Experts and Thought Leaders in Finance

Other Research Expertise (14)

Organizational Behavior and Human Resource Management

Law

Strategy and Management

And 9 more

About

Christos A. Makridis holds academic appointments at Columbia Business School, Stanford University, Baylor University, University of Nicosia, and Arizona State University. He is also an adjunct scholar at the Manhattan Institute, senior adviser at Gallup, and senior adviser at the National AI Institute in the Department of Veterans Affairs. Christos is the CEO/co-founder of [Dainamic](https://www.dainamic.ai/), a technology startup working to democratize the use and application of data science and AI techniques for small and mid sized organizations, and CTO/co-founder of [Living Opera](https://www.livingopera.org/), a web3 startup working to bridge classical music and blockchain technologies. Christos previously served on the White House Council of Economic Advisers managing the cybersecurity, technology, and space activities, as a Non-resident Fellow at the Cyber Security Project in the Harvard Kennedy School of Government, as a Digital Fellow at the Initiative at the Digital Economy in the MIT Sloan School of Management, a a Non-resident Research Scientist at Datacamp, and as a Visiting Fellow at the Foundation for Defense of Democracies. Christos’ primary academic research focuses on labor economics, the digital economy, and personal finance and well-being. He has published over 70 peer-reviewed research papers in academic journals and over 170 news articles in the press. Christos earned a Bachelor’s in Economics and Minor in Mathematics at Arizona State University, as well a dual Masters and PhDs in Economics and Management Science & Engineering at Stanford University.

Most Relevant Publications (5+)

25 total publications

Extreme local temperatures lower expressed sentiment about U.S. economic conditions with implications for the stock returns of local firms

Journal of Behavioral and Experimental Finance / Jul 01, 2022

Makridis, C. A., & Schloetzer, J. D. (2022). Extreme local temperatures lower expressed sentiment about U.S. economic conditions with implications for the stock returns of local firms. Journal of Behavioral and Experimental Finance, 100710. https://doi.org/10.1016/j.jbef.2022.100710

The Distribution of Nonwage Benefits: Maternity Benefits and Gender Diversity

The Review of Financial Studies / Jun 22, 2022

Liu, T., Makridis, C. A., Ouimet, P., & Simintzi, E. (2022). The Distribution of Nonwage Benefits: Maternity Benefits and Gender Diversity. The Review of Financial Studies. https://doi.org/10.1093/rfs/hhac039

Did the paycheck protection program hit the target?

Journal of Financial Economics / Sep 01, 2022

Granja, J., Makridis, C., Yannelis, C., & Zwick, E. (2022). Did the paycheck protection program hit the target? Journal of Financial Economics, 145(3), 725–761. https://doi.org/10.1016/j.jfineco.2022.05.006

Structural transformation and the rise of information technology

Journal of Monetary Economics / Aug 01, 2018

Gallipoli, G., & Makridis, C. A. (2018). Structural transformation and the rise of information technology. Journal of Monetary Economics, 97, 91–110. https://doi.org/10.1016/j.jmoneco.2018.05.005

Validating RefUSA micro-data with the Longitudinal Employer-Household Dynamics Data

Economics Letters / Mar 01, 2017

Makridis, C. A., & Ohlrogge, M. (2017). Validating RefUSA micro-data with the Longitudinal Employer-Household Dynamics Data. Economics Letters, 152, 83–87. https://doi.org/10.1016/j.econlet.2017.01.001

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Hrvoje Kurtović, Ph.D.

Lausanne

11 Years Experience

Lecturer and Researcher at University of Lausanne. Interested in financial markets and how investors form their beliefs.

Education

University of Lausanne

Ph.D., Financial Economics / September, 2023

Lausanne

WHU-Otto Beisheim School of Management

M.Sc., Economics / August, 2019

Vallendar

EBS University of Business and Law

B.Sc., Management / July, 2017

Wiesbaden

Experience

University of Lausanne

Lecturer / September, 2023 — Present

Instructing 1st year bachelor students in “Financial Accounting”

Researcher / September, 2019 — Present

 Designed course materials and exams for subjects including Financial Accounting, Capital Market Research, Financial Statement Analysis, and Accounting Theory  Collaboratively supervised master student theses in finance and accounting  Developed a data sourcing tool that extracts information on 200+ 10-Ks and generates weekly quizzes (used now in several accounting classes throughout the university)  Packages: proficiency in SAS, STATA, and Python for advanced data manipulation, analytics, and econometrics  Databases: Capital IQ M&A, Compustat, CRSP, Execucomp, I/B/E/S, Markit Short Selling, Preqin, TAQ, Thomson/Refinitiv s12 and s34a

Aleris Rolled Products Germany GmbH

Accounting Working Student / March, 2019 — June, 2019

 Conducted economic research to write the economic and risk report for the management report under German commercial code (HGB)  Built an overview of expense accruals in Excel for current payables and tracked their development for financial planning purposes

Stabilus GmbH

M&A / Business Development Intern / May, 2018 — July, 2018

 Valued European acquisition targets with enterprise values from €7 million to €20 million, using comparable analysis and DCF valuation  Involved in initial due diligence on business models, capital structures, and economic environment and created company profiles  Examined sales on regions and business units in Excel and PowerPoint for sales managers to check if forecasts need adjustments

