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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: 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Andrew Weisman
Andrew Weisman

Managing Partner
Windham Capital Management
http://www.windhamcapital.com

Andrew Weisman is managing partner at Windham Capital Management and co-portfolio manager of the firm’s Risk Premia Fund. Prior to joining Windham Mr. Weisman was the Chief Investment Officer for Liquid Alternative Investments at Janus Capital. Mr. Weisman previously served as was Managing Director and Chief Portfolio Manager for Merrill Lynch's Hedge Fund Development and Management Group, and as Chief Investment Officer and Member of the Board of Directors for Nikko International.
Mr. Weisman has published an extensive collection of articles on asset allocation and risk management issues. His research awards include the Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article published in The Journal of Portfolio Management (2003) and the Roger F. Murray Prize (2016) awarded by the Institute for Quantitative Research in Finance. He has a bachelor's degree from Columbia College, a master's in international affairs from Columbia and was awarded a doctoral fellowship to Columbia(Show Full Bio) University's Graduate School of Business, where he completed all coursework and comprehensive exams toward a PhD. He has over 30 years of experience in portfolio construction and risk management, particularly in alternative asset strategies. He serves on the board of the International Association for Quantitative Finance, the Editorial Advisory Board of the Journal of Portfolio Management, and as President of the Society of Columbia Graduates.

Episode: 11/17/2017 @1:00 PM


Rich Wiggins
Rich Wiggins

Strategist
Saudi Aramco
http://www.saudiaramco.com

Rich is a strategist at Saudi Aramco and is a respected and original thought leader who has introduced a number of criticisms of currently popular strategies. He wrote a game theory-based evaluation of ‘Risk Parity’ titled “When Risk Control Turns Perilous” that appeared in Barron’s and has an upcoming article in Institutional Investor with the title "Calling BS on Smart Beta".

Episode: 11/17/2017 @1:00 PM


James Bullard
James Bullard

President and CEO
the Federal Reserve Bank of St. Louis
https://www.stlouisfed.org/from-the-president

James “Jim” Bullard is the president and CEO of the Federal Reserve Bank of St. Louis. He oversees the activities of the Eighth Federal Reserve District, including operations in the St. Louis headquarters and its branches in Little Rock, Ark., Louisville, Ky., and Memphis, Tenn. He also participates on the Federal Reserve’s Federal Open Market Committee, or FOMC, which meets eight times each year to set the direction of U.S. monetary policy.

Bullard is a noted economist and scholar, and his positions are founded on research-based thinking and an intellectual openness to new theories and explanations. He is often an early voice for change. Of note:

In 2016, Bullard announced a new approach for the St. Louis Fed’s near-term U.S. macroeconomic and monetary policy projections. The new approach is based on the idea that the economy may experience one of several possible persistent regimes, which involve a combination of recession or no recession, high or low productivity growt(Show Full Bio)h, and high or low real returns on government debt. While switches between regimes are possible, they are difficult to forecast. This contrasts with the more traditional approach to monetary policy projections, which assumes that the economy will converge to one single, long-run steady state.
Earlier in his tenure, Bullard warned about the possibility of a Japanese-style deflation in the U.S. His paper on this topic, published in 2010, helped move the FOMC’s thinking toward a second round of quantitative easing.
He has argued strongly that the timing of monetary policy decisions, including interest rate policy or the pace of asset purchases, should be driven by incoming data on the state of the economy as opposed to the calendar.
During the financial crisis, Bullard also advocated for establishing an explicit inflation target, which the FOMC has since adopted. And he has argued that the Committee should defend the target when inflation is below as well as above it.
In 2008, Bullard was an early voice on the potential consequences of zero-interest-rate policy. He argued that the Fed may need to turn to quantitative measures of monetary policy in order to avoid deflation.
Bullard makes public outreach and dialogue a priority to help build a more transparent and accessible Fed. He regularly engages with many audiences—including academics, policymakers, business and labor organizations, charities, students and media, among other public groups—to discuss monetary policy and the U.S. economy and to help further the regional Reserve banks’ role of being the voice of Main Street.

Bullard is active in the community. He is an honorary professor of economics at Washington University in St. Louis, where he also sits on the advisory council of the economics department, as well as several advisory boards. In addition, he is a member of the Greater St. Louis Financial Forum, the St. Louis Regional Chamber’s board of directors, the University of Missouri-St. Louis (UMSL) Chancellor’s Council and the St. Cloud State University School of Public Affairs advisory council. He is also chairman of the United Way’s U.S.A. Board of Trustees and a member of the United Way Worldwide board. In addition, he is a member of the Central Bank Research Association’s senior council.

