Whuei-wen ( Christine) Lai
Assistant Professor, Finance Department of Yuan Ze University, Chungli, Taiwan, February, 2003 - current. Web page at Yuan Ze University,
ACADEMIC BACKGROUND
The Ohio State University, Fisher College of Business, Columbus, Ohio
Ph.D., Family Resource Management, January, 2003
Title: Are U.S. Household Portfolios Efficient? AbstractMinor in Finance, Theory and Qualifier Exams passed (October 2000)
MS, Economics, Microeconomics Qualifier Exam passed (June 1999)
The Ohio State University, Fisher College of Business, Columbus, Ohio
MBA, Finance , June 1997
National Taiwan University, Taipei, Taiwan
B.A. Finance, June 1994
JOURNAL ARTICLES
Lai, C. W.
& Hanna, S. D. (2004). Are the
portfolios of older worker households
efficient? Journal of Personal
Finance, 3(4), 101-117.
CONFERENCE PAPERS
Lai, C., Yao, R. & Hanna, S.D. ( 2003). Financial Risk Tolerance in the United States , Conference of the Asian Consumer and Family Economics Association, December, 2003.
Lai, C. & Hanna, S. D. (2003), The Efficiency of U.S. Household Portfolios, Pacific Basin Finance, Economics and Accounting ( PBFEA ), October, 2003.
Optimal dynamic portfolio strategies for long-term
investment horizons, presented at the American Council on Consumer
Interests meeting, April, 2002.
Published as
Lai, C. W., Hanna, S. D., & Montalto, C. P. (2002).Optimal dynamic
portfolio strategies for long-term investment horizons, Consumer
Interests Annual.
WORKING PAPERS
"The Determinants of Takeover Within Short-Term Periods for IPOs Firms." 2000
"The Different Adverse Selection Costs of Initial Public Offerings Between 1970s and 1980s." 1997
"The Pricing Decision of a Non-Official Financial Instrument, Huei, in Taiwan." 1994
LICENSES AND CERTIFICATION
Chartered Financial Analyst (CFA) candidate, Association for Investment Management and Research (AIMR), 1998
SUMMARY OF ACCOMPLISHMENTS
Winner of Academic Research Contest in National Taiwan University -
The winning paper (1994) is "The Pricing Decision of a Non-Official Financial Instrument, Huei, in
Taiwan".
Chair - Chinese Zither Club in National Taiwan University , 1992-1994
Scholarship - Central Bank of China, Taipei, Taiwan, 1991-1994
ACDEMIC EXPERIENCE
The Ohio State University, Family Resource Management-
Spring, 2002. Teaching Associate - Group leader for three groups for Family Resource Management 660, Family Financial Management Applications. Was instructor for three sections of eight students, each developing comprehensive financial plans for actual households.
Winter, 2002. Teaching Associate - Group leader for three groups for Family Resource Management 660, Family Financial Management Applications. Was instructor for three sections of eight students, each developing comprehensive financial plans for actual households.
Spring, 2001. Teaching Associate - Group leader for two groups for Family Resource Management 660, Family Financial Management Applications. Was instructor for two sections of eight students, each developing comprehensive financial plans for actual households.
The Ohio State University, The Fisher College of Business -
Research Assistant 1998-2000
* data collection and programming for ownership structure for U.S. spinoff firms
* programming for securities return and accounting data from CRSP and COMPUSTAT databases
data collection about initial public offerings, merger and acquisitions for U.S. firms from Securities Data
Company
BUSINESS EXPERIENCE
Securities Underwriter (June 1994 to July 1995)
Fubon Securities Inc, Taipei, Taiwan -
ACADEMIC INTERESTS
Research: Individual Investor's Portfolio Construction, Monitoring and Rebalancing;
Dynamic Portfolio Optimization for Individual Investors; Computer Program for Individual Investor's Decision Rules, Family-Owned Company Management; Initial Public Offerings; Venture Capital
RELEVANT SKILLS
Computing: SAS, Fortran, C, Matlab, Gauss, Mathematics
Languages: English, Mandarin, some Japanese
