PUBLICATIONS, RESEARCH, PROFESSIONAL REVIEWS
"Reindustrialization of Michigan" Funded research at WMU 1983-1985.
"The Triod of Practice Management" (with Chas. Patterson, DDS) Journal of
the Michigan Dental Association. 1984
Principles of Financial Management - A Study Guide (with Burton Kolb)
1985.
"Interest Rate Trends for Major Credit Card Customers" WMU Media Services
1986.
"Impact of Tax Reform Act on the use of Home Equity Loans" WMU Media Services
1986.
"Implications of Computer Trading and Overall Computer Use on the Future of
the Securities Markets" WMU Media
Services 1986.
"Risk-Return Experience from 1979-1987 in Socially-Conscious Mutual Funds" -
Funded Research at WMU 1987-1988.
Investments - A Study Guide - (with Robert STrong and George Trivoli)
1988.
"Valuation Techniques for Closely-Held Businesses" Working Paper, Western Michigan
University, Haworth College
of Business.
"Risk-Return Experience from 1979-1988 in Socially-Conscious Mutual Funds" -
Funded research grant from WMU
1989.
"Hedonic Damages - The Intangible Value of a Human Life". Funded research grant
from WMU 1990
"Impact of the Free Trade Agreement Between Canada and the United States on
the Investment and Financial Services
Area" Midwest Business Finance Association 1989.
"The Potential for Growth in the Financial Services Area - Six Months After
the Free Trade Agreement" Southern
International Business Convention 1989 (with F.W. McCarty).
"Experience of Bondholders in Business Takeovers" Discussant paper at Midwest
Finance Association Annual Convention,Chicago
1990.
"The Financial North-Star Revisited" (with I. Mangla) presented at Facing
East - Facing West in Kalamazoo, Michigan
by A. Edwards, April 1991. Presented in Calgary by I. Mangla.
"The Role of the Defense Economist" Discussant paper at Midwest Economics
Association Convention,
St. Louis, MO April 1991.
"The Economic Expert in Wrongful Death/Personal Injury Case: Workable Competition
or Monopoly Power?" Discussant
paper at Midwest Economics Association Convention, St. Louis, MO April
1991.
"Qualifications, Ethics and Professional Responsibility in Forensic Economics"
Discussant paper at Midwest Economics
Association Convention, St. Louis, MO April 1991.
"Financial Issues of the 1990's" A two-day seminar in Jakarta, Indonesia at
the invitation of the Nitro Institute of Banking,
Jakarta, Indonesia, August 1991.
"Risks and Returns in Global investing" - Funded research (WMU), Fall 1991.
"Profitability of Midwest United States Bank Mergers", Discussant paper at Midwest
Economics Association Convention,
Chicago, Illinois, April 1992.
"Financial and Legal Aspects of International Mergers and Acquisitions" - Funded
research (WMU), Fall-Winter 1992-93.
"Investment Performance of South-Africa Free Mutual Funds, 1977-91" presentation
at Michigan-Ontario Association
of Colleges of Business, November 1992.
"Investment Performance of Socially-Conscious Mutual Funds, 1977-92" - Presentation
at the Midwest Business Administration
Association Convention, April 1993.
"Risk-Return Experience of International and Global Mutual Funds, 1983-92" -
Presentation at Midwest Business Administration
Association Convention, March 1994.
"The Industry Factor in Security Analysis" Discussant Paper presented at the
Midwest Business Administration Association
Convention, Chicago, Illinois, March 1994.
"Model for Determining Investment Possibilities in Developing Countries". Discussion
Paper presented at the Midwest
Business Administration Association Convention, Chicago, Illinois, March
1994.
"Risk-Adjusted Performance of Open-end and Closed-end Mutual Funds Investing
in Mexico" - (with Prof.
James D'Mello) - Facing North-Facing
South. A Multidisciplinary Conference on U.S., Canada,
and Mexico and NAFTA, Western
Michigan Univeersity, Kalamazoo, May 1994.
"Risk-Adjusted Performance of Closed-end Emerging-country Funds, 1988-1993"
- (with Prof. Ajay Samant) -
Funded Research (WMU), Fall-Winter
1994-1995. Paper presented at the Midwest Business Administration Association
Convention, Chicago, Illinois, March 1995.
"The End of Apartheid: What was the Cost to Investment Returns From Divestment
from South African Stocks?". Paper
presented at the Midwest Business Administration Association Convention,
Chicago, Illinois,
March 1995 - (with Prof. Ajay
Samant).
"Risk-Adjusted Performance of Asian Emerging Closed-end Funds". Paper presented
at Facing East-Facing West
Symposium, Western Michigan University, Kalamazoo, Michigan. June 1995.
(with Prof Ajay Samant)
"Risk-Adjusted Performance of Bank-Managed versus Non-Bank Managed Mutual Funds".
