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  • Curriculum Vitae Richard F. DeMong Personal Data Richard F. DeMong Birthplace: Freeport, Illinois Business Address: McIntire School of Commerce P.O. Box 400173 University of Virginia Charlottesville, VA 22904-4173 (434) 924-3227 rfd@Virginia.edu Home Address: 881 Tilman Road Charlottesville, VA 22901 (434) 295-3284 Education Formal: CCE/A Certified Cost Estimator/Analyst 1991 CCA Certified Cost Analyst 1984 CFA Chartered Financial Analyst charter 1981 Ph.D. University of Colorado 1977 Finance & Management Science Dissertation Topic: “An Analysis of the Financial Performance of Privately and Publicly Held Corporations.” M.B.A. College of William & Mary 1974 Finance & Management B.A. California State University 1966 at Long Beach Political Science Other: Registered Investment Advisor Representative, Virginia 1997 Armed Forces Staff College 1982 Air Force Pilot Training School 1969 Air Force Officer Training School 1967
  • Richard F. DeMong 2 Experience Teaching: September 1977 to present McIntire School of Commerce, University of Virginia. Virginia Bankers Professor of Bank Management (1993 to present) Professor (1987 to present); Associate Professor (1980 to 1987); Assistant Professor (1977 to 1980) Taught Managerial Finance (I and II), Forecasting, Small Business Finance, Portfolio Management, and Investments (graduate and undergraduate) March 2000 to present Instructor, “Investments and Retirement,” CFA Institute, (formerly Association of Investment Management and Research), Charlottesville, Virginia August 2001 to 2005 Moderator, SNL Center for Financial Education, Analyst Training in the Financial Services Sector, Charlottesville, Virginia August 2000 and August 2001 Instructor, “Strategic Marketing: Using Financial Expertise in Marketing,” Johnson Control Inc., Milwaukee, Wisconsin August 1999 and August 2000 Instructor, “Home Equity and Subprime Lending,” SNL Securities and University of Virginia Analyst Training in the Financial Services Sector, Charlottesville, Virginia January 1999 Instructor, “Equity Valuation,” UBS AG, Basel, Switzerland September 1998 to 1999 Director and Principal Investigator, McIntire Entrepreneurial Training Program for Montenegro, Yugoslavia Professors and Business Development Directors June 1998 to 2000 Instructor, Bank Administration Institute, “Finance for Non-Financial Banking Executive” February and March 1996 Director, Instructor and Principal Investigator, McIntire Entrepreneurial Training Program for Romanian Entrepreneurs and Executives August 1995 Instructor and Principal Investigator, Central Asia American Enterprise Fund, “Financial Analysis,” Almaty, Kazakhstan July 1995 Instructor, Virginia Bankers School of Bank Management
  • Richard F. DeMong 3 June 1995 and December 1996 Instructor, International Banking School, “Strategic Bank Planning,” Almaty, Kazakhstan July 1994 and July 1994 Director, Instructor and Principal Investigator, McIntire International Banking School November 1993 Academic Director, Instructor and Principal Investigator, McIntire Entrepreneurship Training Course, Czech Entrepreneurial Association March 1993 Instructor, Securities Analysts Association, Bangkok, Thailand November 1992 to 1994 Instructor, Community Bank Lending I, and Community Bank Lending II, Virginia Bankers Association January 1990 to 1992 Instructor - National Wholesale Lumber Association, Executive Management Institute June 1989 to 1995 Academic Director, Instructor and Principal Investigator- Virginia Management Program for Booksellers (formerly American Booksellers Association Advanced Business Management Course) February 1989 to 1998 Instructor - Union Bank of Switzerland, Zurich, Switzerland July 1987 to 1995 Instructor - Virginia Management Program (Formerly McIntire Entrepreneurial Executive Institute) August 1986 to 1990 Instructor - Petroleum Marketing Education Foundation May 1986 to 2004 Instructor - The Financial Analysts Review of the United States, Raleigh, North Carolina November 1984 to 1988 Instructor - Navy Family Housing Management Institute August 1980 to August 1982 Instructor - Graduate School of Retail Bank Management (formerly Graduate School of Consumer Bankers) July 1980 to August 1981 Instructor - Virginia Bankers Association School of Bank Management June 1980 to June 1986 Instructor - Career Opportunities Institute for Ph.D.s in the Arts and Sciences
