Business & Investment Advisory Board

Valuable and trusted resources are available for our counsel in their varied specialties of expertise. The Board brings together many years of front-line industry experience and many years of highly technical academic experience and insights. We rely on them when we need them.

Joon Chae, PhD
Dr. Chae is a specialist in investments and market microstructure. He provides a local perspective on Asia from his post as a finance professor at Seoul National University. Dr. Chae's research has appeared in the Journal of Finance, Journal of Banking and Finance, and Journal of Futures Markets. Dr. Chae holds a PhD from the Massachusetts Institute of Technology, an MS from Stanford University, and a BS from Seoul National University.


Zhan Jiang, PhD
Dr. Jiang is a specialist in mergers and acquisitions, leveraged buyouts, corporate governance, and executive compensation. She is based in China, where she works as a finance professor at the Shanghai Advanced Institute of Finance. Dr. Jiang's research has appeared in the Journal of Corporate Finance, Journal of Banking and Finance, and Journal of Economic Behavior and Organizations. Dr. Jiang holds a PhD from the University of Iowa, an MS from Southern Illinois University at Carbondale, and a BS from Tongji University.


John Perkins
John's industry experience spans from a Wall Street wire house to commercial real estate. His broad perspective on the investment industry provides insight primarily to real estate related investments. John has an MBA from the University of San Diego and a BA from San Diego State University.


Jose Plehn-Dujowich, PhD
Jose Plehn-Dujovic earned a PhD and MA in economics from the University of Chicago to complement his BS in economics and BS in management science from MIT. He is an expert in industrial organization and more specifically industry dynamics, a critical consideration in Porter Five Forces analyses. His original research has appeared in the Review of Economic Dynamics and the European Economic Review.


Tom Terbush, PhD
Tom is an expert in the utility industry; major companies have relied on his expertise for the last 10 years. His insights add much value, particularly to the Eqis utilities portfolio. Tom earned a PhD from George Mason University and a BS from George Mason University.


Content, including opinions, provided by the members of the Eqis Business & Investment Advisory Board are not verified or guaranteed by EQIS.