Books
What If Everything We Knew About Investing Was Wrong? North American Business Press, December 2012 Accounting Demystified, American Management Association, AMACOM, October 2003 Accounting Demystified, Home Media Group, Chinese edition, 2005
Publications – Refereed Journal Articles
Journal of Applied Business and Economics “Passively Active Investing – A Five Year Test,” Volume 22(2), 2020 pp 74-87
Global Journal of Business Research “Can Active Fund Managers Be Replaced with Exchange Traded Funds?” Vol. 13, No. 2, 2019, pp 95-104
The CPA Journal “A Primer on Cause Investing,” April 2019, pp 46-51
The CPA Journal “How to Create Key Performance Indicators,” April 2019, pp 24-30 (Co-authored with Caitlin Schryver)
The Journal of American Business Review, Cambridge “The Omniscience Model: Lagged Correlation,” Vol. 6, No, 1, December 2017, pp 1-11 (Co-authored with Patrick Hardiman) (also received Outstanding Author Award)
The CPA Journal “Preparing the Statement of Cash Flows Using the Direct Method: Illustrating a Simpler Approach,” April 2017, pp 52-55 (Co-authored with Karen Wallace)
Journal of Business & Economic Policy “The Omniscience Model: Equation Selection,” Vol 4, No 1, March 2017, pp 50-65
International Journal of Financial Research “Forecasting Portfolio Balance Using Return Mean, Standard Deviation and Spending,” Vol. 7, No. 2; April 2016, pp 98-121 (Co-authored with Andrew Braunstein)
Global Journal of Business Research “Spliced Correlation: Theory Development,” Volume 10, Number 1, 2016, pp 65-69
American Journal of Management “Can Active Management Outperform a Benchmark: Let’s Stop the Madness – The Benchmark is an Unattractive Investment,” Volume 15(1) 2015, pp 101-110
Journal of Knowledge and Human Resource Management “When Do Manager Fees Start to Matter?” Volume 6, Issue 13, pp 96-108
Journal of Business and Economics “Resolving the Dichotomy between Investors and Managers About Whether Active Management Beats the Index,” Volume 4, Number 10, October 2013, pp 1033-1037
Economics & Business Journal: Inquiries & Perspectives “The Financial Crisis: Did the Market Go To 1? And Implications for Asset Allocation,” Volume 4, Number 1, October 2012, pp 1-8
Journal of International Business Management & Research “The Failure of Equity Managers to Beat Their Benchmark: Lord, Is It I (Or Is It the Benchmark)?” Volume 4, Issue 11, pp 122-129
International Journal of Accounting, Information Science and Leadership “Of “Real” Investment Returns,” Volume 5, Number 12, May 2012, pp 54-61
Journal of Applied Business and Economics “A New Normal For Portfolios: Construction, Assessment and Evaluation,” Vol 13(2), 2012, pp 97-101
Journal of Business Diversity “Fooled by Correlation: How Blind Acceptance of Correlation Dogma Destroys Diversification,” Volume 12(3), 2012, pp 22-25
Journal of Applied Business and Economics “The Problems in Quantifying Risk,” Vol 12(2), May 2011, pp 61-63
International Journal of Management “The Accuracy of the Rates of Return Reported by Fund Managers: A Test in the United States,” Volume 28, Number 1, Part 1, March 2011 (Co-authored with Andrew Braunstein)
Academy of Accounting and Financial Studies “Alternative Assets: Reported Versus Realized Returns,” Volume 15, Number 1, 2011 (Co-authored with Andrew Braunstein and George Mangiero)
The Journal of Business and Economics Research “Under-Reporting of Returns by Alternative Asset Funds,” Volume 9, Number 1, January 2011, pp 121-126 (Co-authored with Andrew Braunstein)
Journal of Investing “Do the Unrealized Gains in Alternative Investments Ever Become Realized?” Summer 2010, pp 49-52 (Co-authored with Andrew Braunstein and George Mangiero)
The Journal of Business and Economics Research “Does the Market Go to 1?” Volume 8, Number 3, March 2010, pp 99-102
Graziado Business Report “Examining the Role of Short-Term Correlation in Portfolio Diversification,” 2009, Volume 12, Issue 3 (Co-authored with Andrew Braunstein)
The Journal of Business and Economics Research “Optimal Spending in a Private Foundation: Using Confidence Intervals,” April 2009, Volume 7, number 4, pp 69-74
The Journal of International Business and Economy “Correlation of Uncorrelated Asset Classes,” Volume 9, Issue 2, December 2008, pp 1-12 (Co-authored with Andrew Braunstein)
The Journal of International Business and Economy “Earnings Quality Ratings and Corporate Governance: Do Companies With Good Governance Have Financial Statements that Better Reflect Reality?” Volume 9, Issue 1, June 2008, pp 1-12
Journal of Theoretical Accounting Research "Earnings Quality Ratings and Corporate Governance: A Comparison of Two Models," Volume 3, Issue 2, Spring 2008, pp 44-56 (Co-authored with Andrew Braunstein)
