JULIE R. DAHLQUIST, PH.D., CMT University of Texas---San Antonio College of Business Department of Finance San Antonio, TX 78249 email: jdahlquist@utsa.edu EDUCATION Ph.D. in economics, Texas A&M University, College Station, Texas, 1989 M.A. in Theology, St. Mary s University, San Antonio, Texas, 2004 B.B.A. with major in economics, summa cum laude, Northeast Louisiana University, Monroe, Louisiana, 1984 PROFESSIONAL DESIGNATION Chartered Market Technician (CMT) professional designation, awarded by the Market Technicians Association TEACHING EXPERIENCE Senior Lecturer, Finance, University of Texas San Antonio, 2004-present Executive MBA Program Faculty, University of Texas San Antonio, 2000-2006 Associate Professor of Finance, St. Mary s University, 1995-2002 Assistant Professor of Finance, St. Mary s University, 1987-1995 Director, Innsbruck Summer Program, St. Mary s University, 1993-2001 On-Site Director, Innsbruck Summer Program, St. Mary s University, 1993 Instructor, Texas A&M University, 1986-1987 COURSES TAUGHT GRADUATE Financial Policies; Managing International Financial Institutions; International Banking and Financial Management; International Financial Policies; Current Issues in European Business Practices; Economics, Markets, and Public Policy; Fundamentals of Economics and Business in a Global Environment; Managerial Economics; Monetary and Fiscal Controls UNDERGRADUATE Principles of Investments, Principles of Business Finance; Survey of Finance; Corporate Finance; Financial Institutions; International Financial Institutions; Money and Banking; Public Finance; Technical Analysis; Seminar in Finance; Introduction to European Business Environment; Principles of Macroeconomics, Technical Analysis, Intermediate Corporate Finance, Financial Markets TEACHING AWARD Donald J. Douglass Award for Innovative Teaching, November 1993
PUBLICATIONS BOOKS Technical Analysis: The Complete Resource for Financial Market Technicians (with Charles Kirkpatrick), Financial Times Prentice Hall, 2006, ISBN 0131531131, currently being translated into Chinese Technical Market Indicators: Analysis and Performance (with Richard Bauer), John Wiley & Sons, 1999, ISBN 0-417-19721-1; also translated and published in Orthodox Chinese by John Wiley & Sons, 1999, ISBN 957-8457-71-5 Study Guide to accompany Fundamentals of Corporate Finance, (by Berk, DeMarzo, and Harford), Pearson, 2009 Study Guide to accompany Money, the Financial System, and the Economy (by R. Glenn Hubbard), Pearson/Addison Wesley, 2008 ARTICLES Risk and Return: Lessons from Extreme Portfolios, (with Richard Bauer and Dom Cho) Southwest Business Administration Journal, Spring 20007 Trading Currencies Using Moving Averages Trends vs. Contrarian Strategies, Managerial Finance, Vol. 31, No. 5, 2005 Market Timing and Roulette Wheels, (with Richard Bauer), Financial Analysts Journal, January/February 2001 Should You Trade with Technical Indicators? Working Money, March 2001 Testing the Contrarian Investment Strategy Using Holding Period Returns, (with John Broussard), Managerial Finance, Vol. 26, No. 3, 2000 Recognizing and Eliminating Gender Bias in the Teaching of Finance, (with Richard Bauer), Financial Practices and Education, Spring/Summer 1999, Vol. 9, #1 Technical Indicators for Individual Stocks: The Quality versus Quantity Tradeoff, (with Richard Bauer), MTA Journal, Winter-Spring 1999, Issue 51 Knowledge and the Firm, (with Richard Bauer), Managerial Finance, Vol. 25, #1, 1999 Would You Pick Up a $100 Bill? Technically Speaking, December 1999, Vol. 28, No. 6 Do Women Prefer Women s Work? (with W. Robert Reed), Applied Economics, November 1994 The Relationship Between U.S. Federal Reserve Discount Rate Changes and Fluctuations in Interest and Exchange Rates (with Christopher Hessel and Mark Persellin), Managerial Finance, Vol. 21, #8, 1995 Using Service-Learning in Finance: A Project Example, Journal of Financial Education, Vol. 24, Spring 1998 Writing Assignments in Finance: Development and Evaluation, Financial Practices and Education, Spring/Summer, 1995 PUBLISHED PROCEEDINGS Using Library Research Assignments in Finance Courses, (with Nancy Cunningham), Proceedings of the 1997 Southwest Business Administration Teaching Conference Is the Federal Reserve System an International Policy Maker? (co-authored with Christopher Hessel), Southwest Review of International Business Research, Proceedings of the 1994 Academy of International Business Southwest Regional Meeting, March 1994 Writing in the Business Curriculum, Proceedings of the 1993 Southwestern Business Administration Teaching Conference
Using Holistic Scoring to Evaluate Student Papers, Proceedings of the 1993 Southwestern Business Administration Teaching Conference PRESENTATIONS Using Student Response Systems in the Classroom Financial Education Association meeting, September 2008 Technical Analysis and Risk Management invited presentation at Chonnam University, School of Business, Graduate Seminar Series, Gwangju, South Korea, July 2008 The Apple-A-Day System: A Case for Teaching Trading System Design (with C. Kirkpatrick and R. Bauer) Financial Education Association, Bermuda, September 2007 Degrees in Marketing; Undergraduate and Graduate Trends, 1995-2004 (with R. Bauer) Academy of Business Education, Bermuda, September 2007 Setting the Stage Principles and Assumptions of Technical Analysis Market Technicians Association, New York, May 2007 Charting Basics Determining Trend, Support, and Resistance Market Technicians Assocation, New York, May 