Resources to support your coursework and research.
Resources I keep refreshed each semester.
Resources.
Updated each semesterPython & R templates
Starter notebooks for FIN 501 quantitative methods, portfolio assignments, and Monte Carlo simulation. With data loaders and tested skeletons.
Download notebooks"How to read a 10-K," slowly.
A 20-page walkthrough I wrote for FIN 358 — what to skim, what to read closely, and the three lines that usually tell you the most.
Read the guideArchive with worked solutions.
Investments, derivatives, international finance, and risk management. Each problem set has a solutions PDF and a brief video explainer for the trickiest items.
Browse the archiveCFA & FRM reading roadmaps.
Six-month study plans organized by exam window — which readings to do first, where to slow down, and what to skip on a first pass.
Open the roadmapSmall finance calculators.
Bond pricer, portfolio mean-variance optimizer, simple VaR sandbox. Browser-only, no install. Good for sanity-checking homework.
Open the toolsPast honors theses, anonymized.
A handful of strong honors theses I've advised, anonymized — so you can see what scope, structure, and analysis look like in practice.
View examplesStudent Work.
Honors thesis advising
Bring a one-paragraph pitch and a sense of what data you can access.
Independent study
One-on-one course work on special topics in finance, tailored to your interests and level.
Research mentorship
For students who want to work on a research manuscript, often one under review at an academic journal.
Tuesday, Wednesday, Thursday 2-4pm
Other times available by appointment.