Managing Director, RIA Channel
hendersonville, tennessee, united states
Publications:
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Claim your profileAward-winning author and course designer skilled at making complex topics understandable for audiences of varying degrees of sophistication. Teaching, writing and public speaking topics have included cryptocurrencies, hedge funds, private equity, real estate, commodities, structured products, options and futures, machine learning, and infrastructure. Thirty+ years of experience in a variety of institutional investment roles, spanning the alternative investment arena. Consulting experience includes designing alternative investment portfolios for corporate and public pension plans, where manager due diligence led to over $600 million in client investments. Direct trading experience includes commodity swaps and futures; equities, including options and futures; and a long-short equity hedge fund. CFA, CAIA, and FDP charterholder and a member of the CFA Speakers' Bureau. Published eight books, fifteen refereed journal articles, and served on the editorial board of the CFA Digest, Journal of Alternative Investments, and The Journal of Investment Consulting. Selected as a Rising Star of Hedge Funds by Institutional Investor magazine Specialties: Cryptocurrencies, hedge funds, commodities, real assets, options, futures, derivatives, volatility, portfolio construction, alternative investments, academic research, professor, expert witness






Doctor Of Philosophy, Finance, Management Science at Illinois Institute Of TechnologyGraduated: 2010
Master Of Business Administration, Finance at Carnegie Mellon University - Tepper School Of BusinessGraduated: 1990
Bachelor Of Arts, Computer Science, Economics at Whittier CollegeGraduated: 1988