Academic qualifications

• PhD 1992 Georgia State University, Finance
• BBA 1987 Central State University, Marketing

Academic And Professional Experience

• Adjunct Associate Professor of Finance, Hong Kong University of Science and Technology, 2006 – present
• Executive Director of Certification, Institute of Financial Planners of Hong Kong, 2003 – 2006
• Senior Manager (Management Consulting), Management and Executive Development Centre, Hong Kong Polytechnic University, 2001 – 2003
• Assistant Professor of Banking and Finance, Open University of Hong Kong, 1999 – 2001
• Associate Professor of Finance, California State University at Hayward, 1992 – 1999
• Academic Director (Hong Kong MBA Program), California State University at Hayward, 1995 – 1999
• Visiting Assistant Professor of Finance, Hong Kong University of Science & Technology, Jan – Dec 1997
• Visiting Associate Professor of Finance, Georgia State University, Jun – Sept 1995

Publications

• “The Performances of U.S. International Funds during the Asian Financial Crisis”, (with Kam Chan and Louis Cheng), Academy of Accounting and Financial Studies Journal, v8, No 2, 2004, p. 35-52.
• “Predicting Mutual Fund Performance: A Portfolio Commonality Approach”, (with Louis Cheng, Larry Guin, and Kam Chan), International Journal of Business, v8 (1), 2003, p.63-85.
• “Genetic Algorithm, Learning, and the Dynamics of Corporate Takeovers,” (with Tom Noe), Journal of Economic Dynamics and Control, 2000, v24, p.189-217.
• “Are There Hot-Hands Among Mutual Fund Houses in Hong Kong?” (with Louis Cheng and Don Wort), Journal of Business Finance and Accounting, v26 (1/2), 1999, p.103-135.
• “Cointegration of International Stock Market Indices,” (with Ray Chou and Victor Ng). Proceedings of American Statistics Association annual meetings, 1994.
• “Corporate Control and Bank Efficiency,” (with Stephen Timme). Journal of Banking and Finance, 1993, v17 (2/3), p.515-530.

Pensentation

• Western Finance Association, 1993, 1996
• Financial Management Association, 1991, 1993, 1994, 1995, 1997
• Financial Management Association International, 2000
• PACAP Finance Conference, 1997
• Midwest Finance Association, 2000
• Southern Finance Association, 1991
• Eastern Finance Association, 1991
• Asia-Pacific Finance Association, 1997
• North American Economics and Finance Association, 1994
• Conference on Efficiency in Financial Services Industry, 1992

Professional Qualification And Service

• CFP, Institute of Financial Planners of Hong Kong, 2001
• Technical expert, ISO/TC 222 (personal financial planning), 2001 – present
• Delegate of Hong Kong SAR, ISO/TC 222 (personal financial planning), 2001 – present
• Member, founding executive committee and certification subcommittee, Institute of Financial Planners of Hong Kong, 2000 – 2002
• Honorary advisor and exam board member, various finance and financial planning programs of HKU SPACE, MEDC of HK PolyU, and OUHK LiPACE, 2001 – present