Prior to establishing his own firm, Kevin Freeman wrote a business plan for Sir John Templeton in 1990 and helped build the Templeton Private Client Group from inception, ultimately leading the firm as Senior Managing Director. During his decade-long tenure, he served as Senior Associate Portfolio Manager, developed and managed the Portfolio Consulting Group, and co-developed and managed the Portfolio Operations Group. Under his leadership, the firm raised and managed nearly $2.5 billion.
Kevin Freeman has been in the investment business since 1982, first as a research analyst for an advisory firm, then as author of his own investment newsletter. From 1990 through 2000, he helped develop and build the Templeton Private Client Group. From 2000 through 2003, he served as Chairman of Separate Account Solutions, Inc. He founded Cross Consulting and Services, LLC in 2004 and launched Freeman Global Investment Counsel in 2006.
Kevin Freeman holds the Chartered Financial Analyst (CFA) designation (1997 to present).
Publications (partial list)
“Game Plan: How to Protect Yourself from the Coming Cyber-Economic Attack,” Regnery, Washington, DC, January 2013, 300 pages.
“Secret Weapon: How Economic Terrorism Brought Down the U.S. Stock Market and Why It Can Happen Again,” Regnery, Washington, DC, January 2012, 256 pages.
“Economic Warfare: Risks and Responses, Analysis of Twenty-First Century Risks in Light of the Recent Market Collapse,” June 2009. This 102-page report reviewed in detail the background and timeline of the 2008 market collapse and provides and supports a hypothesis that the collapse was a targeted result. The report identifies specific vulnerabilities that may have led to an economic attack. The report also provides detailed insight into potential suspects using a motive, means, and opportunity methodology. It further identifies future risks and provides specific policy recommendations designed to reduce those risks.
“Economic Warfare Threat Exposed by Recent Market Turmoil,” December 2008. This white paper was prepared for a group within DoD and had circulation among the defense and intelligence communities. It identified specific potential economic vulnerabilities and discussed the risks of financial terrorism.
“Investing in Separate Accounts.” McGraw-Hill; New York, NY, March 2002, 253 pages. This is the first book published for investors regarding the rapidly growing separate account industry. The book was co-authored with Erik Davidson. Back cover note from Sir John Templeton: “Kevin Freeman, as developer of the Franklin Templeton Private Client Group, built a wealth of experience and wisdom which he shares with you in Investing in Separate Accounts.”
Education and Affiliations
BSBA, Economics University of Tulsa (Tulsa, Oklahoma) 1983, graduated with highest honors and served as the school’s Rhodes Scholar nominee in 1983 (achieved state finalist distinction).
Senior Fellow – Center for Security Policy, Washington, DC
Co-founder and Chairman – The Adam Smith Foundation, Tulsa, Oklahoma, 1989 – 1993, promoting entrepreneurship and investment education on college campuses. The Adam Smith Award for Individual Excellence in Free Enterprise has been presented to Sir John Marks Templeton, President Ronald Reagan; William F. Buckley, Jr., Dave Thomas, Steve Forbes, William E. Simon; Foster Friess; and Philip Anschutz among others. The work of the Foundation was placed at Hillsdale College in 1993.
Member – International Society of Financial Analysts, 1997 – 1998; Associate – Hillsdale College, Hillsdale, Michigan, 1996 – present; Public Policy Expert (Economics) – Heritage Foundation, Washington, DC, 1990 – 1992; Advisory Board – Liberty Institute, Plano, Texas, 2003 – present.