Finance, out of the ivory tower.
I work across the full breadth of what a finance professor should be: producing research that shapes how markets and retirement savings work, making research accessible to ordinary investors, engaging with industry leaders and lawmakers, and inspiring students to better themselves and the world around them. I take ideas out of the ivory tower to reach the people they actually affect and make the world a better place.






The full set of videos and cases now lives on the four area pages below. The homepage keeps just the most recent.
I submitted a statement for the record at "From Wall Street to Main Street: The Future of How America Invests" (Rayburn HOB, June 25), making the case that there is no truly "passive" investing — index construction is a series of active, discretionary choices, with the timing of when companies like SpaceX, Anthropic, and OpenAI enter an index as a concrete example.
Presenting a live session at the Financial Modeling Institute's first 24-hour global online conference (Sept 24), alongside Eric Kelley. I also serve on FMI's Global Leadership Council.
Helping organize our Fall 2026 conference at Dimensional's headquarters in Austin (Sept 30–Oct 1), including the "Active vs. Passive" panel.
The latest in a run of teaching recognition, following the Dean's Impact Award (2024) and a Poets & Quants Top 50 Undergraduate Business Professor honor.
Asset management, index investing, IPOs, retirement, and FinTech, published in JFE, RFS, and the Review of Finance.
See the research → Investor EducationTestimony to lawmakers, podcasts, and plain-language tools that take the evidence to ordinary investors.
Explore → Industry EngagementResearch centers, industry councils, conferences, and my work with Microsoft as an Excel MVP.
Explore → Student EngagementThe Microsoft Excel Collegiate Challenge, competition commentary, case walkthroughs, webinars, and the classroom.
Explore →The Microsoft Excel Collegiate Challenge turns financial modeling into competition — 17,000+ students across 800+ universities in 130+ countries, 50,000+ hours of Excel education and $1M+ raised, with finals broadcast on ESPNU.
mecc.college →The Foundation for Spreadsheet Education is a 501(c)(3) nonprofit expanding access to financial and spreadsheet literacy, and funding students to compete and learn worldwide.
Research-driven analytics that show investors how their retirement funds really perform against their own glide-path benchmark — built with Shaun Davies.
glidepathfinancial.com →
Excel and financial-modeling teaching materials for professors and students — the curriculum engine behind the classroom and the competition, built with Eric Kelley.
gridprofessor.com →