Ph.D. - Finance
University of Texas at Austin - 2002

M.S. - Economics
Texas A&M University - 1997

B.S. - Engineering Economics
Tianjin University - 1993

Participation Costs and the Sensitivity of Fund Flows to Past Performance. With Jennifer Huang and Hong Yan. Journal of Finance. 62.3. (2007): 1273-1311. 2007 - Publication

Conflicts of Interest in Sell-Side Research and the Moderating Role of Institutional Investors. With A. Ljungavist, F,. Marston, L.T. Starks, K.D. Wei and H. Yan. Journal of Financial Economics. 85.2. (2007): 420-456. 2007 - Publication

Assistant Professor
The University of Texas at Dallas [2006–Present]

Assistant Professor
SUNY-Binghamton [2002–2006]

Assistant Instructor
The University of Texas at Austin [2001–2002]

Research Assistant
The University of Texas at Austin [1998–2001]

Research Assistant
Texas A&M University [1995–1997]

Invited presentations at professional meetings

Conference presentations (including presentations by coauthors):

• American Finance Association annual meetings – 2010 (upcoming)
• China International Conference in Finance – 2009, 2005
• European Finance Association annual meetings– 2004
• Financial Management Association – 2008, 2005, 2002, 2001
• Institutional Investor Conference at the University of Texas – 2007
• Journal of Financial Economics/NY FED/Ohio State University Conference – 2004
• Rotterdam School of Management 3rd One-Day Conference on Professional Asset Management – 2009
• Second annual Paul Woolley Centre conference at London School of Economics – 2009
• Seventh Maryland Finance Symposium – 2007
• Tenth Annual Mitsui Life Symposium at University of Michigan – 2005
• Texas Finance Festival – 2005
• Western Finance Association annual meetings: 2009, 2006, 2005

Conference Discussions:

• Financial Management Association Annual Meetings – 2008, 2006, 2001
• Lone Star Symposium – 2008
• Rotterdam School of Management 3rd One-Day Conference on Professional Asset Management – 2009
• The 19th Financial Economics and Accounting Conference – 2008
• Western Finance Association Annual Meetings – 2007

Service

Service to the profession:

• Ad Hoc Referee for Journal of Finance, Financial Management, Journal of Financial
• Research, Journal of Empirical Finance, and Quarterly Review of Economics and Finance.

Service to the department, school and university:

• 2009-2010, co-organizer of the weekly finance seminar series at The University of Texas at Dallas
• 2005-2006, organizer of the TIAA-CREF weekly finance seminar series at SUNYBinghamton
• 2006-present, School of Management teaching committee at The University of Texas at Dallas
• 2006-2007, course coordinator for BA4346-Investment Management at The University of Texas at Dallas

Teaching

Masters advisement/direction:

• Yanling Yang, fall 2004, Independent Study on mergers and acquisitions
• Yulin Zhang, fall 2004, Independent Study on mutual funds
• Lei Xiao, fall 2004, Independent Study on mutual funds

Classroom teaching:

• 2009, spring; 2006, fall, BA 4346, Investment Management (Undergraduate at The University of Texas at Dallas)
• 2007, fall, FIN6312, Advanced Portfolio Management (MBA at The University of Texas at Dallas)
• 2007, fall; 2006, fall, FIN 6310, Investment Management (MBA at The University of Texas at Dallas)
• 2005 through 2006, FIN 320, Financial Markets and Institutions (Undergraduate at SUNY-Binghamton)
• 2002 through 2004, FIN 322, Investments (Undergraduate at SUNY-Binghamton)
• 2003, fall, FIN 540, Security Analysis and Portfolio Management (MBA at SUNYBinghamton)
• 2001, summer; 2002, summer, FIN 357, Business Finance (Undergraduate at The University of Texas at Austin)

Mutual Fund Study Wins Award for 3 Jindal Professors

An examination of counterintuitive investor behavior has won a best paper award for three Naveen Jindal School of Management finance professors.
The trio investigated the puzzle of why actively managed mutual funds attract more investment dollars even though they generally perform more poorly than their passively managed counterparts.

Associate Professors Valery Polkovnichenko and Feng Zhao and Assistant Professor Kelsey Wei took home the Best Paper Award from the 2013 Asian Conference of the Financial Management Association International for their research.