Dr. Diz is the Martin J. Whitman Professor of Finance and director of the Ballentine Investment Institute at Syracuse University. He also serves as managing director of the Orange Value Fund, LLC. Dr. Diz’s areas of research interest include value, control and distress investing and financial distress, as well as investment banking, credit analysis and hedge funds.
Dr. Diz is the Martin J. Whitman Professor of Finance and director of the Ballentine Investment Institute at Syracuse University. He also serves as managing director of the Orange Value Fund, LLC. Dr. Diz’s areas of research interest include value, control and distress investing and financial distress, as well as investment banking, credit analysis and hedge funds.
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.