  • Richard F. DeMong 4 September 1980 to 1983 Instructor - “Procurement at the University of Virginia” (3-day management development seminar for the University of Virginia) September 1974 to December 1975; September 1976 to December 1976 Part-time instructor of finance - University of Colorado Research Positions: September 1991 to 1999 Director, Center for Financial Services Studies, McIntire School of Commerce, University of Virginia July 1982 to December 1985 Research Director, Financial Analysts Research Foundation July 1976 to February 1987 Research Associate, Acquisition Officer, U.S. Air Force Reserves, Business Research Management Center, Wright-Patterson Air Force Base, Ohio. January 1976 to July 1976 Graduate Assistant (research appointment), Bureau of Business Research, University of Colorado. Consulting: November 2004 to 2007 Advisor, Enhanced Municipal Bond Fund October 2003 to 2005 Financial Advisor, Special Rates Master Trust November 2003 to 2006 Research Director, National Home Equity Mortgage Association November 2000 Specialist Subject Consultant, The New Oxford American Dictionary December 2000 to November 2003 Director, HCM Low Volatility Fund November 1996 to 2006 Director, Universal Bond Fund Limited, Optima Fund Management October 1988 to November 1996 Financial Coordinator, Dalkon Shield Other Claimants Trust June 1988 to March 2000 Financial Coordinator, Dalkon Shield Claimants Trust
  • Richard F. DeMong 5 Consulting: (continued) December 1986 to 1998 Research Consultant, Consumer Bankers Association, Arlington, Virginia May 1982 to 1984 Research Consultant, Institute of Chartered Financial Analysts, Charlottesville, Virginia April 1976 to 1984 Financial Consultant, National Precast Concrete Association, Indianapolis, Indiana April 1973 to 1984 Small Business Consultant, Small Business Administration (SBI and ACE programs) July 1973 to January 1974 Special Consultant, Keep America Beautiful/Action Research Model Project. Expert Witness: June 2004-- Testified at “Hearing on Promoting Home Ownership by Ensuring Liquidity in the Subprime Mortgage Market,” U.S. House of Representatives, Subcommittee on Financial Institutions and Consumer Credit, and Subcommittee on Housing and Community Opportunity, Committee on Financial Services, June 23, 2004 Testimony in Congressional Documents at: (http://commdocs.house.gov/committees/bank/ hba95652.000/hba95652_0.HTM0 and written testimony on page 90 of the Appendix 1994--Bridge Structural and Ornamental Ironworkers Local No. 207 Pension Fund V. Potomac Asset Management (N.D. Ohio No. 4:92 CVO475) November 1992--Danny P. Goldstein, et al. vs. Lake Country, Inc., et al 1981--State Corporation Commission Hearing: Bank of Isle of Wright application 1980--State Corporation Commission Hearing: Cardinal Bank & Trust Company application Military: July 1976 to May 1989—Air Force Reserve Colonel, U.S. Air Force Reserve, Acquisition Contracting Staff Officer, Headquarters Air Force Systems Command, Andrews Air Force Base, Maryland, Retired May 1989. September 1974 to July 1976—Colorado Air National Guard Supply and Transportation Officer, Buckley ANG Base, Aurora, Colorado Military (continued)
  • Richard F. DeMong 6 April 1973 to August 1974—Virginia Air National Guard Race Relations and Personnel Officer, Byrd Field, Sandston, Virginia November 1966 to September 1972—U.S. Air Force C-130 Instructor Pilot, Aircraft Commander, Personnel and Administrative Officer Refereed Publications “Procter and Gamble, Thailand and the Devaluation of the Baht,” Journal of Finance Case Research, 6 Number 1, 2004, pp. 1-22 “How Lenders Are Marketing Home Equity Products,” coauthored with John H. Lindgren, Jr., Journal of Retail Banking Services, 21, Spring 1999, pp. 31-37 “Home Equity Lending: Results Reveals Bright Picture,” coauthored with John H. Lindgren, Jr., Journal of Retail Banking, 17, 1995, pp. 37-48 “Designing an Assessment Program for Accounting,” coauthored with John H. Lindgren, Jr. and Susan E. Perry, Issues in Accounting Education 9, Spring 1994, pp. 11-27 “SNB Annual Conference,” Business Ethics Collection, Arthur Andersen & Co., S.C., 1991 “Current Findings and Trends in Home Equity Credit,” coauthored