James C. Brau, PhD, CFA

Associate Professor of Finance

Goldman Sachs Faculty Fellow


Department of Business Management
Marriott School
Brigham Young University
Provo, Utah 84602
Office Phone: 801.318.7919
FAX: 267.654.5268
E-mail: jbrau(at)byu.edu

Home Page: http://marriottschool.byu.edu/emp/brau/


RESEARCH - TEACHING - SERVICE - CONSULTING - INTERESTS/EDUCATION -BIO


RESEARCH ACTIVITY

PUBLICATIONS IN PEER REVIEWED JOURNALS

(Please comply with all copyright laws and use the links here only if you have permission to obtain copies of these papers by appropriate channels, such as through your library or subscription.)

"Evaluating the Impact of Microfinance Institutions using Guatemalan Data," with Shon Hiatt and Warner Woodworth, Managerial Finance, forthcoming.

"An Empirical Analysis of Mexican and US Closed-End Mutual Fund IPOs," with Javier Rodriguez, Research in International Business and Finance, forthcoming.

"Spirituality and Organizational Culture: Cultivating the ABCs of an Inspiring Workplace," with Stan Fawcett, Gary Rhoads, and David Whitlark, International Journal of Public Administration, forthcoming.

"An Empirical Analysis of the Financial Impact of Supply Chain Management on Small Firms," with Stan Fawcett and Ladd Morgan, Journal of Entrepreneurial Finance and Business Ventures, Vol. 12, Issue 1, 2007, pp. 55-82.

"REIT Stock Repurchases: Completion Rates, Long-Run Returns, and the Straddle Hypothesis," with Greg Adams and Andrew Holmes, Journal of Real Estate Research, Vol. 29, No. 2, 2007, pp. 115-136 (lead article). This article was abstracted in RedOrbit.com Breaking News on June 13, 2007.

"Do Secondary Shares in the IPO Process have a Negative Effect on Aftermarket Performance?" with Mingsheng Li and Jing Shi, Journal of Banking and Finance, Vol. 31, Issue 9 (September) 2007, pp. 2612-2631.

"Information Sharing and Supply Chain Performance: The Role of Connectivity and Willingness," with Stan Fawcett, Paul Osterhaus, Greg Magnan, and Matt McCarter, Supply Chain Management: An International Journal, Vol. 12, No. 5, 2007, pp. 358-368.

"Initial Public Offerings: An Analysis of Theory and Practice," with Stan Fawcett, Journal of Finance, Vol. 61 (February) 2006, pp. 399-436. [This is an electronic version of an article published in Journal of Finance. Complete citation information for the final version of the paper, as published in the print edition of Journal of Finance, is available on the Blackwell Synergy online delivery service, accessible via the journal’s website at www.blackwellpublishing.com/journals/jofi or http://www.blackwell-synergy.com.] Stories on this article were published in the Wall Street Journal, Reuters, Dow Jones Newswires, and Salt Lake Tribune among others.

"Evidence from What CFOs Think about the IPO Process: Practice, Theory, and Managerial Implications," with Stan Fawcett, Journal of Applied Corporate Finance, Vol. 18, No. 3 (Summer) 2006, pp.107-117.

"FranklinCovey Company Retained Ownership versus Sale/Leaseback: A Corporate Real Estate Case Study," with Barrett Slade, Journal of Real Estate Practice and Education, Vol. 9, No. 1, 2006, pp. 81-97.

"Why Do REITs Repurchase Stock? Extricating the Effect of Managerial Signaling in Open Market Share Repurchase Announcements," with Andrew Holmes, Journal of Real Estate Research, Vol. 28, No. 1 (Jan-March) 2006, 1-23 (lead article). This paper won the American Real Estate Society (ARES) best published paper award for 2006 ($10,000 award). Stories on this paper were published in NAREIT's "From the Research Desk" and "Features".

"Initial Public Offerings: CFO Perceptions," with Patricia Ryan and Irv Degraw, Financial Review, Vol. 41, No. 4, 2006, pp. 483-511.

