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Fernando Diz

Martin J. Whitman Professor of Finance
Director, Ballentine Investment Institute

315-443-3499
Room: 610
fdiz@syr.edu

Ph D, Cornell University (Agricultural Finance)

Fernando Diz is The M.J. Whitman Professor of Finance in the Syracuse University Martin J. Whitman School of Management. He is also the Managing Director of The Orange Value Fund, LLC, a private hedge fund that manages client money, specializing in deep value strategies and the Director of the Ballentine Investment Institute. He has also been Visiting Professor of Finance at the Johnson Graduate School of Management at Cornell University, teaching Derivatives and Financial Engineering courses.

Professor Diz specializes in value, control and distress investing and the use of derivatives in investment portfolios. His research has appeared in many academic journals like The Review of Financial Studies, The Journal of Futures Markets, Derivatives Quarterly, The Journal of Financial Engineering, The Journal of Bankruptcy Practice, as well as in industry publications such as Managed Account Reports (MAR), Barclay Managed Futures Report, Energy in the News, Metals in the News, Futures Magazine, etc. Professor Diz is the author with Martin J Whitman of “Distress Investing: Principles and Technique”, Wiley (2009) and “Modern Security Analysis: Understanding Wall Street Fundamentals”, (2013). He consulted with the Independent Consultant to UBS Securities under the SEC Global Settlement from 2004 to 2009 and the Independent consultant to Bear Stearns & Co. for 2004-2005. He regularly teaches “Value/Control/Distress Investing seminars in New York City and around the world in destinations that have included Brazil, Colombia, India, Spain, Thailand and Myanmar.

His more traditional academic activities have included presentation and discussion of research at academic forums as well as industry forums such as the American Stock Exchange (AMEX) Derivatives Colloquium, the Managed Funds Association’s Forum for Managed Futures, and the Chicago Board of Trade Research Seminars. Companies that Prof. Diz has consulted with include New York State Electric and Gas, El Paso Power Services, Citizens Power, Connectiv, Agway Energy, Niagara Mohawk Power Corporation, Barclay Trading Group, Caixa Catalunya and MEFF, Skagen Funds. Professor Diz received his doctorate from Cornell University.

Research Topics

  • Value
  • Control and distress investing
  • Financial distress
  • Investment banking
  • Credit analysis
  • Hedge funds

Professor Diz teaches courses on value investing, control investing, distress investing and financial modeling for investment banking, equity research, and credit analysis.

Professor Diz is the Martin J. Whitman Professor of Finance. His research specialties are in the areas of value investing, control investing and distress investing. Diz is the author with Martin J. Whitman of Distress Investing: Principles and Technique, Wiley 2009, and Modern Security Analysis: Understanding Wall Street Fundamentals, Wiley 2013. Diz is the Director of the Ballentine Investment Institute and Managing Director and Program Director of the Orange Value Fund, LLC. For more info visit: www.orangevaluefund.com. His work has been presented at academic as well as industry forums such as the American Stock Exchange (AMEX) Derivatives Colloquium, and the Forum for Managed Futures and Derivatives. Diz has consulted with several utilities and power companies on issues related to trading electricity, as well as with global companies like the Spanish futures exchange MEFF and the Caixa de Catalunya and he has been a consultant to the consultants for UBS Securities and Bear Stearns under the Elliot Spitzer Global Settlement of 2004.

Selected Publications

Awards and Honors

  • Use of "Distress Investing: Principles and Technique" in Hedge Fund Investing - University of Chicago Booth School of Business (2014)
  • Oberwager Award (2012)
  • School of Management award (2001)
  • Warren Award for best student paper - department of Managerial and Applied Economics, Cornell University (1989)