with Sandra L. Schmidt and John H. Lindgren, Jr., Journal of Retail Banking 9, Winter 1987-88, pp. 17-23 “The Changing Dow Jones Industrial Average,” coauthored with Hartman L. Butler, Jr. Financial Analysts Journal, July/August 1986, pp. 59-62 “Financial Analysts Research Foundation,” Financial Analysts Journal 41, March/April 1985, p. 19 “Is Curriculum Keeping Pace with Business?” coauthored with B. J. Campsey and L. C. Pettit, Jr. Business Forum 8, Fall 1983, pp. 32-36 “The Influence of Control on Financial Management: Further Evidence,” coauthored with B.J. Campsey. Review of Business and Economic Research 18, Winter 1983, pp. 60-70 “Award Fee Contract Provisions as a Program Management Tool,” Proceedings of the 1983 Federal Acquisition Research Symposium, December 1983, pp. 168-174 “Evaluating a Tax-Deferred Retirement Plan,” coauthored with W. K. Carter. Journal of the Institute of Certified Financial Planners 3, Winter 1982, pp. 207-215 “Surviving Money-Center Bank Competition,” coauthored with B. J. Campsey, L.C. Pettit, Jr. and B. E. Gup. The Bankers Magazine 165, July/August 1982, pp. 47-52 Refereed Publications (continued)
  • Richard F. DeMong 7 “Surviving Interstate Competition,” coauthored with B. J. Campsey, L. C. Pettit, Jr. and B. E. Gup. The Southern Banker 156, November 1981, p. 50 “Cost Accounting for the Small Business,” coauthored with David B. Croll. American Journal of Small Business 5, Spring 1981, pp. 48-57 “The Underlying Theory of Incentive Contracting,” coauthored with Daniel E. Strayer. Defense Management Journal 17, First Quarter 1981, pp. 42-51 “Incentive Contracting: The Underlying Theory,” coauthored with Daniel E. Strayer, The Proceedings: Ninth Annual DOD/FAI Acquisition Research Symposium, Department of Defense and the Federal Acquisition Institute, June 1980, pp. 10.3-10.10. Abstracted in Results of the Ninth Annual DOD/FAI Acquisition Research Symposium, Executive Office of the President, October 1980, p. 26 “Finance Curriculum for the Future: Perceptions of Practitioners and Academicians,” coauthored with B.J. Campsey and L. C. Pettit, Jr. Journal of Financial Education 8, 1979, pp. 45-48 “The Effectiveness of Incentive Contracting: What Research Tells Us,” National Contract Management Quarterly Journal, 12, Fourth Quarter, December 1978, pp. 12-22. Reprinted in Government Contract Service, 10-79, May 1979; Yearbook of Procurement Articles, 16, 1979, pp. 257-270; and Contract Management Study Guide, 1980 and 1981, Fort Belvoir, Virginia: The Defense System Management College “A Test of Alternative Approaches to Security Selection,” coauthored with Robert F. Vandell, abstracted in Proceedings of the Fifteenth Annual Meeting, Eastern Finance Association, April 1979, pp. 28-29 “The Effectiveness of Incentive Contracting: What Research Tells Us,” The Proceedings: Seventh Annual Acquisition Research Symposium, Department of Defense and the Federal Acquisition Institute, June 1978, pp. 262-26. Recipient of the 2nd place award. “The Family Owned Business: Capital Funding,” coauthored with Robert C. Dailey and Thomas E. Reuschling. American Journal of Small Business 2, October 1977, pp. 30-39 “External Uncertainty for the Family Corporation: Sources and Strategies,” coauthored with Robert C. Dailey and Thomas E. Reuschling. Journal of General Management 4, Winter 1976/77, pp. 60-67 Books, Cases, Monographs, and Non-refereed Articles “Mortgage Pricing Is Based on Risk,” coauthored with James E. Burroughs, Equity, September/October 2005, pp. 18-21 also at http://www.nhema.org/press.asp?bid=825 Books, Cases, Monographs, and Non-referred Articles (continued)
  • Richard F. DeMong 8 “Prepayment Fees Lead to Lower Interest Rates,” coauthored with James E. Burroughs, Equity, November/December 2005, pp. 19-21 also at http://www.nhema.org/press.asp? bid=826 “The Nonprime Mortgage Market in the United States,” NMN Plus, http://www.nationalmortgagenews.com/nmn/plus148.htm, February 2005 “Analysis of 1st Quarter 2004 Mortgage Lending in New Jersey and Pennsylvania,” coauthored with Richard G. Netemeyer, www.NHEMA.org, September 2004 “Risk or Race in Subprime Mortgage Lending? A Review of the Empirical Evidence,” coauthored with James E. Burroughs, Coalition for Fair and Affordable Lending, March 2004 “The Impact of the New Jersey Home Ownership