Sacha Gelfer graduated from the University of Oregon with a PhD in Economics. He is now an Assistant Professor in the Department of Economics at Bentley University. He is trained in Macroeconomics and Bayesian Econometrics and Forecasting. Sacha is currently a Panel member of the Federal Reserve Bank of Philadelphia’s Survey of Professional Forecasters (SPF).
Dr. Morosan is an investment professional with 20 years of fundamental and quantitative investing experience mostly in the Technology sector. He is a senior lecturer in the Department of Finance at Bentley University. He was an equity analyst at Blackstone Asia Advisors responsible for research on Tech, Telecom and Alternative Energy sectors in Asia. Before joining Blackstone in 2008, he worked at Castor Pollux Securities, a start-up hedge fund in Boston. Dr. Morosan held equity research positions at Sanford Bernstein, Citigroup and Robertson Stephens in technology strategy, telecom equipment and alternative energy, respectively. He also worked for McKinsey & Co. as a management consultant.
Alok joined Bentley University as an assistant professor in the Department of Finance in 2019 after completing his PhD from the University of Arizona. Alok has also worked as an equity analyst for Lehman Brothers and Nomura financial advisory. His research interest includes empirical corporate finance with a focus on payout policy and executive compensation.
Professor Raman is the George and Louis Professor of Finance at Bentley University. He studies agency, product markets, and financial reporting choices in the context of corporate investment and financing decisions. His research has been published in top-tier Finance and Accounting journals. He has expertise in assessing Fair Value (in accordance with FAS 157) of investments in private firms and hard-to-value assets; fixed income securities including mortgage-backed securities, credit default swaps; auction rate securities; CMOs; CDOs; investments in hedge funds and private equity funds.
Founding Director, The Hughey Center for Financial Services, and Gibbons Research Professor of Finance, Bentley University. Has articles published in prestigious academic and practitioner journals. Has received awards and grants from Chicago Board of Trade (CBOT), Binational Fulbright Commission, Columbia University, the World Bank, and the Asian Development Bank. Previously taught at Texas A&M University. He is a senior advisor to a start-up hedge fund.
Dr. Laura Jackson Young graduated from the University of North Carolina at Chapel Hill in December 2014 with a PhD in Economics. She is now an Associate Professor in the Department of Economics at Bentley University. Her research and teaching interests focus on applied macroeconomics and monetary policy.
Joseph Wickwire was a portfolio manager in the Equity division at Fidelity Investments where he managed the Fidelity Select Gold and the Fidelity Global Commodity Stock Funds. He has appeared on the Bloomberg Business, CNBC and Fox Business television news channels; been quoted in Barron’s, The New York Times, Financial Times, Investor’s Business Daily and The Wall Street Journal; and has presented at the University of Chicago’s Booth School of Business, Boston College’s Carroll School of Management, Cornell University’s Johnson School of Management and the Harvard Business School. Joe currently serves on the Bentley University Hughey Center for Financial Services Advisory Board and is a member of the Boston Security Analysts Society. He received a bachelor of arts degree in history from Boston College in 1986 and a master of business administration degree with a concentration in investment finance and international business from Bentley University in 1993. He is a CFA charter holder. Beginning in January 2020, Joe has been an adjunct professor at Bentley University, where he co-developed and co-teaches “Advanced Topics and Career Perspectives in Investment Management” with fellow Bentley alumnus and Fidelity colleague, Rich Thompson.
Chief Investment Officer, RTM Alternatives. Developer of the S&P sponsored smart beta commodity index (Market State Dynamic Commodity Index (Bloomberg ticker: MSDCITR index). Ray has been involved in the commodity markets for over 29 years. He began his career trading a proprietary arbitrage program he developed for Intermarket Management in the CRB Index futures in June of 1986. In 1991 he developed the Investable Commodity Index (ICI), a long-only commodity index investment product. In 1992 started RTM Management, a Commodity Trading Advisor and commodity investment consulting firm. He provided consulting services to several large institutional clients on the benefits of commodity-based investment and trading strategies. During this period, he was the primary architect of the major restructuring of the CRB Index, the most recognized commodity benchmark in the world. In 2000, he designed and licensed to S&P what eventually became the S&P Commodity Indices. These indices introduced a market capitalization weighting scheme to the commodity index marketplace as well as offering three different calculation methodologies (arithmetic, geometric, and replication). During 2006-2008 he was a discretionary trader at Graham Capital Management, a $5 billion hedge fund in Rowayton, CT. He managed over 500m in AUM in equity index, interest rate and commodity futures and options based on his proprietary models. More recently he worked at MSR Investments, a CTA in Parsippany NJ specializing in “smart beta” index programs designed to replicate hedge fund exposures. Ray graduated from Fairfield University in 1982 with a BS in Finance.
Partner in charge of trading strategies, RTM Alternatives. Ed has extensive experience in quantitative analysis and risk management in currency, fixed income, credit and commodity markets. His background encompasses a mix of OTC inter-bank and exchange-traded derivatives markets. He has worked for a mix of Wall Street firms, including Marine Midland Bank, The Chicago Mercantile Exchange, and Prudential Securities. Ed later transitioned into financial media, where he worked for Thomson Reuters for over a decade, first as an analyst writing a real-time commentary on derivative markets and later as a fixed income and credit market TV analyst for Thomson Reuters Insider TV. Ed has a B.A. in Political Science & History from Boston College and has published over 70 articles on financial risk management and related topics in various financial industry journals and newsletters. He has also been quoted numerous times in major news media, including the New York Times and the Washington Post. As a Fed watcher, Ed routinely lectures on monetary policy, central bank credibility, and global finance.
Previous guest speakers
Selected guest speakers from past Wall Street 101 sessions include:
- Rashad Ahmad, The Comptroller of Currency, Washington, D.C.
- Harinder Bajwa, Real-time API Development, State Street, Boston
- Khaoula Begdouri, Director of Institutional Sales, Blackrock, San Francisco.
- Bentley Student-managed Funds Investment Analysts: Bentley Investment Group (BIG) and Bentley Sustainable Investing Group
- Chase Cicchetti, formerly with State Street FX, currently a lecturer at Bentley University
- Chris Foti ’98 and ’99 (MSF), Managing Director FX Sales, BNY Mellon, Boston.
- Eric Golden ‘05, retired Managing Director and fixed income portfolio manager, Fidelity Investments.
- Ivka Kalus, CIO, Promethos Capital (ESG fund), Boston.
- Peter Lynch, former Manager, The Magellan Fund, Vice Chairman, Fidelity Management & Research Co, Boston.
- Kevin McLellan ‘92, Senior Partner, PWC, Boston, former partner at McKinsey Consulting.
- Kristi Minnick, Professor of Finance, Bentley University
- David Samra ‘86, Managing Director and Founding Partner, Artisan Partners.
- S. Joseph Wickwire, II ’93 (MBA), retired Portfolio Manager, Fidelity Investments