson Citizen and been quoted in numerous publications including The Wall Street Journal, USA Today, The San Diego Union‑Tribune, The Wall Street Transcript, Buyside Magazine, and Wall Street Research Magazine. His article on Economic forecasting, “A Simple and Effective Economic Forecasting Model,” was published in Strategic Investor Relations (a publication of Institutional Investor). He wrote an article on financing equestrian enterprises for California Riding Magazine entitled: “Grassroots enterprise financing is one of several funding sources for equestrian endeavors.” He is a winner of The Wall Street Journal’s Experts Vs. Darts stock picking contest. Paul was previously the Department Chair of the College of Arts & Sciences and the Graduate School of Business and Management at Argosy University’s Orange County Campus. Paul has taught courses in finance and economics, including courses in security analysis and portfolio management, as a member of the Adjunct Faculty at National University and other universities. Paul also teaches courses in business, strategy, management, investments, economics, entrepreneurship, accounting, and finance to university students worldwide. He has been an Adjunct Faculty Professor, an Entrepreneur-In-Residence and Senior Mentor advising entrepreneurial students at Chapman University. He has been an Entrepreneur-In-Residence at the University of California, Irvine and an Adjunct Professor at Cal State LA. Paul also is an Adjunct Faculty Professor at California Baptist University, where he has taught courses in finance, economics, and business. He was a volunteer instructor at Los Angeles-based Chrysalis, a non-profit organization dedicated to creating a pathway to self-sufficiency for homeless and low-income individuals. Paul was a Research Fellow at the Center for Global Business and Information Technology Research at the University of Phoenix. He is a frequent speaker at various workshops, symposiums and conferences speaking on a variety of topics.
The Cassandra Stock Picking Model that Dr. Wendee developed was the winner of the Wall Street Journal’s Experts vs. Darts Stock Picking Contest (July 8, 1999). The Cassandra Stock Picking Model was developed over a number of years and put into use in 1994. Please see the Track Record for the investment results. The pages that follow show the results of the Wall Street Journal’s Experts vs. Darts Stock Picking Contest (July 8, 1999).
Page 1 of the contest results WSJ0708A
Page 2 of the contest results WSJ0708B