COURSES TAUGHT

Fall 2003:

Securities Markets and Investments, Bus Fin 822

Winter 2001:

Securities Markets and Investments, Bus Fin 822X.

Empirical Research in Finance, Bus Fin 921.

Fall 2000:

Securities Markets and Investments, Bus Fin 822.

Undergraduate Courses Taught:

International Finance, Bus 443, University of Western Ontario, 1997-98.
Investments Management, Bus Fin 722, Ohio State University, 1990-1996.
Investment Principles: Security Analysis, Bus 412, University of Alberta, 1988.
Risk Management: Options and Futures, Bus 413, University of Alberta, 1989.
Undergraduate Honors Thesis Supervisor/Advisor, 1991-2000:
    Walter Manning, Ohio State University, 1990
    Gary Schwake, Ohio State University, 1991
    Saikit Yee, Ohio State University, 2000
    Ka-lok Yuen, Ohio State University, 2000

Graduate Courses Taught:

Securities Markets & Investments, Bus Fin 822, Ohio State University, 1990-01.
Corporate Finance, Bus 503, University of Western Ontario, 1996-98.
International Finance, Bus 663, University of Western Ontario, 1997-98.
Risk Management: Options and Futures, Bus 513, University of Alberta, 1989.
Graduate (MBA) Independent Study, Bus Fin 893, Supervisor, 1993-1996.
    Jonn McCurry, Ohio State University, 1993
    Sonali Chalishazar, Ohio State University, 1993
Graduate (MBA) Thesis Advisors, University of Alberta, Supervisor, 1988-89.

Ph.D. Seminar on Investments, Bus Fin 894, Ohio State,1991.
Ph.D. Empirical Methods in Finance, Bus Fin 921, Ohio State, 1994-2000.
Ph.D. Dissertation Chair:
    John Schmitz, Western Ontario, 1997 (Financial Concepts, Toronto)
    Akitoshi Ito, Western Ontario, 1997 (Tokyo Keizai University)
Ph.D. External Examiner:
    Peter Klein, University of Toronto, 1996 (Simon Fraser)
    Geoff Loudon, University of New South Wales 1995 (Macquarie)
    Sam Shiu, Queen’s University, 1993 (Algorithmics)
Ph.D. Dissertation Committee Member (completed):
    Christo Pirinsky, Ohio State, 2001 (Texas A&M)
    Ming Dong, Ohio State, 2000 (York)
    Miguel Villanueva, Ohio State, 1999 (Brandeis)
    Padmaja Kadiyala, Ohio State, 1995 (Southern Methodist/Purdue)
    Sung-Hoon Cho, Ohio State, 1995 (Korea Telecom)
    Bong-Chan Kho, Ohio State, 1994 (Seoul National)
    Kee-Hong Bae, Ohio State, 1993 (Korea University)
    Edward H. Ng, Ohio State, 1991 (National University Singapore)
    Ka-lok Chan, Ohio State, 1990 (Arizona State University)
Ph.D. General Examination Committee, Ohio State University, 1990-2001.
Ph.D. Theory Examination Committee, Ohio State University, 1993-2001.
Ph.D. Qualifying Examination Committee, Ohio State University, 1991-2001.

Executive Education Courses:

Instructor, Equity Portfolio Management, 5-day course at the International Center
    for Money and Banking/Financial Asset Management and Engineering
    (ICMB/FAME), Geneva, Switzerland, June 2000/May 2001. Conceived,
    developed the program and delivered the course. Contact: Professor Hans
    Genberg.

Instructor, Topics in International Financial Management, 2-day block seminar at
    Universität Zürich, Institut für Schweizerisches Bankwesen, Zürich,
    Switzerland, June 2000/May 2001. Conceived, developed the program and
    delivered the course. Contact: Professor Rudolph Volkart.

Director, Strategic Management of Investor Relations, co-sponsored by Ivey
    Business School and Canadian Investor Relations Institute for Investor
    Relations Executives, 5-day Program, 1997-99. Conceived, developed the
    program and recruited faculty, supervised executive development staff, and
    instructed for the valuation module. Evaluations, participant lists and
    brochures available upon request. Contact: Dean Lawrence Tapp

Instructor, Finance Module, Competition and Competitiveness, Erasmus
    University Executive MBA Study Tour at Ivey Business School, taught on
    global competition in the financial Services, Inc. industry, June 1997-1998.
    Contact: Dean Lawrence Tapp.

Coordinator, Finance Module, Management Training and Economics Education
    in Central and Eastern Europe, $1.8 million project sponsored by Midwest
    Universities Consortium for International Activities, Inc. (MUCIA) and
    U.S. Agency for International Development.  Developed and taught in
    seven 3-day courses at Budapest University of Economic Sciences
    (Hungary), Prague School of Economics (Czech Republic) and Warsaw
    University Faculty of Management (Poland), 1993-1995. Contact: Associate
    Dean Robert Klemkosky, Indiana University

Instructor, Executive Programs, Australian Graduate School of Management,
    Sydney, Australia.  Taught in 3-day course on Portfolio Management to
    Australian and New Zealand fund managers and equity/fixed income
    analysts. Taught in 3-day course on Investment Evaluation to corporate
    treasurers and analysts. July/August 1994. Contact: Professor Gary Twite,
    Australian Graduate School of Management.
 
Winter 2002
Portfolio Problems
Factor Models Lecture
Portfolio Theory Lecture
EFFPORT-Ibbotson
Trading Securites Lecture
Case 1-TRowePrice
Case 2-Ontario Teachers Asset Allocation
Market Model Regressions