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Focus: indexing, factors, taxes, rebalancing, transparency, efficiency, and volatility harvesting.
My sessions are considered lively, engaging and highly interactive in Societies across the country.
Investor Advocate + Finance Academic/Practitioner + TED Speaker + Smart Beta Co-Creator
Extensive views on ethics and ethical behaviour based on over 25 years of financial experience.
Unique advice for investors about improving investment outcomes through better allocation/risk mgmt.
Serving 600 clients with $41 billion in assets, we have unique insights to ultra-affluent families
A financial industry thought leader, pioneering research into Fintech and financial time series.
Frequent speaker on Investment strategies related to ETFs, index and quant investing, and volatility
Jim Furey is an experienced Wall Street strategist known for his expertise in small-cap equities.
I am a widely recognized expert on predicting the global economy and financial markets.
Extensive hands-on experience in subject matter, and delivering to any types of audience.