I am an assistant professor of finance at Elon University in Elon, NC. Previously, I was an assistant professor of finance at Quinnipiac University in Hamden, CT. My research interests include financial institutions and performance measurement, with a particular focus on hedge funds. My co-authors and I have a paper on hedge fund reporting biases that was published in the Review of Financial Studies. Another paper on the use of discretionary liquidity restrictions by hedge funds was recently published in the Journal of Financial Economics. Our work on how funds-of-hedge-funds form their portfolios is published in Management Science. Our research has been featured by The Economist, The Financial Times, Alpha, and Reuters.
At Elon University, I have taught introductory finance, portfolio management, and financial modeling. While at Quinnipiac, I taught introductory finance, financial modeling, and portfolio management at the undergraduate level, as well as portfolio management and a CFA review course for MBA students. I also taught the applied portfolio management sequence, where students manage an equity portfolio with roughly $1.7 million in assets under management.
I received a Ph.D. in Finance from Arizona State University (2010), a Masters in Economics from Duke University (2005), and a B.S. in Business Administration (Finance) from the University of North Carolina at Chapel Hill (2000). After graduating from UNC, I worked for the UNC Management Company, the endowment arm of the university. I have been a CFA Charterholder since 2003.
My Twitter account is @adamlaiken.