Roger G. Clarke
Wells Fargo Asset Management (WFAM) Analytic Investors
Roger G. Clarke currently serves as a research collaborator with Wells Fargo Asset Management (WFAM) Analytic Investors. Roger served as a professor for more than ten years on the faculty of the Marriott School of Management at Brigham Young University. From 1995-2020 he served as president of Ensign Peak Advisors, Inc., an investment management affiliate of The Church of Jesus Christ of Latter-day Saints. He also served as president and chief investment officer of TSA Capital Management in Los Angeles, CA for ten years and as chairman of the board of Analytic Investors for twenty years. He has served as a member of the editorial boards of the Journal of Portfolio Management and the Financial Analysts Journal.
Roger received a PhD in finance and an MS degree in economics from Stanford University, as well as an MBA and BA degree in physics from Brigham Young University. Roger has published a variety of articles and articles about tactical asset allocation and currency management. In concert with coauthors Steven Thorley and Harin de Silva they have published material over the years about the use of derivatives in investment management, low volatility portfolios, constraints and the fundamental law of active management, long/short portfolio construction, pure factor portfolios and efficient factor investing.
BYU Marriott School of Business
Steven Thorley is an Emeritus Professor of Finance at the Marriott School of Business. Steven received his Ph.D. in Financial Economics from the University of Washington and holds numerous awards for academic excellence including the Marriott School Outstanding Faculty Award. While on academic leaves from BYU, Professor Thorley served as the interim Research Director for Analytic Investors, a quant fund based in Los Angeles, and for Ensign Peak Advisors in Salt Lake City. Doctor Thorley’s publications have been presented at academic and professional seminars around the world. Professor Thorley is a Chartered Financial Analyst (CFA), a Co-Editor of the Financial Analysts Journal, and on the investment committees for Intermountain Healthcare and Deseret Mutual Benefit Administrators.
CLICK HERE TO VIEW THE PRESENTATION!