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Registered Investment Advisor (RIA), Registered with SEC:
Previous Professional Experience:
Manage investment portfolios for individuals, pensions and trusts and provide
key planning advice.
Publish financial, economic and corporate governance related research.
Internationally recognized as a leader in evaluating interest rate trends,
mergers, technology developments, stock options and other compensation
programs, accounting and regulatory rules and corporate governance matters.
Widely quoted in the NY Times, Bloomberg, Barrons, USA Today. Oregonian and other
Internationally recognized as a leader in analyzing and understanding complex
- Advance important corporate governance issues to increase market transparency.
My overall goal is to earn clients trust and be recognized for high quality
Chief Financial Officer - MaPS Credit Union
Senior Analyst and Portfolio Manager - US Bancorp
Financial Analyst and Business Planner - Sharp Microeletronics
Auditor and Systems Consultant - Arthur Andersen (1985-87, the best
CPA firm at the time)
Rural Bank Consultant - Peace Corp Volunteer in Paraguay, South America
Selected Media Coverage of Parish & Company
Masters of Business Administration (Finance) - Portland State University
Bachelor of Arts in Business (Finance/Accounting), minor Journalism - University
Primary Education (Bvrtn, Oregon): Mrs. Chlosey's Kindergarten, Holy Trinity,
Cedar Park, Sunset High
Fluent in Spanish, French, Italian and Russian. Basic conversation in Mandarin.
What Leading Financial Professionals Are Saying:
- Oregonian Mar 2010 - Oregon to Invest Pension
Money in Troubled Bank Rescues
- Oregon Public Broadcasting Sept 2009 - Nike
- Oregonian Sep 2009 - Oregon PERS invests in
Grayken Distressed Debt Fund
- Oregon Public Broadcasting June 2009 - Unemployment Investment Fund Looks Solid
- Naional Public Radio (Tess Vigeland Interview) Mar 2009 - 529 College Plans
- USA Today Mar 2008 - Private Equity Firms Showing
Signs of Strain
- Dow Jones UK Nov 2007: Corporate
Governance, who is guarding the guardians?
- Willamette Week Nov 2007: Gambling with Kids
- PR Newswire July 2007 - Dow Jones Sale
- Longview Daily News February 2007 - Longview Fibre Agrees to Sell
- Steel Week Jan 2007 - Evraz Bid for Oregon Steel Clears US Review
- Oregonian Jan 2007 - Oregon Steel Execs Make Big Buyout Gain
- USA Today September 2006 - Private Equity Firm Buys GE Unit
- Brainstorm NW May 2006 - The Amazing Carry and PERS Tax Loophole
- Longview Daily News April 7, 2006 - Buyout of Longview Fibre Opposed
- USA Today May 16,2006 - Private Equity Firms and Their Growing Influence
Oregon Business Magazine July 2005 - Power Play, Warren Buffett and Pacificorp
Portland Tribune February 2005 - No One Likes a Hollywood Ending
Oregonian February 2005 - Regulators examine tax effect on utility rates
Oregonian January 2005 - Federal energy policy changes
Willamette Week January 2005 - The PGE Papers
Portland Tribune December 2004 - PGE Might Go Public Down the Road
Brainstorm NW October 2004 - TPG Board Suffers the Lingering Frangrance
Oregonian June 2004 - Digging Deeper into the Texas Pacific Deal
Portland Tribune July 2004 - Weyerhaeuser Pulls Plug on Box Plant
USA Today February 2004 - How to Read a Financial Statement
Oregon Business November 2003 - Doing the numbers
Portland Tribune November 2003 Op/Ed - PGE Solution Here all Along
Barron's April 2003 - Taking a Closer Look at Microsoft
Detroit Free Press April 2003 - Pensions Put Faith in Auto Parts Supplier
Smart Money October 2002 - Mergers and the Impact of Institutional
Shareholder Services (ISS)
Portland Tribune Op-Ed September 2002 - New Rules May Help Stock Market
Oregonian May 2002 - Silence is No Option
Computerworld and Barrons April 2002 - Inside the Proposed Hewlett Packard
Les Echos in France February 2002 - Controversy surrounding Microsoft
USA Today October 2001 - Stock drop hits tech rich states
New York Times August 2001 - Regulators Check New Economy Books
Bloomberg Markets March 2001 - "Tale of Two Cities" Cover story
Electronic Business News March 2001 - "A Piece of The Action."
Philadelphia Citypaper December 2000 - Watered Stock Woes at Citigroup
Christian Science Monitor October 2000 - Corporate Taxation Trends
Das Bild in Germany March 2000 - Little Bill Takes on Big Bill
The Independent in UK October 1998 - Microsoft Financial Practices
Oregonian July 1998 - Fundamentals of Good Pension Plans
Frequent Local Television and Radio Guest
Note: Oregon Administrative Rules prohibit Registered Investment
Advisors from using "Testimonials for Advertising Purposes." The
objective of the following comments are to provide feedback with respect
to Bill Parish's public comments regarding key accounting and regulatory
policies, not investment management performance.
Selected Speaking Engagements:
"I want to thank you for your wonderfully informative talk.... full of
humor and common sense with insight and honesty. We loved your comments
and fresh approach... many thanks from all of us," Investment
"For someone who appreciates first rate academic research like myself,
your work was simply sensational." Bob Packwood, former Chair of the
US Senate Finance Committee
"Participants treated you like a rock star and were thrilled to hear you
speak about these accounting issues. Thank you for adding so much to our
conference. Organizer for conference of 400 leading money managers.