A native of Forest Lake, Minn., Bullard received his doctorate in economics from Indiana University in Bloomington. He holds Bachelor of Science degrees in economics and in quantitative methods and information systems from St. Cloud State University in St. Cloud, Minn.

Twitter - @stlouisfed

Episodes: 11/10/2017 @1:00 PM, 8/12/2016 @1:00 PM, 9/4/2015 @1:00 PM, 8/21/2015 @1:00 PM, 2/20/2015 @1:00 PM


Brian S. Wesbury
Brian S. Wesbury

Chief Economist
First Trust Advisors L.P.

Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois.
Mr. Wesbury has been a member of the Academic Advisory Council of the Chicago Fed from 1999-2007 and a regular attendee of the Economist Roundtable Luncheon at the Chicago Fed since 2007. In 2012, he was named a Fellow of the George W. Bush Presidential Center in Dallas, TX where he worked closely with its 4%-Growth Project. His writing appears in various magazines, newspapers and blogs, and he appears regularly on Fox, Bloomberg, CNBC and BNN Canada TV.
In 1995 and 1996, he served as Chief Economist for the Joint Economic Committee of the U.S. Congress. The Wall Street Journal ranked Mr. Wesbury the nation’s #1 U.S. economic forecaster in 2001, and USA Today ranked him as one of the nation’s top 10 forecasters in 2004.
Mr. Wesbury began his career in 1982 at the Harris Bank in Chicago. Former positions include Vice President and Economist for the Chicago Corpo(Show Full Bio)ration and Senior Vice President and Chief Economist for Griffin, Kubik, Stephens, & Thompson.
Mr. Wesbury received an M.B.A. from Northwestern University’s Kellogg Graduate School of Management, and a B.A. in Economics from the University of Montana. McGraw-Hill published his first book, The New Era of Wealth, in October 1999. His most recent book, It’s Not As Bad As You Think, was published in November 2009 by John Wiley & Sons.
In 2011, Mr. Wesbury received the University of Montana’s Distinguished Alumni Award. This award honors outstanding alumni who have “brought honor to the University, the state or the nation.” There have been 267 recipients of this award out of a potential pool of 91,000 graduates.

Episodes: 11/3/2017 @1:30 PM, 5/5/2017 @1:00 PM, 11/11/2016 @1:00 PM, 3/18/2016 @1:00 PM, 10/30/2015 @1:00 PM, 11/7/2014 @1:00 PM


Constance Hunter
Constance Hunter

Principal, Chief Economist
KPMG LLP
http://www.kpmg.com

Constance Hunter is the Chief Economist of KPMG LLP. She is an economic thought leader focusing on how economic factors impact asset prices and business performance worldwide. In her role at KPMG Constance works closely with the firm’s leadership and clients to identify inflection points, risks and opportunities that arise in the constantly evolving economic landscape. She is known for correctly calling economic indicators that presage market turning points such as the Russian currency devaluation in 1998, the Dotcom bubble in 2001, the real estate and credit crisis in 2007-08, the recovery of the housing market and concurrent low bond yields in 2012 and the continued low bond yields through 2016.

Constance has held high level positions in asset management for nearly two decades. She has held the position of Chief Investment Officer or Chief Economist for the past ten years. Prior to joining KPMG, she served as Deputy Chief Investment Officer at AXA Investment Managers where she(Show Full Bio) helped manage over
$500 billion in fixed income assets. She graduated with a BA in Economics and Sociology from New York University and with a Master’s of International Affairs with a concentration on international economics from Columbia University’s School of International and Public Affairs. She holds the Certified Business Economist designation from the National Association for Business Economics.

Constance is a regular speaker at conferences on a wide variety of macroeconomic topics and a frequent guest on all major financial media channels. She is also actively involved with a number of economic and financial market associations including the National Association for Business Economics, New York Association for Business Economics, Money Marketeers, Women’s Bond Club and of 100 Women in Hedge Funds.

Twitter - @constancehunter

Episode: 11/3/2017 @1:00 PM


Andrew Lo
Andrew Lo

Charles E. and Susan T. Harris Professor of Finance
MIT Sloan School of Management
https://alo.mit.edu/

Andrew W. Lo is the Charles E. and Susan T. Harris Professor at the MIT Sloan School of Management and director of the MIT Laboratory for Financial Engineering. He received his Ph.D. in economics from Harvard University in 1984. Before joining MIT’s finance faculty in 1988, he taught at the University of Pennsylvania’s Wharton School as the W.P. Carey Assistant Professor of Finance from 1984 to 1987, and as the W.P. Carey Associate Professor of Finance from 1987 to 1988.

