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Faculty and Staff

W. Brian  Barrett

W. Brian Barrett

Associate Professor, Finance

(305) 284-1862
Jenkins 512B
bbarrett@miami.edu


Research Interests

  • Term structure modeling and bond portfolio management

Selected Publications

Andrade, Sandro C., and W. Brian Barrett, “Can broker–dealer client surveys provide signals for debt investing?” Journal of Banking and Finance, Vol. 35, No. 5, May 2011, pp. 1170-1178.

Barrett, W.  Brian, Thomas F. Gosnell, and Andrea J. Heuson, “Yield Curve Shifts and the Selection of Immunization Strategies,” Journal of Fixed Income, September 1995, pp 1 - 12

Lasser, Dennis J., and W. Brian Barrett, "New Issue Yield Spreads in the 30 Year Treasury Bond Market," Financial Review, Vol 26, No. 2, May 1991, pp. 237-247.

Barrett, W. Brian. "Term Structure Modeling for Pension Liability Discounting," Financial Analysts Journal.  Vol. 44, No. 6, November/December 1988, pp. 63-67

Barrett, W. Brian, Andrea J. Heuson, and Robert W. Kolb. "The Effect of Three Mile Island on Utility Bond Risk Premia", Journal of Finance, Vol. XLI, No. 1, March 1986, pp. 255-261.

Barrett, W. Brian, Andrea J. Heuson, and Robert W. Kolb. "The Differential Effects of Sinking Funds on Bond Risk Premia," Journal of Financial Research, Vol. IX, No. 4, Winter 1986, pp. 303-312.


Honors and Awards

  • Excellence in Teaching Award, 2008, 2014

Teaching and Professional Experience

  • Co-Director - Bermont/Carlin Scholars program, 2007 - present
  • Co-Director CAT-5 Student Managed Investment Fund, 2012 - present
  • Director - Online Master of Science in Finance program, 2014 - present
  • President, Eastern Finance Association, 2012-2013
  • Trustee, Ashport Mutual Funds, 2000-2010
  • Consultant on fixed-income strategy, performance analysis and general investment company issues, Ivy Mackenzie Funds, Boca Raton, Florida, Ivy Mackenzie Funds, Boca Raton, Florida, 1993-1999
  • Supervisor, Chartered Financial Analyst (CFA) exam, Miami, Florida, 1992-1996
  • Director, University Credit Union, Miami, Florida, 1992-1998
  • President, Southern Finance Association, 2005-2006
  • Chartered Financial Analyst (CFA) Charterholder since, 1990
  • Vice President and Director of Research, Mellon Bond Associates, Pittsburgh, Pennsylvania, 1987-1988

Degrees

  • Ph.D., Georgia Institute of Technology, 1983
  • M.S., I.M., Georgia Institute of Technology, 1983
  • B.A., Economics, University of Michigan, 1978
  • CFA, 1990

Specialties

  • Investments
  • Portfolio management
  • Fixed Income

    School of Business Administration
    P.O. Box 248027, Coral Gables, Florida 33124-6520
 
 
TEL: 305-284-4643
FAX: 305-284-6526
 
GRADUATE: 305-284-2510
UNDERGRADUATE: 305-284-4641