"Amazon Rainforest Properties, Ltda: Monte Carlo Analysis in an International Capital Budgeting Decision," with Matt Watters, Journal of Financial Education, Vol. 31 (Winter) 2005, 107-117.

"Lockups Revisited," with Val Lambson and Grant McQueen, Journal of Financial and Quantitative Analysis, Vol. 40, No. 3 (September), 2005, pp. 519-530. 

"Perceptions of the Teacher-Leader in Modern Society: Insights from the Master Teacher's Pedagogy," with Stan Fawcett and Amydee Fawcett, International Journal of Public Administration, Vol. 28, Nos. 5 & 6, 2005, pp. 465-488.

"Microfinance Institutions: A Comprehensive Review of the Existing Literature," with Gary Woller, Journal of Entrepreneurial Finance and Business Ventures, Vol. 9, Issue 1, 2004, pp. 1-26 (lead article).

"Do Venture Capitalists Add Value to Small Manufacturing Firms? An Empirical Analysis of Venture and Non-Venture Capital Backed Initial Public Offerings," with Richard Brown and Jerry Osteryoung, Journal of Small Business Management, Vol. 42, No. 1, 2004, pp. 78-92. This article was referenced in a manufacturing report by the Industrial College of the Armed Forces National Defense University, June 2004.

"Market Reaction to the Expiration of IPO Lockup Provisions," with Dave Carter, Steve Christophe, and Kim Key, Managerial Finance, Vol. 30, No. 2, 2004, pp. 87-103. This article was abstracted in Bowne Newsletters Review for CFOs & Investment Bankers, December 2004. This article was abstracted as a JIAN Expert Article in Business Planning, December 28, 2004.

"Concealing and Confounding Adverse Signals: Insider Wealth-Maximizing Behavior in the IPO Process," with James Ang, Journal of Financial Economics, Vol. 67, Issue 1, 2003, pp. 149-172.

"The Choice of IPO Versus Takeover: Empirical Evidence," with Bill Francis and Ninon Kohers, Journal of Business, Vol. 76, No. 4, 2003, pp. 583-612.

"The Case of Carlson Egg Farms: Inferred Cost of Capital and Private Firm Valuation," Journal of Finance Case Research, Vol. 5, 2003, pp. 45-53.

"Do Banks Price Owner-Manager Agency Costs? An Examination of Small Business Borrowing," Journal of Small Business Management, Vol. 40, No.4, 2002, pp. 273-286 (lead article). This paper is abstracted in the Federal Reserve Board’s Survey of Small Business Finances website. This article is quoted in Entrepreneur, July, 2003, by David Newton. This article was included in the Emerging Themes in Entrepreneurship Research report by Gwen Richtermeyer of the Business Research & Information Development Group, September 2003. This article was abstracted by MissouriBusiness.net.

"Firm Transparency and the Costs of Going Public," with James Ang, Journal of Financial Research, Vol. 25, No. 1 (Spring), 2002, pp. 1-18 (lead article). This article won the journal's best paper award for the year 2002. This article is abstracted in the CFA Digest, November 2002, Vol. 32, Number 4.

"The Determinants of Successful Micro-IPOs: An Analysis of Issues Made under the Small Corporate Offering Registration (SCOR) Procedure," with Jerry Osteryoung, Journal of Small Business Management, Vol. 39, No. 3, 2001, pp. 209-227.

"The Case of Enviro-Lawn: Valuing a Local Business," with Rick Anderton, Journal of Business Education, Vol. 2, Spring, 2001, pp. 23-30.

"An Examination of Utah County Housing Trends Comparing Naive Index Methods to Hedonic Constant-Quality Index Methods," with Barrett Slade, Journal of the Utah Academy, Vol. 78, 2001, pp. 65-78. This paper won the best paper award for the business division.

"An Empirical Analysis of SBA Guaranteed Loans: Rates, Collateral, Agency Costs, and Time to Obtain the Loan," with Jerry Osteryoung, Journal of Entrepreneurial Finance, Vol. 6, No.1, 2001, pp. 1-23 (lead article).

