Roberto Stein

Assistant Professor of Practice
Finance
HLH 425 F
P.O. Box 880490
Lincoln, NE 68588-0490
(402) 472-2132
robstein@unl.edu
Roberto Stein Photo
Education
  • Ph.D., Tulane University, December 2012
  • MBA, Tulane University and Universidad de Chile (dual degree), May 2007
  • B.Sc. (Civil Engineering), P. Universidad Católica de Chile, October 1998

Dr. Stein earned his Ph.D. from the Freeman School of Business at Tulane University in 2012, and has worked at various universities in the U.S. and Latin America, before coming to UNL in 2015. Dr. Stein’s research focuses on investments, in particular the strategies and performance of mutual funds, trading algorithms, and behavioral finance.

Selected Publications/Articles
  • “Optimizing the performance of mean-variance portfolios in various markets: An ‘old-school’ approach”, with Orlando Contreras, Investment Management and Financial Innovations, 15(1), 190-207, 2018.
  • “Portfolio Performance under Reference Day Risk”, co-authored with Gonzalez, M., Rodriguez, A. Investment Analysts Journal, 46(1), 32-43, 2017.
  • “Adjusted betas under reference-day risk”, co-authored with Gonzalez, M., Rodriguez, R. The Engineering Economist: A Journal Devoted to the Problems of Capital Investment, 59:1, 79-88, 2014.
  • “Not Fooled by Randomness: Using Random Portfolios to Analyze Investment Funds”, Stein, R. Investment Analysts Journal – No. 79, 2014.
Awards
  • Certificate of Recognition for Contributions to Students, University of Nebraska, 2017 and 2018.
  • Best Paper Award, Latin American Research Consortium, Tulane University, March 2014.
  • Teaching Excellence Award, Master of Finance Program, Universidad de Chile, 2011, 2013 and 2015.
Graduate Courses

Quantitative Methods for Finance (FINA 801) - Statistics is the art and science of collecting, analyzing, presenting and interpreting data with the objective of improving decision-making. As such, it plays an important role in financial decision processes, which is why this course involves practice in using statistical methods that have wide applicability in business and financial decision making.

Cases in Financial Management (FINA 803) - Learn how to apply strategic financial decision-making to real-world financial and business problems through case studies and projects.

 
Undergraduate Courses

Financial Decision Making (FINA 300) - Covers the basic principles of Financial Decision Making with an emphasis on time value of money, financial statement analysis, working capital management, capital budgeting and risk management.

Strategic Financial Management (FINA 475) - Strategic corporate financial decisions on firm value. Cases and projects that synthesize material from other courses within the finance major and core business classes. The application of financial and business principles in value-based management.

 

Institutional Service
  • "Dream Big Academy", guest speaker, 2016, 2017.
  • "Upward Bound", guest speaker, 2017.
  • International Business Fellow, 2016 - present.
  • Edythe Wiebers Scholarship, Committee Member, 2018.