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“Are Style Benchmarks Useful Templates For Index Funds?” Journal of Indexes, May/June 2004, pp. 42 – 43.

“Protecting Fund Shareholders from Costly Share Trading,” Financial Analysts Journal, May/June 2004, pp. 23 – 32. “Managers Using Exchange-Traded Funds,” Euromoney Global Portfolio Trading Handbook 2004/2005,” pp. 143 – 149.

“Harvesting Those Losses,” Investment Advisor, July 2004, pp. 58 – 63.

“The Search for Meaning in ETF Short Interest Figures,” Journal of Indexes, August – September 2004, pp. 24 – 25.

“The Anatomy of Tax Efficiency,” Journal of Indexes, May/June 2005, pp. 12 – 15.

“Is Indexing Ready for the Challenges of the 21st Century – Part I,” Journal of Indexes, March/April 2006, pp. 32 – 35.

“Is Indexing Ready for the 21st Century - Part II,” Journal of Indexes,” May/June 2006,        pp. 32 – 35.

“The Best Index for the Thoughtful Indexer,” A Guide to Exchange-Traded Funds and     Indexing Innovations, Fifth Anniversary Issue (Fall 2006): pp. 99 – 104.

with Tina Lazarian “What is an Index?,” Journal of Indexes, January/February 2007,            pp. 40 – 42.

“Not Everything is Funny on the Back Page,” Journal of Indexes, November/December 2008, p. 64.

“The Cost of Trading Transparency: What We Know, What We Don’t Know, and How We Will Know,” Journal of Portfolio Management, Fall 2008, pp. 72 – 81.

“The Short Side of 130/30 Investing for the Conservative Portfolio Manager,” The Journal     of Portfolio Management, Winter 2008, pp. 39 – 52.

“How To Minimize Your Cost of Trading ETFs,” Journal of Indexes, July/August 2009, pp. 24 – 50.

“The Future of Fund Ratings – Bringing Mutual Fund and ETF Evaluations into the 21st Century,” Part One, Journal of Indexes, November/December 2009, pp. 36 – 43, Part Two, January/February 2010, pp. 46 – 55, Part Three, March/April 2010, pp. 38 – 41, 54 – 55.

Professional Affiliations/ Memberships

Member – Advisory Board of the Research Foundation of the Chartered Financial Analysts Institute Member – Editorial Boards of The Journal of Derivatives, The Journal of Portfolio Management, The Journal of Indexes                                                                                                                                         Member – International Association of Financial Engineers                                                                                   

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