Disclosures

Below is a list of outside activities (i.e., activities outside the scope of my academic employment), which may or may not influence my academic research. 

Investments  

I hold a portfolio of broadly diversified index funds and/or ETFs, including at least one that tracks the S&P 500 index. I do not own shares in individual companies.

Compensated Activities Since Entering Academia

Below is a list of all activities for which I have received payment in excess of $1,000 (from entities other than academic institutions) since entering academia in 2017:

• Government of Canada: Developed and taught a tailored course on corporate finance and business valuation for lawyers  at Global Affairs Canada

As part of my academic employment, I routinely present my research at academic institutions and at conferences hosted by such institutions. In addition, I have occasionally travelled to present my research at conferences hosted by non-academic institutions. I list the host organizations below, along with any honoraria. In addition to occasionally offering honoraria, these organizations generally reimbursed some or all of my travel expenses:

• U.S. Securities and Exchange Commission Investment Management Conference (Washington D.C., 2023): Academic conference organized and hosted by the SEC.  I did not receive an honorarium

• FTSE Russel World Investment Forum (Bluffton SC, 2019): Research conference organized and hosted by FTSE Russell. I did not receive an honorarium

• CLSA Investors’ Forum (Hong Kong, 2019): Research conference organized and hosted by CLSA. I requested that any honorarium be donated to my home institution in lieu of payment

• Bernstein Quantitative Conference (Boston, 2019): Research conference organized and hosted by Sanford C. Bernstein & Co.  I received an honorarium of USD 1,000 for this presentation

Present and Past Board Service

Academic:

• American Law & Economics Association (2021-present)

• Canadian Business Law Journal (2020-present)

• Four Corners Center for Research on Index Investments (2023-present)

Not For Profit:

• Neuchatel Junior College (2017-2022)

For Profit:

• None

Research Support

I have received generous research support through my academic employers. In addition to this support, I have received research grants from the following outside sources:

• The Government of Canada 

• The Law Foundation of Ontario

Last updated October 2023