Procurement Intern / May, 2015 — August, 2015

 Developed a method in Excel to find outsourcing opportunities in Eastern Europe based on provided supplier information  Negotiated with suppliers on the basis of mostly self-carried out offer comparisons, price maps, and supplier analyses

Most Relevant Research Expertise

Hrvoje Kurtović, Ph.D. is an accomplished economist with a diverse educational background and extensive research experience. He obtained his Ph.D. in Financial Economics from the University of Lausanne in 2023, after completing his M.Sc. in Economics at WHU-Otto Beisheim School of Management in 2019 and his B.Sc. in Management at EBS University of Business and Law in 2017. Throughout his academic career, Dr. Kurtović has been a visiting scholar at various universities, including Duke University, Indiana University, and Arizona State University. He has also held positions as a lecturer and researcher at the University of Lausanne. In addition to his academic pursuits, Dr. Kurtović has gained practical experience through internships at Aleris Rolled Products Germany GmbH, Stabilus GmbH, and thyssenkrupp. His roles have included accounting, M&A/business development, procurement, and marketing. Dr. Kurtović's research interests include financial economics, international finance, and corporate finance. He has published several papers in reputable journals and has presented his work at conferences around the world. He is a highly skilled and dedicated economist with a passion for advancing the field through his research and teaching.

Other Research Expertise (5)

About

Most Relevant Publications (2+)

3 total publications

Tail risks and private equity performance

Journal of Empirical Finance / Jan 01, 2024

Kurtović, H., & Markarian, G. (2024). Tail risks and private equity performance. Journal of Empirical Finance, 75, 101457. https://doi.org/10.1016/j.jempfin.2023.101457

The Risk and Performance of Listed Private Equity

The Journal of Alternative Investments / May 22, 2023

Kurtović, H., Markarian, G., & Breuer, P. (2023). The Risk and Performance of Listed Private Equity. The Journal of Alternative Investments, 26(1), 77–94. https://doi.org/10.3905/jai.2023.1.191

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Robert Gmeiner

Fayetteville, North Carolina, United States of America

7 Years Experience

Professor with Ph.D. in economics with expertise in time series statistics

Education

Florida State University

Ph.D., Economics / May, 2018

Tallahassee, Florida, United States of America

Florida State University

M.S., Economics / May, 2016

Tallahassee, Florida, United States of America

Wake Forest University

B.A., Economics and Russian / December, 2012

Winston-Salem, North Carolina, United States of America

Experience

Methodist University

Assistant Professor of Financial Economics / August, 2021 — Present

The Sunwater Institute

Scholar / June, 2018 — August, 2019

Extensive research on economics of intellectual property rights.

Kennesaw State University

Limited Term Assistant Professor of Economics / August, 2019 — August, 2021

Most Relevant Research Expertise

Robert Gmeiner is an accomplished economist with a strong background in both academic research and teaching. He holds a Ph.D. and M.S. in Economics from Florida State University and a B.A. in Economics and Russian, summa cum laude and Phi Beta Kappa, from Wake Forest University. Currently, Dr. Gmeiner is on the faculty at Methodist University, where he teaches courses in economics and statistics. His areas of expertise include time series statistics, econometrics, macroeconomic policy, inflation, economic policy (fiscal and monetary), international trade, antitrust/competition, and economic forecasting. He has published several articles in top academic journals and has presented his research at numerous conferences and workshops. Prior to working at Methodist University, he worked for the Sunwater Institute, where he researched the economics of intellectual property rights. Gmeiner is known for his dedication to his students, rigorous and timely work, always meeting deadlines. He takes pride in distilling top-level research into actionable insights, easily understood by a non-technical audience, and his ability to make complex economic concepts accessible and engaging. Outside of his work in economics, Gmeiner enjoys gardening, long-distance running, and spending time with his family. He is also an active member of several professional organizations, including Phi Beta Kappa, Omicron Delta Kappa, and the Philadelphia Society.

Other Research Expertise (23)

Economics

Statistics

Time series statistics

Time Series

Macroeconomics

And 18 more

About

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Sutirtha Bagchi

Villanova, Pennsylvania, United States of America

12 Years Experience

Associate Professor of Economics with a rich set of experiences spanning the commercial and educational sectors. Proficient with the use of legal databases like CaseText, WestLaw, and LexisPlus.

Education

University of Michigan–Ann Arbor

Ph.D., Business Economics / December, 2014

Ann Arbor, Michigan, United States of America

University of Michigan–Ann Arbor

M.A., Economics / August, 2013

Ann Arbor, Michigan, United States of America

Purdue University West Lafayette

MBA, General Management / May, 2006

West Lafayette, Indiana, United States of America

Experience

Villanova University

Associate Professor of Economics / August, 2021 — Present

Assistant Professor of Economics / August, 2014 — August, 2021

McKinsey & Company

Associate / July, 2006 — August, 2008

Worked as an Associate with McKinsey & Company working out of their Pittsburgh office, consulting with clients primarily primarily in the consumer packaged goods and retail space.

FedEx Services

Summer Intern / June, 2005 — August, 2005

Tasked with sketching a customer profile for the Kinko's customer in light of FedEx's acquisition of Kinko's in 2004.

Most Relevant Research Expertise

State and Local Public Finance

Other Research Expertise (8)

Political Economy

Regulation

Sutirtha Bagchi is an Associate Professor of Economics at Villanova University where he teaches courses in microeconomics and public economics. Dr. Bagchi has a Ph.D. in Business Economics and an M.A. in Economics from the University of Michigan–Ann Arbor. He also received an MBA from Purdue University West Lafayette, in addition to a B. Tech. (With Honors) in Chemical Engineering from the Indian Institute of Technology Kharagpur.

