Academic Degrees
MM/MBA Kellogg Graduate School of Management, Northwestern University
BS Accountancy, DePaul University
Professional Certifications
Certified Public Accountant (Illinois)
Biography
Joel Litman is Chief Investment Strategist and Managing Director at Valens Securities, Inc. and Valens Research, a boutique global investment research firm. He advises institutional investors in fundamental analysis of equities, corporate credit, and macroeconomic strategy. He is a member of the Board of Directors of COL Financial Group, a leading brokerage firm in Asia (PSE:COL).
Litman has appeared on CNBC and has been quoted in Barron’s and Institutional Investor and interviewed in Forbes.com. He has published in Harvard Business Review, is a top 5 contributor to SeekingAlpha, and co-authored the highly-acclaimed DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.
Litman has taught or guest-lectured at Harvard Business School, U Chicago Booth, Wharton, LBS, SAIF Jiao Tong, and others. He is a Professor at Hult International Business School, an FT and Economist Magazine top 25 MBA program, and a Clinical Professor at DePaul University. He conducts seminars regularly for CFA and CPA Societies, industry conferences, and major firms around the world.
Litman helped build The Valens Institute of Strategy & Valuation; Credit Suisse’s HOLT University; and the Center for S.E.V. and MBA Concentration at the Driehaus College of Commerce at DePaul University.
Litman has has held positions at Credit Suisse, Diamond Tech Partners (now PwC), Deloitte, and American Express. He is a member of CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He received a B.S in Accounting from DePaul University. He is a CPA (Certified Public Accountant) and holds an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
Litman’s philanthropic work is focused on developing communities with elementary-through-college scholarships, job training programs, and extensive microfinance lending, particularly in the Philippines.
Additional Information
Clinical Professor of Business Strategy and Valuation at DePaul University
Professor of Strategy and Valuation at Hult International School of Business
Chief Investment Strategist at Valens Securities
Member, Board of Directors, COL Financial (PSE:COL)
Founder of The Center for Strategy, Execution and Valuation at DePaul University