Services
Investment Analyst Training
Investment Analyst Training
AI-Augmented Equity Research for the Next Generation of Analysts
This training program equips investment professionals with cutting-edge skills in equity research, integrating traditional financial analysis with AI tools and techniques. Aspiring and seasoned analysts learn to harness machine learning, natural language processing, and data analytics to enhance forecasting accuracy, identify market inefficiencies, and streamline research workflows. Ideal for firms seeking to future-proof their analyst teams and elevate decision-making with technology-enabled insights.
Investment Advisory Services
Guidance for Family Offices, Foundations, Endowments, and Institutional Investors
I provide bespoke investment advisory services grounded in academic rigor and institutional experience. Whether you’re managing generational wealth, stewarding philanthropic capital, or overseeing institutional portfolios, I offer tailored strategies for asset allocation, manager due diligence, and risk oversight. My approach combines quantitative discipline with qualitative judgment to help clients protect and grow their investments.
Investment Advisory Services
Expert Witness Testimony
Expert Witness Testimony
Clear, Credible, and Authoritative Expertise in Securities Litigation
With decades of experience in securities analysis, I offer expert witness services in complex litigation involving investment disputes, fraud allegations, and fiduciary breaches. My testimony is grounded in empirical research and industry standards, delivered with clarity and authority. I support legal teams with forensic analysis, valuation assessments, and expert reports that withstand scrutiny in arbitration and court proceedings.
Board Service
Independent Oversight and Strategic Insight for Corporate and Nonprofit Boards.
As a board member, I bring a unique blend of academic insight and practical financial acumen to governance, strategy, and risk management. I serve as an independent voice committed to fiduciary excellence, ethical leadership, and long-term value creation. My board service includes executive and investment committee participation, policy development, and oversight of financial stewardship.
Board Service
Dare to be Different
Why Stocks Go Up and Down
Expanded Edition – Now Available
A timeless guide for value investors, Why Stocks Go Up and Down has earned its place as a trusted resource for understanding the forces that shape the market.
The expanded edition offers even deeper insights into valuation, market behavior, and long-term investing strategies.
