Chicago File: Indexing, Benchmarking, Performance Measurement Speakers: Surz

Ron Surz discusses, “Contemporary Investment Performance Evaluation: Unifying Best Practices to Create Superior Diagnostics”

 

Ronald J. Surz is President of PPCA, Inc., (www.PPCA-Inc.com) an investment technology firm in San Clemente, CA , specializing in performance evaluation and attribution software, primarily for financial consultants and sophisticated institutional investors. Ron is also a principal of Risk-Controlled Growth (RCG) LLP, a fund of hedge funds manager.

Ron serves on several boards and councils including the Investment Management Consultant’s Association (IMCA) Board of Directors as well as President of the Southern California Chapter of IMCA, and the Advisory Boards of Capital Markets Research, Rockwater Hedge, RCG, and Sortino Investment Advisors.

Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing,  Journal of Portfolio Management, Pensions and Investments, Senior Consultant, HorsesMouth and the IMCA Monitor, as well contributing to and editing several books. Ron most recently co-edited the book Hedge Funds: Definitive Strategies and Techniques, Wiley Finance.

 

The following link is a recently published article:

http://www.indexuniverse.com/JOI/index.php?id=682&np=0