Laurence B. Siegel is the Gary P. Brinson director of research at the CFA Institute Research Foundation, senior advisor to OCP Capital LLC, and an independent consultant, writer, and speaker specializing in investment management.
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Laurence B. Siegel
Email me at lbsiegel [at] uchicago.edu
Laurence B. Siegel is the Gary P. Brinson director of research at the CFA Institute Research Foundation, investment thought leader at Foundation Financial Officers Group, and an independent consultant, writer, and speaker specializing in investment management.
EDUCATION
University of Chicago, Booth School of Business, MBA in finance, 1977
University of Chicago, The College, Bachelor of Arts, with honors, 1975
BUSINESS EXPERIENCE
- Blue Moon Communications, Inc.
- Independent Consultant, speaker, and writer (2009-present)
- OCP Capital LLC
- Senior advisor (irregular)
- CFA Institute Research Foundation
- Gary P. Brinson Director of Research, 2012-present (part time)
- Research Director, 2005-2012 (part time)
- The Ford Foundation
- Director of research, investment division, 2004-2009
- Director, policy research, investment division, 1996-2004
- Director, quantitative analysis, investment division, 1994-1996
- Ibbotson Associates, Inc.
- Managing director, 1987-1994
- Vice president, 1984-1987
- Senior consultant and research director, 1982-1984
- Analyst and research economist, 1979-1982
- The University of Chicago
- Research associate, 1977-1979
RELATED ACTIVITIES
Editorial boards
- Financial Analysts Journal, 2007-2012
- Investment Policy Magazine: founding editor, 1997-1998; contributing editor, 1998-1999
- Journal of Investing, 1992-present
- Journal of Portfolio Management, 1986-present
- CFA Institute Research Foundation, 2000-2005
Investment committees
- NAACP Legal Defense and Educational Fund, investment committee, 1997-2010
- Trust for Civil Society in Central and Eastern Europe, investment committee, 2000.2012;
chairman, 2001-2012.
Boards of directors and advisory boards
- Advanced Portfolio Management, 2002-present
- American Business History Center, Flatonia, Texas, 2018-present
- CFA Institute, Executive Advisory Board, 2009-2010
- Criterium Advisors, 2007-present
- Dow Jones Hedge Fund Strategy Benchmarks, 2001-2010
- Foundation Financial Officers Group (investment thought leader), 2011-present
- Ibbotson Associates, board of directors, 1989-1994
- Oberweis Emerging Growth Fund, board of directors, 1993-1994
- Q Group – Institute for Quantitative Research in Finance (board of directors, 2008 - present;
program committee, 1999 - present; planning committee, 2011; 40th anniversary [Fall
2006] program subcommittee chair)