"A Note on Internet Resources for the Entrepreneur: A Small Firm Finance Perspective," Journal of Entrepreneurial and Small Business Finance, Vol. 5, No. 1, 1996, pp. 85-92.

 

NON-PEER REVIEWED PUBLICATIONS

"Dual-track Planning Improves the Harvest," by James C. Brau, Deseret Morning News, November 18, 2007, pg. M9.

"Harvest Strategy Must be Part of Business Plan," Deseret Morning News, September 2, 2007, pg. M8.

Abstract of "The Option to Withdraw IPOs during the Premarket: Empirical Analysis," by Walid Y. Busaba, Lawrence M Benveniste and Re-Jin Guo, Contemporary Finance Digest, Vol. 4, No. 1, Winter 2001, pp. 13-14.

Abstract of "Book-Building vs. Fixed Price: An Analysis of Competing Strategies for Marketing IPOs" by Lawrence M. Benveniste and Walid Y. Busaba, Contemporary Finance Digest, Vol. 2, No. 2, Summer 1998, pp. 60-61.

"Light at West Point," Ensign, June 1991, pp. 75-80.

 

POPULAR PRESS NEWS ARTICLES THAT CITE MY RESEARCH

"Data, Can You Dig It?" by Geoff Griffin, Utah CEO Magazine, February 27, 2008.

"Buy Back or Payout," by Allen Kenney, National Association of Real Estate Investment Trusts Features, November/December 2007.

"REIT Stock Repurchases Provide Buy Signal," by Brad Case, National Association of Real Estate Investment Trusts From the Research Desk, November/December 2007.

"Dual-track Planning Improves the Harvest," by James C. Brau, Deseret Morning News, November 18, 2007, pg. M9.

"Harvest Strategy Must be Part of Business Plan," by James C. Brau, Deseret Morning News, September 2, 2007, pg. M8.

"Using IPOs to Prove Value of M&A Targets," by Roberto Ragozzino and Jeffrey J. Reuer, Financial Times, October 6, 2006, pg. 5.

"BYU Study Clarifies Misunderstood Motivations Behind IPOs," Marriott Alumni Magazine, Summer 2006, pg. 23.

"IPO's Often Aimed at Making Acquisitions," by Euan Rocha, Reuters, February 17, 2006.

"Be Wary When Jumping into IPO Waters," by Leslie Mitchell, The Salt Lake Tribune, February 16, 2006, pg. C2.

"Underpricing IPOs: Many Finance Chiefs Understand Practice, Cite Reward for Risk," by Lynn Cowan, Europe Wall Street Journal, February 16, 2006, pg. 20.

"BYU Study Clarifies Misunderstood Motivations Behind IPOs," Utah Business Magazine: The Magazine for Decision Makers, February 16, 2006.

"On Top of the ‘Pops’: IPOs Rarely Surprise CFOs," by Lynn Cowan, Wall Street Journal, February 15, 2006, pg. C5.

"Company CFOs Expect IPOs to Be Underpriced," by Lynn Cowan, Dow Jones Newswires, February 14, 2006.

"BYU Study Clarifies Misunderstood Motivations Behind IPOs," by Grant Madsen, BYU News, February 14, 2006.

"IPO Beats a Buyout, Study Says," by Jordan Burke, Deseret Morning News, Salt Lake City, Utah, January 7, 2004, pg. E1 - Front page of business section.

"IPO Means More Profits than Acquisitions," by Grant Madsen, YNEWS, December 12, 2003, pg. 2.

"IPO Yields More Cash than Sale, Study Says," by Steven Oberbeck, Salt Lake Tribune, Salt Lake City, Utah, December 2, 2003, pg. E1 - Front page of business section.

"Entrepreneurs Generally Make More Profits Choosing IPO vs. Acquisition, says BYU study," by Grant Madsen, BYU News, December 1, 2003.

"In the Balance: Learn the Factors Banks Really Weigh When Setting Loan Terms – What’s the Point?" by David Newton, Entrepreneur, July, 2003.

 

PRESENTATIONS

"IPO Pricing and Equity Return Swaps," with Frank Laatsch and Mingsheng Li, Midwest Finance Association, February 2008.

