PUBLICATIONS

1. "Moving the Goalposts? Mutual Fund Benchmark Changes and Performance Manipulation," with Andrea Rossi, 2024

• Accepted, Review of Financial Studies

• Media Coverage: Wall Street Journal, Forbes, Financial Times' Board IQ, Evidence Based Investor, Advisor Perspectives, Columbia Blue Sky Blog, National Association of Plan Advisors, Financial Advisor IQ, 401k Specialist, SmartAsset

2. "Paying for Performance in Public Pension Plans," with Sugata Ray and Yan Lu, Management Science, August 2023, 69, 4888 - 4907. 

Public Pension CIO Compensation Data

3. "Managerial Multitasking in the US Mutual Fund Industry" with Linlin Ma and Vikas Agarwal, Financial Analysts Journal, May 2023, 79, 65 - 75.  

4. "Outside Ownership in the Hedge Fund Industry," Journal of Banking and Finance,  November 2022, 144, 106628. 

5. "Prime (Information) Brokerage," with Nitish Kumar, Sugata Ray, and Yuehua Tang, Journal of Financial Economics, August 2020, 137, 371 - 391. 

6. "What a Difference a (Birth) Month Makes: The Relative Age Effect and Fund Manager Performance," with John (Jianqiu) Bai, Linlin Ma, and David Solomon, Journal of Financial Economics, April 2019, 132, 200-221. 

• Wall Street Journal writeup

7. "Mandatory Portfolio Disclosure, Stock Liquidity, and Mutual Fund Performance," with Vikas Agarwal, Yuehua Tang, and Baozhong Yang, Journal of Finance, December 2015, 70, 2733-2776.

8. "The Economics and Finance of Hedge Funds: A Review of the Academic Literature," with Vikas Agarwal and Narayan Naik, Foundations and Trends in Finance, 2015, 10, 1-111. 

WORKING PAPERS (SSRN and Google Scholar pages)

1. Are Mutual Fund Managers Paid for Performance? Evidence from U.S. Administrative Earnings Data, with John Bai, Linlin Ma, and Yuehua Tang, 2023. 

• WFA 2024, CICF 2024

2. Why do Mutual Funds Give Tips? with Mehran Azimi, Shawn Mobbs, and Shane Underwood

EDUCATION

PhD Finance, Georgia State University, 2016

MS Finance, Georgia State University, 2010

BS Mathematics Education, University of Central Florida, 2005

ACADEMIC POSITIONS

University of Central Florida, Assistant Professor of Finance, August 2019 - present

University of Alabama, Assistant Professor of Finance, August 2016 - July 2019