Daniel Huerta-Sanchez, Ph.D. PERSONAL INFORMATION College of Charleston Office Phone: (843) 953-6647 Department of Finance Cellular Phone: (956) 607-7166 Beatty Center. Suite 400 E-mail: huertade@cofc.edu, 5 Liberty Street danielhuertasanchez@gmail.com Charleston, SC 29424 ACADEMIC EXPERIENCE College of Charleston, Charleston, South Carolina Assistant Professor, Department of Finance Associate Director, School of Business Investment Program Aug 2014 present July 2017 present College of Charleston, Charleston, South Carolina Aug 2013 Aug 2014 Visiting Assistant Professor, Department of Economics and Finance EDUCATION University of Texas-RGV (Formerly UT-Pan American), Edinburg, Texas July 2013 Ph.D. in Business Administration Finance Dissertation: Essays on the Relationship between Investor Sentiment and Real Estate Investment Trusts Committee: Dr. Dave Jackson (Chair), Dr. Cynthia Brown, Dr. Jose Pagan, Dr. Thanh Ngo, Dr. Diego Escobari MBA courses August 2008 July 2009 Universidad Dr. Rafael Belloso Chacín URBE, Maracaibo, Venezuela December 2004 Bachelor of Science in Computer Engineering ACADEMIC AREAS OF INTEREST Research: Securitized real estate finance, REITs, style investing, behavioral finance. Teaching: Managerial finance, corporate finance, financial administration, financial modeling. Page 1 of 5
JOURNAL PUBLICATIONS 1. Perez, D., Huerta, D., and Gutierrez, J. (Accepted). Do domestic sentiment and the spillover of U.S. investor sentiment impact Mexican stock market returns? Journal of Emerging Market Finance. 2. Huerta, D., Egly, P., and Escobari, D. (2016) The liquidity crisis, investor sentiment and REIT returns and volatility. Journal of Real Estate Portfolio Management 22 (1), 29-44. 3. Huerta, D., Jackson, D., and Ngo, T. (2015) Categorizing sentiment and its impact on REIT returns. Managerial Finance 41 (9), 958-973. 4. Farooqi, J., Huerta, D., and Ngo, T. (2015) Should you globally diversify or let the globally diversified firm do it for you? Quarterly Review of Economics and Finance 57, 75-85. 5. Farooqi, J., Ngo, T., Huerta, D., and Chen, H. (2015) Momentum strategies in Shari ah stocks: The role of debt. Journal of Investing 24 (2), 90-111. 6. Perez-Liston, D., Huerta, D., and Haq, S. (2014). Does investor sentiment risk impact the returns and volatility of Islamic equities? Journal of Economics and Finance. DOI 10.1007/s12197-014-9290-6. 7. Harris, O, Huerta, D., and Ngo, T. (2013). The impact of TARP on bank efficiency. Journal of International Financial Markets, Institutions & Money 24, 85-104. 8. Huerta, D., Jin, C., and Zhang, Y. (2012). The impact of debt offerings on REIT long-run performance. Journal of Real Estate Portfolio Management 18 (2), 155-167. 9. Huerta, D., and Perez, D. (2011). The impact of hurricanes on investor sentiment and stock market returns. Global Business and Finance Review 16 (2), 136-149. 10. Huerta, D., Perez, D., and Jackson, D. (2011). The impact of TARP bailouts on stock market volatility and investor fear. Banking and Finance Review 3, 45-54. PAPERS UNDER REVIEW Equity versus asset acquisitions in the REIT industry (with Thanh Ngo and Mark Pyles). Revise and resubmit (2 nd round), Journal of Real Estate Research. Noise trader risk on REIT industry excess returns and volatility (with Diego Escobari). Revise and resubmit (2 nd round), Quarterly Review of Economics and Finance. Gender and ethnic diversity on REIT operating performance (with Robert Hogan). Submitted to Journal of Business Ethics. WORKING PAPERS REIT valuation, ownership, and liquidity reactions to ETF inceptions (with Klaus Beckmann and Thanh Ngo). REIT reactions to S&P index inclusions (with Klaus Beckmann and Thanh Ngo). Collective Decision Making in a Student Managed Fund (with Mark Pyles and Ariel Benton). WORK IN PROGRESS Owning Paradise: Living where others vacation when the bubble burst (with Christopher Cain and James Malm). Noise traders, rational expectations and the market price of risk in the financial sector (with Mohammad Jafarinejad). Irrational Sentiment, rational expectations and the time-varying REIT market price of risk (with Mohammad Jafarinejad). Page 2 of 5
Determinants of banking sector efficiency worldwide (with Omar Esqueda and Thanh Ngo). The impact of home country and US sentiment on ADR returns (with Juan Gutierrez and Daniel Perez). TEACHING EXPERIENCE College of Charleston Business Finance Fall 2013, 2014, 2016, 2017; Spring 2014, 2015, 2016, 2017 Business Finance (Online) Summer 2016 Intermediate Business Finance Fall 2014, 2015, 2016, 2017; Spring 2015, 2016, 2017 Financial Management (MBA) Fall 2015 Advanced Corporate Finance (MBA) Summer 2014, 2015, 2016, 2017 Financial Management Information Systems Fall 2013, Spring 2014 Bachelor s Essay Fall 2015, 2017; Spring 2016 Independent Undergraduate Study Spring 2015, 2017; Fall 2016, 2017 University of Texas-Pan American Commercial Banking - Fall 2012 Managerial Finance - Summer II 2012 Graduate Thesis Preparation Workshop (Instructor) - Fall 2010, Fall 2012 Principles of Microeconomics (Teaching Assistant to Dr. Damian Damianov) - Spring 2009 PRESENTATIONS American Real Estate Society Meeting, San Diego, CA, 2017. Gender and ethnic diversity on REIT operating performance. American Real Estate Society Meeting, Denver, CO, 2016. Owning Paradise: Living where others vacation when the bubble burst. Academy of Financial Services Conference, Orlando, FL, 2015: Do domestic sentiment and the spillover of U.S. investor sentiment impact Mexican stock market returns?. Academy of Behavioral