Funded Research (WMU), Fall-winter
1995-96. Paper presented at the Midwest Business Administration Association
Convention, Chicago, Illinois,
March 1996. (with Prof Ajay Samant)
"Risk and Return in Emerging Closed-end Funds", (with Prof. Ajay Samant), The
Journal of Global Finance, Spring
1996, Vol. 7, No. 12 pp.49-58.
"Risk-Adjusted Performance of Global and International Mutual Funds, 1986-1995"
Presentation at Fall Meetings
of the Association for Global Business, Dallas, Texas, November 1996.
"The Thai Stock Exchange - The Efficiency in Day of the Week Trading". Discussant
Paper at the Fall Meetings of
the Association for Global Business, Dallas, Texas, November 1996.
"A Comparative Analysis in the Risk-Return Profiles of Balanced versus Asset-Allocation
Mutual Funds", Funded Research
(WMU), Fall - Winter 1996-97. Presented at 1997 Convention of Midwest Business
Administration Association
(with Ajay Samant).
"Risk-Adjusted rates of return for Emerging Nations Mutual Funds: 1987-1996".
Presented at Fall Mettings of the
Association for Global Business, Washington, D.C., November 1997. (With
Ajay Samant)
"Performance Measurement of the Top Twenty Mutual Funds using the Modigliani
& Modigliani Risk-Adjusted Method:
1980 to 1997" Presented at the 1999 Convention of Midwest Business Administration
Chicago, Illinois, March 1999
(with Ajay Samant).
"Investment Performance of the 50 Largest International Mutual Funds: 1988-1998.
Presented at the 1999 Convention
of the Association of Global Business, Las Vegas, Nevada, November 1999
(with Ajay Samant)
"Internet Stocks...Bubbles or Values" Presented at the Haworth College of
Business Dean's Breakfast Series, November
1999 (with Jim DeMello)
"Using the M2 Model to Evaluate the Performance of the 50 largest Technology
Funds: 1989-1999". Presented at the
2000 Convention of the Midwest Business Administration Association, Chicago,
Illinois, March, 2000 (with
Ajay Samant)
"Measuring Risk Under Current ADA Guidelines." Discussant paper presented at
the 2000 Convention of the Midwest
Business Administration Association, Chicago, Illinois, March, 2000
"A Quarterly Examination of Brokers" Recommendations and EPS Growth Estimates."
Discussant paper presented at
the 2000 Convention of the Midwest Business Administration Association,
Chicago, Illinois, March, 2000
"Risk-Adjusted Returns of Asian Open-End Mutual Funds" Facing East, Facing
West Economic Conference, Kalamazoo,
MI, June 2000 (with Ajay Samant)
"Mutual Fund Investing in Asia: Open-end or Closed-end? A Risk Adjusted Analysis"
Facing East, Facing West Economic
Conference, Kalamazoo, MI, June 2000 (with Ajay Samant and Jim DeMello)
"How Socially-Responsible Mutual Funds Measure Up on a Risk Adjusted Basis,
(1990-1999). Southern Finance Association.
Savannah, GA, November, 2000.
"Performance Measurement of International Closed-end Funds, 1990-1999 Association
for Global Business, Orlando,
FL, November, 2000.
"European Mutual Funds - A Performance Measurement, 1991-2000" Presentation
at 2001 Convention of the Midwest
Business Administration Association Chicago, Illinois, March 2001.
(with Ajay Samant and Jim DeMello)
"An Analysis of Tracking Stock Investment Performance: 1985-2000" Presentation
at 2001 Convention of the Midwest
Business Administration Association Chicago, Illinois, March 2001.
(with Ajay Samant and Jim DeMello)
"An Analysis of Tracking Stock Investment Performance: 1985-2000" Midwest
Finance Association, Cleveland,
Ohio, April 2001
"European Mutual Funds-A Performance Measurement: 1991-2000" The Review of
the Academy of Finance,
Volume 1, No.1,pp.38-49
(with Jim Demello and Ajay Samant)
"Evaluating the Investment Performance of Latin American Open-end and closed-end
Funds, 1990-2000"
Association for Global Business, Cancun,
Mexico, November 2001
(with Ajay Samant and Jim Demello)
"Bank-Sponsored Mutual Funds: A Report Card, 1995-2001"Midwest Business
Administration Association,
Chicago, Illinois, March 2002
(with Ajay Samant)
"Most Efficient International Diversification: Mutinationals or Mutual Funds,"
Association for Global Business, Las
Vegas, Nevada, November 2002.
(with Ajay Samant)
PRESENTATIONS
Approximately
50 presentations of a financial and economic nature before various professional
groups.
REVIEWS
Approximately 50 reviews of professional
finance, economic and investments texts. Over 900 consultations involving personal
injury, wrongful death, wrongful termination, business valuations, pension valuations
and lost profits in Michigan, Indiana, Illinois and Ohio.
LITIGATION
EXPERIENCE
