Joel Litman
Joel Litman is Chairman and CEO of Valens Research, a global corporate performance and investment research and analytics firm. As the firm's Chief Investment Strategist, he advises individual investors in equities, corporate credit, and macroeconomic strategy. He is a forensic accountant and Professor at Hult International Business School, a Financial Times and Economist top-ranked international MBA program. Litman has taught or guest-lectured at Harvard Business School, University of Chicago Booth, Wharton School, London Business School, SAIF Jiao Tong, and others. He has also held positions at Credit Suisse, PricewaterhouseCoopers, Deloitte, and American Express. Litman’s philanthropy is focused on community development through scholarships, job training programs, and extensive microfinance lending – particularly in the Philippines. He is also one of the most prolific speakers in CFA and CPA/CA Societies around the world.
Joel Litman Professional Experience / Academic History
Professional Experience
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Chairman, CEO, and Chief Investment Strategist
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Clinical Professor of Business Strategy
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Director
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Director, Manager
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Manager
Academic History
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B.S., Accountancy
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M.B.A., Marketing, Finance and Technology Ventures
CURRENT AFFILIATIONS
Chairman and CEO, Valens Research
Chief Investment Officer, Altimetry Research
Clinical Professor, DePaul University
Professor, Hult International Business School
Founder, FA Alpha
Principal, IXL Center
Board of Directors, COL Financial
Chair, UAFRS Advisory Council
Speaker's Bureau, CFA Institute
Member, AICPA American Institute of Certified Public Accountants
EARLY CAREER
Litman has taught or guest-lectured at Harvard Business School, U Chicago Booth, Wharton, LBS, SAIF Jiao Tong, and others.
He has lectured and advised at top programs like Harvard Business School and London Business School, and for the US government, including the Pentagon and US Marine Corps War College.
He has also lectured for CFA Societies and investment teams from New York to Istanbul to Tokyo, and for leadership of the world’s largest firms such as PwC and Credit Suisse.
At UAFRS, he has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis.
MEDIA & PUBLICATIONS
Litman conducts seminars regularly for financial and industry conferences around the world such as CFA and CPA chapters.
He has been interviewed on CNBC, quoted in the Wall Street Journal’s Barron’s Magazine and Institutional Investor, and is a regular author in Forbes.
He has published in Harvard Business Review, is a top contributor to SeekingAlpha, and co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.