Andrew Berkin

Area of Expertise: Quantitative investment management

Web Site: http://www.bridgeway.com/

Books: “The Incredible Shrinking Alpha,” with Larry Swedroe

Topics Presented in Speeches: “Tax Efficient Investing,” “Implementation of Passive Strategies,” “When and Why Does Momentum Work—and Not Work”

Email: aberkin@bridgeway.com

Biography:

Andrew L. Berkin, Ph.D., is director of research at Bridgeway Capital Management. As a quantitative investment research leader, Berkin drives statistical and economic research on financial data for Bridgeway’s investment strategies.

Berkin is an expert in structured investment management whose publications on taxable investing are widely read. With an extensive technical background in theoretical physics and computer science, he has spent the last 17 years applying his analytical capabilities to a variety of investment management considerations, including valuation, portfolio construction, and portfolio attribution. Dr. Berkin has written numerous journal articles for investment professionals. Together with Larry Swedroe he authored the book “The Incredible Shrinking Alpha” (BAM Alliance Press, 2015). Berkin also serves on the editorial board of the Financial Analysts Journal.

He earned his bachelor of science with honors in physics from the California Institute of Technology and a doctor of philosophy in physics from the University of Texas, where he concentrated his studies in general relativity and astrophysics.

Formerly co-chief investment officer and director of research for Vericimetry Advisors LLC, Berkin was also a senior member and director in the research group at quantitative investment manager First Quadrant, where he was instrumental in the development and implementation of quantitative models in both taxable and tax-exempt portfolios for institutions as well as individuals.