"Amazing presentation Bill, I understand now and agree that engineering
should stay out of the accounting area." Former President of the
American Institute of Certified Public Accountants, AICPA, Bill Ezell.
"I was absolutely astounded to read your analysis of Microsoft,"
Director of large high profile international law center based in UK.
"I respect your analysis of Microsoft's financials..." Former CEO and
founder of the Vanguard family of mutual funds, John Bogle.
I just wanted to let you know that you've been providing an excellent public
service through your opposition to TPG in its effort to purchase Portland
General Electric. The information you provided is superb and your Public
Utility Commission testimony enlightening," Leading public power advocate,
former President of Lasco shipping and Port of Portland Director, Ken Lewis.
"In late 1998 Bill Parish work on corporate earnings distortions went largely
unrecognized by the mainstream media and finally in 2002 the Wall Street
Journal reinvented Mr. Parish wheel. It's bad enough it took the journal
so long, but what's worse, a reference to Mr. Parish work was no where
to be found in the front page article." Director of Research at
Northern Trust Bank, Paul Kasriel.
"Astonishing." Response by Glenn Simpson, top reporter at Wall
Street Journal, regarding report on Cisco Systems.
"That can't be, that must be changed" upon hearing the tax ramifications
of sock option accounting and the fact that NQ options are not a preference
item for AMT purposes but rather W-2 Income. Chief Operating Officer
at Securities and Exchange Commission, Bob Herdman
"With much admiration and respect, keep up the good work." Nation's
leading hedge fund analyst, Albert Meyer.
Current and Past Associations and Professional Credentials:
- Western Pension and Benefits Conference - April 2007
Midwest Utility Executives April 2005 - Keynote speech titled "Preparing
for a post PUHCA World."
Various Private Investment Groups in 2003 and 2004
Massachusetts Institute of Technology (MIT) Alumni Apr 2003 - Connecting
the Economic Dots
American Assoc. of Individual Investors (AAII) 2002 - Evaluating Mutual
Kent State University Keynote 2002 - The Inside Story on Microsoft
and Quality of Earnings.
Ivy League & MIT/Stanford Consortium 2002 - New Investment Market Dynamics
Financial Planning Association of OR & WA 2002 - New tools for investment
National Assoc. Fee Based Advisors 2002 - How accounting issues impact
Rotary, Lions, Chamber of Commerce 2002 - Economic and Investment Market
Leading Latin American Universities in Chile, Peru, Columbia, Hondurus
and Mexico 1996-1999: Specialized one-week seminars on International
Finance as visiting adjunct faculty from Portland State University.
Successful Professional People I Respect and Why:
Registered Investment Advisor - Series 7, 63 and 65 Exams
American Institute of Certified Public Accountants (AICPA) - 1987
Oregon Society of Certified Public Accountants - 1987
Multnomah Athletic Club, Portland City Club, Beaverton Rotary
Oregon Public Broadcasting, Portland Opera Guild, Japanese Garden Society,
Oregon Historical Society, Portland Art Museum
What I Like to Do To Relax:
John Bogle - Founder of the Vanguard Group and a strong investor advocate
- Warren Buffet (The Good Half) - A successful investor
willing to speak out on important
issues of credibility and integrity in the financial world, even though
he is immersed in some of these very same issues, in particular key
issues. Buffett's dark side is that he is the king of exploiting
corporate welfare programs, in particular medical malpractice and
other insurance based schemes.
Martha Stewart - Stewart created a blockbuster company from scratch yet
was sadly, although she was wrong in her actions, was made a scapegoat for
gross abuses on the part of numerous corporate executives.
Robert Parker Junior - Parker publishes the "Wine Advocate" and is
known for the uncompromised integrity and quality of his reviews. The French
love him and hate him. He has been profiled on the cover of the Atlantic
Eliot Spitzer - Spitzer has no fear and has done more to clean up the investment
industry that the Securities and Exchange Commission itself.
Mother Teresa - Teresa was a great capitalist at heart through her capacity
to lift people out of poverty and create new economic opportunities.
The current global economic slowdown is indeed rooted in job losses and
it is unfortunate that many leaders, especially those in technology, are
immersed in self-destructive narcissism and fail to understand this.
Yo Yo Ma - A great musician constantly expanding his range of music.
Ma's vintage Argentine tango recordings are spectacular as are his 6 unaccompanied
cello suites by Bach.
Parish & Company
- Play the classical guitar, especially slow beautiful
Spanish themes such
as "Romance de los Pinos" (Romance of the Pines) and musicals on the
ranging from "Paint Your Wagon" to "Phantom of the Opera." Since
2006 I've also enjoyed playing the piano in Trios, such as JC Bach, and
exploring classical music, including Grieg and Tchaikovsky.
Listen to the Opera in French, Italian and Russian. A few favorite Operas
are The Pearl Fishers by Bizet and Eugene Onegin by Tchaikovsky. Favorite composers include Verdi, Puccini, Bizet,
Donzenetti and Mozart.
- Speak Spanish, French, Italian and Russian with friends
along with reading and watching
movies in each language. For me speaking other languages is like
opening a Treasure box. It is interesting and it also helps me in
my work by helping adopt a more global perspective.
Sports, especially team sports, including soccer, softball, basketball,
skiing, biking and tennis.
Start the day with a good breakfast and coffee, 15 minutes at the piano and learning something new
and helpful every day.
Cook dinner for friends and family and listen to good "honest" story tellers.
10260 SW Greenburg Rd., Suite 400
Portland, OR 97223
Tel: 503-643-6999 Fax: 503-221-3161
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