President and Founder
PhD (Philosophy) University of Kansas
MA (Philosophy) University of Kansas
MA (Liberal Studies) New York University
MPhil (Management Studies) Oxford University
BS (Systems and Management) City University of London
Dr. Kara Tan Bhala has a rare combination of professional training and extensive experience in both global finance and moral philosophy. She has over twenty-three years of experience in global finance, much of which was gained through working on Wall Street. She has been a sell-side equity analyst, a sell-side equity sales person, a buy-side equity analyst, and a portfolio manager. From 1992-2001, Dr. Tan Bhala was a Managing Director of Merrill Lynch and the Senior Portfolio Manager of the Merrill Lynch Dragon Fund and Emerging Tigers Fund. At its height, the Merrill Lynch Dragon Fund was the second largest Asian ex-Japan mutual fund in the world, with assets over $1 billion. Before running the Dragon Fund and Emerging Tigers Funds, Dr. Tan Bhala was a portfolio manager with Fiduciary Trust International in New York, where she ran the Far East equity portion of the United Nations Pension Fund. She was a lecturer at the University of Kansas School of Business where she taught Global Finance and Ethics.
Dr. Tan Bhala is currently a Visiting Research Fellow at the Institute of Regulation and Ethics at Queen Mary University of London. She is an Advisor for IntegTree Compliance Consulting. She runs her own international financial markets consulting firm and has been a consultant for hedge and mutual funds based in Kansas City.
Dr. Tan Bhala has been featured in The Wall Street Journal, New York Times, Business Week, The Far East Economic Review, and other prominent publications, and has been interviewed on Adam Smith’s Money World. She has published articles in The Harvard International Review, The Journal of the Royal Society of Asian Affairs, among others and has contributed to The Handbook of Portfolio Management. Dr. Tan Bhala has lived and worked in London, Oxford, Singapore, Hong Kong, New York, and Washington, D.C.
Dr. Tan Bhala is a Member of the Council on Foreign Relations (CFR) , a Member of the Royal Society for Asian Affairs , a Board Member of the Friends of Johnson County Disability Services, a Trustee at Bishop Seabury Academy, Lawrence, Kansas , and a Treasurer on the Friends of the Lied Board, Lied Center for the Performing Arts, Kansas.
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BA in Philosophy at the University of Buenos Aires, Argentina. PhD in Philosophy at the University of Toronto, Canada. Currently Lecturer at the Department of Philosophy and Humanities and Western Civilization Program, University of Kansas; and Postdoctoral Fellow at the National Scientific and Technological Research Council of Argentina. He specializes in Global Justice and Analytic Political Philosophy. He is currently doing research on the ethics of international debts, international fair trade, human rights and other topics.
Angela Lutz is a writer and editor living in Kansas City, Missouri. She earned her BA in English from the University of Missouri-Kansas City.
LLM in Banking and Finance Law, Queen Mary University of London, England
Senior Lawyer, HSBC Global Banking and Markets, United Kingdom
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Economics and Math, Dartmouth College, USA
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LLM, University of Warwick, UK
LLB, Renmin University of China
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Hong Kong and English Law
University of Hong Kong
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BA Economics, Law (JD) Joint Program, University of Kansas-Honors College, USA
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Journalism, New York University, USA
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Psychology, Sociology, Creative Writing
University of Missouri-St. Louis, USA
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MBA, Harvard Business School, USA
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California State Polytechnic University, Pomona, USA
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Political Science, Public Policy
University of Chicago, USA
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Law, University of Hong Kong