Instructor (Department of Finance, California State University Long Beach)
FIN350 Investment Principles (Undergraduate): Spring 2025
Investment markets and transactions; sources of investment information; return vs. risk; margin trading and short selling; investment planning; investing in equities and fixed income securities; speculative tax-sheltered investments; gold and other tangibles; portfolio management. Demonstrations and use of microcomputer technology.
FIN485 Fixed Income Securities (Undergraduate, CFA-affiliated): Spring 2025
The course analyzes fixed income securities, option embedded fixed income securities and interest rate derivatives. Usual duration and convexity analysis, and the interest rate stochastic processes and other forecasting techniques will be studied. New breeds of fixed income securities, various collateralized bond obligations and other asset backed securities, and interest rate arbitrage techniques will be introduced.
FIN640 Seminar in Quantitative Analysis (Master, CFA-affiliated): Fall 2024
The course focuses on the theory of econometrics and the application of quantitative analysis to economic and financial data in the decision-making process of firms and financial institutions. The course is in the hybrid format of traditional lectures and programming applications, specifically Python. Topics include probability theory, probability distribution, sampling and estimation, hypothesis testing, and regression analysis.
FIN650 Seminar in Investments (online MBA): Fall 2024
Topics may include security analysis, valuation, portfolio management and risk management as related to individual circumstances of the investor, specific market conditions and broader financial aspects of the economy.
Instructor (Department of Finance, University of Mississippi)
FIN331 Business Finance I (Undergraduate): Fall 2023, Spring 2024
This course is an introduction to business finance. It emphasizes the financing and investment decisions of the financial manager. Topics include the time value of money, asset valuation, risk analysis, financial statement analysis, and capital budgeting.
FIN533 Security Analysis and Portfolio Management (Master, CFA-affiliated): Fall 2023
This course focuses on the analysis and valuation of securities, portfolio theory, and the management of investment portfolios. First, we will review some information from Fin 334, modern portfolio theory, and its implications for equilibrium in capital markets. We will continue with stock and bond valuation and market efficiency. We will study options and futures markets and topics on portfolio management, such as performance evaluation, active management, and practical issues.
Instructional Assistant (Department of Finance, University of Houston)
FINA4320 Investment Management (Undergraduate): Spring 2020 - 2023
FINA4330 Corporate Finance (Undergraduate): Fall 2021 - 2022
FINA6A35 Managerial Finance (Master): Fall 2021 - 2022
Teaching Assistant (Department of Finance, Chinese University of Hong Kong)
FINA3080 Investment Analysis and Portfolio Management (Undergraduate): Spring 2017