"The Desire to Acquire: Evidence on New IPOs and the Long-Run Performance Puzzle," with Robert Couch and Ninon Sutton, Brigham Young University Business Management Seminar, December 2007.

"Family Finances and Home Storage," Hobble Creek Sixth Ward, April 2007.

"Accruals Management in IPOs: Third-Party Mitigation or Issuer Signaling?" with Peter Johnson, Brigham Young University Business Management Seminar, May 2007.

"Enhancing Your Scholarly Productivity: Advice for New Faculty from Associate Professors," Panel Discussion, BYU Faculty Development Center, May 2007.

"Family Finances," Hobble Creek Sixth Ward, January 2007.

"Information Sharing as an Enabler of Supply Chain Performance," with Stanley Fawcett, Decision Sciences Institute Conference, November 2006.

"REIT Stock Repurchases: Completion Rates, Long-Run Returns, and the Straddle Hypothesis," with Greg Adams and Andy Holmes, Financial Management Association Meeting, October 2006.

"Third-Party Certification and IPO Window Dressing via Accruals Management," with Greg Adams and Mike Murff, Financial Management Association Meeting, October 2006.

"Information Sharing and Supply Chain performance: The Role of Connectivity and Willingness," International Purchasing and Supply Education and Research Association, April 2006.

"Why do Firms Go Public? An Empirical Analysis Using Surveys of Chief Financial Officers," with Patricia Ryan and Irv DeGraw, Southern Finance Conference, November 2005; Academy of Financial Services, October 2003.

"Insiders' Wealth-Maximizing Behavior in the IPO Process and Aftermarket Performance: Healthy diversification or private information opportunistic gains?," with Mingsheng Li and Jing Shi, Financial Management Association Meeting, October 2005.

"Social Performance and Economic Dimensions of Microfinance NGOs," with Shon Hiatt and Warner Woodworth, Academy of Management Meeting, August 2005.

"Dual Track IPOs versus Single Track Takeovers: Does the Road Less Traveled Make all the Difference?" with Ninon Kohers, Brigham Young University Business Management Seminar, May 2005.

"An Empirical Analysis of the Financial Impact of Supply Chain Management on Small Firms," with Stan Fawcett and Ladd Morgan, Academy of Entrepreneurial Finance Meeting, April 2005.

"Family Finances and the Three Baskets," Northridge Orem Stake, March 2005.

"Initial Public Offerings: An Analysis of Theory and Practice," with Stan Fawcett, University of Utah, June 2004; University of Puerto Rico, September 2004; Financial Management Association Meeting, October 2004.

"Amazon Rainforest Properties, Ltda: Monte Carlo Analysis in an International Capital Budgeting Decision," with Matt Watters, Financial Management Association Meeting, October 2004.

"Perceptions of the Teacher-Leader in Modern Society: Insights from the Master Teacher's Pedagogy," with Stan Fawcett and Amydee Fawcett, Brigham Young University Business Management Seminar, January 2004.

"Microfinance Institutions: A Comprehensive Review of the Existing Literature and an Outline for Future Financial Research," with Gary Woller, BYU Center for Economic Self Reliance, July 2003 and Financial Management Association Meeting, October 2003.

"The Case of Carlson Egg Farms: Inferred Cost of Capital and Private Firm Valuation," Financial Education Association Meeting, April 2003.

"Introducing Microfinance in an Entrepreneurial Finance Class: A Teaching Note," Financial Education Association Meeting, April 2003.

"The Motivation and Methods of the Master Teacher: Insights from Isaiah," with Stan Fawcett, Financial Education Association Meeting, April 2003.

"An Orderly Financial House," Spring Creek Springville 12th Ward, December 2002.

"IPO Theories: Where Practice Meets Academic Theory," Brigham Young University Business Management Seminar, September 2002.

"Personal Investing Strategies," DHI Computing Service, Inc., Provo, UT, February 2002.

"Examining the Validity of Managerial Signaling in Open Market Share Repurchase Announcements," with Andy Holmes, Financial Management Association Meeting, October 2001.

