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Ken Baker
Ken Baker

CEO
NewAge Industires Inc.
http://www.newageindustries.com

Ken Baker is the CEO of NewAge Industries, a plastic and rubber tubing and hose manufacturer and RFID tag solutions provider located in Southampton, Pennsylvania. The company originated in 1954 and Ken joined in 1985 as the second generation of his family to carry on its successes. NewAge provides solutions to many Fortune 500 companies and services customers worldwide.

Ken has over 25 years of experience in the tubing and hose industry. He is a majority owner of Colex International, NewAge’s sister plant in Leicestershire, England. In 2001, Ken led NewAge in the launch of AdvantaPure, the company’s high purity tubing and hose division, and has since worked to develop several innovative Single Use disposable solutions. He is a co-inventor on five patents in RFID tagging technology for the company’s Verigenics™ RFID division and is a co-founder in the RFID in Healthcare Consortium. Ken is also a board member of the BPSA Bio-Process System Alliance, an industry trade organization(Show Full Bio).

In 2006, Ken established the company’s Employee Stock Ownership Plan (ESOP), and its employees now own 49% of the company. He is a founding member and Chairman of Pennsylvania Center for Employee Ownership (PCEO), a new organization designed to raise awareness and increase the number of employee owned companies in Pennsylvania. In addition, Ken spends time speaking about ESOPs to other CEOs at local and national events.

Ken invites area high school students to intern at NewAge Industries each summer and is on the Foundation board of Montgomery County Community College. Ken is also a generous contributor to local and national charities.

Episode: 4/13/2018 @1:00 PM


James Steiker
James Steiker

Chairman & CEO
SES Advisors, Inc.
http://www.sesadvisors.com


James G. Steiker is Chairman and CEO of SES Advisors, Inc. and Founding Partner and Chairman of its sister law firm, Steiker, Greenapple & Fusco, P.C. Jim is a corporate, pension and tax attorney and financial advisor with more than 30 years of experience in Employee Stock Ownership Plans (ESOPs) and other employee ownership matters, focusing primarily on ESOP design, transactions and compliance in entrepreneurial companies.

Jim is the past Chair of the ESOP Association’s Advisory Committee on Finance and currently serves on the ESOP Association Board of Governors. He is also a past trustee of the Employee Ownership Foundation and a past member of the Board of Directors of the National Center for Employee Ownership. He is a frequent speaker and author on ESOP matters and serves as a director of nine ESOP companies.

Jim is a graduate of New York University School of Law, where he was a Root-Tilden-Snow Scholar, and of Wesleyan University.

Episode: 4/13/2018 @1:00 PM


Doug Pugliese
Doug Pugliese

Director of Portfolio Services
Alpha Architect
https://alphaarchitect.com/about/

Mr. Pugliese is a Director of Portfolio Services at Alpha Architect, where he heads up the firm’s 1042 ESOP solutions practice. In this role, Doug is responsible for assisting clients to implement tax efficient strategies for monetizing their business holdings to create diversified, investible wealth. Previously, he was Director, Wealth Transition Strategies, at SEI Private Wealth Management, a multifamily office, where he focused on advising business owners. Prior to joining SEI, Mr. Pugliese was employed by Marshall & Stevens, Inc., a financial consultancy, where he was an Executive Managing Director and Principal, managing activities in the Northeast region, including the firm’s New York and Philadelphia offices. Previously, Mr. Pugliese was a Managing Director in the Investment Banking Division at Bear, Stearns & Co. Inc. During his twelve years’ tenure there he developed and executed strategic merger & acquisition and financing transactions worth more than $12 billion and was base(Show Full Bio)d in the Firm’s New York and London offices. Prior to that, Mr. Pugliese served as an officer and pilot in the United States Navy. Mr. Pugliese received his B.A. in Economics and Spanish Literature (with honors) from the University of Pennsylvania and his MBA from the Stern School of Business at New York University, where he was a Dean’s Scholar and a Stern Scholar.

