Stephen Todd Walker

{{short description|American finance expert and author (born 1966)}}

{{Use mdy dates|date=July 2022}}

File:Picture_of_Stephen_Todd_Walker.jpg

Stephen Todd Walker (born May 10, 1966) is an American finance expert and author. He has an extensive background in alternative investments. He has written two books on the subject, Wave Theory For Alternative Investments: Riding The Wave with Hedge Funds, Commodities, and Venture Capital by McGraw-Hill in December 2010 and Understanding Alternative Investments: Creating Diversified Portfolios that Ride the Wave of Investment Success by Palgrave MacMillan in July 2014. Presently, he is a senior vice president at Royal Bank of Canada.

Early life and career

Walker was born in Philadelphia, Pennsylvania, to Dr. and Mrs. Barry R. Walker. In 1988, Walker received his BA in English from Kenyon College.{{cite web|title=College Alumni Bulletin|url=http://bulletin.kenyon.edu/x3639.xml|website=Kenyon.edu}} After getting his BA, Walker pursued and received an MBA in Finance in 1993 from Temple University in Philadelphia.{{cite news|title=Top Wealth Advisors|url=http://www.bizjournals.com/philadelphia/stories/2009/10/26/focus28.html|accessdate=July 21, 2014|agency=Philadelphia Business Journal|publisher=Finance Quarterly|date=October 3–9, 2008}} Additionally, he attended Philadelphia Municipal Bond School and a three-year University of Pennsylvania course at the Securities Industry Institute, sponsored by the Securities Industry Association.{{cite book|last1=Walker|first1=Stephen Todd|title=Wave theory for alternative investments : riding the wave with hedge funds, commodities, and venture capital|date=2011|publisher=McGraw-Hill|location=New York|isbn=9780071742863}}

Walker has worked in the finance sector for over 25 years. He started off his financial career at Alex. Brown & Sons in July 1993 after receiving an MBA from Temple University. Between the years of 1993 and 2001, Alex. Brown & Sons transitioned into BT Alex. Brown and then became part of Deutsche Bank. Walker was formally known to be a part of the North American Investment banking and brokerage business called Deutsche Banc Alex Brown.{{cite web|url=http://www.powells.com/biblio/9780071746458 |title=Wave Theory for Alternative Investments: Riding the Wave with Hedge Funds, Commodities, and Venture Capital by Stephen Todd Walker – Powell's Books |publisher=Powells.com |date=June 5, 2014 |accessdate=2014-06-26}} In March 2001, Walker left Deutsche Bank to join Morgan Stanley where he became the Senior Vice President, Corporate Group Client Director for Global Wealth Management.{{cite web|url=http://www.bizjournals.com/philadelphia/stories/2008/10/06/focus15.html |title=#15 Stephen Todd Walker – Philadelphia Business Journal |publisher=Bizjournals.com |date= |accessdate=2014-06-26}} In May 2010, Walker left his position at Morgan Stanley to pursue a position where he currently resides, at Oppenheimer & Co. as a managing director.{{cite news|url=http://www.investmentnews.com/article/20101114/REG/311149975 |title=People on the move: SagePoint taps new recruiting exec; Oppenheimer snags a new MD |publisher=InvestmentNews.com |date=November 14, 2010 |accessdate=2014-06-26}} (Paywalled)

Publications

  • Understanding Alternative Investments Creating Diversified Portfolios that Ride the Wave of Investment Success by Palgrave MacMillan{{cite book|last1=Walker|first1=Stephen Todd|title=Understanding alternative investments : creating diversified portfolios that ride the wave of investment success|date=2014|publisher=Palgrave Macmillan US |isbn=9781137370181}}
  • Wave Theory for Alternative Investments: Riding the Wave with Hedge Funds, Commodities, and Venture Capital by McGraw-Hill
  • Journal of Financial Planning, Riding the Right Wave with Managed Futures {{cite journal|last1=Walker|first1=Stephen Todd|title=Focus Riding the Right Wave with Managed Futures|journal=Journal of Financial Planning|date=September 2012|volume=25|issue=9|page=18|url=http://www.stephentoddwalker.com/pressnews/Riding%20The%20Right%20Wave%20With%20Managed%20Futures.pdf|accessdate=July 21, 2014}}
  • Real Estate: A Time to Buy{{cite web|last1=Popovec|first1=Jennifer|title=Real Estate: A Time to Buy?|url=http://wealthmanagement.com/investment/real-estate-time-buy|website=Wealthmanagement.com|date=November 2011|publisher=Penton|accessdate=July 21, 2014}}

Media appearances and conferences

Walker released his book entitled Wave Theory for Alternative Investments: Riding the Wave with Hedge Funds, Commodities, and Venture Capital in December 2010. The book was published by McGraw-Hill. This book is currently present in over 170 college and university libraries around the world including Wharton and MIT.{{cite web|url=http://www.stephentoddwalker.com/pressnews.php |title=Wave Theory for Alternative Investments | Stephen Todd Walker | Press & News |publisher=Stephen Todd Walker |date= |accessdate=2014-06-26}}{{cite book|url=https://www.worldcat.org/oclc/649079917 |title=Wave theory for alternative investments : riding the wave with hedge funds, commodities, and venture capital (Book, 2011) |publisher=[WorldCat.org] |date=February 22, 1999 |oclc=649079917 |accessdate=2014-06-26}}

