Finance, Insurance & Real Estate
BaylorBusiness

Baylor Grad promoted to CFO, NetSuite.
[5/3/2010]
Ron Gill, who earned his BBA in finance from Baylor in 1988, has been promoted to Chief Financial Officer for NetSuite Inc.,SAN MATEO, Calif.
(FULL STORY)

Baylor University Professor Assumes Presidency of Financial Planning Association (In the News)
[3/9/2010]
News Blaze, Tom L. Potts, Ph.D., CFP, assumed his term as president of the Financial Planning Association (FPA) on January 1, 2010. Potts, a professor of finance and director of the financial services program for Baylor University's Hankamer School of Business in Waco, Texas, previously served on numerous workgroups within the FPA.
(FULL STORY)

The Great Debate: Are Stocks Pricey? (In the News)
[4/15/2010]
Money cites the stock market price/earnings calculations work of Dr. William Reichenstein, professor of finance at Baylor, and a York University colleague. -- Equities have soared more than 70% since last march, but they are still down by 25% for their 2007 peak.
(FULL STORY)

The Last Word on Kids and Cash (In the News)
[9/15/2008]
Kiplinger.com article about kids and money quotes Dr. James Roberts, professor of marketing at Baylor, about college-age young adults and credit cards -- Not long ago I got a phone call from my 25-year-old son, who sounded a bit testy. John had just read a story in Kiplinger's about a young investor named Deirdre, also 25, who had amassed more than $100,000 in Vanguard index mutual funds. "You write about kids and money," John said accusingly. "How come you never told me about mutual funds?"
(FULL STORY)

Tackling the Spend-Down (In the News)
[9/15/2008]
FinancialPlanning.com article about a withdrawal strategy in retirement in terms of tax efficiency that cites a method developed by Dr. William Reichenstein, professor of finance at Baylor -- The message that you need to save for retirement is loud and clear. It's hard to escape, in fact. The message that retirees with 401(k)s will have to make a decision about how to structure their assets in retirement to avoid running out of money is also loud, if a bit less clear.
(FULL STORY)

Panel of Experts to Discuss Financial and Mortgage Crisis (Video Now Online)
[10/7/2008]
Five professors from Baylor University's Hankamer School of Business will provide perspectives and advice about the current financial and mortgage crisis facing the United States. The panel discussion will take place on Thursday, October 9, from 3:30 to 5:00 pm in Kayser Auditorium.
(FULL STORY)

Baylor Professor Lectures in Prestigious Australian Master Class Program
[9/19/2007]
Dr. James R. Garven, the Frank S. Groner Memorial Chair of Finance and professor of Finance and Insurance, presented a Ph.D.-level Master Class on the topic "Current Issues in Risk Management and Insurance" at the University of Queensland Business School in Brisbane, Australia this past summer. This Master Class was offered under the auspices of the Financial Integrity Research Network (FIRN) as part of its Younger Researcher Program.
(FULL STORY)

Quoted in the News
[9/21/2007]

(FULL STORY)

Put Bonds, Not Stocks, in Tax-Deferred Accounts (In the News)
[8/7/2007]
Baltimore Sun/Chicago Tribune article about asset allocation in taxable and retirement accounts cites information from Dr. William Reichenstein, professor of finance and The Pat and Thomas R. Powers Chair in Investment Management at Baylor's Hankamer School of Business -- It may be time to turn your thinking about asset allocation in your retirement portfolio on its head. An article in the July issue of the Journal of Financial Planning, an academic publication aimed at the financial-adviser community, makes a good case for investors to consider reorganizing their investments among their taxable and retirement accounts.
(FULL STORY)

Graduates' 1st Important Lesson: Get Rid of Debt (In the News)
[8/7/2007]
Chicago Tribune article reprint from Newsday on students managing their money after college that quotes Ernest Fletcher Jr., lecturer of finance at Baylor -- Until now Rachel Rohrs has not had to worry too much about money. A member of the Adelphi University class of 2007, Rohrs lived at home with her parents in South Hempstead, N.Y., while in college. Soon, though, Rohrs will start a crash course in managing money.
(FULL STORY)

Personal Finance 101 (In the News)
[7/11/2007]
Newsday article quotes lecturer in finance Ernest Fletcher -- Until now, Rachel Rohrs hasn't had to worry too much about money.
(FULL STORY)

