Working Papers

[1] Fraud and Abuse in the Paycheck Protection Program? Evidence from Investment Advisory Firms (with Thuong Harvison)

[2] Pay to Play in Investment Management (with Thuong Harvison)


  • 14th Annual California Corporate Finance Conference at Loyola Marymount University, Financial Management Association Annual Meeting 2020  


[3] Quantitative Investing and Market Instability

(with Jonathan Brogaard and Austin Hill-Kleespie)


  • Financial Management Association Annual Meeting 2019

[4] The Company You Keep: Investment Adviser Clientele and Mutual Fund Performance

R&R at Journal of Financial Intermediation


  • University of San Diego, University of Central Florida, Northern Illinois University, University of Kansas, Rochester Institute of Technology, Marquette University, University of Arizona, Midwest Finance Association Annual Meeting 2018, Financial Management Association Annual Meeting Special Ph.D. Paper Presentations 2017Financial Management Association Doctoral Consortium 2017

[5] Mutual Fund Tax Implications When Investment Advisors Manage Tax-Exempt Separate Accounts (with Alice Liu)

R&R at Journal of Banking & Finance


  • Financial Management Association Annual Meeting 2020, Southern Finance Association Annual Meeting 2020 

[6] Mutual Fund (Sub)Advisor Connections and Crowds (with Luke DeVault)

R&R at Journal of Empirical Finance


  • Clemson University

[7] Retirement Plan Conflicts of Interest in Mutual Fund Management


  • Midwest Finance Association Annual Meeting 2019, American Finance Association Ph.D. Poster Session 2019, Financial Management Association Annual Meeting 2018 


Work In Progress

Do Tax Considerations Influence Mutual Funds' Use of Derivatives? (with Marko Svetina)

Cultural Psychology and Mutual Fund Management (with Biljana Adebambo)