Books

• “The End of Carry?”, with Tim Lee and Jamie Lee. Wilmott Magazine (January 2021).
• “EMU and the Asset Allocation Decision,” with Ken Kroner.  Journal of Investment (1999). Awarded Journal of Investing Best Paper award for 1999.
• “Editorial – The Future of Pure Passive and Pure Active Investing”. Journal of Asset Management (2000).

At Haas since 2016

2016 – present, Lecturer, Haas School of Business
2017 – present, Investment Review Committee, BlackRock Canada
2016 – present, Owner, Rockridge Capital LLC
2002 – 2014, Founder and Co-Chief Investment Officer, Algert Coldiron Investors, San Francisco
1994 – 2002, Managing Director, Barclays Global Investors, London
1988 – 1991, Analyst, Federal Reserve Bank of New York

• Finance Committee Chair, Board of Regents, Bishop O’Dowd High School, Oakland CA
• Advisory Board, MSc in Financial and Investment Management, St. Mary’s College, Moraga CA
• Active private investor in alternative investments

• Earl F. Cheit Award for Excellence in Teaching, 2018, MFE Program

• Dynamic Asset Allocation