Summer–A Time to Learn!

/Summer–A Time to Learn!

Summer–A Time to Learn!

By | 2017-08-18T16:56:36+00:00 June 30th, 2014|Investor Education|0 Comments


We exist to empower investors through education.

Typically, we cover source academic literature and other topics that require an intermediate to advanced level of knowledge.

We want to expand access to our material by educating readers from the ground up!

2 Introductory Courses

In the spirit of our mission to promote investor education, we are compiling 2 courses that we will release throughout the summer:

  • Introduction to Finance
  • Portfolio Management and Theory

All of these materials are based off lecture notes Jack and I have used over the years and have proven to be effective in educating students about finance.

Victoria Lynn will be helping us compile the material as part of her STAR scholars program at Drexel.

The first module for the introduction to finance course is already posted.

The Intent

Our goal with these first 2 courses is to start slow and build the student up to a level such that they can understand intermediate and some advanced source articles discussed in academic literature. We will be highlighting other materials on the web related to the courses because we understand there are different learning types.

Please let us know how we’re doing and how we can make these better. The more help/comments we get, the better we can be.



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About the Author:

Wes Gray
After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, 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 that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes,, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.