Educational Background:

B.S. from Purdue University in Industrial Management (Economics major)

M.B.A. from Western Michigan University (Finance major)

D.B.A. from Kent State University (Finance major with minors in Marketing and Behavioral Science)

Hobbies:

Water skiing, tennis, cycling, golf and gardening

RESEARCH & PUBLICATIONS

(Past 5 Years)

“Real-Time Cases for the Real World”, presented at Midwest Academy of Finance and Insurance in Chicago, Illinois, March 1997.  Also published in proceedings.

“The Net Discount Rate – A Simple Concept”, presented at American Academy of Economic and Financial Experts in Las Vegas, Nevada, April 1997.

“An Examination of Forensic Net Discount Rates”, presented at Western Economics Association NAFE sessions in Seattle, Washington, July 1997.

“The Virtual Case”, presented at the March 1998 meetings of Midwest Academy of Finance and Insurance in Chicago, Illinois, co-authored with Burton Schaffer and Ralph Pope.

A paper co-authored with Hamid Ahmadi and Burton Schaffer entitled “Mutual Fund Shareholder Reports:  An Analysis of Quality and Performance” presented at the Western Decision Sciences Institute April 1998 meetings.

“Virtual Wal-Mart”, presented at the March 1998 Western Casewriters Workshop in Portland, Oregon.

“The Chinese Market: A Case Study in Barriers to Entry”, presented at the March 1998 Midwest Business Administration Association meetings in Chicago, Illinois, co-authored with Ralph Pope.

“Distance Learning – Not for Everyone”, presented at the Midwest Business Administration Meetings in Chicago, Illinois, March 1999.

“The Evolution of Virtual Cases for Finance Case Courses”, submitted to the Journal of Financial Education, co-authored with Burton Schaffer.

“Finance Case Studies: The Internet Way”, presented at Western Decision Sciences Institute in Pureto Vallarta, Mexico, April 1999, co-authored with Burton Schaffer.

“Closed-end Fund Discounts and Premiums: Implications for Future Performance”, presented at the Midwest Business Administration Meetings in Chicago, Illinois, March, 1999, co-authored with Burton Schaffer.

“Actively Managed Funds Versus Index Funds in a Record Setting Bull Market”, presented at the Western Decision Sciences Institute Meetings in Puerto Vallarta, Mexico, April, 1999, co-authored with Burton Schaffer.

“Understanding the Importance of the Net Discount Rate”, accepted for publication in Forum Magazine, Consumer Attorneys of California, July, 1998.

“Risk and Return of Closed-End Funds: Does Manager Tenure Matter?”, presented at the Western Decision Sciences Institute Meetings in Puerto Vallarta, Mexico, April, 1999, co-authored with Burton Schaffer.

“Computerized Portfolio Management” presented at Annual Conference on Distance Learning and Applications of Computer-based Learning Series, Feb. 1999, co-authored with Hamid Ahmadi and Larry Takeuchi.

“Does Online Communication Enhance Learning in Case Classes?”, accepted for presentation at the Western Decision Sciences Institute Meetings in Maui, Hawaii, April 2000.

“In Search of A Reliable Net Discount Rate”, presented at American Academy of Economic and Financial Experts in Las Vegas, Nevada, April 2000.

“Wrongful Death of an Adult Child – A Case Study of a Non-citizen” presented at American Academy of Economic and Financial Experts in Las Vegas, Nevada, March, 2001.

“Wrongful Death of a Child – Investment Approach” presented at American Academy of Economic and Financial Experts in Las Vegas, Nevada, March, 2001.

“An Examination of the Impact of Online Communication on Finance Case Classes” presented at the Midwest Business Administration Meetings in Chicago, Illinois, March, 2001.