He has published numerous articles in finance and economics journals, and has authored several books including Adaptive Markets: Financial Evolution at the Speed of Thought, The Econometrics of Financial Markets, A Non-Random Walk Down Wall Street, Hedge Funds: An Analytic Perspective, and The Evolution of Technical Analysis. He is currently co-editor of the Annual Review of Financial Economics and an associate editor of the Financial Analysts Journal, the Journal of Portfolio Management, and the Journal of Comp(Show Full Bio)utational Finance.

His awards include the Alfred P. Sloan Foundation Fellowship, the Paul A. Samuelson Award, the American Association for Individual Investors Award, the Graham and Dodd Award, the 2001 IAFE-SunGard Financial Engineer of the Year award, a Guggenheim Fellowship, the CFA Institute’s James R. Vertin Award, the 2010 Harry M. Markowitz Award, and awards for teaching excellence from both Wharton and MIT.

Twitter - @AndrewWLo
Book site - https://press.princeton.edu/titles/10932.html
Amazon - https://www.amazon.com/Adaptive-Markets-Financial-Evolution-Thought/dp/0691135142/ref=sr_1_1?ie=UTF8&qid=1508960620&sr=8-1&keywords=Adaptive+Markets+Financial+Evolution+at+the+Speed+of+Thought

Episode: 10/27/2017 @1:00 PM


Danielle DiMartino Booth
Danielle DiMartino Booth

Founder; Senior Economic Adviser
Money Strong, LLC; Commerce Street Capital
https://www.commercestreetcapital.com/

Danielle DiMartino Booth makes bold predictions based on meticulous research and her years of experience in central banking and on Wall Street. Known for sounding an early warning about the housing bubble in the 2000s, Danielle offers a unique perspective to audiences seeking expertise in the financial markets, the economy, and the intersection of central banking and politics.

Called “The Dallas Fed’s Resident Soothsayer” by D Magazine, Danielle is a well-known speaker who can tailor her message to a myriad of audiences, once spending a week crossing the ocean to present to groups as diverse as the Portfolio Management Institute in Newport Beach, the Global Interdependence Center in London and the Four States Forestry Association in Texarkana. Her success is based on her ability to translate the arcane language of Wall Street thinkers and Fed insiders to the man on the street. Danielle is regularly featured on CNBC and Bloomberg.

From Wall Street to respected columnist to(Show Full Bio) Fed Advisor, Danielle spent nine years as a Senior Financial Analyst with the Federal Reserve of Dallas and served as an Advisor on monetary policy to Dallas Federal Reserve President Richard W. Fisher until his retirement. Fisher called on Danielle to serve at the Fed after becoming a loyal reader of her financial column in the Dallas Morning News. She began her career in New York at Credit Suisse and Donaldson, Lufkin & Jenrette where she worked in the fixed income, public equity and private equity markets. Danielle earned her BBA as a College of Business Scholar at the University of Texas at San Antonio. She holds an MBA in Finance and International Business from the University of Texas at Austin and an MS in Journalism from Columbia University.

Personal Site/Money Strong - http://dimartinobooth.com/

Episode: 10/20/2017 @1:00 PM


Howard Silverblatt
Howard Silverblatt

Senior Index Analyst
S&P Dow Jones Indices
https://us.spindices.com/

Howard Silverblatt is senior index analyst for S&P Dow Jones Indices. In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P Dow Jones Indices’ family of U.S. Indices, including the world’s most followed stock market index, the S&P 500®.

Howard has been with Standard & Poor’s since 1977, and has held various analytic, business development, and product positions. He joined S&P Indices in 1983 as an editor, and has since received numerous corporate and industry awards, most notably for his work on the creation and development of Standard & Poor’s core earnings and Global Industry Classification Standard (GICS®).

Howard graduated with a B.S. in Business Management from Syracuse University.

