Faculty

ADMINISTRATIVE FACULTY

Paul C. Pfleiderer
Faculty Director

C.O.G. Miller Distinguished Professor of Finance, Stanford Graduate School of Business; Business School Trust Faculty Fellow for 2006-07; Codirector of the Financial Management Executive Program; Professor of Law (by courtesy), School of Law, Stanford University. Paul F. Pfleiderer specializes in market microstructure and the design of financial markets, disclosure regulation, and corporate finance and venture capital.
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Charlotte Beyer
Founder & CEO, Institute for Private Investors

Charlotte Beyer spent 20 years in financial services including asset management, banking, corporate trust, securities operations and marketing prior to founding IPI in 1991. A graduate of Hunter College, Ms. Beyer also attended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. She is immediate Past President of the Board of Trustees of the Westover School, an all-girls school in Middlebury, Connecticut, and serves on the Advisory Board of Institutional Investor's Journal of Wealth Management.

Kristi Kuechler
Senior Managing Director, Institute for Private Investors

Kristi Kuechler is Senior Managing Director of IPI. She oversees content and curriculum, developing topics and recruiting speakers for IPI programs around the country and oversees membership for the West Coast. She brings experience in real estate, finance, and education to her role at IPI. Prior to joining IPI, Ms. Kuechler had built her own consulting practice, working with financial service firms on strategic positioning and the development of their marketing materials. She is a 1993 graduate of Stanford University's School of Education, where she received an M.A. in Administration and Policy Analysis.

PROGRAM FACULTY

William F. Sharpe
STANCO 25 Professor of Finance, Emeritus, Stanford University’s Graduate School of Business

William F. Sharpe is the STANCO 25 Professor of Finance, Emeritus, at Stanford University’s Graduate School of Business. He joined the Stanford faculty in 1970, having previously taught at the University of Washington and the University of California at Irvine. In 1996, he cofounded Financial Engines, a firm that provides online investment advice and management for individuals, and currently serves on its board. Professor Sharpe was one of the originators of the Capital Asset Pricing Model, developed the Sharpe Ratio for investment performance analysis, the binomial method for the valuation of options, the gradient method for asset allocation optimization, and returns-based style analysis for evaluating the style and performance of investment funds. In 1990, he received the Nobel Prize in Economic Sciences.


Peter Blair Henry, Ph.D.
Professor of Economics Stanford University’s Graduate School of Business, Professor of Economics (by courtesy), School of Humanities and Sciences; Associate Director, Center for Global Business and the Economy; Senior Fellow (by courtesy), Freeman Spogli Institute for International Studies at Stanford; Senior Fellow, Stanford Institute for Economic Policy Research; John and Cynthia Fry Gunn Faculty Scholar

Peter Henry is Professor of Economics, the John and Cynthia Fry Gunn Faculty Scholar, and Associate Director of the Center for Global Business and the Economy at the Stanford University Graduate School of Business. He is also Senior Fellow at the Center for Democracy, Development, and the Rule of Law of Stanford’s Freeman Spogli Institute for International Studies, Research Associate at the National Bureau of Economic Research, and Senior Nonresident Fellow at the Brookings Institution. From 2000–01, he was a National Fellow at the Hoover Institution.

Professor Henry received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1997. Prior to attending MIT, Professor Henry was a Rhodes Scholar at Oxford University where he received a B.A. in Mathematics and a Full Blue in basketball. He also holds a B.A. in Economics from The University of North Carolina at Chapel Hill where he was a Morehead Scholar, a National Merit Scholar, a member of Phi Beta Kappa, a Marshall Scholar-Elect, a reserve wide receiver on the varsity football team, and a finalist in the 1991 campus-wide slam-dunk competition.


Meir Statman, Ph.D.
Glenn Klimek Professor of Finance, Leavey School of Business, Santa Clara University

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on behavioral finance; he attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. The questions he addresses include: What is the nature of risk? How do investors form portfolios? What determines expected returns? What is the effect of sentiment? Why are investors reluctant to realize losses? Why do investors have different rules for spending from capital and income? What kinds of securities do investors like? What forces shape financial regulation?
Professor Statman’s research has been published in The Journal of Finance, The Journal of Financial Economics, Financial Analysts Journal, and The Journal of Financial and Quantitative Analysis, among others. Professor Statman is a member of the Advisory Board of the Journal of Portfolio Management and the Journal of Investment Consulting. He is a recipient of a Batterymarch Fellowship and a Graham and Dodd Award. He received his Ph.D. from Columbia University and his B.A. andM.B.A. fromthe Hebrew University of Jerusalem.