"Do Venture Capitalists Add Value to Small Businesses? An Empirical Analysis of Venture and Nonventure Capital-Backed Initial Public Offerings," with Richard Brown and Jerry Osteryoung, Babson College-Kauffman Foundation Entrepreneurship Research Conference, June 2001.

"Concealing and Confounding Adverse Signals: Insider Wealth-Maximizing Behavior in the IPO Process," with James Ang, Brigham Young University Business Management Seminar, June 2001.

"What's Happening to the Utah County Housing Market? An Examination of Trends Comparing Naive Index Methods to Hedonic Constant-Quality Index Methods," with Barrett Slade, Utah Academy of Sciences, Arts, & Letters Annual Meeting, April 2001. (Won Best Paper Award.)

"Why Lockups?," with Val Lambson and Grant McQueen, University of Utah Finance Seminar, November 2000; University of Washington Finance Seminar, August 2001; Financial Management Association Meeting, October 2001; BYU Economics Seminar, October 2002.

"Market Reaction to the Expiration of IPO Lockup Provisions," with Dave Carter, Steve Christophe, and Kim Key, Southern Finance Meeting, November 2000.

"The Going Public Decision: The Choice of IPO Versus Takeover," with Bill Francis and Ninon Kohers, Financial Management Association Meeting, October 2000.

"An Empirical Analysis of SBA Guaranteed Loans: Rates, Collateral, Agency Costs, and Time to Obtain the Loan," with Jerry Osteryoung, Financial Management Association Meeting, October 2000.

"The Choice of IPO versus Takeover: Empirical Evidence," with Bill Francis and Ninon Kohers, Brigham Young University Business Management Seminar, February 2000.

"An Empirical Analysis of the IPO Lockup Period," Brigham Young University Business Management Seminar, November 1999.

"The Financial Marketing of Initial Public Offerings: An Empirical Analysis of Selling Effort and Offering Price Adjustments," with James S. Ang, Financial Management Association Meeting, October 1999.

"Insider Opportunism Behavior in Initial Public Offerings: Agency Considerations of Primary and Secondary Share Adjustments, " Oklahoma State, Texas State, Western Ontario, and Brigham Young Finance Seminars, December 1998 and January 1999.

"Three Essays on the Going Public Process," Financial Management Doctoral Student Seminar, October 1998.

"A Trading Rule Using the Equity Carve-Out Negative Issue Period Phenomenon: Evidence of Market Inefficiency," with David R. Peterson, Financial Management Association Meeting and Florida State Finance Seminar, October 1998.

"Leveraged Buyouts: An Empirical Analysis of Free Cash Flow, Financial Distress, and Tax Predictions," Financial Management Association Meeting, October 1997.

"Do Banks Price Agency? An Examination of Implicit and Explicit Premiums using Small Business Data," Academy of Entrepreneurial and Small Firm Finance Symposium October 1997.

"Leveraged Buyouts: An Empirical Analysis of Free Cash Flow and Financial Distress Predictions," Eastern Finance Association Meeting, April 1997.

"The Determinants of Successful Small Firm Equity Offerings: An Analysis of the Small Corporate Offering Registration (SCOR) Document," with Jerome S. Osteryoung, Babson College-Kauffman Foundation Entrepreneurship Research Conference, April 1997.

"Small Corporate Offering Registration: An Empirical Analysis of the U-7 Disclosure Document," with Jerome S. Osteryoung, Academy of Entrepreneurial and Small Firm Finance Symposium, October 1996.

"Internet Resources for the Entrepreneur: A Small Firm Finance Perspective," Academy of Entrepreneurial and Small Firm Finance Symposium, October 1996.

"An Empirical Investigation of SCORs (Small Corporate Offering Registrations): Do Geographical Region and Amount Offered Affect the Success of Offerings," with Jerome S. Osteryoung and John R. Kerr, Babson College-Kauffman Foundation Entrepreneurship Research Conference, April 1996.

ACADEMIC CASES

"Amazon Rainforest Properties, Ltda.: Monte Carlo Analysis in an International Capital Budgeting Decision," with Matt Watters.