Strategy and Management

And 3 more

About

Most Relevant Publications (8+)

24 total publications

The effects of political competition on the funding of public‐sector pension plans

Financial Management / Nov 06, 2020

Bagchi, S. (2020). The effects of political competition on the funding of public‐sector pension plans. Financial Management, 50(3), 691–725. Portico. https://doi.org/10.1111/fima.12335

Monetary growth and wealth inequality

Economics Letters / Sep 01, 2019

Bagchi, S., Curran, M., & Fagerstrom, M. J. (2019). Monetary growth and wealth inequality. Economics Letters, 182, 23–25. https://doi.org/10.1016/j.econlet.2019.05.036

The effects of introducing withholding and third-party reporting on tax collections: Evidence from the U.S. state personal income tax

Journal of Public Economics / Dec 01, 2021

Bagchi, S., & Dušek, L. (2021). The effects of introducing withholding and third-party reporting on tax collections: Evidence from the U.S. state personal income tax. Journal of Public Economics, 204, 104537. https://doi.org/10.1016/j.jpubeco.2021.104537

Barriers to Entry and Competitive Behavior: Evidence from Reforms of Cable Franchising Regulations

The Journal of Industrial Economics / Sep 01, 2017

Bagchi, S., & Sivadasan, J. (2017). Barriers to Entry and Competitive Behavior: Evidence from Reforms of Cable Franchising Regulations. The Journal of Industrial Economics, 65(3), 510–558. Portico. https://doi.org/10.1111/joie.12152

Withholding matters: The impact of Act 32 on compliance with the earned income tax

Economics Letters / Oct 01, 2022

Bagchi, S. (2022). Withholding matters: The impact of Act 32 on compliance with the earned income tax. Economics Letters, 219, 110796. https://doi.org/10.1016/j.econlet.2022.110796

Public-sector pension plans and the discount rate assumption: The role of political incentives

Economics Letters / Jul 01, 2021

Bagchi, S., & Naughton, J. P. (2021). Public-sector pension plans and the discount rate assumption: The role of political incentives. Economics Letters, 204, 109914. https://doi.org/10.1016/j.econlet.2021.109914

Does the Strength of Incentives Matter for Elected Officials? A Look at Tax Collectors

The B.E. Journal of Economic Analysis & Policy / Jun 09, 2021

Bagchi, S. (2021). Does the Strength of Incentives Matter for Elected Officials? A Look at Tax Collectors. The B.E. Journal of Economic Analysis & Policy, 21(3), 967–1012. https://doi.org/10.1515/bejeap-2020-0008

Contribution volatility and public pension reform

Journal of Pension Economics and Finance / Apr 06, 2017

ST. CLAIR, T., & MARTINEZ GUZMAN, J. P. (2017). Contribution volatility and public pension reform. Journal of Pension Economics and Finance, 17(4), 513–533. https://doi.org/10.1017/s1474747217000129

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Jim Samuel

11 Years Experience

Associate Professor at Rutgers University

Education

Baruch College

PhD, Information Systems / 2007

New York, New York, United States of America

Experience

Rutgers University

Associate Professor / 2021 — Present

Axivest

CIO / 2012 — Present

Research Expertise (22)

Analytics

Artificial Intelligence

Informatics

Machine Learning

NLP NLU NLG Behavioral Finance

And 17 more

About

Jim Samuel is an Associate Professor of Practice and Executive Director of the Informatics Program at the Bloustein School. He is an information and artificial intelligence (AI) scientist, with significant industry experience in finance, technology, entrepreneurship and data analytics. Dr. Samuel’s primary research covers human intelligence and artificial intelligences interaction and information philosophy. Dr. Samuel’s applied research focuses on the optimal use of big data and smart data driven AI applications, textual analytics, natural language processing and artificially intelligent public opinion informatics. His expertise extends to socioeconomic implications of AI, applied machine learning, social media analytics, AI education and AI bias. Dr. Samuel completed his Ph.D. from the Zicklin School of Business, Baruch College – City University of New York, and he also has M.Arch and M.B.A (International Finance) degrees. Dr. Samuel has worked with large multinational financial services corporations, and advises businesses and organizations on data analytics and AI driven value creation strategies. He is passionate about research driven thought leadership in AI, information philosophy, analytics and informatics.

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Ryan Howell

San Francisco , California, United States of America

18 Years Experience

Professor of Psychology, Department of Psychology, San Francisco State University

Education

University of California, Riverside

PhD, Social / Personality Psychology Division / 2005

Riverside, California, United States of America

University of California, Riverside

MA, Social / Personality Psychology / 2002

Riverside, California, United States of America

Westmont College

BSc, Psychology / 1998

Santa Barbara, California, United States of America

Experience

San Francisco State University, Department of Psychology

Associate Professor / 2012 — Present

Most Relevant Research Expertise

Psychiatry and Mental health

Other Research Expertise (33)

Happiness

Clinical Psychology

History and Philosophy of Science

Applied Psychology

And 28 more

About

Dr. Ryan Howell is an Associate Professor at San Francisco State University. His research interests include the psychology of goals and how people pursue and achieve them. Dr. Howell received his PhD in Social/Personality Psychology from the University of California, Riverside in 2005.

