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Matson Money
Academic Advisory Board

Matson Money’s Academic Advisory Board is comprised of luminaries in their respective fields bringing expertise in the critical aspects of what it means to be an investor and how to leverage the power of free markets. Each member provides an invaluable contribution to the foundational principles of Matson Money, while also playing a key role helping to build our future as a premier investor coaching company.

Harry M. Markowitz, Ph.D.

1990 The Nobel Prize in Economics, Modern Portfolio Theory
1989 Von Neumann Award, Operations Research Society of America
Principal, Harry Markowitz Company
Adjunct professor, Rady School of
Management, UCSD
Ph.D., Economics, University of Chicago
M.A., Economics, University of Chicago
Ph.B., Liberal Arts, University of Chicago

Since its inception, the Matson Method of portfolio construction has been based in strong academic principles. One of the key philosophies is Modern Portfolio Theory, created by Harry Markowitz. It is a profound privilege to have Dr. Markowitz as a member of our Academic Advisory Board.

Arthur B. Laffer, Ph.D.

Member of President Reagan’s Economic Policy Advisory Board (both terms), 1981-1989
Founder and Chairman of Laffer Associates
Bachelors of Economics, Yale University
MBA, Ph.D., Economics, Stanford University

Dr. Laffer’s economic acumen brings a
distinct advantage to Matson Money, our coaches, and clients with insights on the implication of economic policy on savers
and investors. Frequently referred to as
“The Father of Supply-Side Economics,”
Dr. Laffer helps navigate the complexities
of the economy, interest rates, and tax efficiency as it applies to portfolio construction.

R. Lyman Ott, Ph.D.

Bachelors of Mathematics and Education, Bucknell University
Masters of Mathematics, Bucknell University
Ph.D., Statistics, Virginia Tech

As an expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and
providing third party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of “The Barbell Effect” has a significant impact on the
design of Matson Money portfolios.

Terrance Odean, Ph.D.

Rudd Family Foundation Professor of Finance
Haas School of Business, University of California
Bachelors of Statistics, UC Berkeley
Masters of Finance, UC Berkeley
Ph.D., Finance, UC Berkeley

Terrance Odean is a leader in the field of behavioral finance, boasting extensive research in the area of investor behavior, investor biases and habits. His research reveals how behavior can destroy investor performance and the ability to create
wealth. Dr. Odean’s expertise is essential
to the creation of coaching systems and
tools for prudent long–term investing.

Meir Statman, Ph.D.

Glenn Klimek Professor of Finance,
Santa Clara University,
Leavy School of Business
Visiting Professor, Tilburg University, Netherlands
Ph.D., Columbia University
B.A. and M.B.A., Hebrew University of Jerusalem

Investor behavior and decision making is
a key component to reaching long-term investing goals. We are pleased to
welcome noted behavioral finance
researcher, Meir Statman to the Matson Money Academic Board. His work
attempts to understand how investors and managers make financial decisions and
how these decisions are reflected in
financial markets. His most recent book is “Finance for Normal People: How
Investors and Markets Behave”.

Steve Zaffron

M.A., University of Chicago

Steve Zaffron is the Founder of Vanto
Group, a consulting firm specializing in elevating organizational performance.
Mr. Zaffron is recognized as an
international authority on leadership and
has been a guest lecturer at universities throughout the US and Europe. He is the
co-author of the best-selling book,
The Three Laws of Performance, which provides organizations access to breakthrough performance. It is partly due
to Mr. Zaffron’s expertise in human performance that Matson Money can
provide world-class financial coaching
to advisors and investors.

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