Lecturer
Finance
Retired hedge fund manager and co-author of The Rise Of Carry
Expertise and Research Interests
- Shadow Banking
- Carry Trades
- Sentiment and Asset Valuation
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