Most Relevant Publications (1+)

64 total publications

A Brief Money Management Scale and Its Associations With Personality, Financial Health, and Hypothetical Debt Repayment

Journal of Financial Counseling and Planning / Jan 01, 2017

Ksendzova, M., Donnelly, G. E., & Howell, R. T. (2017). A Brief Money Management Scale and Its Associations With Personality, Financial Health, and Hypothetical Debt Repayment. Journal of Financial Counseling and Planning, 28(1), 62–75. https://doi.org/10.1891/1052-3073.28.1.62

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Emmanouil Mentzakis

London

15 Years Experience

Health Economist, Professor at City University of London

Education

University of Aberdeen

PhD, Health Economics Research Unit

Aberdeen

Experience

University of Southampton

Lecturer in Economics / September, 2012 — August, 2014

Associate Professor in Economics / September, 2014 — June, 2022

Professor in Economics / July, 2022 — January, 2023

NHS England

Analytical Lead / October, 2019 — July, 2020

Led the update of the CCGs need-based funding allocation formula.

City University of London

Professor / February, 2023 — Present

Head of Department of Economics / February, 2023 — Present

Most Relevant Research Expertise

Pulmonary and Respiratory Medicine

Other Research Expertise (20)

Pediatrics, Perinatology and Child Health

Management, Monitoring, Policy and Law

Public Health, Environmental and Occupational Health

And 15 more

About

Senior academic and policy advisor. Public and private sector consultant with remit ranging from health ministries and public organizations to insurance and pharmaceutical companies. Cross-institutional leader in research and admin roles focusing on excellence, efficiency, innovation, and community. Strategic and proactive thinker with clear vision and plan, approaching challenges with creativity and adaptability. Highly motivational manager with strong communication skills and impeccable project management track-record. Expert scholar and educator in health economics, discrete choice experiments, research study design and observational epidemiology. Long experience setting-up and coordinating multi-disciplinary teams into delivering high quality research.

Most Relevant Publications (5+)

46 total publications

Designing feasible and effective health plan payments in countries with data availability constraints

Journal of Risk and Insurance / Jan 20, 2022

Henriquez, J., Iommi, M., McGuire, T., Mentzakis, E., & Paolucci, F. (2022). Designing feasible and effective health plan payments in countries with data availability constraints. Journal of Risk and Insurance, 90(1), 33–57. Portico. https://doi.org/10.1111/jori.12372

Experimental evidence on the effect of incentives and domain in risk aversion and discounting tasks

Journal of Risk and Uncertainty / Jun 01, 2021

Mentzakis, E., & Sadeh, J. (2021). Experimental evidence on the effect of incentives and domain in risk aversion and discounting tasks. Journal of Risk and Uncertainty, 62(3), 203–224. https://doi.org/10.1007/s11166-021-09354-9

Comparative analysis of decision maker preferences for equity/efficiency attributes in reimbursement decisions in three European countries

The European Journal of Health Economics / Aug 22, 2015

Baji, P., García-Goñi, M., Gulácsi, L., Mentzakis, E., & Paolucci, F. (2015). Comparative analysis of decision maker preferences for equity/efficiency attributes in reimbursement decisions in three European countries. The European Journal of Health Economics, 17(7), 791–799. https://doi.org/10.1007/s10198-015-0721-x

Hypothetical bias in value orientations ring games

Economics Letters / Sep 01, 2013

Mentzakis, E., & Mestelman, S. (2013). Hypothetical bias in value orientations ring games. Economics Letters, 120(3), 562–565. https://doi.org/10.1016/j.econlet.2013.06.019

Priority setting in the German healthcare system: results from a discrete choice experiment

International Journal of Health Economics and Management / May 15, 2023

Meusel, V., Mentzakis, E., Baji, P., Fiorentini, G., & Paolucci, F. (2023). Priority setting in the German healthcare system: results from a discrete choice experiment. International Journal of Health Economics and Management, 23(3), 411–431. https://doi.org/10.1007/s10754-023-09347-y

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Denise Breaux Soignet

Fayetteville, Arkansas, United States of America

12 Years Experience

I am an experienced researcher, teacher, author, management consultant, and center director. My work centers on helping current and future business leaders learn to tackle some of the most pressing interpersonal challenges—and some of the most exciting human opportunities—in today’s workplace.

Education

Florida State University

Ph.D., Organizational Behavior and Human Resource Management

Tallahassee, Florida, United States of America

Nicholls State University

M.B.A.

Thibodaux, Louisiana, United States of America

Nicholls State University

B.S., Human Resource Management

Thibodaux, Louisiana, United States of America

Experience

University of Arkansas

Director - Tyson Center for Faith-Friendly Workplaces (current) / 2019 — Present

University of Arkansas

Clinical Associate Professor of Management (current) / 2020 — Present

University of Arkansas

Clinical Assistant Professor of Management / 2016 — 2019

Assistant Professor of Management / 2010 — 2015

Most Relevant Research Expertise

Management of Technology and Innovation

Other Research Expertise (8)

Strategy and Management

Organizational Behavior and Human Resource Management

Applied Psychology

Management Science and Operations Research

And 3 more

About

I've spent over a decade researching, writing, consulting, and teaching about interpersonal relationships, human interactions, and people-problems in organizations. My early academic work centered on work stress, organizational politics, and dysfunctional leadership, and through the years I've broadened my focus to explore a wider range of human issues in the workplace. My passion for understanding and repairing interpersonal issues led to my current role as Director of the Tyson Center for Faith-Friendly Workplaces, a center dedicated to increasing religious tolerance, interfaith understanding, and acceptance of religious diversity in the workplace.