"FranklinCovey Company Retained Ownership versus Sale/Leaseback: A Corporate Real Estate Case Study," with Barrett Slade.

"Enviro-Lawn: Valuing a Local Business," with Rick Anderton.

"Carlson Egg Farms: Inferred Cost of Capital and Private Firm Valuation."

"Sunrise Presentations: A Study in Divesting a Small Business," with Cyndi Barrus.

"SUE Corporation: Financial Statement Analysis," with Jared Hale.

"PBS&J Corporation: Financial Forecasting and Planning," with Jared Hale.

SCHOLARSHIP HONORS

  • Goldman Sachs Faculty Fellow, Marriott School, Brigham Young University, 2001 - present.
  • Annual Best Paper Award, Journal of Real Estate Research for 2006 publication, 2007 ($10,000).
  • University Young Scholar Award, Brigham Young University, 2005.
  • Marriott School Outstanding Researcher Award, Brigham Young University, 2004.
  • Business Management Department Outstanding Researcher Award, Marriott School, Brigham Young University, 2003.
  • Annual Best Paper Award, Journal of Financial Research for 2002 publication, 2003 ($5,000).
  • Chartered Financial Analyst (CFA), CFA Institute, awarded 2004.
  • Best Paper Award, Utah Academy of Sciences, Arts, & Letters, November 2001 ($500).
  • Outstanding Graduate Scholar Award (Valedictorian), The Florida State University Phi Kappa Phi Chapter (One award university wide).
  • University Dissertation Research Grant Recipient, The Florida State University.
  • Participant, Financial Management Association Doctoral Student Seminar.
  • University Fellow, The Florida State University.
  • Scholar, Florida National Guard Officer's Association.
  • Member, Phi Kappa Phi Academic Honor Society, inducted 1990 at West Point.
  • Member, Beta Gamma Sigma Business Honor Society, inducted 1999 at Florida State.

RESEARCH GRANTS APPLIED FOR AND RECEIVED

  • Venture Capital Studies, 2007, Center for Entrepreneurship, BYU, $5,000.
  • Micro-IPO Database Construction, 2006, Marriott School, BYU, $5,000.
  • IPO Studies, 2005, Center for Entrepreneurship, BYU, $5,000.
  • Mexican IPOs, 2005, Kennedy Center for International Studies, BYU, $2,500.
  • Entrepreneurial Research on Start-up Financing, 2004, Marriott School, BYU, $5,000.
  • Microfinance Study, 2003, Marriott School, BYU, $2,000.
  • Microfinance Study, 2003, Global Management Center, $3,000.
  • Micro-IPO Database, 2002, Marriott School, BYU, $5,000.
  • IPO Survey Study, 2002, Center for Entrepreneurship, BYU, $5,000.
  • IPO and Entrepreneurial Finance Studies, 2001, Marriott School, BYU, $5,000.
  • Venture Capital and IPO Analysis, 2000, Marriott School, BYU, $5,000.
  • Dissertation Grant Recipient, 1999, FSU.

HONOR'S THESES ADVISED

  • Chair, Trevor Bodily, Accounting, "Insurance IPOs," 2007-2008.
  • Chair, Dave Heywood, Accounting, "Real Estate Investment Trust Initial Public Offerings and Accounting Implications," 2007-2008.
  • Chair, Jonathan Holloway, Accounting, "Venture Capitalists, Initial Public Offerings, and Earnings Management," 2007-2008.
  • Chair, Jeff Wheeler, Economics, "How Do Venture Capitalist's Affect the Buy-out Premium of a Target Company?" 2006-2008.

 

ORCA PROJECTS ADVISED

·         Jonathan Holloway, Accounting, Topic: VCs, IPOs, and Earnings Management, 2008.

·         Bret Rasmussen, Finance, Topic: Initial Public Offering CFO Survey, 2003.

·         Lawrence Penner, Finance, Topic: Repricing Underwater Options, 2003.

·         Gardner Gee, Economics, Topic: Small Corporate Offering Registrations, 2002.

