Ph.D. in Finance, University of Utah 2009-2015
M.A. in Finance, Brandeis University 2006-2008
B.E. in Material Engineering, Tongji University 2002-2006
Investments, Investment Banking
The Distortion in Prices due to Passive Investing, with Shmuel Baruch, Management Science, 2021.
Confirmation Bias in Analysts' Response to Consensus Forecasts, with Huan Cai and Tong Yao, Journal of Behavioral Finance, 2022.
The Price Evolution in Financial Markets under Influence of Published Opinions, Journal of Financial Markets, 2025.
Contrast Effects: The Phantom of an Analyst's Latest Forecasts, with Huan Cai and Jie Zheng, International Review of Finance, 2025.
Analyst Coverage of Innovative Firms and Patent Market Values, with Jing He and Michael Jung, Journal of Corporate Finance, 2026.
Lease or Borrow? The Case of Small Equipment Contracts, with James Schallheim, Journal of Corporate Finance, 2026.
证券投资、实证公司金融
Passive Investing, Analyst Forecasting Ability and Cognitive Biases