Most Relevant Publications (1+)

9 total publications

Politics as a Moderator of the Accountability—Job Satisfaction Relationship: Evidence Across Three Studies

Journal of Management / Feb 05, 2008

Breaux, D. M., Munyon, T. P., Hochwarter, W. A., & Ferris, G. R. (2008). Politics as a Moderator of the Accountability—Job Satisfaction Relationship: Evidence Across Three Studies. Journal of Management, 35(2), 307–326. https://doi.org/10.1177/0149206308318621

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Scott Baker

9 Years Experience

Professor of Finance - Kellogg School of Management

Education

Stanford University

PhD, Economics / 2014

Stanford, California, United States of America

University of California, Berkeley

BA, Economics / 2007

Berkeley, California, United States of America

Experience

Northwestern University

Professor of Economics / 2014 — Present

Most Relevant Research Expertise

Other Research Expertise (6)

Household Finance

Public Finance

Macroeconomics

Ryan Baker is a professor of economics at Northwestern University. He received his PhD in economics from Stanford University in 2014 and his BA in economics from the University of California, Berkeley in 2007.

And 1 more

About

Most Relevant Publications (7+)

35 total publications

The Unprecedented Stock Market Reaction to COVID-19

The Review of Asset Pricing Studies / Jul 18, 2020

Baker, S. R., Bloom, N., Davis, S. J., Kost, K., Sammon, M., & Viratyosin, T. (2020). The Unprecedented Stock Market Reaction to COVID-19. The Review of Asset Pricing Studies, 10(4), 742–758. https://doi.org/10.1093/rapstu/raaa008

How Does Household Spending Respond to an Epidemic? Consumption during the 2020 COVID-19 Pandemic

The Review of Asset Pricing Studies / Jul 21, 2020

Baker, S. R., Farrokhnia, R. A., Meyer, S., Pagel, M., & Yannelis, C. (2020). How Does Household Spending Respond to an Epidemic? Consumption during the 2020 COVID-19 Pandemic. The Review of Asset Pricing Studies, 10(4), 834–862. https://doi.org/10.1093/rapstu/raaa009

Economic uncertainty before and during the COVID-19 pandemic

Journal of Public Economics / Nov 01, 2020

Altig, D., Baker, S., Barrero, J. M., Bloom, N., Bunn, P., Chen, S., Davis, S. J., Leather, J., Meyer, B., Mihaylov, E., Mizen, P., Parker, N., Renault, T., Smietanka, P., & Thwaites, G. (2020). Economic uncertainty before and during the COVID-19 pandemic. Journal of Public Economics, 191, 104274. https://doi.org/10.1016/j.jpubeco.2020.104274

Consumption Imputation Errors in Administrative Data

The Review of Financial Studies / Aug 17, 2021

Baker, S. R., Kueng, L., Meyer, S., & Pagel, M. (2021). Consumption Imputation Errors in Administrative Data. The Review of Financial Studies, 35(6), 3021–3059. https://doi.org/10.1093/rfs/hhab087

Do Household Finances Constrain Unconventional Fiscal Policy?

Tax Policy and the Economy / Jun 01, 2019

Baker, S. R., Kueng, L., McGranahan, L., & Melzer, B. T. (2019). Do Household Finances Constrain Unconventional Fiscal Policy? Tax Policy and the Economy, 33, 1–32. https://doi.org/10.1086/703225

State-level economic policy uncertainty

Journal of Monetary Economics / Nov 01, 2022

Baker, S. R., Davis, S. J., & Levy, J. A. (2022). State-level economic policy uncertainty. Journal of Monetary Economics, 132, 81–99. https://doi.org/10.1016/j.jmoneco.2022.08.004

Income Fluctuations and Firm Choice

Journal of Financial and Quantitative Analysis / Jul 06, 2020

Baker, S. R., Baugh, B., & Kueng, L. (2020). Income Fluctuations and Firm Choice. Journal of Financial and Quantitative Analysis, 56(6), 2208–2236. https://doi.org/10.1017/s0022109020000526

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David Blanchett

11 Years Experience

Current Director - PGIM (Formerly Prudential Investment Management); Adjunct Professor of Finance

Education

Texas Tech University

Ph.D, Finance

Lubbock, Texas, United States of America

University of Chicago

MBA, Finance / 2010

Chicago, Illinois, United States of America

University of Kentucky

BBA, Finance

Lexington, Kentucky, United States of America

Experience

Prudential Investment Management

Managing Director / June, 2021 — Present

Morningstar

Head of Retirement Research / 2012 — 2021

Most Relevant Research Expertise

Other Research Expertise (12)

Life-span and Life-course Studies

Organizational Behavior and Human Resource Management

Geriatrics and Gerontology

Management of Technology and Innovation

And 7 more

About

David Blanchett, PhD, is Adjunct Professor of Wealth Management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program. In addition to his role with The College, Blanchett is the managing director and head of retirement research at QMA, a division of Prudential Financial, and formerly at Morningstar Investment Management, LLC. In his roles, Blanchett works to enhance consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement.