Security Act of 2002,” http://www.NHEMA.org/press.asp?bid=596, March 2004 Abstracted: “Impartial Study Finds Two-thirds Drop in Lending Due to Law,” Equity, June 2004 “Tyco” case, February 2004 “The Potential Impact of the New Jersey Home Ownership Security Act of 2002,” http://www.NHEMA.org, December 2003 “Amazon.Com Valuation” case, August 2002 “Twinrock Capital Funds” case, August 2002 “Proctor & Gamble-Thailand” case, 2001 (Best International Case Award, Financial Management Association, 2002) “Bank Investment Portfolios in 2000,” Commercial Bank Investment Management Manual, Sheshunoff Information Services Inc., June 2001 “Investment Portfolios,” Commercial Bank Investment Management Manual, Sheshunoff Information Services Inc., December 2000 “Overview,” The Technology Industry: Impact of the Internet, Charlottesville, Virginia: Association for Investment Management and Research, 2000. Also published at http://www.aimr.org/memservices/private/pdf/Technology.pdf The Technology Industry: Impact of the Internet, Editor, Charlottesville, Virginia: Association for Investment Management and Research, 2000. Also published at http://www.aimr.org/memservices/private/pdf/Technology.pdf Contemporary Finance Journal 3:1, Spring 1999, pp. 67-68, Abstract of “Herding and Feedback Trading by Institutional and Individual Investors,” The Journal of Finance Vol. 54, No. 6 (December 1999), pp. 2263-2295
  • Richard F. DeMong 9 Books, Cases, Monographs, and Non-refereed Articles (continued) “Subprime (B&C Credit) Mortgage Loans,” Equity, Fall 1999, pp. 7 – 9 Contemporary Finance Journal, 2:3, Autumn 1998, Abstract of “Myth or Reality? The Long-Run Underperformance of Initial Public Offerings: Evidence from Venture and Nonventure Capital-Backed Companies,” The Journal of Finance Vol. LII, No. 5 (December 1997), pp. 1791-1821 Contemporary Finance Journal 1, Winter 1997, pp. 51-52, Abstract of “Internal Capital Markets and the Competition for Corporate Resources,” by Jeremy C. Stein, Journal of Finance, March 1997, 52, pp. 11-133 Home Equity Loan Study: An Analysis of the Year-End 1997, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1998 “Bank Investment Portfolios: Trends and Analysis,” Commercial Bank Investment Manual, Financial Management Series, edited by Edmund A. Mennis, Boston: Sheshunoff Information Services, Inc., 1989, pp. 15-1 to 15-22. Revised, June 1990; revised, January 1991; revised, June 1991; revised, December 1991; revised, May 1992; revised, September 1992; revised, May 1992; revised, December 1992; revised, June 1993; revised, December 1993; revised, June 1994; revised, December 1994; revised, June 1995; revised, December 1995; revised, April 1996; revised, October 1996; revised May 1997; revised December 1997; revised March 1998; revised December 1998; revised May 1999 and revised December 1999. Home Equity Loan Study: An Analysis of the Year-End 1996, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1997 “Trust Department Performance: Trends and Analysis,” Trust Department Management Manual, Financial Management Series Chapter 15, edited by Edmund A. Mennis, Boston: Sheshunoff Information Services, Inc., 1989, pp. 9-1 to 9-68. Revised, June 1990; revised, December 1991; revised, March 1992; revised, December 1992; revised, December 1993; revised, December 1994; revised, October 1995; revised, October 1996; and revised October 1997 Home Equity Loan Study: An Analysis of the Year-End 1995, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1996 Home Equity Loan Study: An Analysis of the Year-End 1994, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1995 “Smith-Midland, Inc.,” case coauthored with David B. Croll and John M. Gwin, McIntire International Case Competition, 1995 Home Equity Lending Survey for Year End 1993, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1994 Books, Cases, Monographs, and Non-refereed Articles (continued)
