A Glimpse of the Financial Entrepreneurs of the future

A Glimpse of the Financial Entrepreneurs of the future

June 9, 2015 Uncategorized
Print Friendly
(Last Updated On: June 9, 2015)

This last quarter I taught an advanced seminar at Drexel University (Finance 698). I love running my seminar for the following reasons:

  • I get to meet new and exciting young minds.
  • I learn new things from my students.
  • I learn about different cultures (a vast majority of my students are international).

Finance 698 is dedicated to building business plans for the financial services industry. In particular, the students were assigned to research and design business plans for the following concepts:

  • Tax-efficient Alternatives delivered via a hedge fund structure (i.e., limited partnership).
  • Active Momentum Fund delivered via a mutual fund or ETF structure.
  • A fintech company that delivers advanced ETF analytics (screener, backtest, etc).


I’m sure a lot of these students will be successful business leaders in the future…

Congrats to the graduates!

Note: This site provides NO information on our value investing ETFs or our momentum investing ETFs. Please refer to this site.

Join thousands of other readers and subscribe to our blog.

Please remember that past performance is not an indicator of future results. Please read our full disclosures. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Alpha Architect, its affiliates or its employees. This material has been provided to you solely for information and educational purposes and does not constitute an offer or solicitation of an offer or any advice or recommendation to purchase any securities or other financial instruments and may not be construed as such. The factual information set forth herein has been obtained or derived from sources believed by the author and Alpha Architect to be reliable but it is not necessarily all-inclusive and is not guaranteed as to its accuracy and is not to be regarded as a representation or warranty, express or implied, as to the information’s accuracy or completeness, nor should the attached information serve as the basis of any investment decision. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Alpha Architect.

Definitions of common statistics used in our analysis are available here (towards the bottom)

About the Author

Wesley R. Gray, Ph.D.

After serving as a Captain in the United States Marine Corps, Dr. Gray earned a PhD, and worked as a finance professor at Drexel University. Dr. Gray’s interest in bridging the research gap between academia and industry led him to found Alpha Architect, an asset management that delivers affordable active exposures for tax-sensitive investors. Dr. Gray has published four books and a number of academic articles. Wes is a regular contributor to multiple industry outlets, to include the following: Wall Street Journal, Forbes, ETF.com, and the CFA Institute. Dr. Gray earned an MBA and a PhD in finance from the University of Chicago and graduated magna cum laude with a BS from The Wharton School of the University of Pennsylvania.