Most Relevant Publications (33+)

82 total publications

Alpha, Beta, and Now… Gamma

The Journal of Retirement / Oct 31, 2013

Blanchett, D., & Kaplan, P. (2013). Alpha, Beta, and Now… Gamma. The Journal of Retirement, 1(2), 29–45. https://doi.org/10.3905/jor.2013.1.2.029

Low Bond Yields and Efficient Retirement Income Portfolios

The Journal of Retirement / Jan 31, 2014

Blanchett, D. (2014). Low Bond Yields and Efficient Retirement Income Portfolios. The Journal of Retirement, 1(3), 49–62. https://doi.org/10.3905/jor.2014.1.3.049

Exploring the Cost of Investing in Socially Responsible Mutual Funds: An Empirical Study

The Journal of Investing / Aug 31, 2010

Blanchett, D. M. (2010). Exploring the Cost of Investing in Socially Responsible Mutual Funds: An Empirical Study. The Journal of Investing, 19(3), 93–103. https://doi.org/10.3905/joi.2010.19.3.093

Stock market liquidity and firm value☆

Journal of Financial Economics / Oct 01, 2009

Fang, V. W., Noe, T. H., & Tice, S. (2009). Stock market liquidity and firm value☆. Journal of Financial Economics, 94(1), 150–169. https://doi.org/10.1016/j.jfineco.2008.08.007

No Portfolio Is an Island

Financial Analysts Journal / May 01, 2015

Blanchett, D. M., & Straehl, P. U. (2015). No Portfolio Is an Island. Financial Analysts Journal, 71(3), 15–33. https://doi.org/10.2469/faj.v71.n3.5

The Effect of Advanced Age and Equity Values on Risk Preferences

Journal of Behavioral Finance / Mar 01, 2018

Blanchett, D., Finke, M., & Guillemette, M. (2018). The Effect of Advanced Age and Equity Values on Risk Preferences. Journal of Behavioral Finance, 19(4), 434–441. https://doi.org/10.1080/15427560.2018.1431884

Building Efficient Income Portfolios

The Journal of Portfolio Management / Apr 30, 2015

Blanchett, D., & Ratner, H. (2015). Building Efficient Income Portfolios. The Journal of Portfolio Management, 41(3), 117–125. https://doi.org/10.3905/jpm.2015.41.3.117

Allocating to a Deferred Income Annuity in a Defined Contribution Plan

The Journal of Retirement / Apr 30, 2015

Blanchett, D. (2015). Allocating to a Deferred Income Annuity in a Defined Contribution Plan. The Journal of Retirement, 2(4), 54–68. https://doi.org/10.3905/jor.2015.2.4.054

Donation Risk and Optimal Endowment Portfolio Allocations

The Journal of Portfolio Management / Oct 31, 2014

Blanchett, D. (2014). Donation Risk and Optimal Endowment Portfolio Allocations. The Journal of Portfolio Management, 41(1), 109–120. https://doi.org/10.3905/jpm.2014.41.1.109

Information Horizon, Portfolio Turnover, and Optimal Alpha Models

The Journal of Portfolio Management / Oct 31, 2007

Qian, E., Sorensen, E. H., & Hua, R. (2007). Information Horizon, Portfolio Turnover, and Optimal Alpha Models. The Journal of Portfolio Management, 34(1), 27–40. https://doi.org/10.3905/jpm.2007.698030

Optimal Initiation of Guaranteed Lifelong Withdrawal Benefit with Dynamic Withdrawals

SIAM Journal on Financial Mathematics / Jan 01, 2017

Huang, Y. T., Zeng, P., & Kwok, Y. K. (2017). Optimal Initiation of Guaranteed Lifelong Withdrawal Benefit with Dynamic Withdrawals. SIAM Journal on Financial Mathematics, 8(1), 804–840. https://doi.org/10.1137/16m1089575

Addressing Key Retirement Risks

The Journal of Retirement / Oct 31, 2014

Blanchett, D. (2014). Addressing Key Retirement Risks. The Journal of Retirement, 2(2), 67–80. https://doi.org/10.3905/jor.2014.2.2.067

The Valuation Model for a Risky Asset When Its Risky Factors Follow Gamma Distributions

International Review of Finance / Jul 13, 2016

Tsai, M. S., & Chiang, S. L. (2016). The Valuation Model for a Risky Asset When Its Risky Factors Follow Gamma Distributions. International Review of Finance, 16(3), 421–444. Portico. https://doi.org/10.1111/irfi.12088

Exploring the “Good Guys”: An Empirical Study of Vanguard’s Actively Managed Domestic Equity Mutual Funds

The Journal of Investing / May 31, 2010

Blanchett, D. M. (2010). Exploring the “Good Guys”: An Empirical Study of Vanguard’s Actively Managed Domestic Equity Mutual Funds. The Journal of Investing, 19(2), 39–48. https://doi.org/10.3905/joi.2010.19.2.039

Do Investors Consider Nonfinancial Risks When Building Portfolios?