The Journal of Business and Economics Research “Optimal Spending in a Private Foundation Given Known Parameters,” April 2008, Volume 6, Number 4, pp 63-66
The CPA Journal "Charities and Terrorist Financing: What Do I Need to Know?" March 2008, pp 48-50 (Co-authored with Peter Romaniuk)
The CPA Journal "Suspicious Activity Reporting: Regulatory Change and the Role of Accountants," March 2007, pp 70-72 (Co-authored with Peter Romaniuk and Gary Murray)
Journal of Theoretical Accounting Research “Theoretical Development of Bankruptcy Prediction Variables,” Volume 1, issue 2, pp 81-101
The Journal of Accounting and Finance Research “Development of a New Framework for Evaluating Bankruptcy Prediction Models,” accepted May 2005
Journal of Theoretical Accounting Research “Rating the Quality of Corporate Earnings,” accepted October 2005 (Co-authored with Richard Furlin)
The Journal of Business and Economics Research “Assessing How Bankruptcy Prediction Models Are Evaluated,” January 2005, Volume 3, Number 1, pp 87-92
The Journal of Business and Economics Research “Assessing How Bankruptcy Prediction Models Are Evaluated,” January 2005, Volume 3, Number 1, pp 87-92
The Journal of Accounting and Finance Research “Visual Financial Statements,” Volume 12, Number 1, Spring 2004, pp 98-109
The Journal of American Academy of Business, Cambridge “Theoretical Inconsistencies in Accounting: Why Don’t We Depreciate Land,” Volume 2, Number 2, March 2003, pp 310-311
The Journal of American Academy of Business, Cambridge “Litigation Contingencies: What Auditors Need To Know, What Lawyers Are Willing to Provide and What Gets Reported,” Volume 1, Number 2, March 2002, pp 245-261. Also won award for Best Author
The Journal of American Academy of Business, Cambridge “Re-Defining Accounting Concepts: A New Definition of Land,” Volume 1, Number 2, March 2002, pp 276-277
The CPA Journal “An Overview for CPAs on OFAC - The US Treasury's Office of Foreign Assets Control,” accepted for publication
Publications – Refereed Proceedings
The Asian Conference on the Social Sciences 2020: Official Conference Proceedings “Managing Small Institutional Portfolios: ETFs as a Viable Alternative to Managers,” Available online at https://papers.iafor.org/submission56782/
The Asian Conference on the Social Sciences Conference Proceedings “Passively Active Investing – The Case of the University Endowment,” available online at https://papers.iafor.org/submission46103/
Proceedings of the Fourteenth Annual Conference of the Applied Business and Entrepreneurship Association International Proceedings, “The Omniscience Model: Determining the Processing Power,” November 2017, Maui, Hawaii, pp 38-54
XVI International Business & Economy Conference (IBEC) - Chile 2017 Proceedings, “The Omniscience Model: Equation Selection,” Posted February 22, 2017, available at https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2921024
Global Conference on Business and Finance Proceedings, “Spliced Correlation – Theory Development,” January 2016, Honolulu, Hawaii, pp 2-4. Received “Outstanding Research Award.”
International Business & Education Conference Proceedings, “Assessing The Relevancy Of The “Real” Component Used In An Investment Return Target,” January 2015, Maui, Hawaii
Hawaii Conference on Business Proceedings, “Can Active Management Outperform a Benchmark: Let’s Stop the Madness – The Benchmark is an Unattractive Investment,” May 2014, Honolulu, Hawaii
Intellectbase International Consortium Proceedings, “The Failure of Equity Managers to Beat Their Benchmark: Lord is it I (or is it the Benchmark)?” 2012 Proceedings, Volume 25, pp 174-179
International Business and Economy ConferenceProceedings, “Correlations in an Investing Context: Prices or Returns?” January 2012, Kona, Hawaii
Intellectbase International Consortium Proceedings, “Of “Real” Investment Returns,” 2011 Proceedings, Volume 20, pp 143-150
International Business and Economy Conference Proceedings, “The Financial Crisis: Did the Market Go to 1?” January 2011, Guadalajara, Mexico
The International Business and Economic Research Conference Proceedings, “Under-reporting of Returns by Alternative Asset Funds,” October 2010, Las Vegas, Nevada
Allied Academies International Conference Proceedings, “Alternative Assets: Reported Versus Realized Returns,” Volume 15, Number 1, April 2010, New Orleans, Louisiana
International Business and Economy Conference Proceedings, “Do the Unrealized Gains in Alternative Assets Ever Become Realized?” January 2010, Prague, Czech Republic
