Samuel Adams 832-370-5306 | [email protected]

Education University of Tennessee, Haslam College of Business Knoxville, Tennessee Doctor of Philosophy - Finance Expected Graduation Date: May 2024

Oklahoma State University, Spears School of Business Stillwater, Oklahoma M.S. Quantitative Financial Economics Graduation Date: May 2019 Cumulative GPA: 3.9/4.0

University of Arkansas, Sam M. Walton College of Business Fayetteville, Arkansas B.S.B.A Major: Finance | Minor: Economics Graduation Date: May 2016 Cumulative GPA: 4.0/4.0 Summa Cum Laude with Honors

Research Experience Graduate Research Assistant Oklahoma State University Finance Department – Dr. Gregory Eaton August 2017 – May 2019 Mergers and Acquisitions Project: ▪ Organized data for M&A deals with a focus on tracking advisory firm mergers between 1992 and 2017 ▪ Created detailed mappings of advisory firm histories and wrote Excel VBA code to streamline and categorize collected data

Undergraduate Research Assistant University of Arkansas Finance Department – Dr. Kangzhen Xie July 2015 – May 2016 Corporate Executive Pension Project: ▪ Analyzed corporate executive pension data for 908 companies, identifying and explaining gaps in credited years of service and pension freezes for top company executives Oil and Gas Hedging Project: ▪ Collected oil and natural gas hedging derivative contract data for over 100 energy companies ▪ Formatted and modeled data in Excel in accordance to an established research framework

Research Interests Market Microstructure Behavioral Finance Quantitative Trading Strategies Financial Institutions

Teaching Experience Graduate Teaching Assistant Oklahoma State University Financial Management – FIN 4333 August 2017 – Present ▪ Led classroom lectures focused on material review and practice problem sets ▪ Administered and graded Excel based exams and homework for 75 to 100 students each semester

Supplemental Instruction Leader University of Arkansas Principles of Macroeconomics – ECON 2013 August 2013 – May 2016 ▪ Taught weekly instruction sessions to groups of 15 students covering the basics of Macroeconomics ▪ Responsible for weekly lesson plans and grade reports for up to 60 students

Samuel Adams 832-370-5306 | [email protected]

Work Experience Investment Analyst Oaklawn Investments Distressed Debt Group May 2016 – July 2017 ▪ Sourced and evaluated investment opportunities in the collateralized debt market ▪ Built break-even and asset-based valuation models for potential investments in the mining, satellite, manufacturing and industrial sectors ▪ Performed credit analysis and due diligence on credit documentation for investment ideas

Certifications/Skills Chartered Market Technician Level I Exam Passed Excel Visual Basic Proficiency Bloomberg Certified in Equities, Fixed Income, Commodities and Foreign Exchange Basic knowledge of STATA, MATLAB, Python

Relevant Coursework/Honors Honors: Chancellor’s List (August 2012 – May 2016), Dean’s List (August 2012 – May 2016), University of Arkansas Honors College Graduate, Chancellor’s Scholarship (August 2012 – May 2016), Beta Gamma Sigma

PhD Courses: Econometrics I, Microeconomic Theory I, Time Series Econometrics

Graduate Courses: Mathematical Statistics I, Mathematical Economics I, Derivative Securities and Financial Price Risk Management, Macroeconomic Analysis, Risk Management, Investment Theory and Practice

Undergraduate Courses: Linear Algebra, Introduction to Econometrics, Intermediate Microeconomics, Portfolio Management, Money and Banking, Commercial Banking, Intermediate Accounting I

Leadership and Involvement Investments Club University of Arkansas Co-founder, Portfolio Manager January 2015 – May 2016 ▪ Administered portfolio holdings for a $1 million paper portfolio consisting of equity and derivative positions ▪ Presented instructional lectures over technical analysis theory and applications of trading strategies to members

Rebsamen Trust Fund Fayetteville, Arkansas Portfolio Performance Evaluation Officer, Research Analyst August 2015 – December 2015 ▪ Collaboratively managed the $1.2 million Rebsamen Trust Fund along with 21 other students ▪ Ensured portfolio compliance with overall fund goals, and monitored portfolio performance, holdings changes, and risk metrics on a weekly basis