Episode: 10/20/2017 @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: 11/17/2017 @1:00 PM, 10/13/2017 @1:00 PM, 8/11/2017 @1:00 PM, 7/7/2017 @1:00 PM


Lu Zhang
Lu Zhang

Professor of Finance
The Ohio State University
https://fisher.osu.edu/people/zhang.1868

Dr. Lu Zhang is The John W. Galbreath Chair, Professor of Finance, at Fisher College of Business, The Ohio State University, as well as Research Associate at National Bureau of Economic Research and Associate Editor for Journal of Financial Economics and Journal of Financial and Quantitative Analysis. He is Founding President of Macro Finance Society, an international academic society devoted to advancing and disseminating high-quality research at the intersection of financial economics and macroeconomics. Before joining Ohio State in 2010, he taught at Stephen M. Ross School of Business at University of Michigan and William E. Simon Graduate School of Business Administration at University of Rochester. Dr. Zhang’s research focuses on asset pricing, in connection with macroeconomics, corporate finance, labor economics, and capital markets research in accounting. Dr. Zhang has published extensively at leading academic journals. One chapter of his doctoral thesis "The value premium" won (Show Full Bio)the Smith-Breeden Award for Best Paper for 2005 from American Finance Association and Journal of Finance. His financial research has been featured in prominent media outlets such as The Wall Street Journal, Bloomberg, and Shanghai Financial News. Dr. Zhang has extensive teaching interests and experience at the undergraduate, M.B.A., and Ph.D. levels. He has taught a variety of courses including Investment Management, Derivative Securities, Capital Markets and Investment Strategy, Corporate Finance, Empirical Methodology in Finance, Theory of Finance, and Advanced Asset Pricing. In 2015, he was voted the Outstanding Working Professional MBA Elective Faculty Award recipient at Fisher College of Business, The Ohio State University.

Twitter - @zhanglu_osu

Episode: 10/13/2017 @1:00 PM


Gaurav Sinha
Gaurav Sinha

Asset Allocation Strategist
WisdomTree
http://www.wisdomtree.com/

Gaurav Sinha is currently working as Asset Allocation Strategist at WisdomTree since November 2014. He is leading the Portfolio Analytics and Solutions team and builds specialized investment solutions along with customized analytics for our clients. He is also deeply involved in advancing WisdomTree’s product suite, and has particular expertise on India. Gaurav came to WisdomTree after stints at World Bank, Morgan Stanley and recently with Windhaven Investment Management. He received his Masters in Financial Engineering from Columbia University in 2009 and holds a bachelors Engineering degree from the prestigious Indian Institute Of Technology (IIT).

Episodes: 10/6/2017 @1:15 PM, 6/30/2017 @1:00 PM


Tim Reynolds
Tim Reynolds

Senior Portfolio Manager; CFA, CAIA
Employees Retirement Texas
https://ers.texas.gov/Active-Employees/Retirement/State-of-Texas-Retirement

Timothy Reynolds CFA, CAIA is a Portfolio Manager for the Employees Retirement System of Texas (ERS). Tim currently manages the Emerging Markets and Corporate Spinoff portfolios for ERS. Tim also serves on the ERS’ Senior Investment Team, the Real Estate Committee, & the New Ideas Committee, and has additional responsibilities as a Supervisor of Public Equities.

With over twenty-four years of investing experience, Tim has experience managing portfolios in both domestic and international equities. Previous employers include USAA Investment Management, American Century, and Thornburg.

Tim has traveled extensively around the world to develop deeper insights into countries and generate better investment decisions in companies.

Tim holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. He received his Master of Science in Finance from Texas Tech University, and has a Bachelor of Business Administration in Finance from Texas(Show Full Bio) A&M.

Episode: 10/6/2017 @1:00 PM


Arvind Gupta
Arvind Gupta

National Director, Information and Technology; Tech Entrepreneur; Eisenhower Fellow for Innovation
Bharatiya Janata Party (BJP)
http://bjp.org

Dedicated to finding technology-based solutions to people’s everyday problems of subsistence and economic mobility, Arvind Gupta currently advises India’s BJP party on e-governance, digital outreach, and IT policy in general. He is an experienced computer scientist – part of the team that worked on the first web browser at the University of Illinois – with copyrights on technologies in micro-transactions gateways. His goal on fellowship was to establish the “last mile” connectivity for the nearly 70% of Indians who earn less than US$2/day, linking them to the Internet via non-Internet devices such as community radios or basic mobile phones – and making the transformative nature of the Internet available to people with the greatest need of its economic and democratizing potential.

Twitter - @buzzindelhi
Eisenhower Fellows - https://www.efworld.org/our-programs/international/arvind-gupta8

Episode: 10/6/2017 @1:30 PM


Leland R. Miller
Leland R. Miller

Chief Executive Officer
China Beige Book International
http://www.ChinaBeigeBook.com

Leland R. Miller is the Chief Executive Officer of China Beige Book International and heads up strategic management of the firm.

