James Berman

James Berman is the president and founder of JBGlobal.com LLC, a registered investment advisory firm specializing in asset management for high-net-worth individuals, families and trusts. Mr. Berman is a faculty member in the Finance Department of the NYU School of Professional Studies, where he teaches corporate finance. He has appeared on CNBC and has been published and quoted in a variety of publications, including the Wall Street Journal, Barron's, Fortune, Bloomberg, and CNN Money. As a blogger for Forbes, he covers financial topics ranging from value investing to the economy. His book Lessons from the Lemonade Stand won the award for Best Non-Fiction eBook of 2013 at the Next Generation Indie Book Awards. Mr. Berman received a BA (magna cum laude, Phi Beta Kappa) from Harvard University and a JD from Harvard Law School. Praise for Lessons from the Lemonade Stand: "I loved this book. What a fun way to learn about the economics of starting and investing in a business! The complexities of stock markets, taxes, capital and leverage are boiled down to simple 'Lemonade Logic,' teaching the reader that even the most complex business starts in much the same manner as the charming lemonade stand. This is a must-read for my start-up clients--first time entrepreneurs can learn to apply the 'Realities of Lemonade Life' in successfully launching their businesses and first-time venture capital investors can learn what to look for when investing in those businesses." Lori Hoberman, Chair Emerging Companies/Venture Capital Group, Chadbourne & Parke LLP "By abstracting out the 'hard' stuff about investing and focusing on the most simple of businesses, Berman (a finance prof at NYU and an investment advisor) is able to gradually introduce more complicated concepts without overwhelming the reader with jargon. Really, Lessons from the Lemonade Stand encompasses much of an introductory finance curriculum in book form that reads, well, more like a book of fiction than one on investing." Zack Miller, Founder Tradestreaming "Using the metaphor/parable of a humble lemonade stand, Berman manages to pack in lucid explanations of every concept in basic finance. His topics range from balance sheets and capital markets to asset classes and macroeconomics, including inflation and interest rates. How I wish I had owned this book when I was an undergraduate, and later, as a young attorney on Wall Street. At least I'm glad to have it now, as a financial journalist, for enjoyable reminders of how the whole world works." Vanessa Drucker, American Editor Fund Strategy Magazine "Who knew investing could be this much fun? In Lessons From the Lemonade Stand, Berman uses the familiar concept of the childhood lemonade stand to distill the often mystifying concepts of investing into memorable "Lemonade Laws." Filled with sensible and user-friendly explanations and scattered with zesty quips, the book is a must-read for anyone who wants to learn more about investing." Diana Jaffe, MBA Candidate The Kellogg School of Management (and former student of the author) "A fluid, entertaining style that teaches and inspires us to trust our instincts, James Berman carries the lemonade analogy to explain a number of seemingly elusive concepts, and really distills his deep thinking into a set of lemonade rules of investing that are worth remembering. Everyone from the sophisticated investors to the eager student will enjoy Prof. Berman's collection of lemonade short stories." Manish Jhunjhunwala, CEO and Co-Founder Trefis "An informative and entertaining read that parses through the financial mysticism. Gets all the fundamentals of investing that even professionals would do well to remember." Mortimer Sullivan III, Portfolio Manager Burnham Asset Management