Walker has appeared on:

  • The Wealth Channel (April 5, 2012) {{cite web|title=Do Hedge Funds Have a Bad Rap?|url=http://www.thewealthchannel.com/videos/do-hedge-funds-have-a-bad-rap|website=www.thewealthchannel.com|publisher=The American College|accessdate=July 21, 2014}}
  • KVTA Santa Barbara Radio Show (September 9, 2011){{cite web|last1=Frank|first1=Bill|title=Stephen Todd Walker Presents Alternative Investments For High Net Worth Investors From His Book Wave Theory For Alternative Investments|url=http://brainstorminonline.com/stephen-todd-walker-presents-alternative-investments-for-high-net-worth-investors-from-his-book-wave-theory-for-alternative-investments/|website=brainstorminonline.com|date=September 9, 2011|publisher=The Bill Frank Radio Show|accessdate=July 21, 2014}}
  • Fundweb.co (May 30, 2011){{cite news|last1=Drucker|first1=Vanessa|title=Fizzy assets|url=http://www.fundweb.co.uk/fund-strategy/issues/30th-may-2011/fizzy-assets/1031741.article|accessdate=July 21, 2014|publisher=FundWeb|date=May 30, 2011}}
  • Canada's Venture Capital and Private Equity Association Keynote Speaker{{cite web|url=http://www.stephentoddwalker.com/pressnews/CVCA%202011.pdf|title=CVCA Conference|accessdate=May 8, 2014}}{{cite web|url=http://www.stephentoddwalker.com/pressnews/CVCA%20Annual%20Conference%202011.pdf|title=CVCA Conference|accessdate=May 9, 2014}}{{cite web|url=http://www.stephentoddwalker.com/pressnews/CVCA%20BIO%202011.pdf|title=CVCA Conference|accessdate=May 10, 2014}}
  • iGlobal Alternative Investment Conference (May 4, 2011){{cite web|title=2ND ANNUAL ALTERNATIVE INVESTMENTS SUMMIT|url=http://www.iglobalforum.com/event.php?id=37|website=Iglobalforum.com|publisher=Iglobalforum|accessdate=July 21, 2014}}
  • Pensions and Investments Annual East Coast Defined Contribution Conference (March 13, 2011){{cite web|last1=Mullis|first1=Connie|title=Confirmed Speakers|url=http://www.pionline.com/conferences/dc-east/2011/speakers|website=pionline.com|publisher=Crain Communications}}
  • CNBC Closing bell (December 27, 2010){{cite web|title=Opportunities for Alternatives in 2011|url=http://video.cnbc.com/gallery/?video=1700739782|publisher=CNBC}}
  • Fox Business (December 17, 2010){{cite web|title=Gold Riding High… For Now|url=http://video.foxbusiness.com/v/4467053/gold-riding-high-for-now/#sp=show-clips|website=FoxBusiness.com|publisher=Fox|accessdate=July 21, 2014}}

He has also been featured in numerous publications including The Philadelphia Inquirer, The Wall Street Journal, Registered Rep, Reuters, Pageperry, and Investment Advisor.

Awards and achievements

In his financial career Walker received numerous awards and recognitions. While at Alex. Brown, he was a member of Alex. Brown's "elite Flagship group". When Walker transitioned to Morgan Stanley, he rose through the ranks and became a member of the "prestigious chairman’s group" for outstanding achievement. Aside from his work related achievements, Walker was frequently featured in publications that honored him for outstanding achievement. He was listed as one of the "Forty Under 40" according to the Philadelphia Business Journal in a publication honoring the "top young entrepreneurs in the Philadelphia area". He was also listed in the Philadelphia Business Journal as one of the "Winner’s Circle: The Top Wealth Advisors”. On February 9, 2009, he was listed by Barron's as “one of the Top 1000 Advisors”.{{cite news|last1=McGee|first1=Suzanne|title=The Top 1000 Advisors|url=http://www.stephentoddwalker.com/pressnews/2009%20Barons%20Top%201000.pdf|publisher=Barron's|date=February 9, 2009}} Additionally, he was named “one of the Top 25 Wealth Advisers" by the Philadelphia Business Journal 2009 Book of lists.

Philanthropy

{{BLP sources section|date=July 2019}}

Walker is an active philanthropist. He served as a Director of the Board of Big Brothers/Big Sisters of Montgomery County and is involved with many other charitable organizations including the Boy Scouts of America, Red Cross, American Heart Association, Philadelphia Art Museum, Please Touch Museum for Children, Philadelphia Zoo, Philadelphia Orchestra, and the Franklin Institute. He serves on the board of directors for The Space Shuttle Children's Fund.

References