By |Published On: October 5th, 2018|Categories: Research Insights|

You can watch the video via the link below:

Video Summary

Last week’s video (slightly delayed) involves interviews of three guests of Alpha Architect. The first guest is Adam Butler of Resolve Asset Management. We discuss Resolve’s portfolios and I ask Adam a tough question–if you can only pick one asset class and one rule to use for investments, what would it be? Our second guest (14-minute mark) is Andrew Miller. We discuss a topic relevant for most financial advisors, withdrawal rates. We discuss Andrew’s published and working papers on the topic (links below). Next (28-minute mark), Ryan asks me questions on a summary of my blog post, “Value, Momentum, and Risk.” Ryan then interviews our third guest, Elisabetta Basilico, to discuss her blog post on gender bias in asset management (40-minute mark). Last, at the 48-minute mark, Ryan interviews our CCO/COO Patrick Cleary and our CTO/Portfolio Manager Brandon Koepke on another relevant topic for financial advisors–cybersecurity.

Video Links/Notes

About the Author: Jack Vogel, PhD

Jack Vogel, PhD
Jack Vogel, Ph.D., conducts research in empirical asset pricing and behavioral finance, and is a co-author of DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth. His dissertation investigates how behavioral biases affect the value anomaly. His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments, as well as a Finance instructor at Villanova University. Dr. Vogel is currently a Managing Member of Alpha Architect, LLC, an SEC-Registered Investment Advisor, where he heads the research department and serves as the Chief Financial Officer. He has a PhD in Finance and a MS in Mathematics from Drexel University, and graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.

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 Third party information may become outdated or otherwise superseded without notice.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