Founders
Co-chief Investment Officer,
Portfolio Manager, and Co-director of Research
Co-chief Investment Officer,
Portfolio Manager, and Co-director of Research
Dr. Jacobs is author of Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes (McGraw-Hill and a Chinese translation) and Capital Ideas and Market Realities: Option Replication, Investor Behavior, and Stock Market Crashes (Blackwell). Dr. Jacobs is also co-author with Ken Levy of Equity Management: Quantitative Analysis for Stock Selection (McGraw-Hill and a Chinese translation) and Equity Management: The Art and Science of Modern Quantitative Investing, 2nd ed. (McGraw-Hill), co-editor with Ken Levy of Market Neutral Strategies (Wiley), and co-editor of The Bernstein Fabozzi/Jacobs Levy Awards: Five Years of Award-Winning Articles from The Journal of Portfolio Management, Volumes One through Five (With Intelligence). He was a featured contributor to How I Became a Quant: Insights from 25 of Wall Street's Elite (Wiley). Dr. Jacobs has spoken at many forums, including the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, the Institute for Quantitative Research in Finance, Berkeley Program in Finance, Journal of Investment Management, CFA Institute, Rutgers University, Society of Quantitative Analysts, and New York Society of Security Analysts. He has given a Financial Analysts Journal Media Seminar, presented at conferences for Goldman Sachs and Morgan Stanley, and delivered the keynote at the Journal of Portfolio Management’s 50th Anniversary Symposium.
Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the Pension Asset Management Group. Prior to that, he was on the finance faculty of the University of Pennsylvania's Wharton School and consulted to the Rand Corporation.
Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University's School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University's Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He serves on the Ambassador Advisory Board of the Journal of Portfolio Management, the Advisory Board of the Journal of Financial Data Science, and is an Advisory Editor for the Journal of Impact and ESG Investing. He has also served on the Financial Analysts Journal Advisory Council, and was an Associate Editor of the Journal of Trading. Dr. Jacobs also served on the Committee to Establish the National Institute of Finance and was a member of its successor, the Office of Financial Research Discussion Forum. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and helped create the new Quantitative Finance major at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance.
Read more about Bruce’s and Ken’s paths to becoming quants in How I Became a Quant: Insights from 25 of Wall Street’s Elite. view article
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Ken Levy is co-author with Bruce Jacobs of Equity Management: Quantitative Analysis for Stock Selection (McGraw-Hill and a Chinese translation) and Equity Management: The Art and Science of Modern Quantitative Investing, 2nd ed. (McGraw-Hill), co-editor with Bruce Jacobs of Market Neutral Strategies (Wiley), and co-editor of The Bernstein Fabozzi/Jacobs Levy Awards: Five Years of Award-Winning Articles from The Journal of Portfolio Management, Volumes One through Five (With Intelligence). He was a featured contributor to How I Became a Quant: Insights from 25 of Wall Street's Elite (Wiley). Ken has lectured at the Wharton School and spoken at various forums, including the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, the Institute for Quantitative Research in Finance, Berkeley Program in Finance, CFA Institute, Rutgers University, Society of Quantitative Analysts, and Corporate Earnings Analysis Seminar.
Formerly he was Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates.
Ken has a B.A. in Economics from Cornell University, an M.B.A. and an M.A. in Business Economics from the University of Pennsylvania's Wharton School, and completed all requirements short of the dissertation for a Ph.D. at Wharton. He is a CFA charterholder and has served on the CFA Candidate Curriculum Committee, POSIT Advisory Board, and on the investment committees of several non-profit organizations. Ken is on the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School.
Read more about Bruce’s and Ken’s paths to becoming quants in How I Became a Quant: Insights from 25 of Wall Street’s Elite. view article
close bio —
Co-chief Investment Officer,
Portfolio Manager, and Co-director of Research
Dr. Jacobs is author of Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes (McGraw-Hill and a Chinese translation) and Capital Ideas and Market Realities: Option Replication, Investor Behavior, and Stock Market Crashes (Blackwell). Dr. Jacobs is also co-author with Ken Levy of Equity Management: Quantitative Analysis for Stock Selection (McGraw-Hill and a Chinese translation) and Equity Management: The Art and Science of Modern Quantitative Investing, 2nd ed. (McGraw-Hill), co-editor with Ken Levy of Market Neutral Strategies (Wiley), and co-editor of The Bernstein Fabozzi/Jacobs Levy Awards: Five Years of Award-Winning Articles from The Journal of Portfolio Management, Volumes One through Five (With Intelligence). He was a featured contributor to How I Became a Quant: Insights from 25 of Wall Street's Elite (Wiley). Dr. Jacobs has spoken at many forums, including the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, the Institute for Quantitative Research in Finance, Berkeley Program in Finance, Journal of Investment Management, CFA Institute, Rutgers University, Society of Quantitative Analysts, and New York Society of Security Analysts. He has given a Financial Analysts Journal Media Seminar, presented at conferences for Goldman Sachs and Morgan Stanley, and delivered the keynote at the Journal of Portfolio Management’s 50th Anniversary Symposium.
Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the Pension Asset Management Group. Prior to that, he was on the finance faculty of the University of Pennsylvania's Wharton School and consulted to the Rand Corporation.
Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University's School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University's Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He serves on the Ambassador Advisory Board of the Journal of Portfolio Management, the Advisory Board of the Journal of Financial Data Science, and is an Advisory Editor for the Journal of Impact and ESG Investing. He has also served on the Financial Analysts Journal Advisory Council, and was an Associate Editor of the Journal of Trading. Dr. Jacobs also served on the Committee to Establish the National Institute of Finance and was a member of its successor, the Office of Financial Research Discussion Forum. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and helped create the new Quantitative Finance major at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance.
Read more about Bruce’s and Ken’s paths to becoming quants in How I Became a Quant: Insights from 25 of Wall Street’s Elite. view article
close bio —
Co-chief Investment Officer,
Portfolio Manager, and Co-director of Research
Ken Levy is co-author with Bruce Jacobs of Equity Management: Quantitative Analysis for Stock Selection (McGraw-Hill and a Chinese translation) and Equity Management: The Art and Science of Modern Quantitative Investing, 2nd ed. (McGraw-Hill), co-editor with Bruce Jacobs of Market Neutral Strategies (Wiley), and co-editor of The Bernstein Fabozzi/Jacobs Levy Awards: Five Years of Award-Winning Articles from The Journal of Portfolio Management, Volumes One through Five (With Intelligence). He was a featured contributor to How I Became a Quant: Insights from 25 of Wall Street's Elite (Wiley). Ken has lectured at the Wharton School and spoken at various forums, including the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, the Institute for Quantitative Research in Finance, Berkeley Program in Finance, CFA Institute, Rutgers University, Society of Quantitative Analysts, and Corporate Earnings Analysis Seminar.
Formerly he was Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates.
Ken has a B.A. in Economics from Cornell University, an M.B.A. and an M.A. in Business Economics from the University of Pennsylvania's Wharton School, and completed all requirements short of the dissertation for a Ph.D. at Wharton. He is a CFA charterholder and has served on the CFA Candidate Curriculum Committee, POSIT Advisory Board, and on the investment committees of several non-profit organizations. Ken is on the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School.
Read more about Bruce’s and Ken’s paths to becoming quants in How I Became a Quant: Insights from 25 of Wall Street’s Elite. view article
close bio —
