VEGA ECONOMICS - Key Persons


Alex Edmans

Job Titles:
  • Professor of Finance at London Business School and Academic Director of the Centre for Corporate Governance
Alex Edmans is Professor of Finance at London Business School and Academic Director of the Centre for Corporate Governance. He previously was a professor at Wharton and worked for Morgan Stanley in investment banking (London) and fixed income sales and trading (New York). Dr. Edmans' research interests are in corporate finance (corporate governance, executive compensation, investment/growth/innovation, and M&A), behavioral finance, corporate social responsibility, and practical investment strategies. He has published in the American Economic Review, Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and Journal of Economic Literature. He is Managing Editor of the Review of Finance, Associate Editor of the Journal of Financial Economics, a Research Fellow of the Centre for Economic Policy Research, and a Fellow of the European Corporate Governance Institute. He was previously Associate Editor of the Review of Financial Studies and a Faculty Research Fellow of the National Bureau of Economic Research. His research has been covered by the Wall Street Journal, Financial Times, New York Times, The Economist, and The Times and he has been interviewed by Bloomberg, BBC, CNBC, CNN, ESPN, Fox, ITV, NPR, Reuters, Sky News, and Sky Sports. He won the Moskowitz Prize for Socially Responsible Investing, the FIR-PRI prize for Finance and Sustainability, the Investor Responsibility Research Centre prize, and the WRDS Award for Best Empirical Finance Paper at the WFA. He was a finalist for the Smith-Breeden Prize for best paper in the Journal of Finance and was named a Rising Star of Corporate Governance by Yale University and a Rising Star of Finance by NYU/Fordham/RPI. Dr. Edmans has spoken at the World Economic Forum in Davos, testified in the UK Parliament, presented to the World Bank Board of Directors as part of the Distinguished Speaker Series, and given TEDx talks on The Social Responsibility of Business and From Post-Truth to Pro-Truth. He has written op-eds for the Wall Street Journal and Financial Times, writes regularly for Harvard Business Review, Huffington Post, World Economic Forum, and CityAM, and runs a blog, Access to Finance, that aims to make complex finance topics accessible to a general audience. Dr. Edmans serves on the Steering Group of The Purposeful Company, which proposes policy reforms to encourage companies to pursue long-run purpose over short-run profit, on Royal London Asset Management's Responsible Investment Advisory Committee, as an Advisor to Research Affiliates, and as elected faculty representative on the LBS Governing Body. He has been appointed (jointly with PwC) by the UK Government to conduct an analysis on the link between executive pay and stock buybacks, and stock buybacks and investment. He also serves as Mercers' School Memorial Professor of Business at Gresham College, giving free lectures to the public. His 2018/19 lecture series is on How Business Can Better Serve Society. At Wharton, Alex won 14 teaching awards in six years. At London Business School, he won Best Teacher awards for both the MBA and Masters in Financial Analysis programmes and the Excellence in Teaching award for best professor across all programmes. He has served as Orientation Speaker and Graduation Speaker to the MBA, MFA, and Masters in Management classes. He holds a Ph.D. in Financial Economics from MIT Sloan School of Management and a B.A. in Economics and Management from University of Oxford.

Andra Ghent

Job Titles:
  • Professor at the University of Utah David Eccles School of Business
  • Professor at University of Utah
Andra Ghent is a Professor at the University of Utah David Eccles School of Business. Dr. Ghent has taught real estate finance, real estate capital markets, and investment strategies in property markets at Baruch College, Arizona State University, and the University of Wisconsin-Madison. She also served as visiting scholar to the Federal Reserve Bank of St. Louis. Dr. Ghent's research interests include real estate finance, financial intermediation, and household finance. She has published articles in the Review of Economic Studies, Management Science, Real Estate Economics, Real Estate and Urban Economics, Journal of Law and Economics, Journal of Money, Credit & Banking, Review of Financial Studies, Journal of Urban Economics, and the Journal of Economic Dynamics and Control. Dr. Ghent has received numerous awards for her research, including a research award from the Tommy. G. Thompson Center on Public Leadership and multiple grants from the Real Estate Research Institute. She has also served as a consultant for Research Institute for Housing America. She holds a B.A. in economics from the University of British Columbia, an M.A. in economics from the University of Toronto and a Ph.D. in economics from the University of California - San Diego.

Andreas D. Christopoulos

Job Titles:
  • Assistant Professor of Finance and Real Estate at Yeshiva University 's Sy Syms School of Business
  • Finance and Real Estate at Yeshiva University and CEO of WOTN
Andreas D. Christopoulos is an Assistant Professor of Finance and Real Estate at Yeshiva University's Sy Syms School of Business and the Director of the Real Estate Program. He was previously a Visiting Professor of Finance and Real Estate at University of Texas at Austin, Rice University, and the University of Scranton. Dr. Christopoulos has two decades of experience in the securitization market, focusing on commercial real estate debt and derivatives such as CMBS and CRE CDOs. He began his career at Lehman Brothers and has held leadership positions as the Head of CMBS Research for Chase Manhattan Bank (now JP Morgan Chase) and the Head of CMBS Risk for Nomura Securities, where he successfully managed the credit, liquidity and market risks of a $3 billion portfolio of CRE securities, CRE loans and derivative hedges. His research focuses on asset pricing and valuation of securitized products and their microstructure and the development of synthetic measures of risk and value for CRE and structured products. He has published 5 peer-reviewed articles, and a US patent, focusing on CMBS risk in leading academic journals and has given talks at national academic conferences and to leaders in the securitization industry in both the private sector and government. In addition, Dr. Christopoulos is also the Chief Executive Officer of WOTN, which he co-founded in 2002 with Robert A. Jarrow, Cornell University, and Trepp with the objective of enhancing risk transparency in structured finance. Recently, WOTN has applied advanced computational techniques to its patented technology to reduce computation times of risk partitions and fair value measures for the CMBS Universe from 8 hours (daily) to 15-second intervals (intraday). Dr. Christopoulos received his B.A. from Vassar College, his M.B.A. from Cornell University, and his Ph.D. in Finance from Rutgers University in 2014.

Arturo Bris

Job Titles:
  • Professor of Finance, Director of the IMD World Competitiveness Center / Corporate Finance

