Lulu Wang
Assistant Professor of Finance
Lulu Wang is an assistant professor in finance at the Kellogg School of Management. His research interests include household finance, industrial organization, and corporate finance. His recent research studies competition between card payment networks. Prior to getting his PhD, he worked for two years on the global equities team at Bridgewater Associates. He obtained his PhD in Finance at Stanford GSB.
- Household Finance
- Corporate Finance
- Industrial Organization
- Capital Markets
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B.S., 2016, Honors Economics and Honors Mathematics, University of Michigan
PhD, 2023, Finance, Stanford Graduate School of Business -
Assistant Professor of Finance, Finance, Kellogg School of Management, Northwestern University, 2023-present
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Investment Associate, Bridgewater Associates, 2016-2018
Capital Markets (FINC-450-0)
This course develops the key concepts necessary to understand financial markets using, where possible, the perspective of personal investing. Some of the personal investing topics covered include: Retirement planning, the cost of investing in mutual funds, how to select mutual funds, how to measure a portfolio's performance, factor investing, and arbitrage trading.
This class provides students with a structure for thinking about financial markets and the pricing of financial securities. The financial securities we study and price include stocks, bonds, futures, and options.
The class teaches how to address investment problems in a systematic manner using case studies. They are used to examine issues in the selection and implementation of investment strategies. In the process, the class examines current academic work about financial markets and their applications to investing.