Baylor Student Investment Team Beats Out Texas Competitors
[5/2/2007]
Three Baylor business students earned the spotlight after clinching the Portfolio Management Finals Competition award at the Fourth Annual Texas Investment Portfolio Symposium (TIPS) held Saturday, March 24. Investment professionals from all over the country traveled to interact with more than 130 faculty and students from 12 regional universities.
(FULL STORY)

Credit Cards Not a Game (In the News)
[5/30/2007]
Kiplinger.com article quotes James Roberts, associate professor of marketing at Baylor, who has completed extensive research on credit card use among adolescents -- Later this year Hasbro will introduce a new version of its classic Game of Life that replaces play money with a Visa-branded card
(FULL STORY)

The Greatest Benefit: Timing When Clients Claim Social Security Can Add Flexibility and Power to a Retirement Income Plan (In the News)
[6/11/2007]
Financial-Planning.com article on maximum possible benefits through Social Security planning quotes Dr. Bill Reichenstein, professor of finance and The Pat and Thomas R. Powers Chair in Investment Management at Baylor's Hankamer School of Business -- Legions of retirees are entering their golden decades without any reliable source of retirement income other than Social Security. These folks are not likely to be your clients. Nevertheless, it's still unlikely that the bulk of retirees will have sufficient personal savings to fund a long retirement by themselves.
(FULL STORY)

Guaranteeing a Regular Income After Retirement (In the News)
[6/19/2007]
Daily News & Analysis, Mumbai article on retirement planning quotes Dr. Bill Reichenstein, professor of finance and The Pat and Thomas R. Powers Chair in Investment Management at Baylor -- There comes a point in every saver's life when it's time to stop saving and start spending.
(FULL STORY)

Annuitizing Your Savings (In the News)
[6/19/2007]
Bankrate.com article on retirement planning quotes Dr. Bill Reichenstein, professor of finance and The Pat and Thomas R. Powers Chair in Investment Management at Baylor -- There comes a point in every saver's life when it's time to stop saving and start spending. There are lots of calculators to help you figure out how much regular income you'll need once you stop working. But where will this money come from?
(FULL STORY)

Finance Department Ranked 15th for Teaching Quality
[6/8/2006]
Baylor University's Finance department placed 15th out of 444 institutions for teaching quality, according to researchers from Western Kentucky University who conducted a study of finance programs.
(FULL STORY)

Baylor University Ranked in Top 50 Undergraduate Business Programs by BusinessWeek
[5/1/2006]
Baylor University's Hankamer School of Business has been ranked among the top 25 private undergraduate business school programs in BusinessWeek's first rankings of the Top 50 Undergraduate Business Schools.
(FULL STORY)

Baylor University Hosts Texas Investment Portfolio Symposium (TIPS)
[2/27/2006]
Students, faculty, and investment professionals will join forces and use the real-life skills necessary in the investment world for a day of competition, hands-on experience, and intriguing lectures from some of the market's top investment professionals. The Third Annual Texas Investment Portfolio Symposium (TIPS) will take place on Saturday March 25, in the Cashion Academic Center on Baylor Campus.
(FULL STORY)

The Industry Goes to School (In the News)
[2/1/2006]
The Insurance Journal profiles insurance and risk management programs at several universities, including Baylor. (pdf file)
(FULL STORY)

Hankamer's Student-Managed Investment Fund Gives $200,000 to Athletics for Financial Aid
[1/6/2006]
For the third straight year, the Baylor University Athletic Department will receive a generous financial contribution from the Philip M. Dorr Alumni & Friends Investment Fund. After being presented with gifts from the fund totaling $250,000 over the past two years, a $200,000 donation from the fund will be given to the department during halftime of Saturday's women's basketball game at the Ferrell Center between No. 4 Baylor and No. 23 Texas.
(FULL STORY)

Students Manage $6.5 Million in Course (In the News)
[1/26/2006]
The Baylor Lariat does a feature on the Portfolio Management class. "For those looking for a hands-on taste of Wall Street, the Practicum in Portfolio Management class gives undergraduate and graduate students the opportunity to manage a fund worth $6.5 million -- one of the largest student-run portfolios in the nation..."
(FULL STORY)

Grants given to Baylor's Risk Management and Insurance Program by Dallas-Fort Worth Risk and Insurance Management Society (RIMS)
[9/23/2005]

(FULL STORY)

RADIO: Garven Discusses Insurance Regulation
[6/2/2005]
Dr. James Garven, professor of Finance & Insurance and the Frank S. Groner Memorial Chair of Finance, discusses insurance regulation.
(FULL STORY)


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