Atulya Sarin

Job Titles:
  • Professor of Finance in the Leavey School of Business at Santa Clara University
Atulya Sarin is a Professor of Finance in the Leavey School of Business at Santa Clara University. Dr. Sarin has consulted for the Securities and Exchange Commission, Department of Justice, Internal Revenue Service, New York State Department of Taxation and Finance, Massachusetts Department of Revenue, Alabama Department of Revenue, and Canada Customs and Revenue Agency; as well as for numerous firms and banks. His consulting activities include serving as an expert witness and managing a variety of consulting and litigation support assignments involving the analysis of various aspects of financial markets and securities such as stock and bond prices, derivatives, corporate valuation, economic substance of transactions between related parties, transfer pricing, and mergers and acquisitions. As a member of the SCU finance faculty, Dr. Sarin has taught a variety of graduate and undergraduate courses, including International Finance, Investments, Corporate Finance, Business Valuation, Mergers and Acquisitions, Financial Institutions, Financial Management, Private Company Valuation, Managing to IPO, Ethics in Finance, and Commercial Banking. He has won numerous academic honors and awards, including the Dean's Award for Research and Award for Extraordinary Performance multiple times, and PACAP Competitive Research Award. Dr. Sarin has also been awarded numerous research grants at SCU, including the Presidential Research Grant. Dr. Sarin has published Foundations of Multinational Financial Management, a textbook on international finance, as well as more than 25 scholarly articles. His articles have been published in leading finance, economics, and management journals, including the Journal of Finance, Journal of Financial Economics, Academy of Management Journal, Journal of Financial and Quantitative Analysis, Journal of Corporate Finance, Journal of Applied Finance, Journal of Financial Research, and Journal of Applied Corporate Finance. In addition, Dr. Sarin has presented numerous papers on a variety of subjects in the field of financial economics at conferences in the U.S. and Europe. He has served as Associate Editor for the Journal of Financial Research and as Referee for numerous professional finance publications. He received a B.S. in Mechanical Engineering from Delhi College of Engineering (1982), an M.B.A. in Finance from Virginia Polytechnic Institute (1988), and a Ph.D. in Finance from Virginia Polytechnic Institute (1992).

Colin A. Carter

Job Titles:
  • Distinguished Professor of Agricultural and Resource Economics at University of California, Davis
  • Professor of Agricultural and Resource Economics at the University of California
Colin A. Carter is Professor of Agricultural and Resource Economics at the University of California, Davis. His research/teaching interests include international trade, futures markets, and commodity markets. Dr. Carter has produced around 150 academic publications in the areas of international trade, agricultural policy, futures and commodity markets, the economics of China's agriculture, and the economics of biotechnology adoption in agriculture. He has received a number of professional awards for teaching and research, including the Agricultural and Applied Economics Association's (AAEA) Annual Awards for Quality of Research Discovery (in both 1981 and 2008), Quality of Communication (in both 1994 and 2011), Distinguished Policy Contribution (1998), and Outstanding Essay for the 21st Century (2001). Dr. Carter was elected a Fellow of the AAEA in 2000 in recognition of his many contributions to the field of agricultural economics. From 2004 through 2008, Dr. Carter was an Editor of the Review of Agricultural Economics. Dr. Carter has extensive litigation experience as an economics expert witness, dealing with commodities. He has written a number of economic reports for litigation purposes and has been deposed numerous times. He has experience estimating economic damages or measuring the market impacts of international commodity trade. He obtained a BA in Economics and an MS in Agricultural Economics from the University of Alberta. He then studied at University of California, Berkeley where he completed an MA in Economics and a Ph.D. in Agricultural Economics in 1980. From 1980 to 1986, he held the position of Assistant Professor in Agricultural Economics at the University of Manitoba. He is now a professor at UC Davis.

Daniel I. Castro

Job Titles:
  • Experts
  • Founder of Robust Advisors, Inc.
Daniel I. Castro, Jr. is the Founder of Robust Advisors, Inc., an independent consulting company focusing on Structured Finance markets, including Asset Backed Securities (ABS), Residential Mortgage Backed Securities (RMBS), Commercial Mortgage Backed Securities (CMBS), Collateralized Debt Obligations (CDOs), Asset Backed Commercial Paper (ABCP), Structured Investment Vehicles (SIVs), and other structured finance securities. Robust Advisors provides due diligence, valuation, expert witness, litigation support, and general consulting services. Robust Advisors, Inc.'s clients include banks, broker-dealers, hedge funds, insurance companies, issuers, originators, rating agencies, and trustees. Dan has been involved in the Fixed Income and Structure Finance Markets for over 30 years. His experience includes mortgage origination, underwriting, and servicing, mortgage banking, and broad knowledge of ABS, RMBS, CMBS, CDOs, Real Estate Investment Trusts (REITs), ABCP, SIVs, and other Structured Finance products. Dan has a particularly broad perspective on the market and has worked as a Strategist, Quantitative Analyst, Banker, Rating Agency Analyst, Research Analyst, Collateral Manager, Fund Manager, Chief Investment Officer, Chief Credit Officer, Chief Risk Officer, Salesman, and Investor. Dan has been on both the sell-side and buy-side of the market (buying and selling billions of dollars of ABS, RMBS, CMBS, and CDOs) and has a thorough understanding of both the big picture and nuances of the Fixed Income and Structured Finance Markets. During the time Dan ran Merrill Lynch's Structured Finance Research Group (1991-2004), he was voted to the Institutional Investor All-America Fixed Income Research Team for 13 consecutive years, and recognized for his expertise in ABS, RMBS, CDOs, and mortgage prepayments. He was the top-ranked analyst for ABS Strategy in the industry multiple times according to the Institutional Investor industry poll. Vega's featured expert, Daniel Castro, has been involved in the fixed income and structure finance markets for over 30 years. His experience includes mortgage origination, underwriting, and servicing, mortgage banking, and broad knowledge of ABS, RMBS, CMBS, CDOs, CLOs, Real Estate Investment Trusts (REITs), ABCP, SIVs, and other Structured Finance products. Dan has a particularly broad perspective on the market and has worked as a Strategist, Quantitative Analyst, Banker, Rating Agency Analyst, Research Analyst, Collateral Manager, Fund Manager, Chief Investment Officer, Chief Credit Officer, Chief Risk Officer, Salesman, and Investor. Dan has been on both the sell-side and buy-side of the market (buying and selling billions of dollars of ABS, RMBS, CMBS, and CDOs) and has a thorough understanding of both the big picture and nuances of the Fixed Income and Structured Finance Markets. During the time Dan ran Merrill Lynch's Structured Finance Research Group (1991-2004), he was voted to the Institutional Investor All-America Fixed Income Research Team for 13 consecutive years, and recognized for his expertise in ABS, RMBS, CDOs, and mortgage prepayments. He was the top-ranked analyst for ABS Strategy in the industry multiple times according to the Institutional Investor industry poll. Dan spent a year as Managing Director and Head of Strategy and Analytics for Structure Finance for BTIG LLC, a FINRA registered broker-dealer. From 2008 to 2010, Dan was Managing Director, Chief Risk Officer, and portfolio manager at Huxley Capital Management. From 2007 to 2010, Dan served on the Board of Directors of the American Securitization Forum, an industry trade organization that represents the securitization industry. As an ASF Board Member, Dan provided expert advice and analysis to Congressional committees, the Federal Reserve, and the Department of Treasury. From 2005 to 2008, Dan was Managing Director, Chief Credit Officer, and a Portfolio Manager for the Structured Finance Group at GSC Group, an investment management firm that also served as a CDO Fund Manager. While at GSC, Dan was also the Chief Investment Officer of a REIT named GSC Capital Corp. From 1991 to 2004, Dan was Head of the Structured Finance Research Department at Merrill Lynch. Before joining Merrill Lynch, Dan was a senior analyst at Moody's Investor Service from 1987 to 1991, and chaired ABS and RMBS rating committees from 1990 to 1991. From 1984 to 1987, Dan worked at Citicorp where he was an analyst and banker. Dan earned an MBA in Finance from Washington University, preceded by a Bachelor of Arts degree (B.A.) in Government from the University of Notre Dame.

