
Based in Dallas, Texas, Logan Flatt is Managing Principal of Makati Capital Management, LLC. Using his long/short investment strategy from March 1, 2001 through May 31, 2009, Mr. Flatt generated an average annual return of 20.64%, net of fees, and achieved a 27.13% gain, net of fees, for the year 2008. In contrast, the benchmark Credit Suisse-Tremont Long/Short Equity Index returned 5.86% and -19.76%, respectively.
Through his privately-held consulting firm, Vero Group, Inc., Mr. Flatt provides financial expertise, advice, and forensic accounting and other analytical services to attorneys pursuing complex financial litigation and FINRA arbitration cases for their clients.
From 2008 to 2009, Mr. Flatt worked for Anson Group, a Dallas-based investment management firm managing three long/short private investment funds with $60 million in assets under management.
From 2004 to 2008, Mr. Flatt was founder and President of ROI Solutions, the Marketing ROI consulting unit of Tribal DDB Worldwide, a wholly-owned company of Omnicom Group, Inc. (NYSE: OMC). At ROI Solutions, Mr. Flatt led and managed a staff of 17 consulting professionals as they provided corporate clients in North America and Western Europe with the expert skills, strategic planning services, proprietary tools and methods, and objective advice needed to optimize each client's marketing effectiveness and efficiency. Clients included PepsiCo, Nokia, ExxonMobil, KLM | Air France, U.S. Air Force, EchoStar Communications, Action Sports Association, and others.
Prior to 2004, Mr. Flatt worked for 15 years as a management consultant with the professional services firms Adea Solutions, Rare Medium, Synapse Group, Towers Perrin, and Andersen Consulting (now Accenture). Consulting engagements centered on the development and implementation of corporate, business unit, and marketing strategy; business process improvement; and operations optimization for clients in North America and Southeast Asia. Clients included Clear Channel Communications, Caltex Petroleum, Baylor Health Care System, Wyndham International, Forbes.com, Teleglobe, Michaels Stores, Circle K Corporation, PrimeCo Personal Communications, Prudential Insurance, American National Insurance, LaRoche Industries, and others.
Mr. Flatt occasionally writes short, informative essays on economics, investing, and personal finance. He posts many of them at PowerWealth.com.
Mr. Flatt is a Chartered Financial Analyst (CFA) charterholder and a member of CFA Institute. Mr. Flatt graduated with honors from Southern Methodist University with Bachelor of Science degrees in Operations Research and Mathematical Sciences.
Letters to the Editor
May 12, 2008
Strong oil, weak $
Logan Flatt, CFA featured in CFA Institute's CFA Magazine, November/December 2007, Vol. 18, No. 6: 53-55.
"Most Unexpected Place to Work" by Nancy Opiela
NOTE: CFA Institute and the CFA Institute Logo are trademarks owned by CFA Institute.
Letters to the Editor
November 24, 2007
It’s future cash flows, stupid!
September 7, 2007
Classic analysis always wears well
Interview for podcast, "Media Relations Matters" by Eric Bergman, principal of Bergman & Associates in Toronto, Canada.
In this podcast, as a "measurer of marketing," Logan Flatt provides his insights into the communication measurement process and his view that the ultimate goal is "to measure changes in behavior."