Stephen Wilcox

Area of Expertise: valuation

Website: www.business.mnsu.edu/wilcox/

Topics Presented in Speeches: “The Outlook for Equity, Bond, Commodity, and Real Estate Markets, 2011”

Email: stephen.wilcox@mnsu.edu

Biography:
Stephen E. Wilcox is a professor of finance at Minnesota State University, Mankato (MSU).  He earned a B.S. from MSU in 1979, an MBA from Indiana University in 1981, and a Ph.D. from the University of Nebraska in 1991. He earned the Chartered Financial Analyst designation in 1992.

Wilcox is a former chair of the department of finance at MSU. He currently teaches security analysis, options and futures, and strategic financial management. Most of his research deals with valuation issues in the equity and derivative markets and is typically submitted to practitioner journals such as the Financial Analysts Journal.  Wilcox recently co-authored Chapter 10 and Chapter 11 in “Investments: Principles of Portfolio and Equity Analysis” (John Wiley & Sons, 2011). Chapter 10 is required reading for the 2011 Level I CFA Program Curriculum and Chapter 11 is required reading for the 2011 Level III CFA Program Curriculum.

Wilcox has served in various capacities as a paid consultant for the CFA Institute. He has also served as a consultant for tax-sheltered annuity plans and as an expert witness in the valuation of privately held companies. He is a frequent speaker on topics related to asset valuation.