 

TEACHING ACTIVITY

TEACHING HONORS

  • Marriott School Finance Society Outstanding Finance Professor of the Year Award, Brigham Young University, 2006-2007 academic year.
  • Marriott School Outstanding Teacher Award, Brigham Young University, 2005.
  • Business Management Department Outstanding Teacher Award, Marriott School, Brigham Young University, 2004.
  • Marriott School Finance Society Outstanding Teaching Professor Award, Brigham Young University, 2002-2003 academic year.
  • Course Development Project Grant Recipient, Brigham Young University, 2000-2001 academic year.
  • University Teaching Appointment, University Teaching Associate, Program for Instructional Excellence, The Florida State University, 1998-1999 academic year.
  • University Award, Outstanding Teaching Award, The Florida State University, 1997-1998 academic year.
  • College of Business Award, Outstanding Teaching Award, The Florida State University, 1997-1998 academic year.

TEACHING EXPERIENCE

Associate Professor, Brigham Young University, 5/2005 to present.

Teach advanced corporate finance for executive MBAs (MBA 693AF).

Teach entrepreneurial finance for executive MBAs (MBA 667).

Teach senior level advanced corporate finance for accountants (BusM 402).

Teach senior level entrepreneurial finance (BusM 475)

Summer Professor, Consortium of Universities for International Studies (CIMBA), Paderno del Grappa, Italy. 5/2007-6/2007

Taught undergraduate Principles of Finance (FIN 310)

Guest Professor, University of Utah, 2/2005-4/2005; 9/2006-4/2007.

Taught master level CFA Level I preparation courses (FIN 6600, FIN 6610).

Taught master level CFA Level II individual study (FIN 6910)

Visiting Professor, University of Puerto Rico, 7/2005-4/2006.

Taught PhD independent study on IPOs and Entrepreneurial Finance (FING 8019).

Taught master level CFA preparation course (FING 6721a).

Taught advanced financial spreadsheet modeling class (FING 6721b).

Assistant Professor, Brigham Young University, 4/1999 to 4/2005.

Taught advanced corporate finance class for executive MBAs (MBA 693AF).

Taught entrepreneurial finance class for executive MBAs (MBA 667).

Taught business finance class for executive MBAs (MBA 520).

Taught senior level advanced financial management class (BusM 401).

Taught senior level advanced finance for accountants class (BusM 402).

Taught graduate level managerial finance for engineers class (MGT 511).

Supervised individual MBA studies (BusM 693R).

Supervised Office for Research and Creative Activities (ORCA) projects.

University Teaching Associate, The Florida State University, 1998 to 1999.

Mentored and trained Teaching Assistants university-wide.

Graduate Teaching Instructor, The Florida State University, 1996 to 1999.

Taught undergraduate financial management of the firm (three sections)

Taught undergraduate investments and financial markets (five sections)

Taught undergraduate financial markets, institutions, and international finance (two sections)

TEACHING DEVELOPMENT ACTIVITIES

  • Use Student Consulting on Teaching (SCOT) program each semester, 1999-present.
  • Islamic Finance, Financial Management Association, October 2007.
  • What Should We Be Teaching Students and What do Employers Really Want Student to Know?, Financial Management Association, October 2007.
  • Case Teaching Seminar, participant, by Professor Terry Hill from Oxford University, Brigham Young University, September 2006.
  • Marriott School Faculty Teaching Seminar, presenter, "Excel in the Classroom", March 2003.
  • Financial Education Association, Attended and presented three papers, Orlando, FL, April 2003.
  • Improving Learning with Technology Conference, Center for Instructional Design/Faculty Center, Brigham Young University, November 2002.
  • Technology in Financial Education, Financial Management Association, October 2002.
  • Developing Discussion Leadership Skills: A Tribute to the Master, participant, by Professor By Barnes of the Harvard Business School, Eccles School of Business, University of Utah, April 2000.
  • Financial Management Association Assistant Professor Breakfast, FMA Annual Meeting, 1999, 2000, 2001.
  • New Faculty Development Program Participant, Faculty Development Center, Brigham Young University, 1999-2000.
  • Used the IDEA feedback system and met with Faculty Development specialists during first semester at BYU.
  • Coordinator and Presenter, "Instructional Technology," at the Program for Instructional Excellence 1999 Spring Teaching Conference, The Florida State University.
  • Coordinator, "Course Design," at the Program for Instructional Excellence 1998 Fall Teaching Conference, Florida State University.
  • Session Chair, "Grading Issues," at the Program for Instructional Excellence 1998 Fall Teaching Conference, Florida State University.
  • Presenter, "Electronic Instructional Design," at the Program for Instructional Excellence 1997 Fall Teaching Conference, Florida State University.