  • Richard F. DeMong 10 Home Equity Lending Survey for Year End 1992, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1993 “1991 Home Equity Borrowers,” coauthored with John H. Lindgren, Jr., Equity, September 1992, pp. 4-10 “Overview of Investing Worldwide III,” Investing Worldwide III, Charlottesville, Virginia: Association for Investment Management and Research, 1992, pp. 1-4 Investing Worldwide III, editor, Charlottesville, Virginia: Association for Investment Management and Research, 1992 Home Equity Lending Survey for Year End 1991, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1992 Home Equity Lending Survey for Year End 1990, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1991 “Home Equity Lending: Trends and Analysis,” coauthored with John H. Lindgren, Jr., Journal of Retail Banking 12, Winter 1990, pp. 41-44 Home Equity Lending Survey for Year End 1989, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1990 “Home Equity Lending in 1988: Trends and Analysis,” coauthored with John H. Lindgren, Jr., Journal of Retail Banking 11, Fall 1989, pp. 23-34 1989 Home Equity Lending Survey for Year End 1988, coauthored with John H. Lindgren, Jr., Arlington, Virginia: Consumer Bankers Association, 1989 “Composition of Bank Investment Portfolios,” Commercial Bank Investment Management Manual, Financial Management Series, Chapter 15, edited by Edmund A. Mennis, Boston: Sheshunoff Information Services, Inc., 1989, pp. 15-1 to 15-20 “Cunningham's Bookstore, Inc.,” case coauthored with Neil H. Snyder, John H. Lindgren, Jr., and David M. Maloney, 1989. Reprinted in Strategic Management Cases, by N. H. Snyder, A. J. Rowe, R. O. Mason, and K. D. Dickel, Addison-Wesley, 1991 Home Equity Lending Service, Chapter 1, “Executive Summary for the National Home Equity Lending Survey;” Chapter 2, “Contents for National Home Equity Lending Survey;” and Chapter 3, “Home Equity Lending in 1988,” coauthored with John H. Lindgren, Jr. and Sandra L. Schmidt: Boston, Warren, Gorham & Lamont, Inc., 1988 Principles of Financial Management, 2nd edition, coauthored with Burton A. Kolb, Plano, Texas: Business Publications, Inc., 1988 Instructor's Manual to Accompany Principles of Financial Management, 2nd edition, coauthored with Burton A. Kolb, Plano, Texas: Business Publications, Inc., 1988 Books, Cases, Monographs, and Non-refereed Articles (continued)
  • Richard F. DeMong 11 Home Equity Lending Survey: Year End 1986, coauthored with John H. Lindgren, Jr. and Sandra L. Schmidt, Consumer Bankers Association, 1987 Broader Perspectives on the Interest of Pension Plan Participants, Monograph Number 22, co-edited with William S. Gray, III and Robert D. Milne, Charlottesville, Virginia: Financial Analysts Research Foundation, 1985 New Financial Instruments: A Descriptive Guide, Monograph Number 21, coauthored with Michael D. Atchison and John L. Kling, Charlottesville, Virginia: Financial Analysts Research Foundation, 1985 “Foreword,” to Interest Rate and Stock Index Futures and Options Characteristics, Valuations and Portfolio Strategies, Monograph Number 18, by Robert W. Kolb and Gerald D. Gay, Charlottesville, Virginia: Financial Analysts Research Foundation, 1985, pp. viii to ix “New Financial Instruments,” coauthored with Michael D. Atchison and John L. Kling, Chapter in Financial Markets: Instruments and Concepts, Reston Publishing Company, Inc., Reston, Virginia, 1985 Takeovers and Shareholders: The Mounting Controversy, co-edited with John W. Peavy III, Charlottesville, Virginia: Financial Analysts Research Foundation, 1985. Abstracted in The CFA Digest 15 (Fall 1985), Charlottesville, Virginia: The Institute of Chartered Financial Analysts, pp. 35-36 “Naval Station Seashore: Financial Management,” case, coauthored with Robert S. Kemp and David B. Croll, Naval Facilities Engineering Command: Housing Financial Manual, U.S. Department of Defense, Alexandria, Virginia, 1985; revised in 1986 and 1987. Starting a Small Business in Charlottesville and Albemarle County, editor, Central Virginia SCORE/ACE, 1982 and 1984 Starting a Small Business in Charlottesville and Albemarle County, editor, Central Virginia SCORE/ACE, 1982 and 1984 “Existing Sources of Small Business Information and Future Research Needs in Region III,” coauthored with James F. Buck, in Status of Small Business-Region III: An Economic Study, Small Business Administration, 1979, pp. N1-N33. Abstracted in Economic Research on Small Business: The Environment for Entrepreneurship and Small Business, Small Business Administration, 1981, p.85 Electronic Media “IRA Considerations,” Nexus, WCVE-TV, Channel 23, Richmond, Virginia, October 14, 1984 and February 3, 1985 “Central Virginia SCORE/ACE,” Charlottesville Today, WVIR-TV, Channel 29, Charlottesville, Virginia, Spring 1982
