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Publications

[1] Fraud and Abuse in the Paycheck Protection Program? Evidence from Investment Advisory Firms, 2023, with Thuong Harvison, Journal of Banking & Finance, 147, 106444

Media

[2] Mutual Fund (Sub)Advisor Connections and Crowds, 2022, with Luke DeVault, Journal of Empirical Finance, 67, 231-252

Presentations

  • Clemson University

[3] The Company You Keep: Investment Adviser Clientele and Mutual Fund Performance, 2022, Journal of Financial Intermediation, 50, 100947 (Solo-authored)

Presentations

  • 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

[4] Mutual Fund Tax Implications When Investment Advisors Manage Tax-Exempt Separate Accounts, 2022, with Austin Hill-Kleespie and Alice Liu, Journal of Banking & Finance, 134, 106313

Presentations

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

Working Papers

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

Presentations

  • University of Oregon, Western Finance Association Annual Meeting 2022, Eastern Finance Association Annual Meeting 2022, Financial Management Association Annual Meeting 2020, 14th Annual California Corporate Finance Conference at Loyola Marymount University

Media

[2] Quantitative Investing and Market Instability

(with Jonathan Brogaard and Austin Hill-Kleespie)

Presentations

  • Lone Star Finance Symposium 2022, American Finance Association Annual Meeting 2022, Financial Management Association Annual Meeting 2019

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

Presentations

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

Media

Work In Progress

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