Moskowitz Prize Judges
2008 Moskowitz Prize Judges
Brian R. Bruce
Senior Lecturer, Southern Methodist University's
Dan diBartolomeo
President & Founder, Northfield Information Services, Inc.
Nadja Guenster
Assistant Professor,
Maastricht University
Lloyd Kurtz
Senior Portfolio Manager,
Nelson Capital Management & Program Administrator,
Moskowitz Prize
Christopher G. Luck
Partner & Director of Global Equities,
First Quadrant
Kellie A. McElhaney
Adjunct Assistant Professor & Executive Director,
Center for Responsible Business,
Haas School of Business
John W. O'Brien
Adjunct Professor & Faculty Director,
Master's in Financial Engineering (MFE) Program,
Haas School of Business
Pietra Rivoli
Associate Professor,
McDonough School of Business, Georgetown University
Senior Lecturer
Southern Methodist University's
Brian is Senior Lecturer at Southern Methodist University's Cox Business School in Dallas, Texas. Prior to returning to SMU, he was Director and Head of Equity Investments at PanAgora
Asset Management, the quantitative division of Putnam Investments
in Boston. He is responsible for a team of 20 portfolio managers
who oversee almost $20 billion in equity assets. Brian is
also an Adjunct Professor at Southern Methodist University's
Cox School of Business.
Prior to joining
PanAgora, Brian was both a professor at SMU and President and Chief Investment Officer of InterCoast
Global Management. Prior jobs included Vice President at State
Street Global Advisors, where he was responsible for global
asset allocation and equity management, and Director of Quantitative
Global Equity at The Northern Trust Company.
Brain has written or edited eight books and written over 25
articles on investing including the recent Analysts, Lies
and Statistics which he co-authored with Dr. Mark Bradshaw
an accounting professor at Harvard Business School. In addition,
he is Editor-in-Chief of Journal of Investing and
the Journal of Trading, on the Board of Editors and
Founding Editor of Journal of Behavioral Finance,
and on the Editorial Boards of Journal of Practical Financial
Economics and Alternative Perspectives on Finance and Accounting.
He holds an MBA from the University of Chicago, an M.S. from
DePaul University, and a B.S. from Illinois State University.
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Dan diBartolomeo
President & Founder
Northfield Information Services, Inc.
Mr. diBartolomeo is President and founder of Northfield Information
Services, Inc. Based in Boston since 1986, Northfield develops
quantitative models of financial markets. The firm’s
clients include more than one hundred financial institutions
in a dozen countries.
Dan serves on the Board of Directors of the Chicago Quantitative
Alliance and is an active member of the Financial Management
Association, (“QWAFAFEW”), the Society of
Quantitative Analysts. Mr. diBartolomeo is a Director
of the American Computer Foundation, a former member of the
Board of Directors of The Boston Computer Society, and formerly
served on the industry liaison committee of the Department
of Statistics and Actuarial Sciences at New Jersey Institute
of Technology.
Dan is a Trustee
of Woodbury College, Montpelier, VT and continues his several
years of service as a judge in the Moscowitz Prize competition,
given for excellence in academic research on socially responsible
investing. He has published extensively on SRI, including
a forthcoming book (with Jarrod Wilcox and Jeffrey Horvitz)
on portfolio management for high net-worth individuals.
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Nadja Guenster
Assistant Professor of FinanceMaastricht University
Nadja Guenster is an assistant professor of Finance at Maastricht University. She conducts research in the areas of CSR investing, financial markets,
and financial crises and crashes. Previously, she worked as Ph.D. researcher at RSM Erasmus University and as visiting researcher at Ohio State University.
Her studies have been published in various practitioner-oriented outlets, such as the Financial Analysts Journal, and the Journal of Asset Management. Her
CSR research has been awarded the 2005 Moskowitz Prize for best quantitative study in the SRI domain, and the 2005 European Finance & Sustainability Research Award.
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Senior Portfolio Manager, Nelson Capital Management & Program Administrator, Moskowitz Prize
Lloyd manages portfolios for institutional
and high net worth clients at Nelson Capital, a Palo Alto
money management firm affiliated with Wells Fargo. Prior to
joining Nelson, Lloyd spent nine years as a research analyst
and Director of Quantitative Research at Harris Bretall Sullivan
& Smith, a San Francisco-based money management firm;
and before that was Senior Research Analyst at KLD Research
& Analytics in Boston.
