Curriculum Vitae

Experience

School of Business, Wake Forest University

  • Assistant Professor of Finance (2018-Present)
  • Visiting Instructor of Finance (2016-2018)

Kenan Institute of Private Enterprise

  • Senior Research Associate (2016-Present)

Active Management Research Alliance

  • Lead Quantitative Analyst (2018-Present)

Education

University of North Carolina at Chapel Hill

  • 2010-2016 Ph.D., Finance at Kenan-Flagler Business School
  • 2008-2010 M.S., Statistics and Operations Research
  • 2004-2008 B.S., Mathematical Decision Sciences

Honors & Awards

  • 2018-2019 T.B. Rose Fellowship in Business Teaching Award
  • 2019 Unigestion Alternative Risk Premia Research Award
  • 2013 American Finance Association Doctoral Student Travel Grant
  • 2008 Highest Honors, B.S. Mathematical Decision Sciences
  • 2004-2008 UNC Chapel Hill’s Dean’s List
  • 2008 1st Place, Kenan-Flagler Business School’s Undergraduate Venture Capitalist Investment Competition
  • 2006 UNC-Chapel Hill’s Summer Undergraduate Research Fellowship

Conferences & Seminars Presentations

*Denotes presentations personally given
  • 2020 Unigestion Alternative Risk Premia Conference*
  • 2019 Bernstein Quant Conference
  • 2019 Mutual Funds, Hedge Funds and Factor Investing Conference*
  • 2019 World Symposium on Investment Research*
  • 2019 University of Melbourne
  • 2019 Monash University
  • 2019 Deakin University
  • 2019 Wake Forest University School of Business*
  • 2018 Wake Forest University School of Business*
  • 2018 Active Management Research Alliance
  • 2018 Bank of England
  • 2018 Shidler College of Business, University of Hawaii
  • 2018 UNC Alternative Investments Conference*
  • 2017 Abu Dhabi Investment Authority
  • 2017 Managed Funds Association’s CAIE Symposium
  • 2015 Federal Reserve Bank of Minneapolis
  • 2015 University of Chicago Booth School of Business
  • 2015 American Finance Association
  • 2015 Chicago/NYU International Macro-Finance Conference
  • 2014 CEPR Asset Pricing Meeting
  • 2014 Duke Macro-Finance Conference
  • 2014 Federal Reserve Bank of Chicago
  • 2014 Hong Kong University
  • 2014 Ohio State University Fisher College of Business
  • 2013 4th Advances in Macro-Finance Tepper-LAEF Conference
  • 2013 National Bureau of Economic Research, International Asset Pricing Session*
  • 2013 Society for Economic Dynamics
  • 2013 Western Finance Association*
  • 2013 North American Summer Meeting of the Econometric Society*
  • 2013 NC State Macroeconomics Workshop*
  • 2013 American Economic Association
  • 2012 Kenan-Flagler Business School, UNC-Chapel Hill*

Journal Referee, Conference Review & Grant Evaluation Service

  • Financial Research Network Conference (2019)
  • Journal of Financial and Quantitative Analysis (2016, 2017, 2018)
  • National Science Foundation's Economics Program (2018)
  • Journal of Alternative Investments (2017)

Invited Discussions

  • 2019 Mutual Funds, Hedge Funds and Factor Investing Conference

Research Experience

  • Research Assistant for Max Croce's "Long-Run Productivity Risk: A New Hope for Production-based Asset Pricing?" Journal of Monetary Economics (2014)
  • Research Assistant for Jennifer Conrad, Sunil Wahal and Jin Xiang's "High Frequency Quoting, Trading, and the Efficiency of Prices" Journal of Financial Economics (2015)

Other Professional Experience

  • 2007 Actuarial Intern, Cigna Healthcare
  • Passed the Society of Actuaries Probability and Financial Mathematics exams

Media

University Service

School of Business, Wake Forest University

  • 2016-2020 FinTech Student Club, Faculty Advisor
  • 2016-2020 Investment Student Club, Faculty Advisor

Students Mentored

Wake Forest University

  • 2018-2019 Lucas Lorenc (Undergraduate RA)
  • 2018-2019 Emily Mirande (Undergraduate RA)
  • 2018-2019 Alexander Macre (Undergraduate RA)
  • 2018 Chloe Zhao (Graduate RA)
  • 2018 Yujia Tao (Wake Forest Research Fellowship)
  • 2017-2018 Jake Miller (Independent Study)
  • 2017 Hanyue Yang (Independent Study)

UNC-Chapel Hill

  • 2019-2020 Kevin Jamison (Kenan Scholar)
  • 2018-2019 Sarah Beth Marriott (Graduate RA)
  • 2018-2019 William Lloyd (Undergraduate RA)
  • 2018-2019 Keshav Ramireddy (Undergraduate RA)
  • 2017-2019 Yingyu Fu (Kenan Scholar)
  • 2016-2017 Kazuhei Sasaki (Kenan Scholar)