Thursday, November 17, 2016

Dr. Joseph Wall, Assistant Professor of Accounting at Marquettey was the guest in the Applied Investment Management class on Wednesday, November 16th.

Dr. Joseph Wall joined the AIM students for a discussion about the current active vs. passive investment debate on Wednesday, 11/16/16

Dr. Joe Wall and AIM Director, Dr. David Krause
Dr. Joseph Wall, Assistant Professor of Accounting at Marquette University was the guest in FINA 4320 – the Applied Investment Management class – on Wednesday, November 16th. 

Dr. Wall and AIM Director, Dr. David Krause, lead a discussion on the debate about active and passive investment management. They also talked in depth about the hedge fund industry and current practices. The AIM students had an opportunity to ask questions and participate in the conversation.

Joseph Wall
Dr. Joseph Wall
Dr. Wall earned his Ph.D. from Case Western Reserve University, his MBA from Marquette University, and his bachelor’s degree in Engineering from Purdue University. 

Prior to joining Marquette, Dr. Wall worked for seven years as an assistant professor at Carthage College, serving four years as a department chair. Prior to that he was actively involved in the investment industry.

Beginning in 1993 Dr. Wall was a full-time financial analyst and professional investor. He is a managing member and the co-founder of his securities investment firm, which has been in business since 1998, and specializes in risk arbitrage transactions.

His current research interest involves financial injustice, and tends to focus in the areas of fraudulent behavior and financial market modeling. Much of his work seeks to better understand the unintended consequences rules and regulations may have when applied to a financial system.


Dr. Krause said, “It was an excellent opportunity for the students to get to know Dr. Wall better. He is a frequent guest at our Friday afternoon AIM pitches and it was useful for the students to understand his background and approach to the investment process. Our discussion about the current status of the hedge fund industry and the active vs. passive debate was beneficial and valuable for the AIM students.”