Dr. Daniel Taylor

Job Titles:
  • Accounting at the Wharton School, University of Pennsylvania
  • Professor
  • Professor at the Wharton School
  • Vega Expert
A tenured professor at The Wharton School, Dr. Taylor is an award-winning researcher and teacher with extensive expertise on issues related to SEC filings, accounting fraud, insider trading, and corporate governance. A world-renown scholar, Professor Taylor has written more than 20 articles on these topics published in the leading academic journals in accounting, finance, and management; led seminars at over 100 leading business schools across the globe; won numerous academic and industry awards; and serves on the editorial boards of several top academic journals. Professor Taylor's research targets practitioners and regulators, and aims to have direct relevance to current issues facing boards and shareholders. His research frequently appears in the business media, and has been cited in rules and regulations promulgated by the Securities and Exchange Commission. His research has been presented at multiple regulatory and enforcement agencies including the SEC, the Public Company Audit Oversight Board, and the Southern District of New York; and has informed multiple investigations by the FBI, Treasury, and Department of Justice. He has provided expert and consulting services related to best practices in corporate governance, regulatory investigations, and fraud prediction, and has co-developed and licensed intellectual property related to parsing SEC filings. Professor Taylor teaches a cutting-edge undergraduate course--Forensic Analytics--that applies state-of-the-art analytics to SEC filings, fraud prediction, and insider trading. In addition to his undergraduate teaching, he also teaches a doctoral seminar on research design and data analysis. His doctoral students have gone on to become faculty at a variety of leading business schools, including Stanford, MIT, and Chicago. Professor Taylor received his bachelor's degree from University of Delaware, his master's from Duke University, and his PhD from Stanford University. Vega expert Dr. Daniel Taylor recently published a report regarding corporate disclosure choices during the COVID-19 pandemic.

Dr. Guhan Subramanian

Job Titles:
  • Joseph Flom Professor of Law and Business at the Harvard Law School and the Douglas Weaver Professor of Business Law at the Harvard Business School
  • Vega 's Expert
Vega's expert Dr. Guhan Subramanian recently on the standards and practice of business negotiations and addressing potential conflicts related to closing the underlying transaction.

Dr. Lou Rossiter

Job Titles:
  • Expert
  • Research Professor, Program in Public Policy, William & Mary

Dr. Oral Capps Jr. - Chairman

Job Titles:
  • Chairman
  • Executive Professor, Regents Professor
Dr. Oral Capps Jr. is an Executive Professor, Regents Professor and holder of the Southwest Dairy Marketing Endowed Chair in the Department of Agricultural Economics at Texas A&M University. He is also the Co-Director of the Agribusiness, Food, and Consumer Economics Research Center (AFCERC) and Co-Founder and Managing Partner of Forecasting and Business Analytics, LLC, an economic consulting firm. Dr. Capps is a demand and price analyst, with particular expertise in econometric modeling and forecasting methods. He is a nationally and internationally recognized leader in demand analysis, specializing in working with large data bases. Applied research areas include analyses of expenditure patterns of pre-prepared foods and foods eaten away from home, analyses of health and nutrition issues, policy analyses associated with food assistance programs, uses of scanner-derived information for managerial decision-making in food retailing, and analyses of regional, national, and international markets for the agricultural, agribusiness and financial sectors. In addition, Dr. Capps specializes in unilateral price effects of mergers and acquisitions, and evaluation of commodity checkoff programs. He has authored 129 refereed journal articles, and co-authored four books, Food Demand Analysis: Implications for Future Consumption; Introduction to Agricultural Economics, Fifth Edition; Economic Impact of Country-of-Origin Labeling on the U.S. Beef Industry; and Changes in the Sheep Industry in the United States: Making the Transition from Tradition. Another book, A Step-by-Step Approach to Economic Modeling and Forecasting, is in process. Additionally, he has produced a series of detailed notes to accompany the seminars conducted for The SAS Institute, Inc. entitled, An Introduction to Applied Econometrics and Advanced Topics in Applied Econometrics. Dr. Capps has been honored with numerous awards for his teaching and research. In 1995, Dr. Capps was honored at Texas A&M University with the Association of Former Students Distinguished Achievement Award for Teaching. In 1997 and in 2010, he was the recipient of the Journal of Food Distribution Research Outstanding Journal Article Award. In 1999, he received recognition via the Vice Chancellor's Award in Excellence for Team Research at Texas A&M University. In 1999, Dr. Capps was the recipient of the American Agricultural Economics Association Distinguished Teaching Award, and a co-recipient of the Applied Consumer Economics Award given by the American Council on Consumer Interests. In 2000, he was the co-recipient of the Agricultural and Resource Economics Review Outstanding Journal Article Award. In 2001, Dr. Capps received the Frank Panyko Distinguished Service Award from the Food Distribution Research Society. In 2002, Dr. Capps was bestowed the Vice Chancellor's Award in Excellence for Research at Texas A&M University. In 2003, Dr. Capps was the recipient of The Association of Former Students Distinguished Achievement Award for Teaching at the College level. Further, he was named a Fish Camp namesake by students at Texas A&M University in 2004. In 2006, Capps was appointed to the National Academies Committee on the Economic Development and Current Status of the Sheep Industry in the United States. In 2007, Dr. Capps also was appointed to the National Beef Demand Study Group. Dr. Capps was one of five co-recipients of the 2007 AAEA President's Award. In February 2009, Dr. Capps received the SAEA Lifetime Achievement Award. In March 2011, Dr. Capps received the Vice Chancellor's Award in Excellence for Industry/Agency/University/Association Partnerships. In June 2011, Dr. Capps was recognized by the Western Agricultural Economics Association with the Distinguished Scholar Award. In August 2011, Dr. Capps was invited to join the Economics Advisory Council of the Alliance for Potato research and Education. In November 2011, Dr. Capps was bestowed the title of Regents Professor by the Board of Regents at Texas A&M University. In 2014, Dr. Capps was recognized as a Fellow of the Agricultural and Resource Economics Review. Dr. Capps served on the Editorial Board of the American Agricultural Economics Association, was Past President of the Southern Agricultural Economics Association, and was Past President of the Food Distribution Research Society. Currently, Dr. Capps is a Seminar Leader for the National Association of Business Economics (NABE), and he is a member of the Editorial Board for Business Economics, the professional publication of NABE. Capps also is a member of the Editorial Board for Agribusiness: An International Journal. Beginning in November 2008, he began a partnership with SAS Institute, Inc., conducting Business Knowledge Series seminars in applied econometrics. He has served or is currently serving as a consultant to various firms, commodity boards, and law offices. Dr. Capps was educated at Virginia Tech. He earned a B.S. degree in Mathematics in 1975, M.S. in Agricultural Economics in 1977, a second M.S. in Statistics in 1979, and a Ph.D. in Agricultural Economics in 1979.

Dr. Richard Libby

Job Titles:
  • Founding Director, Perihelion Capital Advisors
Dr. Richard Libby specializes in risk and risk capital assessments through the use of advanced statistical modeling techniques, with emphasis on market, credit, counter party credit, liquidity and operational risk management. Dr. Libby has over two decades of financial institutions experience. Prior to founding his own firm, Perihelion Capital Advisors, LLC, he was the chief credit officer at Barclays Global Investors. Dr. Libby focused on counterparty credit and risk capital analysis and risk management. Dr. Libby holds a Ph.D. in mathematics from University of California, Santa Cruz.

