Contacts

Leo Chen

Leo Chen

Student Managed Investment Fund Director
gchen@usf.edu
Room: BSN 3133
Phone: (813) 974-6314
Vita

Gaole (Leo) Chen teaches in the Muma College of Business' Finance Department and is the director of the Student Managed Investment Fund, a program in which students pitch real-money investments to a board of professional investors and advisors.

Prior to accepting his current position here in 2017, Chen was a portfolio manager and quantitative strategist at Cumberland Advisors in Sarasota, where he actively managed two U.S. equity portfolios. He specializes in quantitative analysis and his research utilizes quantitative methods to examine market returns and underlying volatilities. As a strategist at Cumberland, Chen uses his background in mathematics to help interpret risk in the markets. He also taught finance as an assistant professor at the University of Southern Mississippi.

He earned a PhD in business administration and finance from USF.

Recent Research:

  • "From Setback to Comeback: Motivations for Withdrawn IPO Firms to Return," with Jianping Qi and Ninon Sutton, forthcoming, Quarterly Review of Economics and Finance.
  • "Optimism Pattern of All-Star Analysts," with Marcin Krolikowski and Joseph Mohr, (2006), International Review of Financial Analysis, Vol 47, 222-228.
  • "Concurrent Lending and IPO Withdrawals," with Jianping Qi and Ninon Sutton, presented at Paris Financial Management Annual Meeting, 2016

Service:

  • Member, Financial Management Association
  • Presenter, Financial Management Association, Las Vegas, October 2016
  • Presenter, Second Paris Financial Management Conference, Paris, December 2014
  • Presenter, Midwest Finance Association Annual Meeting, Orlando, March 2014
  • Presenter, First Paris Financial Management Conference, Paris, December 2013.