Episode: 4/13/2018 @1:00 PM


Michael Batnick
Michael Batnick

Director of Research; Author of "Irrelevant Investor" Blog
Ritholtz Wealth Management
http://www.ritholtzwealth.com/

As Director of Research, Michael Batnick, Chartered Financial Analyst® reads research publications and stays on top the latest trends in the industry. Michael is a member of the investment committee and heads up the company’s internal research efforts. He spends most of his time developing and implementing risk management and portfolio strategies for the firm’s clients.

Michael writes at The Irrelevant Investor blog, where he aims to educate people about investing.

Blog - https://theirrelevantinvestor.wordpress.com/

Episodes: 4/6/2018 @1:00 PM, 10/7/2016 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 4/6/2018 @1:00 PM, 3/30/2018 @1:00 PM, 3/9/2018 @1:00 PM, 2/16/2018 @1:00 PM, 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 4/6/2018 @1:00 PM, 3/30/2018 @1:00 PM, 3/9/2018 @1:00 PM, 2/16/2018 @1:00 PM, 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Alex Sadowski
Alex Sadowski

Former Chief General Counsel
KCG
http://www.kcg.com

From 2007-2017, Alex Sadowski was involved in several legal and compliance leadership roles at GETCO, LLC and KCG Holdings—global trading firms which were at the forefront of the transformation from manual to automated trading. GETCO, LLC which acquired Knight Capital Group in 2013 to form KCG Holdings, was a pioneer in high-frequency trading and one of the largest market making firms in the world. KCG traded all major asset classes in cash, futures, and options, including equities, fixed income, commodities, and currencies. In addition to proprietary trading, KCG also had an execution services business for both institutional clients as well as retail broker-dealers and operated an ATS, bond trading platform and FX venue.

During his time at GETCO and KCG Alex was the Deputy General Counsel, Global Head of Compliance and Head of Business Development. He was also a member of the Firm's Management Committee. Alex left KCG after the firm was acquired in Q3 2017.

Prior to GE(Show Full Bio)TCO/KCG Alex spent 7+ years at the U.S. Securities and Exchange Commission in the Office of Compliance Inspections and Examinations focusing on examinations of broker-dealers, ATS’s and exchanges.

Episode: 3/30/2018 @1:00 PM


David Babulak
David Babulak

Managing Member, Investor
Strongpoint Holdings LLC
https://alphaarchitect.com/

David Babulak is the Managing Member of Strongpoint Holdings, LLC, an investment company focused on real estate, public markets and private companies.

Previously, Dave spent ten years at Getco, LLC, (later KCG and now Virtu) where he was a Member of the Board and held a variety of roles including Chief Strategy Officer and Global Head of Fixed Income.

Prior experience includes co-founding Blink Trading, an electronic trading firm later purchased by Getco, work as a quant at Hull Trading (now part of Goldman Sachs) and time as an assistant trader on the floor of the Chicago Board Options Exchange.

Dave also served as an Engineer Officer in the United States Army and holds a BS in Industrial and Operations Engineering from the University of Michigan and an MS in Engineering Economic Systems and Operations Research from Stanford University.

Dave grew up in the Midwest and spent the first 15 years of his career in finance in Chicago. He and his wife relocated t(Show Full Bio)o the San Francisco Bay area in 2009.

Outside of work Dave competes in powerlifting and enjoys hiking in the Santa Cruz Mountains. He has serves on the Board and Finance committee of Second Harvest Food Bank.

Twitter - @DaveBabulak

Episode: 3/30/2018 @1:00 PM


Paul Pittman
Paul Pittman

Chairman and Chief Executive Officer
Farmland Partners Inc.
http://www.farmlandpartners.com

Paul grew up in a farm family and has been buying and operating farms on his own account since 1999.

