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Cvent Transition Guide

Luis M. Viceira is the George E. Bates Professor in the Finance Unit and Senior Associate Dean for Executive Education at Harvard Business School, and a Research Associate at the National Bureau of Economic Research. His research, course development, and teaching focus on the areas of investment management and capital markets. A member of the faculty of the Harvard Business School since 1998, Professor Viceira has taught an array of Finance courses in the MBA program, Executive Education programs, and the Business Economics Ph.D. program, and has served in several leadership positions. He is currently the instructor for the Investment Management for Professional and Personal Investors course in the Elective Curriculum of the MBA Program, co-chair of the HBS-CFA Institute Investment Management Program for leaders of asset management firms, and co-chair of the Asset Management Conference for HBS Alums. He also serves as co-chair of the NBER-NBIM Conference on New Developments in Long-Term Asset Management.

Prof. Viceira has developed extensive research and case writing in long-term asset allocation, asset pricing, fixed income markets, household finance, international finance, the management and organization of large institutional investors, and innovation and disruption in the money management industry. He is currently studying the implications of financial globalization for long-term asset management; the impact of monetary policy on bond and equity market risks; the disruptive power of fintech in the asset management industry; the growth in index investing and in activist investing, and the impact of such growth and the interaction between the two on capital markets and corporations.

Professor Viceira is the author of multiple journal articles published in leading academic and practitioner-oriented finance journals, book chapters, Harvard Business School case studies, and the book Strategic Asset Allocation (with John Y. Campbell). His research has received several awards recognizing its contributions to the theory and practice of asset management, including the 2002 TIAA-CREF Paul Samuelson Award, the 2005 Graham and Dodd Award by the CFA Institute, the 2004 Prize for Financial Innovation of the Q-Group, Inquire Europe, and Inquire U.K., and more recently the 2014 Arthur Warga Award by the The Society for Financial Studies.

Professor Viceira holds a bachelor degree from the Universidad Autonoma in Madrid, and a M.A. degree and a Ph.D. degree in Economics from Harvard University. He is also a Research Associate at the National Bureau of Economic Research in Cambridge, Massachusetts and a fellow of the TIAA-CREF Institute in New York.

Professor Viceira is currently a member of the Asset Allocation Advisory Board at NBIM, the manager of the Sovereign Wealth Fund of Norway, a Governor (Public) of the Financial Industry Regulatory Authority (FINRA), the Harvard University Trustee of the Charles E. Cotting Trust, a Trustee at Milton Academy. He is also a past trustee of the Financial Accounting Foundation and Belmont Day School, among others. He also serves as director, external consultant, and advisor to asset management firms, pension funds, sovereign wealth funds, central banks, international organizations, insurance companies, and not-for-profit organizations.