For Immediate Release
February 16, 2021
2ndVote Advisers Announces the Formation of Advisory Board
Nashville, TN – 2ndVote Advisers, LLC. (“2VA”) a provider of socially conservative investment products announces the formation of their new Advisory Board. Members are accomplished leaders from a cross-section of the academic, investment and corporate communities.
“2VA, the Adviser to 2ndvote Funds, is honored to have such a distinguished group of Advisory Board Members,” says Daniel Grant, Co-Founder and CEO. “Each Member will contribute to the success of our new family of funds and supports the firm’s philosophy of achieving wealth without compromising our values and deeply held beliefs.”
Dr. Kevin Hassett, Ph.D. is the former Senior Advisor and Chairman of the White House Council of Economic Advisers from 2017 through 2019. He was called back to the White House to serve as a Senior Advisor to President Trump to support data-driven decisions in response to the Coronavirus. Dr. Hassett is currently Vice President of the Lindsey Group, a visiting distinguished fellow at the Hoover Institution, an economic contributor at CNN, and a senior advisor to Capital Matters, the economic web site of the National Review. Prior to his White House service, Hassett was an economist at the American Enterprise Institute. He also served as a senior economist at the Board of Governors of the Federal Reserve System. His academic background includes being an associate professor of economics and finance at Columbia University’s Graduate School of Business, as well as a visiting professor at New York University’s Law School. He has also been a consultant to the U.S. Treasury Department, and an advisor to various presidential campaigns.
Andy Puzder J.D. is the former chief executive of CKE Restaurants, where he helped turn Hardee’s and Carl’s Jr. into globally known fast food powerhouses. Under his leadership, CKE expanded to over 3,800 restaurants, generated $4.3 billion in revenue and employed over 75,000 people domestically and over 115,000 worldwide.
Mr. Puzder earned a Juris Doctorate from Washington University School of Law in St. Louis, Mo., where he served as Senior Editor on the Law Review. He was then a practicing commercial trial lawyer in St. Louis when Puzder authored legislation which The United States Supreme Court upheld in Webster v. Reproductive Health Services in 1989. Puzder has been a frequent lecturer at colleges and universities and a guest on business news programs. He co-wrote the book Job Creation: How It Really Works and Why Government Does Not Understand It and had published in 2018 “The Capitalist Comeback: The Trump Boom and the Left’s Plot to Stop It.” In 2020, Andy had two pamphlets published by Encounter Books, the first was entitled “Getting America Back to Work” and the second “It’s Time to Let America Work Again.”
Michael Edleson, Ph.D., CFA recently retired as Chief Risk Officer, responsible for risk management of The University of Chicago’s endowment. He joined the Office of Investments in early 2010. From 2003–2010, Mike ran risk management globally for four divisions of Morgan Stanley as managing director, including CRO for Equities and Morgan Stanley Smith Barney. Previously, he served as Chief Economist and senior vice president of NASDAQ and NASD. Edleson was a finance professor at Harvard Business School for over six years, following four years on the faculty at West Point; he was an Army engineer officer and served over 29 years in uniform, active and reserve. Mike recently served on the board of Financial Management Association International. Edleson earned a BS from West Point and an MS and PhD in economics from MIT, is a CFA charter holder and co-author (with Don Chance) of the new CFA Risk Management curriculum. Mike currently serves on several boards including the Investment Committee of the board at West Point.
Don Chance, Ph.D., CFA holds the James C. Flores Endowed Chair of MBA Studies and is Professor of Finance at the E. J. Ourso College of Business at Louisiana State University. He previously held the William H. Wright, Jr. Endowed Chair for Financial Services at LSU, and the First Union Professorship in Financial Risk Management at Virginia Tech. Prior to his academic career, he worked for a large southeastern bank, now part of Regions Bank. He has been a visiting scholar at universities in Hong Kong, Australia, Korea, Singapore, Scotland, and in the U. S. Professor Chance has had numerous articles published in academic and practitioner journals and has authored four books. He has also been heavily involved in the development and authorship of the derivatives and risk management curriculum in the CFA program. In 2015 he received the C. Stewart Shepard Award for his many years of service to the CFA Institute in the development of its educational programs. He is a member of LSU’s Supplemental Retirement Plan Oversight Committee, and he chaired the university’s promotion and tenure committee for three years.
Robert Brooks, Ph.D., CFA holds the Wallace D. Malone, Jr. Endowed Chair of Financial Management. He is also founding partner of Blue Creek Investment Partners, LLC, a money management firm (merged with Keel Point, LLC) and president of Financial Risk Management, LLC, a financial risk management consulting firm focused on market risks. Brooks is the author of over 80 articles appearing in the Journal of Financial and Quantitative Analysis, Journal of Derivatives, Journal of Banking and Finance, Financial Management, and others. Brooks has been quoted in several print media, including The Wall Street Journal, Bloomberg News, New York Times, and The Bond Buyer. Brooks has also testified in a subcommittee hearing of the U. S. House of Representatives in Washington, D.C. as well as in a field hearing of the SEC in Birmingham, Alabama.
About 2ndVote Advisers
2ndVote Advisers was co-founded by Congressman Diane Black, David L. Black, Ph.D., and Daniel Grant. All three are committed to faith in America’s promise and shareholder capitalism, the economic model underpinning the U.S. economy developed by economist Milton Friedman that says that a company’s primary responsibility is to its shareholders and customers. 2VA licenses the research of 2ndVote Inc. which is the only research provider that scores companies, non-profits and institutions on a socially conservative scale. Since 2012 their research analysts have worked to create a proprietary database of scores and their unique methodology takes an in-depth hands on approach which does not rely on A.I. to scan filings. Over 300k consumers use their data via its online app to make purchase decisions.
2ndVote Funds is the first and only investment company offering socially conservative investment products that allow Libertarians, conservative Americans, and people of faith to align their values with their investments.
2ndVote Funds (EGIS, LYFE) invest in companies that do not dilute shareholder value in order to pursue a social agenda and stakeholder capitalism.
2ndVote Advisers is registered with the SEC as an investment adviser and serves as investment adviser to each of the 2ndVote Fund and has overall responsibility for the general management and administration of the Funds. 2ndVote Funds are sub-advised by Laffer Tengler Investments, Inc. a registered investment adviser.
2ndVote Advisers offers a range of products and strategies including factor-based, conservative environmental social governance (CESG), actively managed, and customized beta solutions to the retail, high net worth and institutional investment community.
Important Investor Information:
The 2ndVote Funds’ investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the Funds which can be obtained by going to https://www.2ndvotefunds.com/. Please read it carefully before investing.
Risks: Investing involves risk. Principal loss is possible. Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the Fund and are bought and sold on the secondary market at market price, which may be higher or lower than the ETF’s net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns.
The Funds are new with a limited operating history.
2ndVote Funds are distributed by Foreside Fund Services, LLC.