Kathryn Wilkens, Ph.D., CAIA, is a curriculum advisor to the Financial Data Professional Institute. Her other professional activities include copy editing for the Journal of Alternative Investments, regularly contributing to Practical Applications, and providing subject matter expertise for Wiley's Efficient Learning Platform (Chartered Alternative Investment Analyst exams). She is also a widely published researcher and research associate with the Center for International Securities and Derivatives Markets at the University of Massachusetts at Amherst.
Kathryn is the president and founder of Pearl Quest LLC, providing a host of research, operational and educational consulting services in the areas of investments and data science since 2011.
Stuart McCrary is a trader and portfolio manager who specializes in traditional and alternative investments, quantitative valuation, risk management, and financial software. Before joining BRG, he spent thirteen years consulting on a wide range of capital markets issues including litigation consulting, valuation, modeling, and risk management. Previously, he was president of Frontier Asset Management, a market-neutral hedge fund. He held positions with Fenchurch Capital Management as senior options trader and CS First Boston as vice president and market maker, where he traded OTC options and mortgage-backed securities. Prior to that, he was a vice president with the Securities Groups and a portfolio manager with Comerica Bank.
Mr. McCrary is the author of several books, including How to Create and Manage a Hedge Fund: A Professional’s Guide (John Wiley & Sons, 2002).
Urbi Garay has a PhD in finance from the University of Massachusetts, Amherst, and holds an MA in International and development economics from Yale University and a BA in economics from Universidad Católica Andrés Bello. He is a full professor of finance at IESA Business School and a chaired member of the Venezuelan Academy of Economic Sciences. He has been a visiting professor at several business schools in the United States, Latin America, and Europe; and has been involved with CAIA since 2008. His research focus is on alternative investments (mainly real estate, hedge funds, and art) and emerging markets.
Mr. Garay is the author of the real estate and structured products chapters of CAIA's Alternative Investments Level II book, as well as the Workbook, Level II. He has published seven books and more than 30 articles in peer reviewed finance and business journals, including the Journal of Alternative Investments, Emerging Markets Review, Corporate Governance: An International Review, and the Journal of Business Research.