Paul founded and took Farmland Partners public in April of 2014 by contributing 7,300 acres of farmland he owned, mostly in the U.S. Midwest. Since that time Farmland Partners has continued to grow and now owns approximately $1.1 billion of farmland across 17 states totaling over 160,000 acres. Before devoting full attention to production agriculture, Paul was a public company CFO (Jazz Technologies), investment banker (Merrill Lynch, Wasserstein Perella) and lawyer (Sullivan & Cromwell). He has a B.S. in Agriculture from the University of Illinois, an M.P.P. from Harvard University, and a J.D. with Honors from the University of Chicago.

Episode: 3/23/2018 @1:00 PM


Brandon Zick
Brandon Zick

Director of Acquisitions & Portfolio Management
Ceres Partners, LLC
http://www.cerespartners.com

Brandon Zick focuses on managing all assets of the farm portfolio, performing valuation analysis and due diligence of property acquisitions, deal sourcing and negotiating acquisition terms, tenant sourcing and ongoing relationship management and oversees all portfolio management of the Fund.

Most recently, Mr. Zick served as a VP of Strategic Acquisitions within Morgan Stanley Investment Management. In this role, Mr. Zick performed due diligence, valuation analysis, deal negotiation and execution of strategic business transactions on behalf of Morgan Stanley.

Previously, he worked as a senior associate of investor relations at Morgan Stanley and began his career as a finance associate at Lehman Brothers.

Mr. Zick is a graduate of the University of Notre Dame with a B.B.A. in finance and a Japanese concentration and is a Chartered Alternative Investment Analyst. Mr. Zick grew up on a family dairy and crop farm in Northeastern Pennsylvania.

Episode: 3/23/2018 @1:00 PM


Eric Balchunas
Eric Balchunas

Senior ETF Analyst
Bloomberg LP
http://bloomberg.com

Eric Balchunas is Senior ETF Analyst for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, economics, government, credit, ETFs and litigation available on the Bloomberg Professional service at BI .

Eric also appears on and helped create the first-ever ETF TV show called “Bloomberg ETF IQ” as well as a weekly segment for Bloomberg TV and Radio called "Exchange-Traded Friday.” He is also a Bloomberg View columnist as well as co-host of a new podcast on ETFs called “Trillions.” He authored "The Institutional ETF Toolbox," which was published by Wiley in March 2016.

Twitter - @EricBalchunas

Episode: 3/16/2018 @1:00 PM


Don Riley
Don Riley

Chief Investment Officer
Wiley Group
http://www.livemore.net/

As Chief Investment Officer Don provides oversight, management and monitoring of the firm's investments and helps guide the asset allocation and manager selection decisions for the firm's proprietary portfolio strategies.

Episodes: 3/9/2018 @1:00 PM, 1/19/2018 @1:00 PM, 10/14/2016 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 4/6/2018 @1:00 PM, 3/30/2018 @1:00 PM, 3/9/2018 @1:00 PM, 2/16/2018 @1:00 PM, 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Ryan Kirlin
Ryan Kirlin

Head of Capital
Alpha Architect
https://alphaarchitect.com/

Ryan is the Head of Capital Markets for Alpha Architect. He works to assist financial advisors and institutional clients in building ETF portfolios and finding investment portfolio solutions for their clients.

Ryan began his career at the New York Stock Exchange. As part of the Exchange Traded Fund Group, Ryan worked with ETF issuers to launch over 650 exchange traded funds, which makes up about 25% of the existing ETF market. He also assisted in building indexes for ETFs, participated on weekly calls with the SEC trying to get approval for innovative ETFs that fell outside the standard rules, and guided new ETF issuers through the process of taking an ETF to market.

He then transitioned to RevenueShares to be their Head of Capital Markets, which during his time grew from $450 million to $1.1 billion in assets under management and was eventually sold to the mutual fund company, Oppenheimer Funds. Ryan graduated with B.A. in economics from Fordham University.

Twitte(Show Full Bio)r -@RyanPKirlin

Episodes: 3/9/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM


Matt Topley
Matt Topley

Chief Investment Officer
Fortis Wealth
http://www.fortis-wealth.com

Matt has a unique, global perspective on investing that he gained from nearly two decades on the trading desk and from studying abroad. While doing his graduate work, he had the opportunity to explore the world, studying in Shanghai, Beijing, Toronto and Prague. Matt’s desire to make a positive difference, both in his clients’ lives and in the community, is evident both in and outside the office. In his free time, Matt is dedicated to many charitable organizations, devoting time and expertise, with a focus on helping inner-city schools and first-generation college students.