Drew Pascarella

Job Titles:
  • Senior Lecturer
  • Managing Director and Head of East Coast Banking at Vista Point Advisors
  • Senior Lecturer in the Finance Area at the SC Johnson Graduate School of Management, Cornell University
Drew Pascarella is a senior lecturer in the finance area at the SC Johnson Graduate School of Management, Cornell University, where he leads the investment banking immersion. From 2019-2022, Pascarella served as associate dean for MBA programs, where he was responsible for curriculum, admissions, placement, student services, leadership programs and diversity and inclusion initiatives for Johnson's residential MBA programs. Pascarella founded Johnson's Fintech Intensive, delivered at the Cornell Tech campus each spring. In addition, he has taught core finance, mergers and acquisitions, investment banking essentials and lectures in finance. He is also heavily involved with executive education initiatives, working with global corporate clients on finance hard skills and Fintech training. He was the 2014 and 2021 recipient of the Class of 1992 Apple Award for Teaching Excellence. Prior to Johnson, Pascarella spent 15 years working at bulge bracket investment banks. He has advised clients on over $35 billion of merger and acquisition transactions and led equity, convertible and debt financing transactions totaling over $9 billion in proceeds. Most recently, Pascarella was a director in the Technology Investment Banking group at Citi. Notable transactions include the formation of Nokia Siemens Networks, Nokia's $8.1 billion acquisition of NAVTEQ and associated 1.75 billion debt IPO, Andrew Corporation's $2.6 billion sale to Commscope, Lucent's $1.62 billion convertible bond offering and the sale of multiple private businesses to Cisco. While at Citi, Pascarella was an active participant in the Investment Banking Associate Training Program, developing and delivering hard and soft skills courses. Prior to joining Citi, he was a technology project manager at Goldman Sachs, where he led the design, development, implementation and support of global trading technology systems. In addition to his duties at Johnson, Pascarella is managing director and head of East Coast Banking at Vista Point Advisors. Pascarella holds an MBA from Cornell University and a BBA in computer information systems from James Madison University. He was the class co-president and a Fried Fellow at Cornell.

Edward R. Morrison

Job Titles:
  • Charles Evans Gerber Professor of Law at Columbia Law School
Edward R. Morrison is the Charles Evans Gerber Professor of Law at Columbia Law School. He is an expert in bankruptcy law and law and economics, including the causes and consequences of insolvency, both consumer and corporate. Dr. Morrison's scholarship has addressed corporate reorganization, consumer bankruptcy, the regulation of systemic market risk, and foreclosure and mortgage modification. His research has been published in the American Economic Review, Journal of Law & Economics, and other leading peer-reviewed publications. His work has been cited by the bankruptcy bench and bar and received support from the National Science Foundation and Pew Charitable Trusts. His current work studies patterns in inter-creditor agreements; valuation disputes in corporate bankruptcies; racial disparities in Chapter 13 bankruptcy filings; the relationship between financial distress and mortality rates; and the costs and benefits of the bankruptcy code's special rules for financial contracts, such as repos. Morrison and his co-author (Douglas Baird) received the 2012 John Wesley Steen Law Review Writing Prize from the American Bankruptcy Institute (ABI) for an article on the Dodd-Frank Act published in the ABI Law Review. Dr. Morrison teaches Contracts, Bankruptcy Law, and Corporate Finance. He received the 2018 Willis L.M. Reese Prize for Excellence in Teaching. He is co-director of the Richard Paul Richman Center for Business, Law, and Public Policy, a joint venture of Columbia's Law and Business Schools. He is also an editor of the Journal of Legal Studies and a conferee of the National Bankruptcy Conference. He recently served as a director of the American Law & Economics Association, member of the Supreme Court's Advisory Committee on Bankruptcy Rules, and associate editor of the American Law & Economics Review. Dr. Morrison was the Harvey R. Miller Professor of Law and Economics at Columbia Law School from 2009 to 2012. He was the Paul H. and Theo Leffmann Professor of Commercial Law at the University of Chicago Law School from 2013 to 2014. Before working in academia, Morrison clerked for Justice Antonin Scalia of the Supreme Court and Judge Richard A. Posner of the 7th U.S. Circuit Court of Appeals. He holds a Ph.D. and M.A. from University of Chicago, a J.D. from University of Chicago Law School, and a B.S. from University of Utah.

Eric L. Kohler

Job Titles:
  • Professor Emeritus at the Kellogg School of Management, Northwestern University
Thomas Z. Lys is the Eric L. Kohler Professor Emeritus at the Kellogg School of Management, Northwestern University. Over his career, he has been retained as a testifying expert in over sixty matters, on issues in accounting, finance, economics, corporate governance, real estate, and negotiation. Professor Lys' research has been published in prominent academic journals, including the Journal of Accounting and Economics, Journal of Financial Economics, Journal of Accounting Research, Journal of Business, and the Journal of Monetary Economics. His research investigates the stock price consequences that result from alternate financial reporting standards, changes in capital structure, changes in the money supply, and from corporate disclosures. He served as an editor of the Journal of Accounting and Economics for eleven years. In Kellogg's MBA program, Professor Lys taught courses in real estate finance, financial reporting, security analysis, and mergers and acquisitions. He co-taught his merger course with a faculty member from Northwestern School of Law offered jointly to both business and law school students. In Kellogg's Executive Master's Program, Professor Lys conducts a course on financial reporting, security analysis, and behavioral finance integrating both the economic and the behavioral perspective of financial decision-making. He was awarded the Outstanding Professor of the Year Award six times and the Sidney J. Levy Teaching Award twice.

Gary Gensler

Job Titles:
  • SEC Chairman
In his released prepared remarks for the CFO Network Summit, SEC Chairman Gary Gensler highlighted areas of potential rulemaking around Rule 10b5-1 trading plans. Chairman Gensler has cited discussion and proposals based on Professor Dan Taylor's article, "Gaming the System: Three 'Red Flags' of Potential 10b5-1 Abuse."

Gary Strumeyer

Job Titles:
  • Adjunct Professor of Finance / Economics, at LIU Post

Gordon Klein

Job Titles:
  • Lecturer of Accounting at UCLA Anderson School of Management
  • Lecturer of Accounting at UCLA Anderson School of Management / Accounting
  • Member at UCLA 's Law School
Gordon Klein has been a faculty member at UCLA's Law School and Anderson School of Management, court-appointed referee, arbitrator, State Bar ethics consultant, and television commentator. Mr. Klein has participated in several highly publicized matters, including serving as the Trustee's accounting expert in General Motors' bankruptcy, Apple's expert in a major acquisition dispute, the U.S. Department of Justice's expert in a banking fraud matter, the testifying expert in a landmark Delaware case concerning enterprise solvency, a consultant on the Michael Jackson wrongful death case, and the testifying expert in a set of mortgage-backed securities matters that the Financial Times heralded as "this century's biggest case against Wall Street." He has extensive experience teaching and testifying in the areas of accounting, damages, finance, intellectual property, enterprise governance, professional responsibilities, unfair trade practices, valuation, and entrepreneurship. He also has testified about international accounting principles in effect in Abu Dhabi, Egypt, France, Guatemala, Hong Kong, Korea, Singapore, and Mexico.

