Valley Investors Podcast with Nathan Erickson Dr. Sunil Wahal: A Deep Dive into Institutional Investment Strategies
In this episode, Nathan Erickson welcomes Dr. Sunil Wahal, the Jack D. Furst Professor of Finance and the Director of the Center for Responsible Investing at Arizona State University, also serving as a consultant for Avantis Investors. Dr. Wahal shares his global journey in finance, from his early years in India, London, and Hong Kong to his academic and professional endeavors in the United States. With his extensive experience, Dr. Wahal discusses the intricacies of institutional investing, market efficiency, and the evolving landscape of private and public markets. Listeners will gain insights into his research and methodologies that influence modern investment strategies and the crucial role of integrity and honesty in financial services.
Key Discussions in This Episode:
[00:01:08] Dr. Wahal’s diverse cultural and professional background
[00:03:07] Transition from skepticism to interest in finance
[00:05:12] Decision against a conventional career post-MBA
[00:08:06] Journey to Arizona State University
[00:09:57] Research focus on investment strategies and market behavior
[00:14:16] Discussion on private markets and investment challenges
[00:18:52] The illusion of illiquidity as a feature in private investments
[00:23:48] Dr. Wahal’s work with Dimensional Fund Advisors and Avantis
[00:28:46] Impact of artificial intelligence on market trading
[00:31:29] The role of ethics and responsibility in investment advising
[00:36:43] Evolution of the Student Investment Management Fund at ASU
[00:44:20] Initiatives and future plans of the Center for Responsible Investing
[00:50:56] Prospective research on growth and profitability in public equity
[00:53:32] Importance of honesty and integrity in the finance industry
[00:55:47] Dr. Wahal’s personal affinity for Arizona’s wilderness
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