 

SERVICE ACTIVITY

 PROFESSIONAL SERVICE

  • Ad hoc reviewer, Journal of Financial and Quantitative Analysis, Journal of Banking and Finance, Management Science, Journal of Financial Research, Entrepreneurship: Theory and Practice, Journal of Applied Finance, International Review of Economics and Finance, Journal of Financial Education, Journal of Economics and Finance, Financial Review, Journal of Microfinance, Addison Wesley Longman, McGraw-Hill/Irwin.
  • Editorial Review Board, Financial Decisions, 2001-present.
  • Editorial Review Board, Entrepreneurship: Theory and Practice, 2005-present.
  • Session Chair, 2006 Financial Management Association Meeting. "What Drives the Equity Issue Decision?"
  • Discussant, 2006 Financial Management Association Meeting. "Information Asymmetry, Information Production, and the Types of Security Offerings," by Bingsheng Yi, Scott Besley, and Christos Pantzalis.
  • Discussant, 2006 Financial Management Association Meeting. "Investment, Liquidity, and Private Debt: The Case of REIT Credit Facilities," by Robert Campbell, Erik Devos, and Andrew Spieler.
  • Session Coordinator, 2005 Financial Management Association Meeting, "Small Business Financing and Decision Making"
  • Reviewer and member of program committee for the 2005 Financial Management Association Meeting. Reviewed 7 entrepreneurial finance working papers.
  • Reviewer and member of program committee for the 2003 Financial Education Association Meeting. Reviewed 5 financial education papers.
  • Reviewer and member of program committee for the 2002 Financial Management Association Meeting. Reviewed 12 new security issuance working papers.
  • Session Coordinator, 2002 Financial Management Association Meeting, "Seasoned Equity Offerings"
  • Discussant, 2001 Financial Management Association Meeting. "Partial Adjustment to Public Information and IPO Underpricing," by Dan Bradley and Brad Jordan.
  • Session Chair, 2001 Financial Management Association Meeting, "Signaling?"
  • Discussant, 2000 Financial Management Association Meeting. "Divergence of Opinion in IPOs," by Todd Houge, Tim Loughran, Gerry Suchanek, and Xuemin Yan.
  • Focus Group Participant, Long Range Planning Committee, 2000 Financial Management Association Meeting.
  • Reviewer and member of program committee for the 2000 Financial Management Association Meeting. Reviewed 18 IPO working papers.
  • Session Coordinator, 2000 Financial Management Association Meeting. "Value Creation and Gain Sharing in Mergers and Acquisitions."
  • Discussant, 1999 Financial Management Association Meeting. "Underpricing of Venture and Non Venture Capital IPOs: An Empirical Investigation," by Bill Francis, Iftekhar Hasan, Cheng-ru Hu.
  • Session Chair, 1997 Financial Management Association Meeting. "Compensation and Corporate Investment Decisions."
  • Discussant, 1997 Financial Management Association Meeting. "Wealth Gains from Equity Carveouts: Value Creation or Value Correction," by Anand Vijh.
  • Discussant, 1997 Academy of Entrepreneurial and Small Firm Finance Symposium. "Banks as a Source of Small Business Capital: A Comparison of Men and Women-Owned Businesses," by Susan Coleman and Mary Carsky.
  • Discussant, 1997 Eastern Finance Association Meeting. "Characteristics of Target Firms in Corporate Takeovers: Cross-Border Versus Domestic Bids," by Zakri Bello and Vahan Janj