Investment Management

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Pension Risk, Governance and the C-Suite

SSRN

This article describes enterprise risk and the role of the CFO as relates to the management of a company’s employee benefit plans.

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Investment Ethics: How to Make Money and Win Clients

Seeking Alpha

This article discusses the importance of adhering to good corporate values when managing money for investors.

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The Plan That Didn’t Bark

CFA Magazine

This article discusses ways financial analysts can better understand the economic health of corporate pension plans.

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Hedge Fund Basics: Risk, Return, and Reality

Family Foundation Advisor

This article, co-authored with Mark R. Szycher, discusses the different categories of hedge funds and describes ways a family foundation might invest in this asset class.