Matt sits on the Fortis Executive Committee and serves as Chair of the Fortis Investment Committee, overseeing the delivery of investment advice and strategy for our clients. A voracious reader and compassionate educator, he has the ability to interpret complex technical financial information and simplify it for the benefit of each of his clients.

Matt holds a Bachelor of Arts from Holy Family Universi(Show Full Bio)ty, an MBA from LaSalle University and a Master of Arts in Organizational Leadership from the University of Pennsylvania. He serves as Chairman of the Board for BLOCS and is the Investment Committee Chair for Holy Family University.

When asked what makes the Fortis investment philosophy stand apart from other wealth management firms, Matt shared:

“Our goal is to provide clients with an unbiased roadmap for investing, minimizing emotional influences and focusing on the factors that they — and we, together — can control.”

Twitter - @MattTopley

Episodes: 3/9/2018 @1:00 PM, 1/19/2018 @1:00 PM


Timothy Duy
Timothy Duy

Professor of Practice and Senior Director of the Oregon Economic Forum
University of Oregon
http://pages.uoregon.edu/duy/

Professor Tim Duy received his B.A. in Economics in 1991 from the University of Puget Sound, and his M.S. and Ph.D. in Economics in 1998 from the University of Oregon. Following graduate school, Tim worked in Washington, D.C. for the United States Department of Treasury as an economist in the International Affairs division and later with the G7 Group, a political and economic consultancy for clients in the financial industry. In the latter position, he was responsible for monitoring the activities of the Federal Reserve and currency markets.

Tim returned to the University of Oregon in 2002. He is the Senior Director of the Oregon Economic Forum and the author of the University of Oregon Statewide Economic Indicators, Regional Economic Indicators, and the Central Oregon Business Index. Tim has published in the Journal of Economics and Business and is currently a member of the Oregon Governor's Council of Economic Advisors and the State Debt Policy Advisory Commission.

Ti(Show Full Bio)m is a prominent commentator on the Federal Reserve. MarketWatch describes his blog as “influential,” the Huffington Post identified him has one of the top 26 economists to follow on Twitter, and he is listed on StreetEye as one of the top 100 people to follow to discover finance news on Twitter. Major national and international news outlets frequently quote him, including the New York Times, the Washington Post, the Financial Times, the Wall Street Journal, and Bloomberg. He also writes a regular column for Bloomberg Markets.

Twitter - @TimDuy

Episodes: 3/2/2018 @1:30 PM, 12/30/2016 @1:00 PM, 12/16/2016 @1:00 PM, 8/14/2015 @1:00 PM


Manish Singh
Manish Singh

Chief Investment Officer
Crossbridge Capital LLP
http://www.crossbridgecapital.com

Manish holds B.Tech degree in Chemical Engineering from the prestigious Indian Institute of Technology (IIT) Mumbai, MSc in Finance & Management from Cranfield School of Management UK and is a Chartered Financial Analyst (CFA) charter holder.

He is currently Chief Investment officer (CIO) at Crossbridge Capital, overseeing $3bn in multi-asset investments. Prior to this, he has worked at Societe General Corporate & Investment Bank (SGCIB) in London and Paris and at UBS Investment Bank in London and Hong Kong in Quant equity research, investment management, and derivative structuring roles. Manish has over 14 years of experience in financial markets and gets interviewed regularly on CNBC and Bloomberg TV.

Manish has a strong interest in investing and nurturing new generation of entrepreneurs and over last 6 years he has invested in a number of successful UK start-ups ventures including - Laundrapp (https://www.laundrapp.com/press), flicktek (http://www.flicktek.com), eRecei(Show Full Bio)pts (https://yocuda.com), Takumi (http://takumi.com), emoquo (https://www.emoquo.com), Tootle (https://www.tootle.co.uk/), Tempo (www.heytempo.com), etc. Apart from investing, his role includes advising the founders and the board at every stage of development - from strategic decisions to network introduction and fund-raising.

