Horan, Stephen M
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Publications
Presentations
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Presentation
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The End of ESG Investing,
AICPA Engage 2023-06-01
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Advising the ESG Investor: A Non-political View based on Outcomes and Evaluation,
ACE Academy 2023-05-01
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Review of Coordinated Engagements (Discussant),
American Economic Association Annual Meeting 2023-01-01
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The State of ESG Investing,
Invesco Portfolio Management Forum 2023-01-01
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Levered and Inverse Exchange-Traded Products: Evidence from Simulations,
UNCW CSB E&F Research Seminar 2022-11-01
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Private Markets Due Diligence,
Mackenzie Alternative Assets for Private Clients 2022-11-01
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The State of ESG Investing,
Invesco EMEA All-Hands 2022-11-01
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ESG Investment Performance Evaluation: An Integrated Approach,
Journal of Investment Management Insights 2022-10-01
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The State of ESG Investing,
Corporate Governance Academic Days 2022-10-01
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Private Markets Due Diligence,
Mackenzie Alternative Investments for Financial Advisors 2022-09-01
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Private Markets Due Diligence,
Mackenzie Private Markets for Financial Advisors 2022-09-01
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The State of ESG Investing,
Journal of Impact and ESG Investing 2022-08-01
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The State of ESG Investing,
UNCW CSB Economics & Finance Research Seminar 2022-03-01
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What Wealth Managers Need to Know About Evaluating Investment Manager Performance,
AICPA-PFP Annual Conference 2022-01-17
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The End of ESG Investing,
Journal of Investment Management Climate Change: Investment Management Implications 2021-10-01
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The Wealth Manager's Guide to Investment Performance,
Financial Navigator 2012-02-22
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Private Wealth Seminar,
A Comprehensive Approach to Managing Private Client Assets: The Life Balance Sheet 2011-11-15
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CICA Advanced Personal Financial Planning Conference,
Structuring HNWI Assets and Liabilities: Lessons from Pension Plan Sponsors 2011-11-08
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Life-Cycle Saving & Investing,
Consumer Finance 101 for Financial Educators, Financial Advisors, and Regulators 2011-05-24
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Asset-Liability Management in a Private Client Environment,
AICPA-PFS Annual Conference 2011-01-11
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Tax-Efficient Portfolio Optimization and Tax-Efficient Withdrawal Strategies,
AICPA-PFS Annual Conference 2011-01-11
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What a Wealth Manager Needs to Know About Performance Measurement in 2011 and Beyond,
AICPA-PFS Annual Conference 2011-01-11
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Global Estate Planning,
Merrill Lynch Financial Advisors’ Program, Wharton School of Business 2010-08-19
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Tax Efficient Asset Allocation and Investing for Private Clients,
Merrill Lynch Financial Advisors’ Program, Wharton School of Business 2010-08-19
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Incorporating Human Capital into Private Wealth Management,
Wealth Management Conference, Toronto CFA Society 2010-05-04
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IRAs Under Progressive Tax Rate Regimes and Income Growth,
Financial Management Association Meetings 2009-08-03
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Asset Allocation for Taxable Private Clients,
Wealth Management Conference, Toronto CFA Society 2009-05-15
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Optimal Withdrawal Strategies to Bridge Accumulation and Distribution,
Managing Retirement Income 2009-02-11
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The Future of Pensions and Retirement in the U.S.,
Boston University Life-Cycle Saving and Investing Conference 2008-10-24
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Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts,
Conference on Optimal Withdrawal Strategies 2008-10-15
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Private Wealth Management: A Sampling of the Issues,
AIM Conference at New York University Stern School of Business 2008-10-15
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After-Tax Value of Annuities,
Academy of Financial Services Annual Meeting 2008-10-14
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Tax-Adjusted Portfolio Optimization: Extensions and Synthesis,
Financial Management Association Meetings 2008-10-12
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Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts,
Merrill Lynch Due Diligence Conference 2007-12-11
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Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts,
Financial Planning Association’s Virtual Learning Center 2007-12-11
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Soft Dollar Brokerage: Case Closed,
CFA Institute Staff Professional Development Event 2007-11-03
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After-Tax Performance Measurement,
