Laurence B. Siegel is the Gary P. Brinson director of research at the Research Foundation of CFA Institute, senior advisor to Ounavarra Capital LLC, and an independent consultant, writer, and speaker specializing in investment management.
EDUCATION
University of Chicago, Graduate School of Business, MBA in finance, 1977
University of Chicago, The College, Bachelor of Arts, with honors, 1975
BUSINESS EXPERIENCE
Senior advisor, 2009-present (part time)
Research Foundation of CFA Institute
Gary P. Brinson Director of Research, 2012-present (part time)
Research Director, 2005-2012 (part time)
Director of research, investment division, 2004-2009
Director, policy research, investment division, 1996-present
Director, quantitative analysis, investment division, 1994-1996
Managing director, 1987-1994
Vice president, 1984-1987
Senior consultant and research director, 1982-1984
Analyst and research economist, 1979-1982
Robert M. James, Inc.
Regulatory economic consultant to The Marmon Group, 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
Research Foundation of CFA Institute, 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.
Selected boards of directors and advisory boards
Advanced Portfolio Management, 2002-present
CFA Institute, Executive Advisory Board, 2009-2010
Criterium Advisors, 2007-present
Dow Jones Hedge Fund Strategy Benchmarks, 2001-2010
E. G. West Institute for Effective Schooling, 2009-present
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)