Harry M. Markowitz, PhD
Harry M. Markowitz is best known for winning the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. In his distinguished career, Dr. Markowitz has served in various academic posts at many universities, including Baruch College, London School of Economics, London Business School, University of Tokyo, Rutgers University, Hebrew University, the Wharton School and UCLA. He is also a board member (and former president) of the American Finance Association and was a fellow of the Econometric Society. Recognized as the founder of Modern Portfolio Theory and one of the nation’s best known minds in finance, Dr. Markowitz is a professor of finance in the Rady School of Management at UC San Diego. He is also president of the Harry Markowitz Company and has also worked for companies such as IBM and the Rand Corporation. He received his PhD in economics from the University of Chicago.
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His research has been published in The Journal of Finance, The Journal of Financial Economics, Financial Analysts Journal, and The Journal of Financial and Quantitative Analysis, among others. Dr. Statman’s research has been supported by grants from the National Science Foundation, the Research Foundation of the Institute of Chartered Financial Analysts, and the Dean Witter Foundation. He is a member of the Advisory Board of the Journal of Portfolio Management and the Journal of Investment Consulting and a recipient of a Batterymarch Fellowship and a Graham and Dodd Award. He received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem.
Sanjiv Das is Professor of Finance and Associate Dean for Faculty Development at Santa Clara University’s Leavey School of Business. He previously held faculty appointments as Associate Professor at Harvard Business School and UC Berkeley. He holds post-graduate degrees in Finance (MPhil and PhD from New York University), Computer Science (MS from UC Berkeley) and an MBA from the Indian Institute of Management, Ahmedabad. He did undergraduate work in Accounting and Economics (University of Bombay, Sydenham College) and is also a qualified Cost and Works Accountant. He is an associate editor of Management Science, senior editor of The Journal of Investment Management and co-editor of The Journal of Derivatives. Prior to being an academic, he worked in the derivatives business in the Asia-Pacific region as a Vice President at Citibank. His current research interests include the modeling of default risk, algorithms for harvesting financial information from the web, derivative pricing models, portfolio theory and venture capital.
Andrew Rudd is widely considered an expert in quantitative analysis, asset allocation, modern portfolio theory, risk management and performance measurement. He is Co-founder and Chairman of Advisor Software, Inc., a firm that provides client risk profile assessment and asset allocation tools to the financial services industry. He is also Chairman of Advisor Partners, LLC, an investment advisory firm that provides investment management services to select independent advisors and financial institutions. In addition, Rudd is the founder and Chairman of the former Barra, Inc. and serves as Senior Adviser for the newly-formed MSCI Barra. Rudd gained recognition as the co-author of two industry-leading books on institutional investing, Modern Portfolio Theory: The Principles of Investment Management and Option Pricing. Rudd has written numerous journal articles and research papers on a wide range of domestic and international investment practices and theories.