Introduction

This site is designed to supplement my work in academic finance. Some of the material posted here is taught in university courses but most is for those students that want additional material for self study beyond the classroom. If you are not currently in one of my courses, use the menu above to find course coverage and resources to learn on your own.

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Stephen Rush

Assistant Professor of Finance

Bowling Green State University

Biography

I grew up as a musician in California and then served for several years in the Marine Corps. After college, I was an equity analyst on the buy side in New England. I am not a quant although I do believe that quantitative methods should be used to augment analyst capabilities rather than replace them. As a finance professor, I currently teach investments, portfolio management, and financial management.

Interests

  • Investment Management
  • Market Microstructure
  • Valuation
  • Data Analysis
  • Music

Education

  • PhD in Finance

    University of Connecticut

  • MBA and MSc in Finance

    Boston College

  • Chartered Financial Analyst

    CFA Institute

  • BSBA Finance and Economics

    Bryant University

  • All Source Intelligence Analyst

    Navy Marine Corps Intelligence Training Center

  • Piano Performance

    Armed Forces School of Music











Experience

 
 
 
 
 

Associate Professor

University of Economics and Law

Jun 2018 – Present HCM City, Vietnam

Courses Taught:

  • Investments for Undergraduates
  • Doctoral Seminar in Corporate Finance
 
 
 
 
 

Assistant Professor

Bowling Green State University

Aug 2016 – Present Ohio, USA

Courses Taught:

  • FIN 3000 / MBA 6060 Financial Management
  • FIN 4350 / MBA 5510 Investment Analysis
  • FIN 4360 / MBA 5610 Portfolio Management
 
 
 
 
 

Finance Instructor

University of Connecticut

Aug 2012 – May 2016 Connecticut, USA

Courses Taught:

  • FNCE 3101 - Financial Management
  • FNCE 3302 - Investments and Security Analysis
  • FNCE 4306 - Financial Services
 
 
 
 
 

Finance Lecturer

Bryant University

May 2012 – May 2016 Rhode Island, USA

Courses Taught:

  • FIN 201 - Financial Management
  • FIN 312 - Investments
  • FIN 315 - Financial Institutions and Markets
 
 
 
 
 

Investment Analyst

Amica Mutual Insurance

Aug 2007 – Dec 2009 Rhode Island, USA

Responsibilities:

  • Researched, recommended, and traded equities in the Technology and Alternative Energy sectors
  • Voted proxy statements on approximately 60 companies
  • Developed quantitative valuation models to evaluate individual company performance
  • Made weekly recommendations to the Chief Investment Officer and bimonthly written reports to the board of directors
  • Part of a team that managed approximately $5 billion across 6 portfolios beating the S&P 500
 
 
 
 
 

Fund Accountant

State Street Bank and Trust

May 2007 – Aug 2007 Massachusetts, USA

Responsibilities:

  • Calculate NAV daily based on Bloomberg, Reuters, and IDC price and exchange rate information
  • Adjusting entries for share transactions, currency derivatives, expense accruals, and income payments
  • Fix failing trades and find missing information on non-DTC settled trades
  • Responsible for over $7 billion in assets under custody
 
 
 
 
 

Political/Military Analyst

U.S. Army Reserve

Mar 2005 – Mar 2007

Responsibilities:

  • Wrote background papers for the European Command Joint Analysis Center
  • Coordinated analysis with reporting personnel
 
 
 
 
 

Sergeant

U.S. Marine Corps

Aug 1996 – Feb 2005

Responsibilities:

  • Intelligence Chief - Provided the commanding officer with enemy strength, location, and probable courses of action
  • Platoon Sergeant - Supervised 35 Marines
  • Marine Band Pianist and Jazz Combo Leader











Recent & Upcoming Talks

Non-Standard Errors

Non-Standard Errors
May 19, 2023 University of Illinois at Chicago
PDF Slides

Information Diffusion in Korean Equity Markets

Information Diffusion in Korean Equity Markets
Jun 5, 2020 University of Illinois at Chicago

Measuring Information Asymmetry in Event Time

Measuring Information Asymmetry in Event Time
Feb 14, 2020 4:00 PM University of Toledo Department of Mathematics and Statistics
PDF Slides
See all talks











Research

Non-Standard Errors

In statistics, samples are drawn from a population in a data-generating process (DGP). Standard errors measure the uncertainty in …
Albert Menkveld, Anna Dreber, Felix Holzmeister, Juergen Huber, Magnus Johannesson, Michael Kirchler, Sebastian Neususs, Michael Razen, Utz Weitzel, Stephen Rush, et al

Conditional Correlation Network Data from the Financial Sector

Conditional Correlation Network Data
Paul Borochin, Stephen Rush
DOI

Information Networks in the Financial Sector and Systemic Risk

A network based on informed trading in financial firms predicts firm-specific risk and performance, while one formed on financial firm …
Paul Borochin, Stephen Rush
DOI
See all publications











Contact

  • 317 Maurer Center, Bowling Green, OH 43403
  • Park in Lot A and walk to the Schmidthorst College of Business in the Maurer Center. Take the elevator or stairs to the third floor.
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