Financial Planning and Analysis Roundtable at the Financial Management Association 2007-10-06
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Partnership and Coordination: The Role of the Regulator and Industry in Investor Education,
IFEI/IOSCO conference 2007-10-02
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Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts,
Financial Planning Association of New York 2007-09-03
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Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts,
CFA Society of Buffalo 2007-01-22
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Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts,
Financial Planning Association Annual Convention 2006-10-24
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Asset Location: Fundamental Concepts and Rules of Thumb,
CFA Society of Rochester 2006-04-17
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Tax-Advantaged Savings Accounts and Tax Efficient Wealth Accumulation,
Financial Planning Association Annual Retreat 2006-04-03
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Do Soft Dollars Benefit Investors: Agency Problem or Solution?,
Conflict of Interest in Financial Markets Conference at Vanderbilt University 2006-03-03
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The Value of Switching Options for Retirees Facing Uncertain Tax Rates,
Academy of Financial Services Association Meetings 2005-12-18
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Soft Dollars: What are they and why do you care,
Olean Exchange Club 2004-09-14
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Breakeven Holding Periods for Tax-Advantaged Savings Accounts with Early Withdrawal Penalties,
Financial Management Association Meeting 2004-05-12
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Does Soft Dollar Brokerage Benefit Portfolio Investors? Agency Problem or Solution?,
Academy of Financial Services Meeting 2003-08-05
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Choosing Between Tax-Advantaged Savings Accounts: A Reconciliation of Standardized Pre-tax and After-tax Frameworks,
Academy of Financial Services Meetings 2003-08-04
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Looking at Today’s Financial Markets through Capital Market History,
Olean Exchange Club, Olean New York 2003-03-23
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The Behavior of Implied Volatility of Oil Futures Options Surrounding OPEC Meetings,
American Academy of Accounting and Financing Meetings 2003-02-14
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Do Soft Dollars Benefit Investors: Agency Problem or Solution?,
Norwegian School of Management, Oslo, Department of Financial Economics 2002-05-03
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Do Soft Dollars Benefit Investors: Agency Problem or Solution,
Humboldt University of Berlin, School of Business and Economics 2002-05-02
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The Welfare Effects of Soft Dollar Brokerage: Law and Economics,
University of Hamburg Conference on Alternative Perspectives in Finance 2002-04-11
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The Welfare Effects of Soft Dollar Brokerage: Law and Economics,
University of Cincinnati School of Law 2002-03-08
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Regulation Fair Disclosure (FD): Truth and Consequences,
Buffalo Chapter of the New York Society of Security Analysts 2002-02-17
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The Welfare Effects of Soft Dollar Brokerage: Law and Economics,
University of Pennsylvania, Wharton Financial Institutions Center Conference on Distribution and Pricing of Delegated Portfolio Management 2002-02-01
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What Did Equity Index Options Tell Us About the Y2K Computer Bug,
American Academy of Accounting and Finance Meetings 2001-09-15
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Common Stock Price Behavior Surrounding the Issuance of Convertible Securities,
American Academy of Accounting and Financing Meetings 2001-09-14
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Common Stock Price Behavior Around the Issuance of Convertible Securities,
Southwest Finance Association Meetings 1999-10-16
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The Soft Dollar Debate: Agency Theory and Evidence,
Southwest Finance Association Meetings 1999-10-12
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Common Stock Price Behavior Around the Issuance of Convertible Securities,
Academy of Financial Services Meetings 1999-09-16
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Soft Dollars: Theory and Evidence,
Institute for International Research Directed Brokerage and Soft Dollar Practices West Coast Forum 1999-09-14
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The Soft Dollar Debate,
Agency Theory and Evidence 1998-12-11
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An Analysis of Nondeductible IRA Contributions and Roth IRA Conversion,
Prudent Investor Seminar at the State University of New York at Buffalo 1998-07-08
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Portfolio Management,
Private Information, and Soft Dollar Brokerage: Agency Theory and Evidence 1998-05-12
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The Soft Dollar Debate: Theory and Evidence,
Securities and Exchange Commission 1998-05-01
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A Comparison of Indexing, Asset Class Choice and Beta among Pension and Non-pension Assets,
Financial Management Association International Meetings 1997-08-28
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The Soft Dollar Debate: Theory and Evidence,
Financial Management Association International Meetings 1997-04-20