Finance and Economics Meeting, Philadelphia, PA, 2015: Do domestic sentiment and the spillover of U.S. investor sentiment impact Mexican stock market returns?. College of Charleston Economics Research Workshop Series, Charleston, SC, 2015: The liquidity crisis, investor sentiment and REIT returns and volatility. Academy of Economics and Finance Conference, Jacksonville, FL, 2015: Sentiment in the financial industry. The impact of home country and US sentiment on ADR returns. Southwestern Finance Association Meeting, Dallas, TX, 2014: Investor sentiment, recessions and financial industry returns. Academy of Behavioral Finance and Economics Meeting, Chicago, IL, 2013: Investor sentiment, recessions and financial industry returns. Financial Management Association Meeting, Atlanta, Georgia, 2012: Determinants of banking sector efficiency worldwide. Page 3 of 5
Academy of Financial Services Conference, Las Vegas, Nevada, 2011: Has a profitable momentum strategy for REITs disappeared?. University of Texas-Pan American Faculty Seminar Series, Edinburg, TX: Fall 2011: Momentum strategies in Shari ah stocks: The role of debt. Spring 2011: Post-TARP operating performance of commercial banks. Southwestern Finance Association Meeting, Houston, TX, 2011: The impact of hurricanes on investor sentiment and stock market returns. The impact of TARP bailouts on stock market volatility and investor fear. Stock market volatility, excess returns, and the role of investor sentiment: empirical evidence from Mexico Academy of Behavioral Finance and Economics Meeting, Chicago, IL, 2010: The impact of hurricanes on investor sentiment and stock market returns. SERVICE AND ACADEMIC ACTIVITIES Academic Conferences October 2016. Discussant. Financial Management Association Meeting, Las Vegas, NV: Do bank bailouts reduce or increase systemic risk? The effects of TARP on financial system stability. October 2015. Session Chair. Academy of Financial Services Meeting, Orlando, FL. February 2015. Discussant. Academy of Economics and Finance Meeting, Jacksonville, FL: Asymmetric Business Cycle Effects on US Sectoral Stock Returns. Academic Journals Summer 2015 Current. Ad-hoc Referee, Journal of Behavioral Finance. Spring 2011 Current. Ad-Hoc Referee, Global Business and Finance Review. College of Charleston College Level Senator for the Department of Finance. College of Charleston Faculty Senate (Fall 2016-Current). Faculty Group Leader Convocation 2014, 2016. School Level Associate Director, Student Investment Program (Fall 2017-Current). Member of the School of Business Technology/Online Committee (Fall 2014-Current). Core Course Coordinator FINC 303 (Fall 2016-Current). Faculty Advisor to the College of Charleston Student Finance and Investment Club (Fall 2014-Spring 2017). MBA prospective student contact for the finance track (Fall 2016- Spring 2017). Faculty leader for the MBA Global Immersion Trip to Santiago, Chile. 2015-2016 cohort. College of Charleston. Member of the MBA Curriculum Committee (Fall 2014-Spring 2015). Department Level Assessment Coordinator for FINC 315 (Spring 2016-Current). Library Liaison for the Department of Finance (Fall 2014-Spring 2015). Page 4 of 5
PROFESSIONAL MEMBERSHIPS Financial Management Association Academy of Economics and Finance American Real Estate Society FACULTY DEVELOPMENT ACTIVITIES Teaching, Learning, and Technology Department Faculty Distance Education Readiness Course, College of Charleston, January-April 2016 (8 week course). MBA Faculty Development Workshop Teaching with Cases, College of Charleston, School of Business, May 2015. Academy of Economics and Finance Teacher Training Program, AEF Meeting, February 2015. COBA Innovations in Teaching Excellence Workshop Learner Centered, Experiential Approach to Teaching (Dr. France Belanger, Virginia Tech), University of Texas-Pan American, College of Business Administration, October 2011. Professional Development Course Quality Customer Service Culture, University of Texas-Pan American, Human Resources Department, January 2011. OTHER QUALIFICATIONS AND EXPERIENCE Spanish (Native Language). MBA pre-term finance review for the 2015-2016 cohort. College of Charleston. Reviewer for Pearson Education 2015. Review of exercises and material for the online teaching platform. Invited guest speaker. Border Economic Development & Entrepreneurship Symposium 2012. University of Texas-Pan American. Reviewer for the UTPA Student Engagement and Experiential Learning s Undergraduate Research program 2012. University of Texas-Pan American. Treasurer for the University of Texas-Pan American Graduate Student Association 2012-2013. Institutional Training Initiative: Human Subjects Research Curriculum. University of Texas-Pan American. Summer 2011. Research Assistant Ad honorem, Center for Border Economic Studies (CBEST), University of Texas-Pan American. Fall 2010 Spring 2013. HONORS AND RECOGNITIONS Outstanding MBA Professor, Class of 2016. College of Charleston. Global Scholar 2015. College of Charleston. Outstanding Faculty of the Year 2015 Excel Award. School of Business. College of Charleston. Outstanding Ph.D. Student Award 2012-2013. College of Business Administration. University of Texas-Pan American. Recipient of the Selden Leavell Excellence Scholarship 2011-2012. University of Texas-Pan American. Recipient of the Good Neighbor Scholarship 2011-2012. Texas Higher Education Coordinating Board. Student Research Day Awards 2011, 2nd Place. College of Business Administration. University of Texas-Pan American. Page 5 of 5