Manish also has a keen interest in government policy with a focus on economy and education. He is committed to running for office in India and is an advisor to his home state's BJP leadership in India. Between 2007-09, Manish also advised the office of the Shadow Chancellor of the UK (lead by George Osborne) on UK economy, during the great financial crisis (GFC). Manish is ex Milken Institute Young leader (YLC) and had the honour to be a speaker at the Milken London conference last year in 2016. Manish spoke at the Web Summit (https://websummit.com/) in Lisbon last November.

Twitter - @Manish_05Singh; @CrossbridgeView

Episode: 3/2/2018 @1:00 PM


Annie Duke
Annie Duke

Former professional poker player
http://annieduke.com/meet-annie-duke/

Meet Annie Duke, a woman who has leveraged her expertise in the science of smart decision making to excel at pursuits as varied as championship poker to public speaking. For two decades, Annie was one of the top poker players in the world. In 2004, she bested a field of 234 players to win her first World Series of Poker (WSOP) bracelet. The same year, she triumphed in the $2 million winner-take-all, invitation-only WSOP Tournament of Champions. In 2010, she won the prestigious NBC National Heads-Up Poker Championship. Prior to becoming a professional poker player, Annie was awarded the National Science Foundation Fellowship. Because of this fellowship, she studied Cognitive Psychology at the University of Pennsylvania.

Twitter - @AnnieDuke

Episode: 2/23/2018 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 4/6/2018 @1:00 PM, 3/30/2018 @1:00 PM, 3/9/2018 @1:00 PM, 2/16/2018 @1:00 PM, 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Kathryn Kaminski
Kathryn Kaminski

Visiting Scientist Organization Website
MIT Laboratory for Financial Engineering
http://lfe.mit.edu

Kathryn M. Kaminski is an author and specialist in systematic investing. She co-authored the book “Trend Following with Managed Futures: The Search for Crisis Alpha” published by Wiley Trading in 2014. Kathryn held prior positions as director, investment strategies at Campbell and Company and senior investment analyst at RPM, a CTA fund of funds. She also held the position of Deputy Managing Director of the Institute for Financial Research and affiliated faculty at the Stockholm School of Economics in the department of finance. She has been a senior lecturer at MIT Sloan and visiting professor at the Swedish Royal Institute of Technology (KTH). Her work has been published in a range of industry publications as well as academic journals. In 2015, Kathryn was listed as one of the top 50 leading women in hedge funds. Kathryn holds a BS in electrical engineering from MIT and a PhD in operations research from MIT Sloan.

Episode: 2/16/2018 @1:00 PM


Jonathan Steinberg
Jonathan Steinberg

CEO & President
WisdomTree Investments, Inc.
http://www.wisdomtree.com

Jonathan Steinberg founded our Company and has served as our Chief Executive Officer since October 1988 and since August 2012, he has also served as our President. He has been a member of our Board of Directors since October 1988, serving as Chairman of the Board of Directors from October 1988 to November 2004. He also served as Editor-in-Chief of Individual Investor and Ticker, two magazines formerly published by our Company. Mr. Steinberg, together with Mr. Siracusano, was responsible for the creation and development of our proprietary index methodology. Prior to founding WisdomTree, Mr. Steinberg was employed as an analyst in the Mergers and Acquisitions Department of Bear, Stearns & Co. Inc., an investment banking firm, from 1986 to 1988. Mr. Steinberg is the author of Midas Investing, published by Times Books, a division of Random House, Inc. He attended The Wharton School of Business at the University of Pennsylvania.

