A Glimpse of the Financial Entrepreneurs of the future

A Glimpse of the Financial Entrepreneurs of the future

June 9, 2015 Uncategorized
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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!

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About the Author

Wesley R. Gray, Ph.D.

After serving as a Captain in the United States Marine Corps, Dr. Gray received a PhD, and was a finance professor at Drexel University. Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect. Dr. Gray has published three books: EMBEDDED: A Marine Corps Adviser Inside the Iraqi Army, QUANTITATIVE VALUE: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors, and DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth. His numerous published works has been highlighted on CBNC, CNN, NPR, Motley Fool, WSJ Market Watch, CFA Institute, Institutional Investor, and CBS News. 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.