Simon Huang (415) 623-0776 [email protected] http://sites.google.com/site/wsimonhuang

Education Yale University New Haven, CT Ph.D. in Financial Economics 2009-2015 Advisors: Nicholas Barberis, William Goetzmann, Andrew Metrick, Jacob Thomas University of California, Berkeley Berkeley, CA M.A. in Statistics 2003-2004 Passed preliminary exam with distinction B.A. in Applied Mathematics, Computer Science, Economics, Statistics 1999-2003 Quadruple major with university distinction and departmental honors x 4

Appointments University of Connecticut School of Business Storrs, CT Assistant Professor of Finance (Visiting) 2017-Present Cox School of Business, Southern Methodist University , TX Assistant Professor of Finance 2015-2016 Instructor of Finance 2014-2015

Research Interests Asset Pricing, Behavioral Finance, Investment Management, Financial History

Research Papers “Momentum in Imperial Russia” Accepted, Journal of Financial Economics Coauthor: William Goetzmann “The Momentum Gap and Return Predictability” Revise and Resubmit, Review of Financial Studies Solo-authored “Short Interest Announcements and Delayed Arbitrage” “The Cross-Section of Option Returns” “The Information Content of Industry-Specific Performance Measures”

Invited Presentations (include scheduled)

2017: Conferences Workshop on Monetary and Financial History* Seminars Babson College Baruch College (Zicklin) DePaul University (Driehaus) Fordham University (Gabelli) Northeastern University (D’Amore-McKim) U.S. Securities and Exchange Commission 2016: Conferences European Winter Finance Conference Finance Down Under Conference SFS Finance Cavalcade Western Finance Association Meeting Seminars China Europe International Acadian Asset Management Arrowstreet Capital AQR Capital Management* Numeric Investors PanAgora Asset Management 2015: Conferences Lone Star Finance Conference Western Finance Association Meeting Seminars Georgia State University (Robinson)* 2014: Conferences Lone Star Finance Conference+ Seminars Case Western Reserve University (Weatherhead) Southern Methodist University (Cox) A&M University (Mays) University of Arizona (Eller) University of Connecticut School of Business University of Miami School of Business University of Wisconsin School of Business Washington University at St. Louis (Olin) Algert Global Cubist Systematic Strategies Menta Capital Nipun Capital QMS Capital Management Sensato Investors

(* indicates co-author presentation, + indicates discussion)

Awards and Honors Whitebox Advisors Doctoral Fellowship, 2013 Yale University Graduate Fellowship, 2009-2014 University of California Graduate Fellowship, 2003-2004 University of California Dean’s List x 8, 1999-2003 Dorothy Berry Memorial Scholarship, Meritus College Fund, 1999-2004 Bank of America Undergraduate Scholarship, 1999 Nominated for United States Physics Team for International Physics Olympiad, 1998

Professional Service Referee: Review of Financial Studies Management Science Journal of Empirical Finance Member: SMU Faculty Recruitment Committee, 2015-2016 SMU Information Technology Committee, 2014-2016

Professional Affiliations and Certifications Member: American Finance Association, Western Finance Association Passed CFA Exams 1 and 2

Teaching Experience Cox School of Business, Southern Methodist University “Investment Analysis and Portfolio Management”, Spring 2015-2016 Rating: 6.3/7, ∼150 students

Industry Experience Portfolio Manager, PanAgora Asset Management, Boston, 2016-2017

References Nicholas Barberis Stephen and Camille Schramm Professor of Finance Yale School of Management [email protected] (203) 436-0777 William Goetzmann Edwin J. Beinecke Professor of Finance and Management Studies Yale School of Management [email protected] (203) 432-5950 Andrew Metrick Michael H. Jordan Professor of Finance and Management Yale School of Management [email protected] (203) 432-3069 Kumar Venkataraman James M. Collins Chair in Finance Cox School of Business, Southern Methodist University [email protected] (214) 768-7005