By |Published On: July 31st, 2013|Categories: Uncategorized|

TKA readers:

I’d love to link up and shake hands if you are in NYC at the beginning of September.

I am speaking at the  “Family Office Trends” Forum, which will be held on Tuesday September 12th from 8:00 a.m. (breakfast) till 4:30 p.m. (reception) at the conference center at Herrick Feinstein in midtown, NYC.  It is located at 2 Park Avenue, NYC, NY .  I’ll be speaking during the early panel–830-920am.

You can view the entire agenda here:  http://ivyfon.com/sep10agenda.html

Registration is available online (note that pre-registration is required as they will not accept day-of registrations).  They plan to limit the audience to about 100 people so it will be an intimate setting, both to gain insight as well as to network with other family offices.  The rates are:  single-family offices, $100; multi-family offices, $500; and outside advisors, $1,200 (note that there are less than a handful of seats remaining for members of this third group).

If you run a personal family office please let me know–I can get you in free!  

Democratize Quant!

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About the Author: Wesley Gray, PhD

Wesley Gray, PhD
After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphia 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 firm dedicated to an impact mission of empowering investors through education. He is a contributor to multiple industry publications and regularly speaks to professional investor groups across the country. Wes has published multiple academic papers and four books, including Embedded (Naval Institute Press, 2009), Quantitative Value (Wiley, 2012), DIY Financial Advisor (Wiley, 2015), and Quantitative Momentum (Wiley, 2016). Dr. Gray currently resides in Palmas Del Mar Puerto Rico with his wife and three children. He recently finished the Leadville 100 ultramarathon race and promises to make better life decisions in the future.

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Important Disclosures

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Third party information may become outdated or otherwise superseded without notice.  Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency has approved, determined the accuracy, or confirmed the adequacy of this article.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. Our full disclosures are available here. Definitions of common statistics used in our analysis are available here (towards the bottom).

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