During his tenure at KLD, Lloyd did much of the initial quantitative
work on the development of the Domini Social Index, the first
broad-based social investment benchmark, and co-authored two
chapters of the book The Social Investment Almanac.
His quantitative analysis of Domini Social Index performance,
co-authored with Dan DiBartolomeo, was later published in
The Journal of Investing.
Lloyd maintains
an online annotated bibliography of studies of socially responsible
investing at www.sristudies.org.
In 1997 and 2005, he published reviews of this literature
in The Journal of Investing. Lloyd is the program
administrator for the Moskowitz Prize. He holds an MBA from
Babson College and a B.A. from Vassar College. In 1999, he
received the SRI Service Award for his contributions to social
investing.
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Christopher G. Luck, CFA
Partner & Director of Global Equities
Christopher Luck joined First Quadrant in 1995. As partner
and director of global equities, Chris is responsible for
the research, implementation, and management of First Quadrant
equity strategies. Prior to joining
First Quadrant, Chris spent eight years at Barra, a
Berkeley-based provider of risk management solutions. He has
published numerous articles in professional journals on topics
including socially responsible investing, international diversification,
style management, and tax efficient investing.
Chris earned an MBA, emphasis in finance, from the University of California,
Berkeley, in 1988. He earned his bachelor's degree in economics
summa cum laude from the College of the Holy Cross in Worcester,
MA. Chris became a chartered financial analyst in 1994, and
is currently an instructor for the CFA review course at the
Los Angeles Society of Financial Analysts.
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Executive Director, Center for Responsible Business
Adjunct Assistant Professor &
John C. Whitehead Distinguished Faculty Fellow in Corporate Responsibility
Haas School of Business
Kellie is the John C. Whitehead Faculty Fellow of Corporate Responsibility and the Executive Director of the Center for Responsible Business at the Haas School of Business, University of California, Berkeley. She developed and launched this new center in January 2003, which has helped place corporate responsibility squarely as one of the core competencies and competitive advantages of the Haas School.
Kellie teaches multiple courses on Strategic Corporate Social Responsibility in all of the Haas School's degree programs, which include in-depth student consulting engagements with companies on high-visibility strategic CSR challenges. Her research focus is in the area of analyzing companies' CSR strategy, and its fit with their core business objectives and core competencies. She consults to several Fortune 500 companies in developing an integrated CSR strategy, bridging her academic focus with the practitioner world. She is a member of the UN Global Compact Faculty and serves on the Association for Corporate Growth Strategic Philanthropy Advisory Committee. Kellie was recently named a 2005 Faculty Pioneer for Institutional Impact by the biennial report - Beyond Grey Pinstripes.
Prior to joining
Haas, she spent nine years at the University of Michigan Business
School, where she was adjunct professor of corporate strategy
and managing director of the Corporate Environmental Management
Program (CEMP). Before joining academia, she was in the acquisitions
and mergers area of commercial banking. Kellie holds a Ph.D.
from the University of Michigan, a MA from Ohio University,
and a BA from the University of North Carolina, Chapel Hill.
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Associate Professor
McDonough School of Business, Georgetown University
Pietra Rivoli is
Associate Professor at the McDonough School of Business. Dr.
Rivoli teaches in undergraduate, graduate, and executive
programs in the areas of corporate and international finance
and international business. Professor Rivoli also leads annual
MBA residencies to China, and supervises consulting projects
by MBA students for Chinese companies and organizations.
Professor Rivoli’s recent academic research relates
to social issues in finance and business and has appeared
in the Journal of Business Ethics and Business
Ethics Quarterly. Her 2005 book, Travels of a T-Shirt
in the Global Economy, is a study of the political economy
and ethics of globalization and international trade, and has
been lauded by the New York Times, The Financial
Times, National Public Radio, as well as a number of
other outlets. Travels of a T-Shirt was also shortlisted
as a finalist for the 2005 Financial Times-Goldman Sachs Business
Book of the Year Award.
Professor Rivoli is involved with Georgetown students outside
of the classroom on a number of social issues, including work
on the apparel licensing committee, which is concerned with
labor conditions and worker rights in the production of Georgetown
logo apparel, and the committee on social responsibility and
investment, which advises Georgetown endowment fund managers
on issues related to ethical investment.
Dr. Rivoli received her Ph.D. in finance and international
economics from the University of Florida.
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