A leading authority on China’s economy and financial system, he is a frequent commentator on media outlets such as CNBC, Bloomberg TV, CNN, BBC, and FOX Business, among others, and his work is featured regularly in the Wall Street Journal, New York Times, Washington Post, TIME, New Yorker, Atlantic, Forbes, Foreign Policy, The Hill and South China Morning Post.

Mr. Miller holds a law degree from the University of Virginia School of Law, where he was Hardy C. Dillard fellow and editor-in-chief of the school’s Journal of International Law; a master’s degree in Chinese History from Oxford University (St. Antony’s College); a BA in European History from Washington & Lee University; and a graduate Chinese language fellowship from Tunghai University (Taiwan).

In 2004, Mr. Miller received the Gerald Segal Fellowship Prize in Asian Security, awar(Show Full Bio)ded annually for excellence to a single individual worldwide by the International Institute of Strategic Studies (IISS), and in 2006-08 was named an American Bar Association (ABA) Business Law Fellow, a position from which he helped oversee the organization’s review of the Chinese banking system.

Mr. Miller is an elected member of the National Committee on U.S.-China Relations, an elected life member of the Council on Foreign Relations, and a non-resident Senior Fellow at the Brent Scowcroft Center on International Security at the Atlantic Council.

Episodes: 9/29/2017 @1:30 PM, 5/6/2016 @1:00 PM, 1/8/2016 @1:00 PM, 8/14/2015 @1:00 PM


Peter Boockvar
Peter Boockvar

Chief Market Analyst; Co-Chief Investment Officer for Bookmark Advisors
the Lindsey Group
http://www.thelindseygroup.com/

Prior to joining The Lindsey Group, Peter spent a brief time at Omega Advisors, a New York based hedge fund, as a macro analyst and portfolio manager. Before this, he was an employee and partner at Miller Tabak + Co for 18 years where he was recently the equity strategist and a portfolio manager with Miller Tabak Advisors. He joined Donaldson, Lufkin and Jenrette in 1992 in their corporate bond research department as a junior analyst. He is also president of OCLI, LLC and OCLI2, LLC, farmland real estate investment funds. He is a CNBC contributor and appears regularly on their network. Peter graduated Magna Cum Laude with a B.B.A. in Finance from George Washington University.

The Boock Report - https://boockreport.com/
CNBC - https://www.cnbc.com/peter-boockvar/

Episode: 9/29/2017 @1:00 PM


Richard Cancro
Richard Cancro

Co-Founder, Chief Executive Officer and Director
AdvisorEngine, Inc.
http://www.advisorengine.com/

Mr. Richard Cancro, also known as Rich, co-founded AdvisorEngine, Inc. (formerly Vanare LLC) in 2012 and serves as its Chief Executive Officer. Mr. Cancro sets the strategic vision, oversees Vanare’s business operations and manages product strategy for Vanare. He has over 20 years of experience building and managing wealth management businesses, platforms and products. He has a successful track record of creating innovative solutions, re-inventing technology platforms and driving financial growth for his businesses. Prior to founding Vanare, he served as a Managing Director at Bank of America/Merrill Lynch where he served as the Head of their RIA custody business (Money Manager Services) serving independent RIAs and their HNW clients. He was also responsible for their Global Wealth and Investment Management Managed Account Technology Platform that served over $350 billion in AUM.

Prior to BofA/Merrill, Mr. Cancro served as a Managing Director at J.P. Morgan, where he served as (Show Full Bio)Head of their Investment Advisor Services RIA custody business. Additionally, he served as a Senior Managing Director at Bear Stearns and Head of Product Development for their Broker Dealer-Investment Advisor Services clearing and custody business, as well as Group Program Manager for Pershing's NetExchange Wealth Management Technology Platform (now called NetX360 which has over 100,000 professional users). He also held various leadership roles, including Head of Investment Advisor Services and Head of Institutional Brokerage at DLJ Direct. He serves as a Director of Vanare LLC. Mr. Cancro graduated with a B.A. in Business from Gettysburg College.

Episode: 9/22/2017 @1:00 PM


Joel Bruckenstein
Joel Bruckenstein

President
Technology Tools for Today (T3)
http://t3technologyhub.com/

Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub. He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, as well as the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs.