  • Richard F. DeMong 12 “Virginia Small Business Assistance,” Conversations, WHSV-TV, Channel 3, Harrisonburg, Virginia, May 1981 Presentations “Subprime Market Crises: What a Lawyer Should Know,” American Bar Association Webcast, October 2007 “Securitization,” Take 15 Webcast Series, CFA Institute, November 2007 “Moral Hazard and the Subprime Crises,” Take 15 Webcast Series, CFA Institute, October 2007 “Subprime Market Shift: Correction or Crises,” Annual Meeting of American Bar Association, August 2007 “Gearing Up for a Bump in Interest Rates,” Legislative Conference of the National Home Equity Mortgage Association, September 2004 “Interesting Times in the Nonprime Mortgage Lending Business: A Curse or a Blessing?” Annual Convention or the National Home Equity Mortgage Association, April 2004 “Effective Case Teaching,” Teaching Resource Center, University of Virginia, Winter Conference, January 1998, with Felicia C. Marston “Institutional Assessment,” College of West Virginia, April 25, 1997 “Assessment of Accounting Programs: Impediments and Progress,” 1996 Assessment Conference in Indianapolis, November 11, 1996 “Credit and Culture: Challenges in the Future,” Credit and the Economically Disadvantages Conference, Federal Reserve Bank of Kansas City, Kansas City, Missouri, November 3, 1994 “Home Equity Lending by Top Performing Lenders,” Home Equity Lending Conference, Consumer Bankers Association, Washington, D.C., October 23, 1994 “Effective Faculty Development,” and “Assessment and Total Quality Management,” AACSB Continuous Improvement Symposium, St. Louis, Missouri, September 1993 “1992 Home Equity Borrowers,” with John H. Lindgren, Jr., Second Annual Credit Union Research Colloquium, University of Virginia, November 1993 “Mergers and Acquisitions: Trends and Implications,” Tubingen University, Tubingen, Germany, June 1989 “Stocks Made Simple,” Trust Investment Seminar, Virginia Bankers Association, Richmond, Virginia, May 1988
  • Richard F. DeMong 13 Presentations (continued) “Current Issues in Ethics,” Financial Executives Research Foundation Trustees meeting, University of Virginia, Charlottesville, Virginia, October 1986 “Business and Acquisition Research at the Air Force Business Research Management Center,” Air University IMA Conference, Wright-Patterson AFB, Ohio, October 1986 “Award Fee Contract Provisions as a Program Management Tool,” 1983 Federal Acquisition Research Symposium, Williamsburg, Virginia, December 1983 “The Research Process of the Financial Analysts Research Foundation,” Financial Analysts Federation Annual Conference, Toronto, Canada, May 1983 “Banking Practices of Business Concerns: A Comparative Study,” Southern Finance Association, New Orleans, November 1981 “Economic Survival in Today's Economy,” with David B. Croll, National Precast Concrete Association Midyear Convention, Oklahoma City, Oklahoma, August 1981 “Cost Accounting and the Small Precaster,” National Precast Concrete Associate Annual Convention, Nashville, Tennessee, February 1981 “Incentive Contracting: The Underlying Theory,” Ninth Annual DOD/FAI Acquisition Research Symposium, Annapolis, Maryland, June 1980 “A Test of Alternative Approaches to Security Selection,” Eastern Finance Association, Washington, D.C., April 1979 “A Preliminary Investigation on the Influence of the Separation of Ownership and Control on the Risk and Return of O-T-C Companies,” with B. J. Campsey, Southern Finance Association, Washington, D.C., November 1978 “The Future Skills Required for Finance Students,” Financial Management Association, Minneapolis, Minnesota, October 1978 “The Effectiveness of Incentive Contracting: What Research Tells Us,” Seventh Annual DOD/FAI Acquisition Research Symposium, Hershey, Pennsylvania, June 1978 “Financial Management,” National Precast Concrete Association Annual Convention, Boston, October 1976 Performance of Long-Term Marketable Securities: Risk-Return, Ranking and Timing 1961-1984 by Robert M. Soldofsky. Monograph Number 23. 72 pages. 1986 Publications Overseen while Research Director of Financial Analysis Research Foundation Broader Perspectives on the Interest of Pension Plan Participants, edited by Richard F. DeMong, William S. Gray, III, & Robert D. Milne. Monograph Number 22. 43 pages. 1985.