The International Business and Economic Research Conference Proceedings, “Does the Market Go To 1?” October, 2009, Las Vegas, Nevada
Hawaii Conference on Business Proceedings, “The Problems in Quantifying Risk,” June 2009, Honolulu, Hawaii
The International Business and Economic Research Conference Proceedings, “Optimal Spending in a Private Foundation: Using Confidence Intervals,” October, 2008, Las Vegas, Nevada
Hawaii Conference on Business Proceedings, “Correlation of Uncorrelated Asset Classes: Near Term Issues,” May 2008, Honolulu, Hawaii
International Business and Economy Conference Proceedings, “Correlation of Uncorrelated Asset Classes,” January 2008, San Francisco, California
Hawaii Conference on Business Proceedings, “A Primer on Investment Vehicles for Non-Profits, Foundations and Endowments,” May 2007, Honolulu, Hawaii International Business and Economy Conference Proceedings, “Earnings Quality Ratings and Corporate Governance: Do Companies with Good Governance Have Financial Statements that Better Reflect Reality?” January 2007, San Francisco, California
The International Business and Economic Research Conference Proceedings, “The Myth of Teaching Ethics at the Cure for Business Scandal, and the Solution”, October, 2006, Las Vegas, Nevada
Asia-Pacific Conference Proceedings, “Earnings Quality Ratings,” October, 2006, Maui, Hawaii
Hawaii Conference on Business Proceedings, “New Accounting for A New World,” May 2006, Honolulu, Hawaii
International Business and Economy Conference Proceedings, text of panel presentation “Why Ethics is Not Optional for the 21st Century,” January 2006, Honolulu, Hawaii
American Association of Accounting and FinanceProceedings, “Cases in Managerial Accounting: Break-Even Analysis.” December 2005, St Pete, Florida
The International Business and Economic Research Conference Proceedings, “The Irrelevance of the Literature Review in Academic Papers,” October 2005, Las Vegas, Nevada. Chosen Best Paper
Hawaii Conference on Business Proceedings, “Rating the Quality of Corporate Earnings: Krispy Kreme Doughnuts,” May 2005, Honolulu, Hawaii
International Business and Economy Conference Proceedings, “Quality of Earnings Ratings,” January 2005, Honolulu, HawaiiAmerican Association of Accounting and Finance Proceedings, “Assessing the Framework for Evaluating Bankruptcy Prediction Models,” December 2004, New Orleans, Louisiana
The International Business and Economic Research Conference Proceedings, “Evaluating Bankruptcy Prediction Models,” October 2004, Las Vegas, Nevada. Chosen Best Paper
Hawaii Conference on Business Proceedings, “Theoretical Development of Bankruptcy Prediction Variables”, June 2004, Honolulu, Hawaii
American Association of Accounting and Finance Proceedings, “Graphic Depiction of Financial Statements,” December 2003, New Orleans, Louisiana
The International Business and Economic Research Conference Proceedings, “Graphic Depictions in Annual Reports: A New Schema for Presentation,” October 2003, Las Vegas, Nevada. Chosen Best Paper
Hawaii Conference on Business Proceedings, “The Future of Accounting Education: Evidence for Specialization”, June 2003, Honolulu, Hawaii
American Society of Business and Behavioral SciencesProceedings, “Can Accounting Education Get Any Less Relevant: Re-Inventing the Introductory Course in Accounting,” February 2003, Las Vegas, Nevada
American Association of Accounting and Finance Proceedings, “The Increasing Irrelevance of Accounting, Financial Statements and Auditors,” December 2002, New Orleans, Louisiana
Hawaii Conference on Business Proceedings, “Negative Interest: Uses and Applications in Accounting Education,” June 2002, Honolulu, Hawaii
American Society of Business and Behavioral Sciences Proceedings, “Dow Jones Industrial Average: Simply a Media Darling or a True Reflection of the Stock Market?” February 2002, Las Vegas, Nevada
Hawaii Conference on Business Proceedings, “Re-Defining Accounting Concepts: A New Definition of Land,” June 2001, Honolulu, Hawaii
American Society of Business and Behavioral Sciences Proceedings, “Theoretical Inconsistencies in Accounting: Where is the Salvage Value?” February 2001, Las Vegas, Nevada
American Society of Business and Behavioral Sciences Proceedings, “Theoretical Inconsistencies in Accounting: Why Don’t We Depreciate Land?” February 2001, Las Vegas, Nevada
American Accounting Association Proceedings, "Quantification of the Nonprofit Advantage: A Case Study", Northeast Regional Meeting, April 1995, Hartford, Connecticut
American Accounting Association Proceedings, "Nonprofit Competition with Small Business: A Roadmap Leading to Answers", Northeast Regional Meeting, April 1994, Buffalo, New York |
|
|