| The Effects of Globalization - Frank Holmes U.S. Global Investors Metro Meeting Center 101 Federal Street, 4th Floor |
Frank Holmes
U.S. Global Investors
Chief Executive Officer
Chief Investment Officer
Frank Holmes is CEO and Chief Investment Officer of U.S. Global Investors, Inc., which manages a diversified family of
mutual funds and hedge funds specializing in natural resources, emerging markets and infrastructure. The company’s
funds have earned many awards and honors during Mr. Holmes’ tenure, including more than two dozen Lipper Fund
Awards and certificates.
The World Precious Minerals Fund (UNWPX) was Lipper’s top-performing gold fund in 2009, the second time in four
years for that achievement. In addition, the World Precious Minerals Fund and the Global Resources Fund (PSPFX)
received 2007 and 2008 Lipper Fund Awards as the best overall fund in their respective categories.
Mr. Holmes was 2006 mining fund manager of the year for Mining Journal, a leading publication for the global
resources industry, and he is co-author of “The Goldwatcher: Demystifying Gold Investing.”
He is also an advisor to the International Crisis Group, which works to resolve global conflict, and the William J. Clinton
Foundation on sustainable development in nations with resource-based economies.
Mr. Holmes was previously a research analyst, portfolio manager and managing director of corporate finance in
Canada. He is a former president and chairman of the Toronto Society of the Investment Dealers Association, and he
served on the Toronto Stock Exchange’s Listing Committee.
Mr. Holmes is a much-sought-after keynote speaker at national and international investment conferences. He is also a
regular commentator on the financial television networks, and has been profiled by Fortune, Barron’s, The Financial
Times and other publications.
U.S. Global Investors
Chief Executive Officer
Chief Investment Officer
Frank Holmes is CEO and Chief Investment Officer of U.S. Global Investors, Inc., which manages a diversified family of
mutual funds and hedge funds specializing in natural resources, emerging markets and infrastructure. The company’s
funds have earned many awards and honors during Mr. Holmes’ tenure, including more than two dozen Lipper Fund
Awards and certificates.
The World Precious Minerals Fund (UNWPX) was Lipper’s top-performing gold fund in 2009, the second time in four
years for that achievement. In addition, the World Precious Minerals Fund and the Global Resources Fund (PSPFX)
received 2007 and 2008 Lipper Fund Awards as the best overall fund in their respective categories.
Mr. Holmes was 2006 mining fund manager of the year for Mining Journal, a leading publication for the global
resources industry, and he is co-author of “The Goldwatcher: Demystifying Gold Investing.”
He is also an advisor to the International Crisis Group, which works to resolve global conflict, and the William J. Clinton
Foundation on sustainable development in nations with resource-based economies.
Mr. Holmes was previously a research analyst, portfolio manager and managing director of corporate finance in
Canada. He is a former president and chairman of the Toronto Society of the Investment Dealers Association, and he
served on the Toronto Stock Exchange’s Listing Committee.
Mr. Holmes is a much-sought-after keynote speaker at national and international investment conferences. He is also a
regular commentator on the financial television networks, and has been profiled by Fortune, Barron’s, The Financial
Times and other publications.
Did you know that 80 percent of the world’s population lives in emerging nations and that 80 percent of the world’s
natural resources come from emerging nations? With access to key natural resources, rapidly growing populations and
economies, these nations stand to play a key role in the future of the global economy. As many as 25 percent of
Chinese, more people than the entire U.S. population, fall into or above the middle-class category and that’s expected
to double by 2020. While most dramatic in China, progress is also underway in India and elsewhere. As the developing
world experiences rapid urbanization and the rise of a middle class, these wealthier individuals desire a more affluent
lifestyle, increasing demand for goods, services and infrastructure.
Already, U.S. companies have seen the importance of having a global presence. In 2008, S&P 500 companies totaled
$2.7 trillion in foreign sales and nearly one-quarter of the S&P 500 gain at least half of their profits from overseas.
These changes stand to have a dramatic impact on the world we live in and the way we do business.
Wednesday, June 1 @ 12:00 - Lunch Program
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