Please stay tuned for important disclosure information at the conclusion of this episode.

Hi, and welcome to the Longview. I'm Amy Arnott, portfolio strategist for Morningstar.

And I'm Christine Benz, Director of Personal Finance and Retirement Planning for Morningstar.

Our guest on the podcast today is Mark Higgins. Mark serves as Senior Vice President for IFA Institutional, where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans.

He's the author of Investing in U.S. financial history,

understanding the past to forecast the future.

Mark graduated from Georgetown University, Phi Beta Kappa, and Magna Cum Laude

with a bachelor's degree in English and psychology.

He received an MBA from the Darden School of Business at the University of Virginia.

He is a CFA charter holder and CFP professional. Mark, welcome to the Longview.

Thank you for having me, Amy and Christine. Excited to talk to you.

Well, it's great to have you here. We wanted to focus most of the discussion on your book, investing in U.S. financial history.

But before that, we wanted to talk a little bit about your background.

And your main job is as an institutional investment advisor for index fund advisors, but you also serve as an editorial

board member and guest curator for the Museum of American Finance. How did you first get

involved with that organization?

So I wrote a paper on Hetty Green, who we may to this later, but was, as far as I'm concerned,

she's the best investor in U.S. financial history from the Gilded Age.

And I wrote a paper in April 2022.

It was one of the first papers I wrote using the financial history research I was doing.

And I posted it on a site called SSRN and Kristen Aguilera, who is the editor of Financial

History Magazine, saw it and asked if we could convert it into an article for the magazine.

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