He recently received the 2017 Insider's Forum Leadership Award. He was presented the award in recognition of his steadfast contributions helping advisory firms identify and adopt increasingly powerful technology.

Mr. Bruckenstein has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows.

He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, (Show Full Bio)and Technology Tools for Today’s High Margin Practice.

Joel writes regularly for the T3 Technology Hub and for Financial Advisor magazine.

Twitter - @FinTechie
Upcoming 2017 Conferences: T3 Enterprise Conference Oct. 30-Nov. 1(Las Vegas) T3 Advisor Conference Feb. 6-9, 2018 (Ft. Lauderdale, FL)

Episode: 9/22/2017 @1:00 PM


Nikolai Roussanov
Nikolai Roussanov

Moise Y. Safra Associate Professor of Finance; Director of the Macro Finance Society
The Wharton School
https://fnce.wharton.upenn.edu/profile/nroussan/

Nikolai Roussanov is Moise Y. Safra Associate Professor of Finance at the Wharton School, University of Pennsylvania, and Research Associate at the National Bureau of Economic Research. His research focuses on areas of interaction between asset pricing and macroeconomics, ranging from equity to fixed income, currency, and commodity markets, to entrepreneurship and consumer financial behavior. His articles have been published in the Journal of Finance, the Quarterly Journal of Economics, the Journal of Financial Economics, the Review of Financial Studies, and Management Science, and won a number of prizes, including the 2015 AQR Insight Award. He currently serves on the board of directors of the Macro Finance Society and on editorial boards at the Journal of Finance and Journal of Monetary Economics. At Wharton, Prof. Roussanov has taught courses on Fixed Income Securities and Behavioral Finance.

Roussanov received an undergraduate degree in mathematics from Harvard College in 2(Show Full Bio)001 an d a Ph.D. in Finance from the University of Chicago in 2008.

Twitter - @macrofinsociety
Macro Finance Society - https://macrofinancesociety.org/

Episodes: 9/15/2017 @1:00 PM, 8/11/2017 @1:00 PM


Richard Roll
Richard Roll

Linde Institute Professor of Finance
Caltech
http://www.hss.caltech.edu/content/richard-w-roll

Richard Roll is a finance expert known in particular for his work on portfolio theory and asset pricing. He also brings extensive business experience to the Linde Institute, having been a consultant for a range of corporations, law firms, and government agencies in addition to serving on boards and founding several businesses himself. At Boeing the early 1960s, he worked on the Minuteman missile and the Saturn moon rocket. He was a vice president at Goldman, Sachs & Co. in the 1980s, where he founded and directed the mortgage securities group. He is currently a principal of the consulting firm Compensation Valuation, Inc.

Roll joined the faculty at UCLA in 1976, where he most recently held the Joel Fried Chair in Applied Finance in the Anderson School of Management and is now a professor emeritus. He was previously on the faculty at Carnegie Mellon University, the European Institute for Advanced Study of Management in Brussels, and the French business school Hautes Etudes Commer(Show Full Bio)ciales (HEC) near Paris. Roll holds a Ph.D. in economics, finance, and statistics from the University of Chicago, as well as an M.B.A. from the University of Washington and a B.A.E. from Auburn University. He has received honorary doctorates from universities in both France and Germany.

Roll has published two books and over 100 papers in peer-reviewed journals, and he is or has been an associate editor of 11 different journals in finance and economics. Among his honors, he has won the Graham and Dodd Award for financial writing four times and the Leo Melamed Prize for financial research. In 2009, he was named Financial Engineer of the Year by the International Association of Financial Engineers. He is a past president of the American Finance Association and a fellow of the Econometric Society.

Episode: 9/15/2017 @1:30 PM


Chris Geczy
Chris Geczy

Adjunct Finance Professor; Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research
the Wharton School
https://fnce.wharton.upenn.edu/profile/geczy/

Chris Geczy has been on the Finance Faculty at Wharton since 1997 and is Academic Director of the Jacobs Levy Equity Management Center for Quantitative Financial Research. He is also Academic Director of the Wharton Wealth Management Initiative at Wharton Executive Education. He has a B.A. in economics from the University of Pennsylvania and a Ph.D. in finance and econometrics from the Graduate School of Business at the University of Chicago.