Financial Analysts Journal / Sep 23, 2019

Blanchett, D. M., & Guillemette, M. (2019). Do Investors Consider Nonfinancial Risks When Building Portfolios? Financial Analysts Journal, 75(4), 124–142. https://doi.org/10.1080/0015198x.2019.1651160

Beyond the Glide Path: The Drivers of Target-Date Fund Returns

The Journal of Retirement / Apr 30, 2018

Blanchett, D., & Kaplan, P. D. (2018). Beyond the Glide Path: The Drivers of Target-Date Fund Returns. The Journal of Retirement, 5(4), 25–39. https://doi.org/10.3905/jor.2018.5.4.025

Dynamic Choice and Optimal Annuitization

The Journal of Retirement / Jun 30, 2015

Blanchett, D. (2015). Dynamic Choice and Optimal Annuitization. The Journal of Retirement, 3(1), 38–49. https://doi.org/10.3905/jor.2015.3.1.038

Fund Flows, Momentum, and Mutual Fund Performance

The Journal of Investing / May 31, 2012

Blanchett, D. M. (2012). Fund Flows, Momentum, and Mutual Fund Performance. The Journal of Investing, 21(2), 83–91. https://doi.org/10.3905/joi.2012.21.2.083

Do Passive or Active Investors Make Better Asset Allocation Decisions?

The Journal of Index Investing / Aug 31, 2010

Blanchett, D. M. (2010). Do Passive or Active Investors Make Better Asset Allocation Decisions? The Journal of Index Investing, 1(2), 74–80. https://doi.org/10.3905/jii.2010.1.2.074

LDI for Individual Portfolios

The Journal of Investing / Jan 31, 2019

Idzorek, T. M., & Blanchett, D. M. (2019). LDI for Individual Portfolios. The Journal of Investing, 28(1), 31–54. https://doi.org/10.3905/joi.2019.28.1.031

Save More Today: Improving Retirement Savings Rates with Carrots, Advice, and Nudges

The Journal of Retirement / Jul 31, 2017

Blanchett, D. (2017). Save More Today: Improving Retirement Savings Rates with Carrots, Advice, and Nudges. The Journal of Retirement, 5(1), 69–95. https://doi.org/10.3905/jor.2017.5.1.069

The Value of a Gamma-Efficient Portfolio

The Journal of Retirement / Jan 22, 2018

Blanchett, D., & Kaplan, P. D. (2018). The Value of a Gamma-Efficient Portfolio. The Journal of Retirement, 5(3), 32–56. https://doi.org/10.3905/jor.2018.5.3.032

Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs?

The Journal of Retirement / Jun 30, 2016

Blanchett, D. (2016). Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs? The Journal of Retirement, 4(1), 54–76. https://doi.org/10.3905/jor.2016.4.1.054

Minding the Gap in Subjective Mortality Estimates

The Journal of Retirement / Sep 17, 2021

Blanchett, D. (2021). Minding the Gap in Subjective Mortality Estimates. The Journal of Retirement, 9(2), 8–20. https://doi.org/10.3905/jor.2021.1.093

Change Is a Good Thing

Financial Analysts Journal / Dec 04, 2019

Blanchett, CFA, D. M., Finke, M. S., & Licato, J. A. (2019). Change Is a Good Thing. Financial Analysts Journal, 76(1), 20–37. https://doi.org/10.1080/0015198x.2019.1682426

Gaming the System: The Impact of Morningstar Category Changes on Peer Rankings

The Journal of Investing / Feb 28, 2011

Blanchett, D. M. (2011). Gaming the System: The Impact of Morningstar Category Changes on Peer Rankings. The Journal of Investing, 20(1), 33–42. https://doi.org/10.3905/joi.2011.20.1.033

Redefining the Optimal Retirement Income Strategy

Financial Analysts Journal / Dec 15, 2022

Blanchett, D. (2022). Redefining the Optimal Retirement Income Strategy. Financial Analysts Journal, 79(1), 5–16. https://doi.org/10.1080/0015198x.2022.2129947

The Shape of the Expected Equity Risk Premium

The Journal of Investing / Aug 03, 2022

Blanchett, D. (2022). The Shape of the Expected Equity Risk Premium. The Journal of Investing, 31(6), 81–91. https://doi.org/10.3905/joi.2022.1.238

Gender Diversity among Defined Contribution Plan Administrators and the Potential Impact on Retirement Outcomes

The Journal of Retirement / Mar 04, 2022

Blanchett, D., Varga, J., & Weirath, C. (2022). Gender Diversity among Defined Contribution Plan Administrators and the Potential Impact on Retirement Outcomes. The Journal of Retirement, 9(4), 61–72. https://doi.org/10.3905/jor.2022.1.107

Do Advisors Improve 401(k) Plans?

The Journal of Retirement / Mar 24, 2021

Blanchett, D. (2021). Do Advisors Improve 401(k) Plans? The Journal of Retirement, 8(4), 26–42. https://doi.org/10.3905/jor.2021.1.083

Foreign Revenue: A New World of Risk Exposures

The Journal of Portfolio Management / Mar 31, 2021

Blanchett, D. (2021). Foreign Revenue: A New World of Risk Exposures. The Journal of Portfolio Management, 47(6), 175–193. https://doi.org/10.3905/jpm.2021.1.237

The Value of Allocating to Annuities

The Journal of Retirement / Jun 24, 2020

Blanchett, D. (2020). The Value of Allocating to Annuities. The Journal of Retirement, 8(1), 40–52. https://doi.org/10.3905/jor.2020.1.068

How competitive are income annuity providers over time?

