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Academic Advisory Board

Matson Money’s Academic Advisory Board is comprised of luminaries in their respective fields bringing expertise in the critical aspects of what it means to be an investor and how to leverage the power of free markets. Each member provides an invaluable contribution to the foundational principles of Matson Money, while also playing a key role helping to build our future as a premier investor coaching company.

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Harry M. Markowitz, Ph.D.

1990 The Nobel Prize in Economics, Modern Portfolio Theory
1989 Von Neumann Award, Operations Research Society of America
Principal, Harry Markowitz Company
Adjunct professor, Rady School of
Management, UCSD
Ph.D., Economics, University of Chicago
M.A., Economics, University of Chicago
Ph.B., Liberal Arts, University of Chicago

Since its inception, the Matson Method of portfolio construction has been based in strong academic principles. One of the key philosophies is Modern Portfolio Theory, created by Harry Markowitz. It is a profound privilege to have Dr. Markowitz as a member of our Academic Advisory Board.

Arthur B. Laffer, Ph.D.

Member of President Reagan’s Economic Policy Advisory Board (both terms), 1981-1989
Founder and Chairman of Laffer Associates
Bachelors of Economics, Yale University
MBA, Ph.D., Economics, Stanford University

Dr. Laffer’s economic acumen brings a
distinct advantage to Matson Money, our coaches, and clients with insights on the implication of economic policy on savers
and investors. Frequently referred to as
“The Father of Supply-Side Economics,”
Dr. Laffer helps navigate the complexities
of the economy, interest rates, and tax efficiency as it applies to portfolio construction.

R. Lyman Ott, Ph.D.

Bachelors of Mathematics and Education, Bucknell University
Masters of Mathematics, Bucknell University
Ph.D., Statistics, Virginia Tech

As an expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and
providing third party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of “The Barbell Effect” has a significant impact on the
design of Matson Money portfolios.

Terrance Odean, Ph.D.

Rudd Family Foundation Professor of Finance
Haas School of Business, University of California
Bachelors of Statistics, UC Berkeley
Masters of Finance, UC Berkeley
Ph.D., Finance, UC Berkeley

Terrance Odean is a leader in the field of behavioral finance, boasting extensive research in the area of investor behavior, investor biases and habits. His research reveals how behavior can destroy investor performance and the ability to create
wealth. Dr. Odean’s expertise is essential
to the creation of coaching systems and
tools for prudent long–term investing.

Meir Statman, Ph.D.

Glenn Klimek Professor of Finance,
Santa Clara University,
Leavy School of Business
Visiting Professor, Tilburg University, Netherlands
Ph.D., Columbia University
B.A. and M.B.A., Hebrew University of Jerusalem

Investor behavior and decision making is
a key component to reaching long-term investing goals. We are pleased to
welcome noted behavioral finance
researcher, Meir Statman to the Matson Money Academic Board. His work
attempts to understand how investors and managers make financial decisions and
how these decisions are reflected in
financial markets. His most recent book is “Finance for Normal People: How
Investors and Markets Behave”.

David Eagleman, PH.D.

Neuroscientist at Stanford University
CEO and co-founder Neosensory
Chief Science Officer and co-founder BrainCheck
Guggenheim Fellow
Ph.D. in Neuroscience at Baylor College of Medicine
Postdoctoral fellowship at Salk Institute
Writer and presenter of the Emmy-nominated international TV series
“The Brain with David Eagleman”
International bestselling author

David Eagleman is a neuroscientist at Stanford University, an internationally bestselling author, and a Guggenheim Fellow. He is the writer and presenter of The Brain, an Emmy-nominated television series on PBS and BBC. Dr. Eagleman's areas of research include sensory substitution, time perception, vision, and synesthesia. He has been a TED speaker, a guest on the Colbert Report, and profiled in the New Yorker magazine. He has spun several companies out of his lab, including Neosensory, a company which uses haptics for sensory substitution and addition.

Invest Like a Scientiest

An Academic Approach to Wealth Accumulation

With the assistance of our esteemed Academic Advisory Board, we train and develop investors to adopt a scientific approach to investing, focusing on both statistical data and human behavior promoting a disciplined and evidence-based approach toward their financial future.

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Academic Advisory Board members receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed.

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Tencap Wealth Coaching is a Brand Ambassador for Matson Money. Brand Ambassadors are promoters who are current clients of or investors with Matson Money. A material conflict of interest exists due to the Brand Ambassador's relationship with Matson Money in which the Brand Ambassador receives an annual fee based on the assets under management of the Brand Ambassador's clients. To the extent this testimonial results in you establishing, or increasing the assets under management in, your account with Matson Money, the Brand Ambassador's compensation would increase. Additionally, while Matson Money has not compensated the Brand Ambassador for this testimonial Matson Money's inclusion of the Brand Ambassador in these (and similar) materials can increase brand awareness for, or enhance the reputation of, the Brand Ambassador. Please refer to the additional disclosures at the bottom of this page for further information.