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Copernicus Radio Interview
Ron Surz, Craft & Trade of Consulting

Air Date: June 30, 2010

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Background

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Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA Monitor, as well as contributed to and edited several books. Ron's most recently co-edited book is Hedge Funds: Definitive Strategies and Techniques (Wiley Finance). 

In this interview, Nicole and Ron discuss the pitfalls of using peer groups and off-the-shelf indexes when evaluating investment managers and other important issues related to investment management consulting.


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