Risk Management and Insurance Review / Jun 01, 2021

Blanchett, D., Finke, M., & Nikolic, B. (2021). How competitive are income annuity providers over time? Risk Management and Insurance Review, 24(2), 207–214. Portico. https://doi.org/10.1111/rmir.12182

See Full Profile

Dan Baack

Denver, Colorado, United States of America

14 Years Experience

Professor at the University of Denver

Education

Saint Louis University

PhD, Marketing and International Business

St Louis, Missouri, United States of America

Truman State University

BS, Psychology and English

Kirksville, Missouri, United States of America

Experience

University of Denver

Professor of Marketing / 2009 — Present

Most Relevant Research Expertise

and international marketing

Other Research Expertise (21)

Information processing

culture

Marketing

Communication

And 16 more

About

Dan Baack is an expert in advertising, brand management and international marketing. His academic research focuses on how differences in how consumers process information affect promotional activities. This includes investigations of creativity and advertising effectiveness, of advertising’s impact on brand image and of culture’s influence on marketing activity.

Most Relevant Publications (4+)

38 total publications

The effect of supply chain integration, modular production, and cultural distance on new product development: A dynamic capabilities approach

Journal of International Management / Dec 01, 2011

Parente, R. C., Baack, D. W., & Hahn, E. D. (2011). The effect of supply chain integration, modular production, and cultural distance on new product development: A dynamic capabilities approach. Journal of International Management, 17(4), 278–290. https://doi.org/10.1016/j.intman.2011.08.001

Meta-analysis of cultural differences: Another slice at the apple

International Business Review / Oct 01, 2008

Magnusson, P., Baack, D. W., Zdravkovic, S., Staub, K. M., & Amine, L. S. (2008). Meta-analysis of cultural differences: Another slice at the apple. International Business Review, 17(5), 520–532. https://doi.org/10.1016/j.ibusrev.2008.04.003

Diverse effects of diversity: Disaggregating effects of diversity in global virtual teams

Journal of International Management / Dec 01, 2019

Taras, V., Baack, D., Caprar, D., Dow, D., Froese, F., Jimenez, A., & Magnusson, P. (2019). Diverse effects of diversity: Disaggregating effects of diversity in global virtual teams. Journal of International Management, 25(4), 100689. https://doi.org/10.1016/j.intman.2019.100689

Coordinating decentralized research and development laboratories: A survey analysis

Journal of International Management / Jun 01, 2011

Manolopoulos, D., Söderquist, K. E., & Pearce, R. (2011). Coordinating decentralized research and development laboratories: A survey analysis. Journal of International Management, 17(2), 114–129. https://doi.org/10.1016/j.intman.2010.09.012

See Full Profile

Lea-Rachel Kosnik

19 Years Experience

Professor of Economics, University of Missouri-St. Louis, a leading expert on hydropower regulation in the U.S., and other energy and environmental issues

Education

University of California Los Angeles College of Letters and Science

PhD, Economics

Los Angeles, California, United States of America

Experience

University of Missouri-St. Louis

Professor / 2004 — Present

Most Relevant Research Expertise

Public & Regulatory Economics

Other Research Expertise (23)

Environmental Economics

Energy Economics

Environmental Justice

Text/Content Analysis

And 18 more

About

Lea-Rachel Kosnik is a Professor of Economics at the University of Missouri-St. Louis. She received her BA and MA from the University of Michigan, Ann Arbor, and her PhD from the University of California, Los Angeles. Her research focuses on renewable energy and climate change, and she is considered a leading expert on the topic of hydroelectric energy generation in the U.S., and hydropower regulation by the Federal Energy Regulatory Commission. In recent years her research has expanded to include analyses of the academic economics profession itself, including with a focus on gender issues and DEI initiatives. Methodologically, her skill set includes textual analysis and natural language processing, along with traditional econometric techniques. In 2016 she received an honorable mention for article of the year from *Contemporary Economic Policy*, and in 2022 she gave the keynote address to the Illinois Economics Association. Dr. Kosnik is perhaps best known (in a service capacity) as the Association of Environmental and Resource Economist’s (AERE’s) Midwest representative, annually organizing the full track of AERE-sponsored environmental sessions at the Midwest Economic Association meetings. Dr. Kosnik has also served as President, Past-President, and Board Member of the Transportation and Public Utilities Group (TPUG), and as a Department Chair.

Most Relevant Publications (2+)

38 total publications

Refusing to budge: a confirmatory bias in decision making?

Mind & Society / Nov 06, 2007

Kosnik, L.-R. D. (2007). Refusing to budge: a confirmatory bias in decision making? Mind & Society, 7(2), 193–214. https://doi.org/10.1007/s11299-007-0043-5

Determinants of contract completeness: An environmental regulatory application

International Review of Law and Economics / Mar 01, 2014

Kosnik, L.-R. (2014). Determinants of contract completeness: An environmental regulatory application. International Review of Law and Economics, 37, 198–208. https://doi.org/10.1016/j.irle.2013.11.001

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Roger Sparks

40 Years Experience

Professor of Economics, Mills College at Northeastern University

Education

University of California, Davis

Ph.D, Economics / July, 1984

Davis, California, United States of America

Experience

Purdue University

Assistant Professor / August, 1983 — June, 1988

Essex University

Visiting Professor / September, 1985 — June, 1986

University of California at Davis

Visiting Professor / September, 1988 — June, 1989

Most Relevant Research Expertise

finance

Other Research Expertise (11)

applied microeconomics

strategy

environment