Eric J. Schoenberg, Ph.D.
Adjunct Assistant Professor, Columbia Business School

Eric J. Schoenberg, Ph.D. is Adjunct Assistant Professor at Columbia Business School. Professor Schoenberg studies the psychology of money, with a particular emphasis on intergenerational wealth transfers and behavior in financial markets. His career has encompassed both practical experience and theoretical study in business, as Managing Director and Chief Knowledge Officer of Broadview International, a boutique investment bank; in government, as a Foreign Service Officer in the U.S. State Department; and in academia, having received a Ph.D. in Psychology from Columbia University, an M.B.A. in Decision Science from The Wharton School, an M.S.E. in Computer and Information Science from the University of Pennsylvania, and an A.B. in Biology from Harvard. Dr. Schoenberg teaches a course in Behavioral Economics and Decision Making at Columbia.


Alexander Klikoff
Managing Partner, Fintan Partners, LLC

Alex Klikoff is the managing partner of Fintan Partners, a concentrated fund of specialist hedge funds. Fintan Partners was established in 2005 with a founding investment from Stanford University and is a continuation of Mr. Klikoff’s work as managing director of Absolute Return for Stanford Management Company. At Stanford, he was responsible for all aspects of the $2 billion of Stanford University’s endowment dedicated to absolute return investments. Mr. Klikoff holds an M.B.A. from the Peter F. Drucker School of Management, Claremont Graduate School, and a B.A. from the University of Pennsylvania.


Ted Janus, CFA
Partner and Director of Research, Palo Alto Investors

Ted Janus is a partner and Director of Research at Palo Alto Investors. Mr. Janus joined the firm in 1997 and specializes in consumer/retail and financial services stocks. Previously, Mr. Janus worked for Bank of America, holding positions in finance and product management. He is a guest lecturer at UC Berkeley M.B.A. classes and at other universities. Mr. Janus is on the Board of Directors of SV2 (Silicon Valley Social Venture Fund), a group that uses a "venture philanthropy" approach to make grants to nonprofits. He is also on the Board of Advisors for the Community Foundation Silicon Valley. Mr. Janus has an A.B. in Political Science and an M.B.A. in Finance and Investments, both from U.C. Berkeley.


Ash McNeely
Senior Advisor of Donor Relations, The Pew Charitable Trusts

Ash McNeely is senior advisor to the donor and government relations team at Pew Charitable Trusts. Ms. McNeely is also executive director of the Sand Hill Foundation, a family foundation in Menlo Park, CA. Prior, she served as vice president of donor engagement at Silicon Valley Community Foundation, managing grantmaking for 1,200 donor advised funds, supporting organizations and scholarships. At Peninsula Community Foundation, she led the strategy and execution of advised fund grantmaking, business development and communications for seven years. Ms. McNeely received an M.B.A. in nonprofit management from Golden Gate University and graduated Phi Beta Kappa/summa cum laude from Vassar College. She serves on the boards of Open Square Foundation, Bernard A. Newcomb Foundation, Frank Levinson Family Foundation and is an active volunteer with Horizons Foundation, Crystal Springs Uplands School, Nueva School and TheatreWorks.


Lee Hausner, Ph.D.
Lee Hausner served nineteen years as the senior psychologist for the Beverly Hills Unified School District and today serves as a clinical psychologist, business consultant and family wealth advisor to families around the world. She is the co-author of a leading treatise on business succession planning, Hats Off to You: Balancing Roles and Creating Success in Family Business Succession. Dr. Hausner and Mr. Freeman co-authored The Founder's Guide to Family Foundations published by the Council on Foundations. Author of many articles and books on the topic of wealth and family, she wrote the definitive work: Children of Paradise: Successful Parenting for Prosperous Families. Dr. Hausner is a graduate of Northwestern University (Bachelor of Arts, Psychology), San Francisco State University (Master of Arts, Psychology) and Kensington University (Doctorate, Psychology).