Author Information

Dan Amerman

Daniel R. Amerman is a Chartered Financial Analyst, author, and speaker, with BSBA and MBA degrees in Finance, and over 30 years of professional financial experience.  As an investment banking vice president in the 1980s he did groundbreaking work in the CMO/REMIC area as well as the creation of synthetic securities for institutional clients.  As an independent quantitative analyst in the 1990s and early 2000s, he advised commercial real estate owners, investment banks, and issuers on mortgage-backed bond originations.  He is the author of six books on finance, including two published by McGraw-Hill (and subsidiary). 

Beginning in the early 1990s, Mr. Amerman became an outspoken critic of conventional retirement planning, arguing the accepted paradigm had multiple deep flaws that would lead to a profound long-term underperformance which would imperil both individual investors and pension funds.  In the 20 years since that time, he has since developed a large body of work that concentrates on alternative strategies for long-term investors.