Episode: 2/9/2018 @1:00 PM


Patrick O'Shaughnessy
Patrick O'Shaughnessy

Principal and Portfolio Manager
O'Shaughnessy Asset Management
http://osam.com/

Patrick O’Shaughnessy is the Chief Executive Officer at O’Shaughnessy Asset Management (OSAM). Patrick oversees the day-to-day business of the firm, directing OSAM’s initiatives in the areas of research and portfolio management, investor education and client service and relationships. He also serves as a Portfolio Manager. Prior to his role as CEO, Patrick spent 11 years on OSAM’s Research & Portfolio Management team, working to improve the firm’s investment strategies.

Patrick is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillan, and a contributing author to the Fourth Edition of What Works on Wall Street. Patrick’s podcast “Invest Like the Best,” which is a series of conversations with leading investors across asset classes, recently passed 2.5 million listeners and was named among “5 Investment Podcasts You Should Listen To” by The Wall Street Journal. Patrick is an equity owner in OSAM and a member of the firm’s Executi(Show Full Bio)ve Committee. Patrick holds a B.A. in Philosophy from the University of Notre Dame and is also a Chartered Financial Analyst. He lives with his wife and two children in Greenwich, Connecticut.

Twitter - @patrick_oshag

Episodes: 2/2/2018 @1:00 PM, 3/27/2015 @1:00 PM, 12/12/2014 @1:00 PM


Dr. Wesley Gray
Dr. Wesley Gray

CEO
Alpha Architect
http://www.alphaarchitect.com/

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.

Twitter - @alphaarchitect

Episodes: 4/6/2018 @1:00 PM, 3/30/2018 @1:00 PM, 3/9/2018 @1:00 PM, 2/16/2018 @1:00 PM, 2/2/2018 @1:00 PM, 1/19/2018 @1:00 PM, 12/15/2017 @1:00 PM, 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Samuel Hartzmark
Samuel Hartzmark

Assistant Professor
University of Chicago
https://sites.google.com/site/samhartzmark/

Samuel M. Hartzmark studies asset pricing and behavioral finance. His research has appeared in the Journal of Finance, Review of Financial Studies, the Journal of Financial Economics, the Quarterly Journal of Finance, and the Review of Asset Pricing Studies. He has received a number of awards including the 2016 AQR Insight Award, Best Paper in the Review of Asset Pricing Studies 2016, 2nd prize Fama-DFA award for best paper in asset pricing research in the Journal of Financial Economics 2015, the Hillcrest Behavioral Finance Award, the UBS Global Asset Management Award, the Michael J. Barclay young scholar award and he was a finalist for the 2014 AQR Insight award. His work has been covered by a variety of media outlets including CNBC, Forbes, the Wall Street Journal, and Bloomberg among others.

Hartzmark holds a Ph.D. from Marshall School of Business at the University of Southern California, an MBA from University of Chicago Booth School of Business and a BA in mathematics/econ(Show Full Bio)omics (summa cum laude) with a double major in religion from Emory University.

Episode: 2/2/2018 @1:00 PM


David Yates
David Yates

CIO
WisdomTree Asset Management
https://www.wisdomtree.com

David oversees technology at WisdomTree, with a focus on enhancing WisdomTree's capabilities in digital client solutions, information management and business analytics.

Prior to joining WisdomTree Mr. Yates was an Associate Principal at McKinsey & Company, advising Investment Management and Insurance clients on a range of strategic technology and operations issues. He pioneered the firm's advanced analytics approach for the insurance industry, laying the foundation for new engagement models and product offerings. He also co-led McKinsey's IT Sourcing Practice in the Americas; responsible for sharing expertise with clients during sales and procurement situations, creation of industry-shaping content on sourcing, and the training of expert practitioners within the firm.

He previously worked at Accenture, where he led multinational technology delivery programs in the capital markets space, including the design and implementation of the London Stock Exchange's equity trading (Show Full Bio)platform. Prior to that he held technology roles at the Bank of England.

Mr. Yates received an M.B.A. from MIT Sloan School of Management, an M.S. in Computing Science with Distinction from Imperial College London and a B.S. in Mathematics and Economics with First Class Honours from the London School of Economics and Political Science.

Episode: 1/26/2018 @1:00 PM