Study Seminar for Financial Analysts at University of Windsor Kaplan Schweser
About Our Instructors
May 3-9, 2008

About Our Instructors

Level 1

Dr. R. Douglas Van Eaton, CFA
Dr. Andrew Holmes, CFA

Level 2

Dr. Andrew Holmes, CFA
Darren Lee, CFA, CPA

Level 3

Dr. C. Mitchell Conover, CFA
Dr. Greg Filbeck, CFA, FRM, CAIA

FSA Levels 1 & 2

John Harris, CFA, CPA

Ethics at all Levels

David W. Wiley, CFA

SSFA Instructor Biographies

Doug Van Eaton

Dr. R. Douglas Van Eaton, CFA - Vice President
Before joining Schweser as vice president and Level 1 manager, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington. Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA digest and won an award from the CFP Board of Examiners. Doug also has many years of experience teaching financial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug's education includes a master's degree in economics and a doctorate in finance, both from the University of Washington.

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Andrew Holmes

Dr. Andrew Holmes, CFA
Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of the Schweser Study Program's Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years. In addition to his instruction with Schweser, he has accumulated well over 15 years of full-time teaching experience and has published or presented numerous articles in several areas of finance, including banking, real estate, personal finance, and investments. Andrew brings substantial academic and industry experience as well as excellent teaching credentials. He is a sought-after presenter for CFA Level 1 & 2 preparation seminars. Andrew obtained his doctorate from the University of Houston and has taught at the University of Houston, Sam Houston State University, and Brigham Young University. In addition to being the recipient of several teaching awards, he also has significant experience with executive MBA programs and executive development programs.

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Darren Lee

Darren Lee, CFA, CPA
Darren currently operates his own consulting practice in Toronto, dealing primarily with accounting, tax and finance issues for both corporate and personal clients. He was formerly a tax manager with KPMG, an auditor with Deloitte, and an account manager in the Private Banking group at the Royal Bank of Canada. Darren is a CFA® charterholder as well as a Chartered Accountant (CA) and Certified Public Accountant (CPA - Illinois). He graduated from the University of British Columbia with a bachelor of commerce degree.

Darren has extensive experience in lecturing and grading activities relating to professional finance and accounting programs. He currently manages and teaches in the weekly CFA exam preparatory course in Toronto as well as authoring/editing CFA and CPA study materials, all for Kaplan Schweser. In addition to these activities, he maintains part-time careers as a real estate broker and a concert pianist.

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C. Mitchell Conover

Dr. C. Mitchell Conover, CFA
Mitch is an associate professor at the University of Richmond and has 12 years teaching experience. He has taught classes in Investments, Portfolio Management, International Finance, and Corporate Finance. His research focuses primarily on investment issues and has appeared in the Financial Analyst Journal, the Journal of Portfolio Management, the Journal of Business, the Journal of Banking and Finance, and other academic journals. He has served as a NASD arbitrator and received his Ph.D. from Florida State University in 1995.

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Greg Filbeck

Dr. Greg Filbeck, CFA, FRM, CAIA
Greg holds the Sam and Irene Black Family Professorship in Insurance and Risk Management at Penn State Behrend in Erie, Pennsylvania. From 1999 until 2006, he was Senior Vice-President at Schweser Study Program. Greg earned his doctorate in finance from the University of Kentucky in 1990. He is an editor of the book Derivatives and Risk Management. He has ten years of full-time university teaching experience from Miami University of Ohio and The University of Toledo and has published over 40 academic articles in journals such as Financial Analysts Journal, Financial Review, Financial Practice and Education, Journal of Investing, Journal of Business, Finance, and Accounting, Quarterly Journal of Business and Economics, Quarterly Review of Economics and Finance, and Review of Financial Economics.

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John Harris

John Harris, CFA, CPA
John has more than 20 years of experience in credit and financial management, with particular emphasis in the areas of commercial loan valuation and asset recovery. In addition to his accounting practice, John operates Financial Accounting Workshops, a provider of accounting education and training to business professionals. He has a comprehensive grasp of financial accounting issues, as well as the ability to make those issues understandable and applicable in daily practice. John earned both an MBA and MS from the University of North Texas and a BBA from Texas Tech University. He is a Certified Public Accountant and CFA charterholder. John has lectured for the Dallas Society of Financial Analysts, the Financial Analysts Society of South Africa, the Houston Society of Financial Analysts, the Italian Society of Investment Professionals, the Netherlands Society of Investment Professionals, the Swiss Society of Investment Professionals, Texas Christian University, the Twin Cities Society of Security Analysts, the UK Society of Investment Professionals, and the University of Texas at Arlington Center for Professional Development.

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Dave Wiley

David W. Wiley, CFA - Division Vice President
Dave is Vice President of Curriculum for Schweser and Director of the Koppel & Wiley CFA review courses in Europe and the Study Seminar for Financial Analysts (SSFA) at the University of Windsor. Before the companies were acquired by Schweser Study Program, he was a partner with Koppel & Wiley and Excel Exam Review (previously JKE Exam Review).

Dave has over 21 years' experience in securities analysis and financial project management, with specific concentration in business valuations, credit risk analysis, and disposition of financially troubled assets. In 1982 Dave received an MBA from the Fuqua School of Business at Duke University; and in 1986 he was awarded the CFA designation and is a member of the CFA Institute. As a member of the CFA Society of Dallas-Fort Worth (CFAS-DFW), he has served as Education Chair since 1990 and is a past president. Dave founded CFAS-DFW's Weekly CFA Review Course and Study Program and has directed the program since its inception in 1989.

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