Hans R. Isakson

Job Titles:
  • Professor Emeritus of Economics at the University of Northern Iowa
Hans R. Isakson is a Professor Emeritus of Economics in the Department of Economics at the University of Northern Iowa. He was previously a professor of Economics and a Professor of Finance at the University of Northern Iowa, as well as holding academic positions at the University of Texas at Arlington, Washington State University, the University of Georgia, and the University of Wisconsin System. Dr. Isakson's research focuses on real estate and land market analysis, urban land development models, appraisal methods, real estate investment analysis, energy conservation in buildings, and economic impact studies. In particular, he has expertise in housing valuation, including on automated valuation models. His research has been published in the Journal of Housing Research, Journal of Real Estate Practice and Education, Environmental and Ecological Statistics, Agricultural Economics, Journal of Education for Business, the Journal of Real Estate Research, the Appraisal Journal, Real Estate Finance Journal, the Journal of Real Estate Research, Appraisal Review and Mortgage Underwriting Journal, Property Tax Journal, AREUA Journal, and Energy Economics, among others. He has received recognition and awards for his research, including being recognized as part of the upper 10 percent of authors appearing in three major real estate journals. He has also been the recipient of numerous grants for real estate research. In addition, he has provided expert witness testimony in a variety of matters regarding appraisal techniques and valuation modeling. Dr. Isakson received his PhD in Urban Economics and Public Finance from the University of Wisconsin-Milwaukee.

James A. Wilcox

Job Titles:
  • Chief Economist at the U.S. Office
  • Professor of the Graduate School at the Haas School of Business
  • Professor of the Graduate School, Haas School of Business, UC Berkeley
Jim Wilcox is a Professor of the Graduate School at the Haas School of Business, UC Berkeley. Through 2021, he was Professor of Finance and Professor of Economic Analysis and Policy in the Haas School. His research interests include Federal Reserve policies and interest rates, banks' lending, consumer attitudes and spending, credit unions, Islamic banking, and nonfinancial corporations' internal capital markets. Wilcox originated Fannie Mae's monthly Home Purchase Sentiment Index (HPSI). Wilcox has served as the Chief Economist at the U.S. Office of the Comptroller of the Currency, as a senior economist for monetary policy and macroeconomics at the President's Council of Economic Advisers, and as an economist at the Board of Governors of the Federal Reserve, all in Washington D.C. He has been a Visiting Scholar at the Federal Reserve Banks of San Francisco and Atlanta. Jim is a member of the Financial Economists Roundtable and is a Fellow of the Wharton Financial Institutions Center. Jim was a founding Fellow of the Filene Research Institute and has been President of the International Banking, Economics, and Finance Association.

Jason Winfree

Job Titles:
  • Associate Professor, Department of Agricultural Economics and Rural Sociology at the University of Idaho
  • Economist
Jason Winfree is an economist, whose research primarily focuses on industrial organization, agricultural economics and sports economics. His research includes analyzing issues such as consumer demand for food with various attributes. This work focuses on various food issues such as food quality and reputation, GMO food, and the localness of food. He has also researched the determinants of consumer demand in sports leagues, as well as the effects of various sports league policies and how they impact competitive balance and player pay. After receiving his Ph.D. in Economics and M.S. in Statistics from Washington State University in 2003, Dr. Winfree worked at the University of Michigan for ten years before coming to the University of Idaho. In his career, he has taught Industrial Organization as well as Sport Finance at the Masters level and has taught numerous undergraduate courses, including at the Ford School of Public Policy at the University of Michigan. He has written or co-authored 44 articles in peer-reviewed journals. These journals include Journal of International Economics, Economic Inquiry, Applied Economics, American Journal of Agricultural Economics and the Review of Industrial Organization. Dr. Winfree has co-authored two editions of a textbook titled "Sports Finance and Management: Real Estate, Entertainment, and the Remaking of the Business" and also co-authored a book titled "15 Sports Myths and Why They're Wrong."

Jeremy Reifsnyder

Job Titles:
  • Consultant and Expert Witness
Jeremy Reifsnyder has accumulated more than thirty years of experience in the financial services industry, during which he has served as a consultant and provided expertise in corporate and structured finance, securitization, credit derivatives, and financial guaranty insurance. With a deep understanding of risk evaluation, credit underwriting, transaction structuring, and pricing, Jeremy has successfully closed over $35 billion worth of corporate and structured financing deals across multiple countries, including the United States, Canada, Europe, the Middle East, Africa, Latin America, and Asia. Throughout his career, Jeremy has worked with clients from diverse industries such as airlines, automobile manufacturing and supply, communications and entertainment, defense, banking and financial services, consumer products, energy, heavy equipment manufacturing, healthcare, homebuilding and mortgage banking, industrial products, information technology, retailing, services, and public utilities. His financial services and advice, both secured and unsecured, have been sought by companies of all sizes, ranging from startups and middle-market enterprises to major multinational corporations in the United States and abroad. Jeremy's expertise extends to various asset classes within the structured finance domain. He has dealt with corporate credit obligations, loans, and leases, as well as secured and unsecured consumer loan assets. Additionally, he possesses substantial experience in residential and commercial mortgages, having worked on or evaluated over 900 distinct residential mortgage securitizations. Furthermore, Jeremy has a comprehensive understanding of special purpose structured finance vehicles, including collateralized debt obligations and asset-backed commercial paper issuers. He is well-versed in collaborating with credit rating agencies and applying their methodologies to assess corporate credit and asset-backed risks in structured transactions. Jeremy has provided consulting services, litigation support, and expert witness testimony to financial and corporate entities in North America, Europe, and the Middle East. He has also held leadership positions at banks, securities firms, and insurance companies, where he successfully established and revitalized strategic business units, pioneered new markets and financing transactions both domestically and globally, and cultivated highly successful client relationships. Within these organizations, Jeremy developed, implemented, and supervised risk evaluation and due diligence policies, procedures, and practices. He also held primary responsibility for pricing decisions and negotiation of pricing terms for corporate and structured transactions. With experience as both a buyer and seller of credit risk, Jeremy has effectively negotiated pricing with corporate and bank clients and joint venture partners throughout his career.

Joseph Flom

Job Titles:
  • Joseph Flom Professor of Law and Business at the Harvard Law School and the Douglas Weaver Professor of Business Law at the Harvard Business School

Louis Rossiter

Job Titles:
  • Research Professor in the Thomas Jefferson Program in Public Policy at William & Mary
Rossiter is formerly the Secretary of Health and Human Resources for the Commonwealth of Virginia. As Secretary, he was responsible for over 15,000 employees in 13 agencies, including Virginia Medicaid. He brought the major information technology projects in the Secretariat to national prominence and made major reforms in Virginia Medicaid. Rossiter was previously a Professor of Health Administration at Virginia Commonwealth University from 1982 to 2000. He took a leave of absence from the university from 1989-1992 to serve as deputy for policy to the Administrator of the Centers for Medicare and Medicaid Services (CMS). As deputy, he created and directed a new payment system for U.S. hospitals under Medicare, was responsible for the CMS Strategic Plan and formulated all agency policy initiatives through the federal legislative process. He previously served on the Board of Regents of the National Library of Medicine, National Institutes of Health (2008-2012); the Board of Directors of AcademyHealth; and was the 2010-2011 Chair of the Board of Directors of the Coalition for Health Services Research, the lobbying arm of AcademyHealth as the Affordable Care Act passed through Congress. He has served on numerous advisory groups including the National Advisory Council of the U.S. Agency for Healthcare Research and Quality, DHHS. He is currently a Trustee and Chair Emeritus of the Williamsburg Health Foundation. He is the author of 14 edited books, one sole-author book published in 2001 on Medicare managed care plans, and over 50 journal publications on health economics and the role of competition in the financing and delivery of health services.

