California Institute of Finance — CIF

Somnath Basu

Dr. Basu is a Professor of Finance at California Lutheran University and the Director of its California Institute of Finance. Dr Basu earned his B.A. in Economics, University of Delhi, MBA (Finance), Marquette University and a Ph.D. (Finance), University of Arizona.

Dr. Basu is well published and is an award winning teacher. He has significant consulting experience with US Fortune 100 companies, advising institutional money managers and in developing proprietary finance and planning software. He serves on various Boards and committees including the CFP (chaired the Model Curriculum Revision Committee) Board of Standards and the Financial Planning Association.

His new book, co-authored with Profs' Block and Hirt, Investment Planning for Financial Professionals is available now, published by McGraw Hill, in May 2006.

Areas of Expertise

1. Investments
   1. Stocks, Bonds and other Security Analysis
   2. Derivatives and Risk Management
   3. International finance
   4. Real Estate Finance
   5. Mergers & Acquisitions
2. Financial Planning
   1. Retirement Planning
   2. Estate and Trust Corpus Management
   3. Credit/Debt Management
3. Software development
   1. Financial Planning
   2. Risk Management
   3. Debt/Credit Management
4. Educational Business Development
   1. Education and training programs
   2. International programs
5. Behavioral Finance
6. Consultant to Fortune 100 companies
   1. Developing/emerging markets
   2. South East Asian Economies
   3. Business cultures
7. National and International Economics

Resumé

Expanding knowledge into wisdom through teaching, research and practice.

• Accomplishments in business development
• Award-winning teacher
• Thorough understanding of budgeting and funding issues
• Publications in economics and finance
• Experience in managing assets
• Development of Software
• International business consulting expertise for US Fortune 100 firms