  • Richard F. DeMong 14 Publications Overseen while Research Director of Financial Analysis Research Foundation (continued) New Financial Instruments: A Descriptive Guide, by Michael D. Atchison, Richard F. DeMong, and John L. Kling. Monograph Number 21. 108 pages. 1985 Reaction of Financial Analysts to Management Earnings Forecasts, by Robert H. Jennings. Monograph Number 20. 38 pages. 1985 Canadian Stocks, Bonds, Bills and Inflation: 1950 - 1983, by James E. Hatch and Robert W. White. Monograph Number 19. 142 pages. 1985 Interest Rate and Stock Index Future and Options: Characteristics, Valuation and Portfolio Strategies, by Robert W. Kolb and Gerald D. Gay. Monograph Number 18. 110 pages. 1985 Takeovers and Shareholders: The Mounting Controversy, by Richard F. DeMong & John W. Peavy, III. Seminar Proceedings. 165 pages. 1985 An Illustrated Guide to Bond Refunding Analysis, by John D. Finnerty. Research Paper. 132 pages. 1984 Understanding Corporate Pension Plans, by Edmund A. Mennis, and Chester D. Clark. Monograph Number 17. 81 pages. 1983 A History of Risk-Premia Estimates for Equities: 1944 - 1978, by Robert F. Vandell and George W. Kester. Monograph Number 16. 136 pages. 1982 Stocks, Bonds, Bills and Inflation: The Past and the Future (1982 Edition), by Roger G. Ibbotson and Rex A. Sinquefield. Monograph Number 15. 137 pages. 1982 Activities/Committees McIntire School of Commerce Chair, Faculty Appointment, Reappointment, Promotion and Tenure Committee, 1997 to present Principal Investigator, Montenegro Executives Training Program (CIPE Funded), 1998 to 1999 Faculty Advisor, McIntire Finance Club, 1997 to 1999 Board Member, McIntire School Commerce Foundation Board of Trustees, 1996 to 1997 Co-Chair, Director of Continuing Education Task Force, 1996 to 1997 Principal Investigator, Romanian Incubator Project (USIA Funded), 1995 to 1996 Faculty Advisor, McIntire Investment Institute, 1994 to 1999 and 2002 to present
  • Richard F. DeMong 15 McIntire School of Commerce (continued) Principal Investigator, McIntire International Banking School (USAID Funded), 1992 to 1995) Graduate Committee, 1993 to 1996 Educational Policy Committee, 1993 to 1996 Co-Chair - Self-Study and Reaccreditation Committee, 1992 to 1994 Center Council, 1993 to 1997 Dean's Search Committee, 1991 to 1992 Assessment/Curriculum Committee, 1991 to 1993 Director - Center for Financial Services Studies, 1991 to 1999 Faculty Advisor - T & D Society, 1988 to 1990 Core Course Coordinator, 1988 to 1989 Appointments, Promotions, and Tenure Committee, 1987 to 1994 Curriculum Committee, 1986 to 1989, Chairman (1988), 1991 Faculty Advisory Board, Center for Financial Services Studies, 1986 to present Area Coordinator for Finance and Dean's Advisory Committee, 1981 to 1982 and 1985 to 1989 Dean’s Development Committee, 1984 to 1987 McIntire Graduate Committee, 1981 to 1982 and 1985 to 1986 Center for Entrepreneurship Task Force, 1985 to 1994 Task Force on Enhancement of Teaching, 1984 to 1985 McIntire Associates Program, 1983 to 1997 Joint Study Committee of Darden Graduate School of Business Administration and McIntire School of Commerce, 1981 to 1982 Task Force on Goals and Objectives of McIntire School of Commerce, 1980 to 1981 Faculty Secretary, 1980 to 1981
  • Richard F. DeMong 16 McIntire School of Commerce (continued) Co-Director and Co-Founder, McIntire Accounting and Finance Research Colloquium, 1978 to 1982 McIntire Speech Contest, 1978 to 1979, (Chairman 1979) Director and Founder of the McIntire Small Business Institute, 1978 to 1982 Course Coordination Committee, 1977 to 1979 University of Virginia ROTC Committee, 2001 to 2005 Virginia Society for the Recruitment of Special Scholars, 2001 to 2002 Secretary, General Faculty, 1999 to 2004 Mentor, Office of African-American Affairs Office, 1999 to present Faculty Advisor, Sigma Nu, 1999 to 2002 Public Service and Outreach Planning Commission (Virginia 2020), 1999 to 2001 University Advisory Committee on Alcohol and Substance Abuse, 1998 to 2000 Chair, Academic Affairs Committee, Faculty Senate, 1998 to 1999 (member 1996 to 1999) Executive Council, Faculty Senate, 1998 to 1999 Faculty Senate, 1995 to 1999 Center for Russian and East European Studies, 1994 to present Interactive Televised Course by satellite (BUAD 382 in 1993 and 1997 and BUAD 395 in 1988) to Clinch Valley College Graduate Committee, Graduate School of Arts & Sciences, 1993 to 1996 Procurement and Contracts Management, Division of Continuing Education, 1992 to 1997 Small Business Development Center Working Committee, 1986 to 1987 Incubator Facility Working Committee, 1986 to 1987 Proxy Advisory Committee, 1984 to 1987