Meir Statman

Job Titles:
  • Glenn Klimek Professor of Finance at Leavey School of Business, Santa Clara University
  • Member of the Advisory Board of the Journal of Portfolio Management
Meir Statman is the Glenn Klimek Professor of Finance at Leavey School of Business, Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "Finance for Normal People: How Investors and Markets Behave," published by Oxford University Press. The questions he addresses in his research include: What are investors' wants and how can we help investors balance them? What are investors' cognitive and emotional shortcuts and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency? Dr. Statman's research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the Research Foundation of the CFA Institute, and the Investment Management Consultants Association (IMCA). Dr. Statman is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance, an Associate Editor of the Journal of Behavioral Finance, and the Journal of Investment Management. He is a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, a Bernstein Fabozzi/Jacobs Levy Outstanding Article Award, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, three Baker IMCA Journal Awards, and three Graham and Dodd Awards. He was named as one of the 25 most influential people by Investment Advisor. He consults with many investment companies and presents his work to academics and professionals in many forums in the U.S. and abroad. Additionally he serves on the Santa Clara University's retirement savings committee. He received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem.

Myron S. Glucksman

Job Titles:
  • Featured Expert
Myron Glucksman, a former investment banker, is an independent expert advisor to banks, law firms and companies on consumer and trade receivables, and structured and corporate finance matters including ABS, ABCP, CDOs, Libor, RMBS, and SIVs. He has been retained as a transactional expert by firms including Sullivan & Cromwell, Simpson Thacher, Weil Gotshal, Cadwalader, Dentons, Williams & Connolly, Jones Day, Munger Tolles and others on major structured finance, banking, class action securities and securitization litigation cases. Mr. Glucksman has completed expert reports and/or trial testimony on dozens of matters. Some highlights include expert testimony on: Retail credit operations in a securities class action matter; Securitization and transfer pricing for the Canadian Revenue Authority; Bond indenture provisions for investors in corporate bonds; Special purpose entities for hedge fund clients in a federal bankruptcy matter; and Customs and practices in the market for RMBS as well as ABCP and MTNs issued by SIVs (one defendant client won a unanimous jury verdict in federal court) Mr. Glucksman was retained by the US Department of Justice (Tax Division) on an international receivables matter. He is experienced in developing SPEs and SPVs for transferring IP and other strategic assets for protection from creditors and to enhance ratings on resulting debt issuance. He also led Citibank's first Anti-Money Laundering review which resulted in no action taken against the bank. Mr. Glucksman is currently active as a Director/Board member in the non-profit private and public sectors and serves as a FINRA panel arbitrator.

Paul Habibi

Job Titles:
  • Continuing Lecturer of Finance and Real Estate at UCLA Anderson Graduate School of Management and Lecturer in Law at UCLA School of Law
  • Principal and Co - Founder of Habibi Properties
Paul Habibi is a Continuing Lecturer of Finance and Real Estate at UCLA Anderson Graduate School of Management and Lecturer in Law at UCLA School of Law. He is consistently a top finalist for the Teacher of the Year Award and began his teaching career at UCLA in 2004. Widely quoted, he has appeared on BBC World News, Bloomberg, CNN, FOX News, NBC's The Today Show, NPR, and all major dailies including The Wall Street Journal, The New York Times, and Financial Times. A highly sought-after speaker, he regularly presents to leading business, government, and nonprofit organizations. Outside of campus, Professor Habibi is Principal and Co-Founder of Habibi Properties, LLC, which owns and manages three divisions: (1) multi-family apartments in the Los Angeles area; (2) single-family homes in Kansas City, Missouri (Arrowhead Residential Funds); and, (3) almond and pistachio orchards in California's San Joaquin Valley. He is also Principal of Grayslake Advisors, LLC, which provides expert witness and litigation support services to large multinational law firms, Fortune 500 companies, and government and regulatory agencies. The firm has been retained in some of the highest profile cases in the country. Its clients include Goldman Sachs, McKinsey & Company, the U.S. Securities and Exchange Commission, the U.S. Attorney's Office, and the Federal Bureau of Investigation. He previously worked as an Investment Banking Associate at Bank of America/Merrill Lynch, Manager of Transaction Support with The Walt Disney Company, and Audit Manager with Arthur Andersen LLP. He holds an MBA with Highest Distinction, under merit scholarship, from the Ross School of Business at the University of Michigan, where he received the David T. Shelby Award. He also holds a BA in Economics and Accounting from UCSB. He is a licensed Certified Public Accountant and Real Estate Broker. He serves as an Industrial Advisor for EQT Partners, a Swedish private equity group of 18 funds with $30 billion in capital. He is also an early investor and Member of the Board of Advisors of Knock, a venture-backed real estate startup led by founding team members of Trulia. Active in the community, he is a Member of the Board of Directors of Pacific Charter School Development.

Prof. David Gal

Job Titles:
  • Professor of Marketing at University of Illinois at Chicago
David Gal's work is notable for regularly challenging foundational assumptions and methods in marketing and the behavioral sciences. Inter alia, his work has challenged the foundational assumptions underlying conjoint analysis and has identified previously unrecognized biases in survey research. Professor Gal is an expert on consumer behavior, survey methods, marketing management, consumer financial decision-making, and human judgment and decision making. His work has been published in top academic journals in marketing, psychology, and statistics. He has also contributed articles to popular media outlets, including the New York Times, Scientific American, Advertising Age, and Fortune. He has worked as a consultant and expert for well-known companies on a variety of consumer-focused marketing topics, including in the context of litigation. Professor Gal has received significant awards and recognitions for his contributions to research and is frequently invited to speak at seminars and at universities around the world. Among other honors, he was named a Marketing Science Institute (MSI) Scholar recognizing marketing academics "setting the research agenda for the field." He has also been repeatedly named among the most productive authors in the leading academic marketing journals by the American Marketing Association (AMA). Prior to joining the University of Illinois at Chicago, he served on the faculty of Northwestern University's Kellogg School of Management. He is an associate editor of the Journal of Consumer Psychology and has served on the editorial review board of Journal of Consumer Research and Journal of Marketing Research.

