C.V.

Downloadable pdf

Education

Ph.D. Finance, Binghamton University, SUNY (August 2010)

  • Dissertation Title: “Taxes and Investment”
  • Committee: Murali Jagannathan, Srinivasan Krishnamurthy, Subal Kumbhakar, Kristian Rydqvist (chair)

Bachelor of Science, Binghamton University, SUNY (May 2005)

  • Honors in Mathematical Sciences
  • Magna Cum Laude

Academic Employment

2011-          Assistant Professor, Finance, Loyola Marymount University, Los Angeles, CA

2010-2011  Visiting Assistant Professor, Finance, Binghamton University, Binghamton, NY

2009-2010 Visiting Lecturer, Finance, University of Central Florida, Orlando, FL

Research

Publications

“The Value of the Wildcard Option in Cash Settled American Index Options” with Dennis J. Lasser. Journal of Financial Markets, (forthcoming)

“Government Policy and Ownership of Equity Securities” with Kristian Rydqvist and Ilya Strebulaev. Journal of Financial Economics, 111 (2014), 70-85

  • previously circulated as “The Evolution of Aggregate Stock Ownership: A Unified Explanation”
  • Abstracted in: The CFA Digest, 44 (January 2014)
  • Profiled in Insights by Stanford Business (December 2010)
  • Abstracted in: VOXEU.org, (September 2009)

“The Tax Benefit of Income Smoothing” with Kristian Rydqvist and Steven T. Schwartz. Journal of Banking and Finance, 38 (2014), 78-88

“Accounting, Finance and Adverse Selection: Illustrations and Applications” with Murali Jagannathan, Steven T. Schwartz, and Richard Young. Journal of Accounting Literature, 30 (2011), 69-101

Working Papers

“On the Timing of Director Departures” with Murali Jagannathan and Srinivasan Krishnamurthy

“Added Pressure to Perform: The Effect of S&P 500 Index Inclusion on Earnings Management” with Laurel Franzen and Julie Suh

“Demand Shocks to Securities and the Pricing of Economically Linked Stocks: Evidence on S&P 500 Index Additions” with Kartik Raman

Presentations (not including job market presentation)

* Presented by co-author

“The Value of the Wildcard Option in Cash Settled American Index Options” with Dennis J. Lasser

2015    Financial Management Association, Orlando, FL (scheduled)

2015    Midwest Finance Association, Chicago, IL

2014*  Loyola University Chicago

2014*  Binghamton University

“Added Pressure to Perform: The Effect of S&P 500 Index Inclusion on Earnings Management” with Laurel Franzen and Julie Suh

2015    Financial Management Association, Orlando, FL (scheduled)

2014    California Corporate Finance Conference, Los Angeles, CA

2014*  Loyola Marymount University

“On the Timing of Director Departures” with Murali Jagannathan and Srinivasan Krishnamurthy

2014    Financial Management Association, Nashville, TN

2013    Loyola Marymount University

2013*  Binghamton University

2013*  North Carolina State University

2013    California Corporate Finance Conference, Los Angeles, CA

“Demand Shocks to Securities and the Pricing of Economically Linked Stocks: Evidence on S&P 500 Index Additions” with Kartik Raman

2013    Midwest Finance Association, Chicago, IL

2012    California Corporate Finance Conference, Los Angeles, CA

2012    Financial Management Association, Atlanta, GA

2012    Loyola Marymount University

“The Tax Benefit of Income Smoothing” with Kristian Rydqvist and Steven T. Schwartz

2011    Financial Management Association, Denver, CO

2010    Southern Finance Association, Asheville, NC

2010    Binghamton University

“Government Policy and Ownership of Equity Securities” with Kristian Rydqvist and Ilya Strebulaev

2010    West Virginia University

2010    Eastern Finance Association Annual Meetings, Miami FL

2009    University of Central Florida

2009* Northern Finance Association, Niagara-on-the-Lake Ontario

2009* Texas Finance Festival, Austin TX

2009    Mid-Atlantic Research Conference in Finance, Philadelphia PA

2008*  The Shifting Capital Markets & Corporate Performance Conference, Yale School of Management

