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.
- Control and distress investing
- Financial distress
- Investment banking
- Credit analysis
- Hedge funds