Richard W. George

Job Titles:
  • Executive
  • Member of the American Association of Bank Directors
  • Principal at Bank Experts Group / Corporate Finance
Richard George is a seasoned executive and educator in the financial services industry. He is an experienced expert witness in banking litigation. After receiving an MBA from UC-Berkeley, Mr. George was a McKinsey consultant before joining Citibank. During a 29-year career with the bank, he served in a number of senior management positions in several foreign countries and in the U.S. He was a Senior Credit Officer with a $50 million approval limit for new loans. Mr. George's accomplishments include: (i) managing the turnaround and sale of a troubled community bank in the U.S., (ii) effecting a major improvement in the operations of Citibank's $5 Billion Bahrain-based regional loan administration and treasury operations center, (iii) negotiating a sovereign debt restructuring for the Republic of Turkey and (iv) establishing a business development strategy and marketing program for retail banking products in east Asia. In the U.S., he underwrote loans on numerous commercial real estate projects for national developers. He was subsequently appointed head of Citibank's commercial real estate peer-review group where he assessed Citibank's problem resolution strategies for major real estate workouts in the U.S. and Canada. Throughout his career at Citibank, Mr. George participated as an educator at the bank's Institute for Global Finance, focusing on improving the credit and product skills of bank officers. In 1999, Mr. George formed a management consulting firm as the predecessor of Bank Experts Group and became an independent consultant, educator and expert witness in banking litigation. He was recruited to become CEO of a troubled Washington, D.C.-based community bank. He then became co-lead on a two-year contract to teach sophisticated corporate finance and credit techniques at the largest commercial bank in Korea. He began his expert witness career in 2002 and has been engaged by many prestigious law firms in a wide range of disputes, including cases involving fraud, bank management best practices, regulatory compliance, corporate finance, loan underwriting and international banking practices. Contemporaneously with his banking expert career, from 1998 to 2013 Mr. George was a Lecturer in finance at Georgetown University's School of Foreign Service and at the Haas Graduate School of Business, University of California, Berkeley. Mr. George's success in his career as an expert witness attests to his personal abilities and professional skills acquired in dealing with unstructured situations and troubled institutions. He has demonstrated throughout his teaching and testifying career - at distinguished academic institutions and in the courtroom - an ability to present complex subjects in a readily understandable and effective manner. The International Centre for Settlement of Investment Disputes (ICSID) is a forum that independently arbitrates disputes arising from international investments. He has testified as an expert before ICSID on issues concerning generally accepted international banking practices. Experts testifying in conflict resolution proceedings before ICSID should ideally be familiar with this forum's unique rules and procedures. Mr. George is a member of the American Association of Bank Directors, Risk Management Association and serves on the Investment Committee of the Tahoe Truckee Community Foundation. He is a licensed California Real Estate broker. He lives with his family near Lake Tahoe, California, and in San Francisco. Experts testifying in conflict resolution proceedings at the ICSID should ideally be familiar with this forum's unique rules and procedures. Vega affiliate Richard George has testified as an expert before ICSID on issues concerning generally accepted international banking practices.

Stephen F. Hamilton

Job Titles:
  • Professor of Economics in the Orfalea College of Business at Cal Poly San Luis Obispo
Dr. Hamilton is a Professor in the Department of Economics at Cal Poly San Luis Obispo. He received his PhD in Agricultural and Resource Economics from the University of California, Berkeley in 1996, and holds dual BS degrees in economics and environmental studies from UC Santa Barbara. He has held faculty positions at Kansas State University, the University of Arizona, the University of Central Florida, Toulouse School of Economics, and Cal Poly, where he served as Chair of the Department of Economics from 2005-2017. Dr. Hamilton has published extensively in academic and professional journals on the application of statistical methods, industrial organization, wholesale and retail market pricing, international trade, environmental and resource economics, and public policy. During his academic career, he has served on panels of the U.S. Department of the Interior Science Advisory Board, and has been awarded over $3 million in Federal grants to fund his research. Dr. Hamilton has published over 50 articles, proceedings and book chapters and has won numerous awards for teaching and research. He has served on the editorial board of the Journal of Environmental Economics and Management and the Journal of Agricultural and Resource Economics, and as Associate Editor for the American Journal of Agricultural Economics. Dr. Hamilton has received international recognition for his research and consulting related to environmental and land use regulation, energy and water markets, antitrust issues, retail market practices, and the valuation of consumer products. His academic and professional honors include receiving the Early Career Award for Faculty Research and Elsevier's Atlas Award for research with social impact. He has served on the Sustainable Management Panel for the Tallgrass Prairie National Preserve, testified before the North Pacific Fishery Management Council, and has provided plenary and keynote addresses at prominent international research conferences. He has presented his scholarly work at over 30 national and international conferences and has given invited seminars at over 20 different universities. In addition to his work in academia, Dr. Hamilton has twenty years of consulting experience. His consulting engagements have included measurement of economic damages in complex litigation, antitrust cases, market analysis of regulated industries, economic feasibility studies, environmental and land use regulation, forensic economics, groundwater basin management, and portfolio investment modeling. He has provided expert testimony in numerous cases, including the valuation of oil and gas refineries and wind, solar and nuclear energy facilities.

Sudip Gupta

Job Titles:
  • Associate Professor of Finance at Johns Hopkins Carey Business School
Professor Sudip Gupta is an Associate Professor of Finance at Johns Hopkins Carey Business School. His current research and teaching interests are in the areas of Auctions, Big Data-Machine Learning, Corporate Finance, ESG and Fintech. He is an award-winning teacher, and his research has appeared in top academic journals. He has written papers in the areas of credit derivatives, disclosure, treasury auctions, IPOs, nowcasting with alternative data, alternative credit rating, ESG ratings and portfolio formation with alternative data etc. Professor Gupta is a data hackathon champion and consults various multinational financial corporations and government committees. He has served as a consulting expert to various international organizations and regulatory authorities in various antitrust and financial litigations. His consulting areas and expertise include bid rigging, financial class action litigations, damages, market design, merger simulations, credit derivatives, fintech & social network, machine learning and textual analysis etc. He was an expert in multiple high profile financial class action litigations. Prior to joining Carey, Professor Gupta was a faculty and director of the top ranked MSQF program of the Gabelli School of Business (GSB), Fordham University, where he had brought big data-machine learning in finance into the MS curriculum. Previously, Dr. Gupta was a full-time faculty and had taught at Indiana University's Kelley School of Business, Indian School of Business (ISB), New York University's Stern School of Business, and the University of Maryland's Smith School of Business, in the areas of corporate finance, econometrics, fintech, investments, and machine learning at both undergraduate and graduate levels. He was the recipient of the Dean's Impact award for excellence and high impact in research, teaching, and service at GSB. He has a PhD in economics from the University of Wisconsin, Madison.