2007 Using Technical Analysis San Antonio CFA Society, San Antonio, TX, May 2006 Developing a Curriculum for Teaching Technical Analysis (with C. Kirkpatrick) Financial Education Association, San Antonio, TX, April 2006 Teaching Classic Technical Patterns A Case Approach (with C. Kirkpatrick) Academy of Business Education meeting. San Antonio, TX, April 2006 Business Degrees Earned by Minority Students: Undergraduate and Graduate Trends 1995-2003 (with R. Bauer) Academy of Business Education, San Antonio, TX, April 2006 Teaching Technical Analysis, (with Charles Kirkpatrick) Eastern Finance Association, Orlando, FL, April 2003 Incorporating Technical Analysis into the Investments Course, (with Charles Kirkpatrick) Financial Education Association, Orlando, FL, April 2003 Integrating Behavioral Finance into the Finance Curriculum, (with Charles Kirkpatrick and John Brooks) Financial Education Association, Key West, FL, September 2002 Research Assignments: Development and Implementation, Financial Education Association, Baltimore, MD, April 2002 Teaching as a Learning Journey, Southwest Business Administration Teaching Conference, Houston, TX, October 2001 Lessons in Leadership, a five-week course taught for SoL Center, San Antonio, TX, Fall 2001 Overcoming Gender Bias in the Business Classroom (with Richard Bauer), Southwest Business Administration Teaching Conference, Houston, TX, October 2000 Developing Business Course Research Assignments in the Information Age (with Nancy Cunningham), Academy of Business Education meeting, Bermuda, September, 2000 An Analysis of Gender and Race/Ethnicity Diversity Among Business Graduates (with Richard Bauer), Academy of Business Education meeting, Bermuda, September, 2000 An Examination of Buy-Hold Strategies for Major Asset Classes Using a New Performance Measure, (with Richard Bauer), Southwest Finance Association Meetings, San Antonio, TX, March 2000 The Great Cookie Dilemma Southwest Business Administration Teaching Conference, Houston, TX, October 1998 France and European Economic Integration, for Star-Net, broadcast to high school students throughout the country, February 1998 An Examination of Technical Trading Rules for Individual Stocks, (with Richard Bauer), Financial Management Association Conference, Honolulu, HI, October, 1997
Using Library Research Assignments in Finance Courses, (with Nancy Cunningham), Southwest Business Administration Teaching Conference, Houston, TX, October 1997 Using Service-Learning in Business Courses, President s Peace Conference, St. Mary's University, March 1997 An Equal Education? Last Lecture Series, St. Mary's University, September 1996 What will Our Future Be? (with Katie Dahlquist), International Association for Feminist Economics, Tours, France, July 1995 Eliminating Gender Bias in Economics Education (with Richard Bauer), Eastern Economic Association, March 1995 Developing Mission-Based Team Projects in Business Courses, Association for General and Liberal Studies, San Antonio, TX, October 1995 Developing Mission-Based Courses, Southwestern Business Administration Teaching Conference, October 1994 Is the Federal Reserve System an International Policy Maker? (with Christopher Hessel) Academy of International Business Southwest Regional Meeting, March 1994 Career Opportunities in Business and Economics, Southside High School, October 1994 An Overview of the Spanish Economy, Ti-In Network, televised to high school students nationwide, September 1994 Preparing for College and Career Opportunities in Teaching, Big Brothers and Sisters Career Day, September 1994 Determination of and Fluctuations in Exchange Rates Business Careers High School, International Finance class, September 1993 The Spanish Economy in the Global Marketplace, Ti-In Network, televised to high school students nationwide, September 1993 Writing in the Business Curriculum, Southwestern Business Administration Teaching Conference, October 1993 Using Holistic Scoring to Evaluate Student Papers, Southwestern Business Administration Teaching Conference, October 1993 Does the Contrarian Investment Strategy Provide a Profitable Trading Rule for Investors in the U.S. Stock Market? (with John Broussard) Southern Finance Association Meetings, November 1993 Knowledge and the Firm, (with Richard Bauer) Eastern Economic Association Meetings, March 1993 Consensus or Dissension: An Empirical Investigation of Opinions of Economics Students, Eastern Economic Association Meetings, March 1993 Discount Rate Changes: Announcement Effects in Domestic and Foreign Financial Markets, (with Christopher Hessel) Southwestern Finance Association Meetings, March, 1993 Suddenly Single: Managing Your Finances, session coordinator and speaker, First Presbyterian Church, San Antonio, TX, May 1993 Foreign Exchange Markets, Business Careers High School, Honors Economics Class, December 1992 The Global Economy: The French Connection, Ti-In Network, televised to high school students nationwide, November 1992 The Global Economy: The German Connection, Ti-In Network, televised to high school students nationwide, November 1992 The Award and Measurement of False Advertising Damages Under the Lanham Act, (with Wayne Wells and Kent Royalty), Pacific Southwest Business Law Association Conference, February 1991 PROFESSIONAL SERVICE MARKET TECHNICIANS ASSOCIATION EDUCATIONAL FOUNDATION Board Member and Secretary (2003-present)
MARKET TECHNICIANS ASSOCIATION CMT Examination Advisory Committee Job Analysis Committee Journal of Technical Analysis Editorial Board