By |Published On: June 9th, 2015|Categories: Uncategorized|

This last quarter I taught an advanced seminar at Drexel University (Finance 698). I love running my seminar for the following reasons:

  • I get to meet new and exciting young minds.
  • I learn new things from my students.
  • I learn about different cultures (a vast majority of my students are international).

Finance 698 is dedicated to building business plans for the financial services industry. In particular, the students were assigned to research and design business plans for the following concepts:

  • Tax-efficient Alternatives delivered via a hedge fund structure (i.e., limited partnership).
  • Active Momentum Fund delivered via a mutual fund or ETF structure.
  • A fintech company that delivers advanced ETF analytics (screener, backtest, etc).

fintech
I’m sure a lot of these students will be successful business leaders in the future…

Congrats to the graduates!

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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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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 Third party information may become outdated or otherwise superseded without notice.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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