  • Richard F. DeMong 17 University of Virginia (continued) D.B.A. Dissertation Committee Member for James R. Woody 1980 and George W. Kester, 1983 Chairman, ROTC Committee 1981 to 1983, Member of Committee 1979 to 1985 Tax-Deferred Annuity Selection Committee, 1982; 1989 to 1990 Committee on Faculty Fringe Benefits, 1980 to 1983 Procurement and Purchasing Advisory Committee, 1978 to 1980 Community, Professional and Business: Board of Directors, Charlottesville Rotary Club 2003 to present, member 1999 to present Charlottesville Catholic School Board, 2002 to 2005 Abstractor, Contemporary Finance Digest, 1997 to 2000 Financial Management International Association, Membership Committee, 1997 to 1998 Financial Management International Association, Awards Committee, 1997 Director and Vice President, Innisfree Village Inc., 1995 to 1998 and 2001 to present Virginia Bankers School of Bank Management Board of Trustees, 1992 to present Consumer Bankers Association, Home Equity Committee, 1991 to 1998. Educational Needs Task Force of the International Board of Standards and Practices for Certified Financial Planners, 1992 to 1994. Task Force wrote Education Needs Analysis Technical Resource, Denver: IBCFP, May 1993, p. 137 Reviewer, Journal of Applied Business Research, 1990 to 1993 Director and Charter Member, Board of Directors, Central Virginia Small Business Development Center, 1989 to 1996 Curriculum Consultant, Rutgers University, 1988 Director and Charter Member, Board of Directors, University Business Innovation Center, 1987 to 1991 Reviewer, Financial Review, 1978 to 1992 Institute of Chartered Financial Analysts Candidate Curriculum Committee, 1983 to 1985
  • Richard F. DeMong 18 Community, Professional and Business: (continued) Program Committee, Financial Management Association, 1983, 1989, 1990 and 1999 Financial Analysts Research Foundation (Research Director), 1982 to 1985 Virginia Small Business Council (Steering Committee), 1981 to 1982 Cochairman, Founder and Charter Member of the Central Virginia SCORE/ACE Chapter, 1981 to 1986 Director and Advisor, Smith-Midland Corporation (Formerly Smith Cattleguard), 1981 to 1988 and 1994 to 1997 Farmers & Merchants Bank Feasibility Study, 1981 Cochairman and Charter Member, Small Business Council of the Charlottesville and Albemarle County Chamber of Commerce, 1980 to 1981 Cochairman, Chancellor Street Cooperative Preschool, 1980 to 1981 Bank of Franklin Feasibility Study, 1980 Director, Small Business Institute Directors Association, 1979 to 1980 President, Region III Small Business Institute Association, 1979 to 1980 Finance Chairman for a local church, 1978 to 1980, 1990 to 1999 Governor's Task Force on Small Business Development Center, 1978 to 1980 Speeches Numerous speeches to local groups such as the Rotary, Charlottesville/Albemarle Bar Association, Jaycees, Kiwanis, Thomas Jefferson Society of CPAs, SCORE/ACE, American Association of University Women, Parents Without Partners, Small Business Council, Virginia Society of Professional Engineers, Women Executives in Business, Air Force ROTC Cadets, Albemarle High School classes, University of Virginia School of Engineering and Applied Science, University of Virginia Curry School and the Chamber of Commerce. Memberships Rotary Club, 1999 to present Kiwanis Club (President 1989 to 1990) (Member, 1987 to 1992) CFA Institute and its predecessors: Association of Investment Management and Research and The Institute of Chartered Financial Analysts, 1981 to present
  • Richard F. DeMong 19 Membership (continued) The Richmond Society of Financial Analysts, Fellow, 1980 to 1986 Small Business Institute Directors Association (President-Region III and National Director) 1978 to 1981 Southern Finance Association, 1977 to 2004 Eastern Finance Association, 1978 to 1999 Financial Management Association, 1976 to present International Council of Small Business, 1975 to 1981 American Finance Association, 1974 to present Active Corps of Executives (Sponsored by Small Business Administration) 1974 to 1985 Special Awards “2002 Best International Case Award,” Financial Management Association, 2002 Association of Investment Management and Research and The Institute of Chartered Financial Analysts Certificate of Achievement, 1986 to present Institute of Certified Financial Planners, 1983 Financial Writers Award Small Business Administration District and Region SBI Case Award, 1979 and 1981 Small Business Administration National Honorable Mention SBI Case Award, 1979 Outstanding Air Force Reservist for the Air Training Command, 1980 National Contractors Management Association (second place for outstanding paper) 1978 Sigma Iota Epsilon (management honorary), 1975 Beta Gamma Sigma (business honorary), 1974 Phi Alpha Mu (social science honorary), 1963 College of William and Mary Graduate Business Fellowship College of William and Mary's Business Review Editorial Board Legion of Merit, Distinguished Flying Cross, Five Air Medals, Meritorious Service Award, Air Force Commendation and thirteen other medals or ribbons Eagle Scout