2008    Financial Management Association Annual Meetings, Grapevine TX

2008* German Finance Association, Münster Germany

2008    Washington Area Finance Association Annual Meeting, Washington DC

2008* University of North Carolina Tax Symposium

2008    Binghamton University

Teaching

Loyola Marymount University

Course Taught Semester Evaluation/Dept. Avg Scale
Accelerated Fundamentals of Finance (UG) Spring 2015 4.25 / 4.14 [0,5]
Fundamentals of Finance (UG) Spring 2015 4.48 / 4.14 [0,5]
Fundamentals of Finance (UG) Spring 2015 4.59 / 4.14 [0,5]
Capital Markets (UG) Fall 2015 4.79 / 4.07 [0,5]
Capital Markets (UG) Fall 2015 4.45 / 4.07 [0,5]
Financial Markets (MBA) Fall 2015 4.50 / 4.07 [0,5]
Fundamentals of Finance (UG) Fall 2014 4.30 / 3.70 [0,5]
Fundamentals of Finance (UG) Fall 2014 4.19 / 3.70 [0,5]
Capital Markets (UG) Fall 2014 4.23 / 3.70 [0,5]
Fundamentals of Finance (UG) Spring 2013 4.50 / 4.04 [0,5]
Capital Markets (UG) Spring 2013 4.50 / 4.04 [0,5]
Financial Markets (MBA) Spring 2013 4.12 / 4.04 [0,5]
Fundamentals of Finance (UG-1) Fall 2013 4.74 / 3.90 [0,5]
Capital Markets (UG) Fall 2013 4.48 / 3.90 [0,5]
Fundamentals of Finance (UG-1) Spring 2012 4.53 / 3.98 [0,5]
Fundamentals of Finance (UG-2) Spring 2012 4.08 / 3.98 [0,5]
Financial Management (MBA-1) Spring 2012 3.93 / 3.98 [0,5]
Fundamentals of Finance (UG-1) Fall 2011 4.12 / 4.00 [0,5]
Fundamentals of Finance (UG-2) Fall 2011 3.90 / 4.00 [0,5]

 

 Binghamton University, SUNY

Course Taught Semester Evaluation/School Avg Scale
International Corporate Finance (MBA) Spring 2011 3.66 / 3.17 [0,4]
International Corporate Finance (UG) Spring 2011 3.56 / 3.17 [0,4]
Financial Markets and Institutions (UG) Fall 2010 3.41 / 3.13 [0,4]
International Corporate Finance (MBA) Spring 2009 3.83 / 3.26 [0,4]
International Corporate Finance (UG) Spring 2008 3.69 / 3.14 [0,4]
Financial Management (UG) Winter 2007 3.46 / 3.01 [0,4]

 

 University of Central Florida

Course Taught Semester Evaluation/School Avg Scale
Portfolio Analysis and Management (UG) Spring 2010 4.27 / 3.94 [0,5]
Intermediate Corporate Finance (UG) Spring 2010 4.12 / 3.94 [0,5]
Intermediate Corporate Finance (UG) Fall 2009 3.98 / 3.88 [0,5]
Business Finance – Honors (UG) Fall 2009 3.91 / 3.88 [0.5]

 Professional Activities

Discussant

  • Midwest Finance Association (2013)
  • Financial Management Association (2007, 2008 (2), 2009, 2010, 2011, 2012, 2013, 2014)
  • California Corporate Finance Conference (2011, 2012, 2013, 2014)
  • Eastern Finance Association (2010)
  • New York Accounting and Finance Forum (2010)

Program Committee

  • Financial Management Association (2012, 2013, 2014, 2015)
  • Southern Finance Association (2012, 2013)
  • Eastern Finance Association (2009, 2010, 2011)

Session Chairperson

  • Midwest Finance Association (2013)
  • Financial Management Association (2009, 2012)
  • Southern Finance Association (2010)

Conference Attendance

  • American Finance Association (2006, 2007, 2008, 2009, 2015)
  • California Corporate Finance Conference (2011, 2012, 2013, 2014)
  • Eastern Finance Association (2010)
  • Financial Management Association (2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014)
  • Financial Research Association (2008)
  • Mid-Atlantic Research Conference in Finance (2009)
  • Midwest Finance Association (2013, 2015)
  • New York Accounting and Finance Forum (2008, 2010)
  • The Shifting Capital Markets & Corporate Performance Conference, Yale School of Management (2008)
  • University of North Carolina Tax Symposium (2008)
  • Washington Area Finance Association Annual Meeting (2008)

Service

Loyola Marymount University

2014 – current     Undergraduate Curriculum Committee member

2013 – current     Faculty Library Representative

2012 – current     Faculty Advisor to MBA Finance Association

2014 (fall)          Invited presenter for BADM 1010 class, lecture to first-year business student course about finance as a major

2013 (fall)          Invited presenter for BADM 1010 class, lecture to first-year business student course about finance as a major

2012 (fall)          Invited presenter for BADM 1010 class, lecture to first-year business student course about finance as a major

2012 (spring)      Invited presenter for BADM 1010 class, lecture to first-year business student course about finance as a major

2011 (fall)          Invited presenter for BADM 1010 class, lecture to first-year business student course about finance as a major

Binghamton University, SUNY

2011   Invited faculty judge for Binghamton University Finance Society Stock Pitch Competition, Served on panel of three faculty judges

2008   Invited faculty judge for Binghamton University Finance Society Case Competition (M&A Case), Served on panel of three faculty judges

Honors and Awards

2011    FMA Doctoral Student Consortium

2010    Binghamton University Dean’s Honor Roll for Teaching Excellence (spring)

2008    Graduate Scholars Enhancement (also: 2005, 2006, 2007)

2007    AFA Student Travel Award

2007    Michael V. Boyd Educational Opportunity Program Faculty/Staff Award

2005    Phi Beta Kappa

2003    Golden Key National Honor Society

Professional Affiliations

  • AFA member, FMA member, WFA member