Fernando Diz
Martin J. Whitman Professor of Finance, Director, Ballentine Investment Institute
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Fernando Diz is The M.J. Whitman Professor of Finance in the Syracuse University Martin J. Whitman School of Management. He is also the Managing Director of The Orange Value Fund, LLC, a private hedge fund that manages client money, specializing in deep value strategies, and the Director of the Ballentine Investment Institute. He has also been Visiting Professor of Finance at the Johnson Graduate School of Management at Cornell University, teaching Derivatives and Financial Engineering courses.
Professor Diz specializes in value, control and distress investing and the use of derivatives in investment portfolios. His research has appeared in many academic journals like The Review of Financial Studies, The Journal of Futures Markets, Derivatives Quarterly, The Journal of Financial Engineering, The Journal of Bankruptcy Practice, as well as in industry publications such as Managed Account Reports (MAR), Barclay Managed Futures Report, Energy in the News, Metals in the News, Futures Magazine, etc. Professor Diz is the author with Martin J Whitman of “Distress Investing: Principles and Technique”, Wiley (2009) and “Modern Security Analysis: Understanding Wall Street Fundamentals”, (2013). He consulted with the Independent Consultant to UBS Securities under the SEC Global Settlement from 2004 to 2009 and the Independent consultant to Bear Stearns & Co. for 2004-2005. He regularly teaches “Value/Control/Distress Investing seminars in New York City and around the world in destinations that have included Brazil, Colombia, India, Spain, Thailand and Myanmar.
His more traditional academic activities have included presentation and discussion of research at academic forums as well as industry forums such as the American Stock Exchange (AMEX) Derivatives Colloquium, the Managed Funds Association’s Forum for Managed Futures, and the Chicago Board of Trade Research Seminars. Companies that Prof. Diz has consulted with include New York State Electric and Gas, El Paso Power Services, Citizens Power, Connectiv, Agway Energy, Niagara Mohawk Power Corporation, Barclay Trading Group, Caixa Catalunya and MEFF, Skagen Funds and Thames Capital Management. Professor Diz received his doctorate from Cornell University.
Ph.D., Agricultural Finance, Cornell University
M.Sc., Agricultural Finance, Cornell University
Professor Diz specializes in value, control and distress investing and the use of derivatives in investment portfolios. His research has appeared in many academic journals like The Review of Financial Studies, The Journal of Futures Markets, Derivatives Quarterly, The Journal of Financial Engineering, The Journal of Bankruptcy Practice, as well as in industry publications such as Managed Account Reports (MAR), Barclay Managed Futures Report, Energy in the News, Metals in the News, Futures Magazine, etc. Professor Diz is the author with Martin J Whitman of “Distress Investing: Principles and Technique”, Wiley (2009) and “Modern Security Analysis: Understanding Wall Street Fundamentals”, (2013). He consulted with the Independent Consultant to UBS Securities under the SEC Global Settlement from 2004 to 2009 and the Independent consultant to Bear Stearns & Co. for 2004-2005. He regularly teaches “Value/Control/Distress Investing seminars in New York City and around the world in destinations that have included Brazil, Colombia, India, Spain, Thailand and Myanmar.
His more traditional academic activities have included presentation and discussion of research at academic forums as well as industry forums such as the American Stock Exchange (AMEX) Derivatives Colloquium, the Managed Funds Association’s Forum for Managed Futures, and the Chicago Board of Trade Research Seminars. Companies that Prof. Diz has consulted with include New York State Electric and Gas, El Paso Power Services, Citizens Power, Connectiv, Agway Energy, Niagara Mohawk Power Corporation, Barclay Trading Group, Caixa Catalunya and MEFF, Skagen Funds and Thames Capital Management. Professor Diz received his doctorate from Cornell University.
Professor Diz teaches courses on value investing, control investing, distress investing, financial modeling for investment banking, equity research, and credit analysis and fund management principles and practice.
Professor Diz is the Martin J. Whitman Professor of Finance. His research specialties are in the areas of value investing, control investing and distress investing. Diz is the author, with Martin J. Whitman, of Distress Investing: Principles and Technique, Wiley 2009, and Modern Security Analysis: Understanding Wall Street Fundamentals, Wiley 2013. Diz is the Director of the Ballentine Investment Institute and Managing Director and Program Director of The Orange Value Fund, LLC. For more info visit: www.orangevaluefund.com. His work has been presented at academic as well as industry forums such as the American Stock Exchange (AMEX) Derivatives Colloquium, and the Forum for Managed Futures and Derivatives. Diz has consulted with several utilities and power companies on issues related to trading electricity, as well as with global companies like the Spanish futures exchange MEFF and the Caixa de Catalunya and he has been a consultant to the consultants for UBS Securities and Bear Stearns under the Elliot Spitzer Global Settlement of 2004.
Publications
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Simple and cross efficiency of CTAs using data envelopment analysis
2005 European Journal of Finance,11,5,393-409, Gregoriou, G., Rouah, F., Satchell, S.
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Commodity trading advisors' leverage and reported margin-to-equity ratios
2003 Journal of Futures Markets,23,10,1003-1017,
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May 17, 2020
Distress Investing: Book Review
GoodReads -
Mar 01, 2014
Use of "Distress Investing: Principles and Technique" in Hedge Fund Investing
University of Chicago Booth School of Business -
Jan 07, 2014
Modern Security Analysis: Book Review
CFA Institute -
May 20, 2013
Modern Security Analysis: Book Review
Good Reads -
Jan 01, 2012
Oberwager Award
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Feb 18, 2010
Distress Investing: Book Review
Futures Magazine -
Jan 01, 2009
Distress Investing: Book review
CFA Institute -
May 01, 2001
School of Management award
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Jan 01, 1989
Warren Award for best student paper
Department of Managerial and Applied Economics, Cornell University
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Whitman School Celebrates Whitman Day
April 06, 2018 CitrusTV