Dr. Geczy regularly teaches investment management and co-created the first full course on hedge funds at The Wharton School, the course Impact Investing, and a number of executive education courses. He has taught AIMR/CFA Institute-accredited professional Risk Management courses through the University of Chicago's Graduate School of Business. Before his studies at Chicago, Chris worked for the Board of Governors of the Federal Reserve System, Washington, D.C., in its Division of Research and Statistics. Chris is a Fellow of the Wharton Fina(Show Full Bio)ncial Institutions Center and has been the New York Stock Exchange Fellow and the Geewax-Terker Fellow at the Rodney L. White Center for Financial Research at Wharton. He has been the Academic Director of a number of Wharton Executive Education programs including the 2009 Securities Industry Institute in partnership with SIFMA, the Investment Management Consultants Association Endowments and Foundations, Alternative Investments and the advanced Investment Strategist Certificate programs.

He serves on Intel’s US Retirement Plans’ Investment Policy Committee. He has served on the Economic Advisory Board of NASDAQ, acts as an editor of the Journal of Alternative Investments and serves on the Advisory Board of the Journal of Wealth Management. Chris is a founding board member of the Mid-Atlantic Hedge Fund Association (Chairman 2007- 2008), and he serves on the curriculum and exam committee of the Chartered Alternative Investment Analyst Association (CAIA). Chris also serves on the board of the Alexander Hamilton Friends Association.

Current research focuses on multifactor models, wealth management, risk management, asset allocation, the performance of managed funds, and various aspects of equity lending and short-selling. His work has appeared in numerous books and scholarly journals including the Journal of Finance, Journal of Financial Economics, and the Journal of Political Economy. It has also been reported in the Wall Street Journal, the New York Times, the Financial Times, Forbes, NPR, SmartMoney magazine, on CNBC’s Squawk Box and in numerous other media.

Episodes: 9/8/2017 @1:30 PM, 5/20/2016 @1:00 PM, 5/1/2015 @1:00 PM


Dan Sichel
Dan Sichel

Professor of Economics; Research Associate, National Bureau of Economic Research
Wellesley College
http://wellesley.edu

Dan Sichel is a professor of Economics at Wellesley College, where he teaches courses in macroeconomics and economic policy. He joined the Wellesley faculty in 2012 following many years at the Federal Reserve Board in Washington, D.C. As a Senior Associate Director at the Fed, Dan was part of the management team that guided and oversaw the analytic support provided to the Federal Reserve Board and the Federal Open Market Committee. He also was the staff economist for the Chair of the Airline Stabilization Board established after the terrorist attacks on September 11, 2001.

Dan joined the Federal Reserve in 1988 after earning a Ph.D. in Economics at Princeton University. He remained at the Fed until 1993, when he joined the Brookings Institution as a Research Associate. In 1995, Dan was appointed the Deputy Assistant Secretary for Macroeconomic Policy at the U.S. Treasury Department and then returned to the Fed in 1996. He received a bachelor’s degree in economics and a master’s (Show Full Bio)degree in public policy from the University of Michigan in 1983.

Dan’s research interests are in economic growth, technology, macroeconomics, and economic measurement. He has published extensively in these areas, including several widely-cited papers on the relationship between information technology and economic growth, the contributions of intangible capital to economic growth, and measurement issues related to high-tech capital goods.

He is a Research Associate with the National Bureau of Economic Research, a visiting scholar at the Boston Federal Reserve Bank, a member of Bureau of Economic Analysis’ Advisory Committee, and a member of the Executive Committee of the Conference on Research in Income and Wealth.

Episode: 9/8/2017 @1:00 PM


Joel Mokyr
Joel Mokyr

Professor of Economics and History
Northwestern University
http://www.economics.northwestern.edu

Joel Mokyr is the Robert H. Strotz Professor of Arts and Sciences and Professor of Economics and History at Northwestern University and Sackler Professor (by special appointment) at the Eitan Berglas School of Economics at the University of Tel Aviv. He specializes in economic history and the economics of technological change and population change. He is the author of Why Ireland Starved: An Analytical and Quantitative Study of the Irish Economy, The Lever of Riches: Technological Creativity and Economic Progress, The British Industrial Revolution: An Economic Perspective, The Gifts of Athena: Historical Origins of the Knowledge Economy, and The
Enlightened Economy: an Economic history of Britain, 1700-1850. His most recent book is A Culture of Growth, published by Princeton University Press in 2016. He has authored over 100 articles and books in his field.

