Strategic Investment Oversight Team

We have access to some of the most recognized and esteemed names from the field of finance and economics, including a Nobel Laureate. You benefit from a well-researched disciplined investment process which includes ongoing monitoring and risk management.

Harry Markowitz, PhD
Dr. Harry Markowitz won the Nobel Prize in Economic Sciences in 1990 for his work on portfolio selection. Recognized as the father 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 received his PhD in economics from the University of Chicago.
Meir Statman, PhD
Dr. Statman is the Glenn Klimek Professor of Finance at 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. He received his PhD from Columbia University and his BA and MBA from the Hebrew University of Jerusalem.
Sanjiv Das, PhD
Dr. Das is Professor of Finance at Santa Clara University. His current research includes modeling of default risk, derivative pricing models, portfolio theory and venture capital. 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.