X hits on this document





5 / 9

“Exchange-Traded Funds,” THE THEORY AND PRACTICE OF INVESTMENT MANAGEMENT, eds. Frank J. Fabozzi and Harry M. Markowitz, John Wiley & Sons, Inc., 2002, pp. 747 – 760.

“Exchange-Traded Funds and Their Competitors,” THE HANDBOOK OF FINANCIAL INSTRUMENTS, ed. Frank J. Fabozzi, John Wiley & Sons, Inc., 2002, pp. 531 – 554.

“Is Selling ETFs Short a Financial ‘Extreme Sport’?” SHORT SELLING STRATEGIES, RISKS, AND REWARDS, ed. Frank J. Fabozzi, John Wiley & Sons, Inc., 2004, pp. 37 – 56.

with Craig J. Lazzara, “Reinventing the Investment Fund,” The Investment Think Tank, eds. Harold Evensky and Deena B. Katz, Bloomberg Press, 2004, pp. 153 – 178. Also appeared in Bloomberg Wealth Manager under the title of “Extreme Makeover,” November 2004, pp. 57 – 68.

with Andrew R. Olma and Robert G. Zielinski, “Equity Portfolio Management,” MANAGING INVESTMENT PORTFOLIOS, eds. John L. Maginn, Donald L. Tuttle, Jerald E. Pinto and Dennis W. McLeavey, John Wiley & Sons,  Inc., 2007, pp. 407 – 476.

with Todd J. Broms, “The Development of Improved Exchange-Traded Funds (ETFs) in the United States,” NEW FINANCIAL INSTRUMENTS AND INSTITUTIONS, Opportunities and policy challenges, eds. Fuchita, Yasuyuki and Robert E. Litan, pp. 193 – 209. Also, anthologized in A GUIDE TO EXCHANGE-TRADED FUNDS AND INDEXING INNOVATIONS, Sixth edition, Fall 2007, 16 – 26 and widely reprinted.

“Exchange-Traded Funds,” HANDBOOK OF FINANCE, Volume I, Financial Markets and Instruments, ed. Frank J. Fabozzi, John Wiley & Sons, Inc., 2008, pp. 633 – 641.

“Mutual Funds Versus Exchange-Traded Funds,” MUTUAL FUNDS, PORTFOLIO STRUCTURES, ANALYSIS, MANGEMENT AND STEWARDSHIP, ed. John A. Haslem, (Robert W. Kolb Series), John Wiley & Sons, Inc., 2010, pp. 265 – 278.

“Financial Engineering and The Evolution of the Equity Market,” Financial Engineering: The Evolution of a PROFESSION, eds. Bader, Tanya and Cara Marshall, (Robert W. Kolb Series), John Wiley & Sons, Inc., forthcoming 2010.


“An Index of Listed Option Premiums,” Financial Analysts Journal, May/June 1977, pp. 70 – 75.

“Using Options in Endowment Portfolios, Business Officer, February, 1978, pp. 23 – 26.

“Why Simulations Are an Unreliable Test of Option Strategies,” Financial Analysts Journal, September/October 1979, pp. 61 – 76.

with Albert Madansky, “S&P 500 Stock Index Futures Evaluation Tables,” Financial Analysts Journal, November/December 1983, pp. 68 – 76.

with Albert Madansky, “Some Comments on the CBOE Call Options Index,” Financial Analysts Journal, July/August 1984, pp. 58 – 67.



Document info
Document views38
Page views38
Page last viewedThu Jan 19 22:04:17 UTC 2017