He has served as the senior editor of the Journal of Economic History from 1994 to 1998, and was editor in chief of the(Show Full Bio) Oxford Encyclopedia of Economic History (published in July 2003), and serves as editor in chief of a book series, the Princeton University Press Economic History of the Western World. He served as President of the Economic History Association 2003-04, President of the Midwest Economics Association in 2007/08, President of the Atlantic Economic Association (2015/16), and is a director of the National Bureau of Economic Research. He serves as chair of the advisory committee of the Institutions, Organizations, and Growth program of the Canadian Institute of Advanced Research. He served as chair of the Economics Department at Northwestern University between 1998 and 2001 and was a fellow at the Center for Advanced Studies in the Behavioral Sciences at Stanford between Sept. 2001 and June 2002.

Professor Mokyr has an undergraduate degree from the Hebrew University of Jerusalem and a Ph.D. from Yale University. He has taught at Northwestern since 1974, and has been a visiting Professor at Harvard, the University of Chicago, Stanford University, the Hebrew University of Jerusalem, the University of Tel Aviv, University College of Dublin, and the University of Manchester. In 2006 he was awarded the biennial Heineken Prize by the Royal Dutch Academy of Sciences for a lifetime achievement in historical science. In 2015 he was awarded the Balzan Prize for Economic History. He is a fellow of the American Academy of Arts and Sciences, a foreign fellow of the Royal Dutch Academy of Sciences, the Accademia Nazionale dei Lincei, a corresponding fellow of the British Academy, and a Fellow of the Econometric Society and the Cliometric Society. His books have won a number of important prizes including the Joseph Schumpeter memorial prize, the Ranki prize for the best book in European Economic history and the Donald Price Prize of the American Political Science Association.

Episodes: 9/1/2017 @1:00 PM, 7/14/2017 @1:00 PM


Robert Gordon
Robert Gordon

Stanley G. Harris Professor, Social Sciences and Professor of Economics
Northwestern University
https://www.economics.northwestern.edu/people/directory/robert-gordon.html

Gordon is one of the world’s leading experts on inflation, unemployment, and long-term economic growth. His recent work asking whether U. S. economic growth is “almost over” has been widely cited, and in 2016 he was named as one of Bloomberg’s top 50 most influential people in the world. Gordon is author of The Rise and Fall of American Growth: the US Standard of Living Since the Civil War (published in January 2016 by the Princeton University Press). He is also author of Macroeconomics, twelfth edition, The Measurement of Durable Goods Prices, The American Business Cycle, and The Economics of New Goods. His book of collected essays is Productivity Growth, Inflation, and Unemployment.
Gordon did his undergraduate work at Harvard and then attended Oxford University on a Marshall Scholarship. He received his Ph.D. in 1967 at M.I.T. and taught at Harvard and the University of Chicago before coming to Northwestern in 1973. He is a Distinguished Fellow of the American Economic Asso(Show Full Bio)ciation and a Fellow of both the Econometric Society and the American Academy of Arts and Sciences. He is a Research Associate of the National Bureau of Economic Research and a member of the NBER Business Cycle Dating Committee. He is also a Research Fellow of the Centre for Economic Policy Research (London) and the Observatoire Français des Conjunctures Economiques (OFCE, Paris). He is an economic adviser to the Bureau of Economic Analysis and to the economic forecasting firm MacroAdvisers and a member of the policy advisory panel of the Federal Reserve Bank of Chicago.

Episodes: 9/1/2017 @1:00 PM, 7/14/2017 @1:00 PM


Stephen Blumenthal
Stephen Blumenthal

Founder, CEO, CIO
CMG Capital Management Group Inc
http://www.cmgwealth.com

Stephen Blumenthal founded CMG Capital Management Group, Inc. in 1992. Mr. Blumenthal is CMG’s Executive Chairman and Chief Investment Officer. Mr. Blumenthal began his career at Merrill Lynch in 1984 and he has over 30 years of investment management and industry experience. Mr. Blumenthal is a frequent speaker and writer on investment strategies. He writes investment commentary for Forbes and has been featured in The Wall Street Journal, Barron’s, Investor’s Business Daily, Pensions & Investments Magazine, Investment News and ETF.com. Mr. Blumenthal has appeared in various media outlets, including Bloomberg, CNBC and Fox Business News. Mr. Blumenthal is the author of the popular weekly e-letter, On My Radar, that helps investors, advisers and institutions gain a deeper understanding of the forces driving the economy and investment markets.

Mr. Blumenthal graduated with a Bachelor of Science degree in Accounting from Pennsylvania State University.

Twitter - @SBlumenthalC(Show Full Bio)MG
Advisor Resources - http://advisorcentral.cmgwealth.com/cmg-advisor-resource-center/

Episode: 8/25/2017 @1:30 PM