Ph.D. Finance: The University of Tennessee, Knoxville, Tenn.
M.B.A.: Old Dominion University, Norfolk, Va.
B.A. Business Administration: University of North Carolina, Charlotte, N.C.
Chartered Alternative Investments Analyst (CAIA) member
Chartered Financial Analyst (CFA) charter holder
Courses taught
Graduate and undergraduate courses in Investments Analysis, Portfolio Management, Derivatives Markets and Corporate Finance.
Most recent publications
"The Growing Role of Hedge Funds in the Economy, Journal of Derivatives and Hedge Funds," 2013, Vol. 19, No. 1, pp. 1-11.
"Neutrality of Equity Market Neutral Strategy to Index and Period," Journal of Derivatives & Hedge Funds, December 2012, Vol. 18, No. 4, pp. 301-332 (with Eric Colborn).
"Hedge Funds Activism: Cases, Analysis and Corporate Governance, International Journal of Disclosure and Governance," August 2012, Vol. 9, No. 3, pp. 264-283 (with Preet Grover).
"Hedge Funds Are the Alternative Mainstream," The Journal of Investing, Summer 2012, Vol. 21, No. 2, pp. 57-60.
"Hedge Fund Investing: Beware of the Special Relationships: The Remorse of Beacon Hill Asset Management Investors," Journal of Derivatives & Hedge Funds, February 2010, Vol. 15, No. 4, pp. 253-260.
"What is the consequence of the missing compliance function at hedge fund? Fraud is! Analysis, lessons & solutions," Journal of Investment Compliance, 2010, Vol. 11, No. 1, pp. 35-58.
"Hedge Fund Information Depository: A Case Study of a Preemptive Solution to Fund Manager Fraud," Journal of Investment Compliance, 2009, Vol. 10, No. 2, pp. 24-32.
"Experience of a Professor of Finance with the Global CFA Professional Designation," The Journal of Investing, Summer 2009, Vol. 18, No. 2, pp. 87-90