Profile: Andrew Marks
Andrew Marks, is the son of Howard Marks who is Oaktree Capital's co-founder. He earned a BA degree in Mathematics from Cornell University in 2005. Marks passed Level I of the CFA examination, with a certificate issued in December 2015.
- Andrew Marks was born in Cooma NSW, to a refugee family from Europe, he is proud to be part of multi-cultural Australia and appalled at the treatment of refugees in Australia by the Howard government.
- Andrew Marks is a proud father of four wonderful children.
- Andrew Marks earned a BA degree in Mathematics from Cornell University in 2005.
- He attended Central Yeshiva Beth Joseph where he took Advanced Talmudic Studies from 2010 to 2012.
- He also attended Mirrer Yeshiva in Jerusalem where he also took Talmudic Studies from 2005 to 2010.
- Andrew Marks passed Level I of the CFA examination, with a certificate issued in December 2015.
- He took an SOA Examination MFE and SOA Examination P (Society of Actuaries), with certificates issued in November 2011.
- He also had an SOA Examination FM (Society of Actuaries), with a certificate issued in August 2010.
- Currently, Andrew Marks is a Quantitative Researcher at Coatue Management.
- Professionally, for the past 17 years, Andrew Marks has been a partner (Marketing and Finance Director) in running a successful information technology business.
Notable Achievements in the Financial World
Investing Under Inflation Risk (Journal of Portfolio Management)
- "Inflation, a quiet but growing concern, is complicated by its unpredictability in timing and severity. A survey of 110 years of inflation data suggests that Treasury Bills track inflation better than equities or bonds, and this result is robust across 19 countries. In most periods of high inflation in these countries, however, equities produced much higher, though more volatile, returns, but in some periods returns were much lower". — April 30, 2013.
Spot Commodities as Inflation Protection (Journal of Wealth Management)
- "Inflation degrades the function of the US dollar as a storehouse of value. The goods and services which constitute the cost of living become more expensive in dollar terms. Commodities, and gold in particular, are often recommended to hedge that risk. Our work casts that popular advice into doubt, showing that inflation hedging with commodities is difficult, risky, and ultimately unreliable". — November 1, 2013
Practical Applications of Investing Under Inflation Risk (Practical Applications)
- "It is impossible to reliably predict the onset or extent of inflation, but you can use certain data as a guide and position your portfolio for the possibility. This Practical Applications report is presented in a Q&A format that mirrors the accompanying video interview with George Crawford, Managing Director of the Investment Research Foundation. George sides squarely with those who fear we may be laying the groundwork for hyper-inflation—including Eugene Fama, Ray Dalio and Bill Gross". — December 9, 2013