Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

GLG NewsSM

Analyses of timely industry developments by leading Council Members that keep clients apprised of important industry developments across a range of sectors and topics. Throughout each day, Council Members post the news stories they believe will have material impact on their industry, and explain why.

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

The EU's quiet new leadership

November 21, 2009

GLG Expert Contributor

Low-Profile Leaders Chosen for Top European Posts | www.nytimes.com

The new President of the European Council, Belgian Prime Minister Herman Van Rompuy, and high representative for foreign and security policy, Catherine Ashton, are both low profile personalities in new high profile positions. Both also have limited EU and international experience. Van Rompuy's strength is his ability to build consensus.  Baroness Ashton, EU Trade Commissioner for the past year, may have the highest profile position of the two.

Filed under: Government, Legislation & Politics

Samuel Greenholtz, Principal

Samuel GreenholtzPrincipalTelecom Pragmatics What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Hardball 11/21/09: Calix’s IPO in Order to Buy Cyan?

November 21, 2009

Calix Files IPO. Will Cyan Be Mike Hatfield's Next Big Hit? | www.businessweek.com

In a 2005 BusinessWeek article, Calix’ CEO was quoted as saying: "The only thing that would cause me to go public is if we wanted to go do an acquisition.  I don't know why else I'd do it." It was clear to us earlier this year that he had evidently not changed his stance in justifying an IPO.

Filed under: Telecom

Joe PotterBusiness DevelopmentPotter Partners What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

testing prod issue - for tiny urls

November 21, 2009

testing prod issue - for tiny urls | tinyurls.com

testing prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urlstesting prod issue - for tiny urls

Filed under: Hardware

James Aliucci, President

James AliucciPresidentThe Global Group What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Pollock front and center again, despite no one knowing why

November 20, 2009

Pollock quotas likely to drop again | www.publicbroadcasting.net

The latest prediction on the Total Allowable Catch totals for the USA pollock industry for 2010 appear to be solidly in favor of lowering them once again. This makes Greenpeace happy (not really) but is bad news for the industry as a whole. Jobs will be lost, companies may be headed for continued hard times. Yet most consumers of fish say, so what, I never eat pollock. How wrong they are.

Filed under: Natural Resources

Commodity Index Funds to Change Asset Allocations - Big Corn Changes

November 20, 2009

GLG Expert Contributor

Dow Jones-UBS Announce New Target Weights For Commodity Index | www.djindexes.com

DJ / UBS announced changes in their commodity index allocations. The new allocations will likely push corn much higher, and the oil refining spread narrower.

Filed under: Natural Resources

Terra In Play, not the End Game

November 20, 2009

GLG Expert Contributor

End Game at Terra | dealbook.blogs.nytimes.com

Far from "the End Game" as reported by NYTimes author, the CF vote is more likely the beginning of an auction for Terra.

Filed under: Natural Resources

Kenneth Egan, Broker and Realtor

Kenneth EganBroker and RealtorRe/Max All Cities Realty What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Double Dip is a certainty

November 20, 2009

Fear of Double Dip in Housing | online.wsj.com

No matter what the spin, facts are irrefutable.3.5M houses in foreclosure trumps the NAR story about lower inventoryMore than 3 times the current number of foreclosures are in pre-foreclosure.2010 and 2011 will see great numbers of foreclosures.

Filed under: Residential Market Trends

Kenneth Egan, Broker and Realtor

Kenneth EganBroker and RealtorRe/Max All Cities Realty What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Extend and Pretend

November 20, 2009

A sector too tough to save | online.wsj.com

Banks, with government support, will "pretend" over the value of Commercial Assets.Loans will be, for the most part, extended, in order that no one has to take a "hit"Kicking the can down the road, as usual.Some modifications will be worked out.

Filed under: Commercial Market Trends

Martin Brill, Managing Partner

Martin BrillManaging PartnerSweetwater Consulting LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Liz Claiborne Adds Licensing To Updated Business Model

November 20, 2009

Liz Claiborne Reports $90 Million in Qurater | www.wwd.com

The immediate benefit of licensing the Liz Claiborne and Claiborne men's to J C Penny - and LCNY to QVC signal's a broader strategic play ahead for Liz Claiborne Inc.Celebrity designer Isaac Mizrahi's failed attempt to revitalize the fortunes of the brand at major department stores like Macy's, forced the company to make a decision that will have long term strategic implications for the company.

Filed under: Retail

Kenneth Leonard, Principal

Kenneth LeonardPrincipalLeonard Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

How To Increase Your Stock Price And Ruin Your Company

November 20, 2009

Sears shelling out---for own stock | www.chicagotribune.com

Mr. Lampert, for the fifth straight year, has again gained the record for spending far less on his store's improvement and maintenance needs than any of his 13 major competitors, while at the same time, spending far more on buying back his own company stockthan any other retailer.

Filed under: REITs/Operating & Development

Leading institutions connect with members of the councils through GLG

Get Intelligently Connected
with the world's leading experts

GLG's 850+ Clients Include:

More than 70% of the world's leading
mutual funds
15 of the leading 20
global banks
7 of the leading 10
global private equity firms
5 of the leading 10
AmLaw firms
Fortune 500® Companies
in nearly every industry sector, including pharmaceuticals, insurance, chemicals, energy and computer software