EntrepreneurShares Team Biographies

BIOGRAPHIES CAPITAL IMPACT ADVISORS * ENTREPRENEURSHARES * WESTON CAPITAL ADVISORS

Joel M. Shulman Ph.D., CFA | Founder & Chief Investment Officer

Dr. Joel Shulman is the founder and Chief Investment Officer of EntrepreneurShares. His 30+ years of academic research led to the formation of our proprietary 15-factor investment model. Dr. Shulman is a leading academic in the field of Entrepreneurship at Babson College (ranked #1 for Entrepreneurship 18 consecutive years by U.S. News & World Report.) Dr. Shulman holds a Ph.D. in Finance and is a CFA charter holder. He also earned an MPA from the JFK School of Government at Harvard University. He founded and sold The Shulman Review, a CFA test-prep company that trained over 12,000+ investment professionals in 110+ countries around the world. In addition, he provided consulting services to the World Bank and helped facilitate capital market development in Central Asian states. Dr. Shulman is the author of the 2004 best business book Getting Bigger by Growing Smaller and contributes regularly to a Forbes column on investing. Scott Stone is the Chief Investment Officer at Pentegra Services and a key stakeholder in Capital Impact Advisors. He has been with the Company since 2012 and during that time he provided seed capital for key strategies, serves on the investment committee and member of the board of directors. Mr. Stone is a seasoned institutional investment executive, with over 25 years of experience as a senior manager of multi-billion dollar institutional investment portfolios and investment advisors. Mr. Stone leads Pentegra Services investment management team, where he is the driving force behind the management and oversight of the investment processes governing over $13 billion in assets comprised of both public and private holdings of fixed income, equity, real estate and alternative investments, including hedge funds. He worked in numerous investment classes, from all sectors of public and private fixed income and equities to real estate, Mr. Stone has a deep understanding of liability-driven investing and Asset/Liability Management. He has worked primarily in the insurance industry but has invested for clients in banking, pension fund management and, a charitable endowment. He received his Bachelor of Science in Business, Finance, Marketing and Quantitative Methods as well as an MBA in Finance from the University of Kansas. Mr. Stone holds the Chartered Financial Analyst (CFA) and Fellow, Life Management Institute (FLMI) professional designations. Scott Stone | Chief Investment Officer Pentegra Retirement Services - Equity Partner

1 | P a g e

Made with FlippingBook - professional solution for displaying marketing and sales documents online