Sumit Agarwal

Job Titles:
  • Distinguished Professor of Finance
  • Professor of Economics and Real Estate
Sumit Agarwal Low Tuck Kwong Distinguished Professor of Finance and a Professor of Economics and Real Estate at the National University of Singapore Sumit Agarwal is Low Tuck Kwong Distinguished Professor of Finance at the Business School and a Professor of Economics and Real Estate at the National University of Singapore. He has also worked as a professor of Finance at the McDonough School of Business, the Vice-Dean of Research at the National University of Singapore, a Senior Financial Economist at the Federal Reserve Bank of Chicago, and as a Senior Vice President and credit risk management executive in the small business risk solutions group at Bank of America. His research involves issues relating to financial institutions, household finance, behavioral finance, international finance, real estate markets, and capital markets. Dr. Agarwal has received numerous awards for his research. He has published over fifty research articles in journals including the American Economic Review, Quarterly Journal of Economics, Journal of Political Economy, Journal of Finance, Journal of Financial Economics, Review of Financial Studies, Review of Economics and Statistics, Management Science, Journal of Financial Intermediation, and Journal of Money, Credit, and Banking, among others. Additionally, he has written a book titled Kiasunomics and also co-edited a collected volume on Household Credit Usage: Personal Debt and Mortgages. He been featured on various media outlets like the BBC, CNBC, and Fox on issues relating to finance, banking, and real estate markets. Dr. Agarwal's research is widely cited in leading newspapers and magazines like the Wall Street Journal, The New York Times, The Economist, and the U.S President's Report to Congress. Dr. Agarwal has held numerous consultancy positions, including for the National University of Singapore, Financial Conduct Authority, Bank for International Settlement, Monetary Authority of Singapore, Inter-American Development Bank, Korean Development Institute, and the World Bank-IFC. He holds a Ph.D. and M.A. in Economics from the University of Wisconsin, Milwaukee, and a B.S. in Computer Science from University of Wisconsin, Milwaukee.

Sydney Finkelstein

Job Titles:
  • Fellow of the Academy of Management
  • Steven Roth Professor of Management at the Tuck School of Business, Dartmouth College
Sydney Finkelstein is the Steven Roth Professor of Management at the Tuck School of Business at Dartmouth College, where he teaches courses on Leadership and Strategy. He is also the Faculty Director of the flagship Tuck Executive Program, and has experience working with executives at a number of other prestigious universities around the world. He is a recognized thought leader on leadership, strategy, and corporate governance. Dr. Finkelstein has worked as a consultant and speaker for major companies around the world, including Aetna, American Express, Bank of Montreal, Barclays, BlackRock, Boeing, Cerberus, Chevron, Comcast, Deloitte, Deutsche Bank, Eaton, Freddie Mac, GE, General Dynamics, Glaxo, Heinz, Hitachi, ING, ITT, J&J, JP Morgan Chase, Mayo Clinic, Korn-Ferry, McGraw-Hill, McKinsey, Merrill Lynch, Monsanto, Morgan Stanley, Novartis, PwC, Raytheon, Roche, Rollins, Russell Reynolds, UBS, and United Technologies. He has published 26 books and 90 articles, with several bestsellers, including the #1 bestseller in the U.S. and Japan, Why Smart Executives Fail. Based on a six-year study of 51 companies and 200 interviews of business leaders, the book identifies the fundamental reasons why major mistakes happen, points out the early warning signals that are critical for investors and managers alike, and offers ideas on how organizations can develop a capability of learning from corporate mistakes. On Fortune Magazine's list of Best Business Books, the Wall Street Journal called it "a marvel - a jargon-free business book based on serious research that offers genuine insights with clarity and sometimes even wit … It should be required reading not just for executives but for investors as well." It has also been featured in media around the world and has been translated into 12 languages. His latest bestselling book is SUPERBOSSES: How Exceptional Leaders Master the Flow of Talent. Once again he has undertaken extensive research over a ten year period of some of the most intriguing business leaders in the world who all have one thing in common - they helped develop the best talent in their industry sectors, who in turn helped them become the legendary successes they are today. What they did, and how they did it, is shared via fascinating profiles and seven management practices that separate the best bosses from the merely good ones. LinkedIn Chairman Reid Hoffman calls it "a leadership guide for the Networked Age," while Jeff Immelt, Chairman and CEO of GE, says "Superbosses gives leaders a playbook to bring out the best in their people." Dr. Finkelstein is a Fellow of the Academy of Management, and has had three books nominated for the Academy of Management's Terry Book Award, the most prestigious such honor in the field. His other awards include Finalist for the Academy of Management Executive Best Paper Award (2004), the McKinsey & Company Strategic Management Society Best Conference Paper Prize Honorable Mention (2002), the Best Paper Award from the Academy of Management Executive for his article "Leveraging Intellect" (1997), two Citations of Excellence from ANBAR, the world's leading guide to management journal literature (1997 & 1998), the Cenafoni Prize for research in Entrepreneurial Strategy (1991), and finalist for the A.T. Kearney award for the best research in strategic management (1988). He is listed on the "Thinkers 50," the most prestigious ranking of management thinkers in the world. He is well known for his keynote speeches and television appearances, and is a regular columnist for the BBC. He holds degrees from Concordia University and the London School of Economics, as well as a Ph.D. from Columbia University in strategic management.

Thomas Z. Lys

Job Titles:
  • Kohler Professor Emeritus at the Kellogg School of Management, Northwestern University
  • Professor
Professor Lys holds a Bachelor's degree in Economics from the University of Bern, Switzerland, and a master and PhD in Accounting and Finance from the University of Rochester. He is fluent in three foreign languages: German, French, and Polish.

Timothy C. Haab

Job Titles:
  • Dean 's Chair for Transformative Initiatives and Professor and Chair of Agricultural, Environmental, and Development Economics at Ohio State University
  • Featured Expert
  • Professor and Chair of the Department of Agricultural
Dr. Haab is Professor and Chair of the Department of Agricultural, Environmental, and Development Economics and Dean's Chair for Transformative Initiatives at Ohio State University. Dr. Haab's research focuses on the development of quantitative and statistical methods for the measurement of values for environmental and ecosystem goods and services, benefit cost analysis, and natural resource damage assessment. Dr. Haab has applied research and consulting experiences that include large scale oil spills, harmful and toxic algal blooms, hazardous chemical spills, local property values, recreational marine and freshwater fisheries, marine debris, retail gasoline and alternative fuel markets, payments for ecosystem services, and consumer food choice. He has attracted over $3.2 million in external grants and contracts, and is the author of over 50 peer-reviewed journal articles, and three books including Valuing Environmental and Natural Resources: The Econometrics of Nonmarket Valuation, a standard book for teaching valuation methods in PhD programs. Dr. Haab has been Chair of one of the top departments of applied economics since 2010. He recently served as Chair of the National Association of Agricultural Economics Administrators, has served on the U.S. Environmental Protection Agency Environmental Economics Advisory Committee, and was a former co-editor of the Journal of Environmental Economics and Management. Dr. Haab holds a B.A. in Economics from the University of Maryland, Baltimore County with concentrations in Management and Finance, and a Ph.D. in Agricultural and Resource Economics from the University of Maryland, College Park.

Timothy Hurley

Job Titles:
  • Featured Expert
  • Investment Banker
  • Managing Director, Bentley Associates, L.P
Timothy Hurley is an investment banker with over 30 years of experience. He has held senior investment banking positions at three major firms (Merrill Lynch, Lehman Brothers, and PaineWebber) and two boutique investment banking firms (Delta Financial Group, Inc. and Bentley Associates). Mr. Hurley has extensive experience in managing public and private securities offerings, serving as a financial advisor on M&A transactions, and performing business valuations and securities valuations. He has provided expert testimony related to business valuations and securities industry subjects in numerous legal cases. Mr. Hurley holds an MBA from Columbia University Graduate School of Business and BS in Civil Engineering and BA in General Studies from the University of Notre Dame.