Whuei-wen ( Christine) Lai


Whuei-wen ( Christine) Lai

E-mail: lai@saturn.yzu.edu.tw


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? Abstract

Minor 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
.


“Do individual investors make rational asset
allocation decisions?” presented at the Academy of Financial Services
annual conferent, Toronto, October, 2001.


Abstract published as:


Lai, C. W., Hanna, S. D., & Montalto, C. P. (2001). Do individual
investors make rational asset allocation decisions? Proceedings of the
Academy of Financial Services

>

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


  • Photo
    with Sherman Hanna and President Holbrook at Commencement, March, 2003