Raj Gupta
Associate Professor of Finance | Elon University
Elon, NC, UNITED STATES
Raj Gupta has years of experience in corporate finance and passes this experience on to his students.
Biography
Neeraj “Raj” J. Gupta, associate professor of finance at Elon University, has a doctorate in finance from the University of Connecticut, and is an active CFA charterholder. He received an MBA from Babson College and a bachelor’s degree in engineering from the University of Delhi.
He has over 10 years of industry experience in Asia, Europe, North America, and South America, having worked for Nestlé, Xerox, and Claridges Investments (a boutique asset management firm).
Raj has taught various finance courses, including principles of finance, corporate finance, and investments, to undergraduate and MBA students at both Elon and UConn. He has led study abroad business courses to the Pacific Rim (Australia, Cambodia, China, Hong Kong SAR, Indonesia, Macau SAR, Malaysia, Myanmar, Singapore, Taiwan, Thailand, and Vietnam) and to the Indo-Gulf (India and Dubai).
His research interests are in investments, corporate finance, financial planning and international finance with ongoing research in sustainable investing, designing efficient retirement portfolios, valuing intangible investments, fund-flows & returns in emerging markets, and valuing long-dated options. His research has been published in high-quality peer-reviewed journals such as Quarterly Review of Economics and Finance, Journal of Economics and Finance, Financial Services Review, and others.
In the recent past, Raj has consulted for The Clearing House, the Business North Carolina magazine, and the NC Special Court for Complex Business Cases. He served as director of the Reed Finance Center at Elon University from 2013 to 2018.
Areas of Expertise (9)
Valuing Long-dated Options
Valuing Intangible Investments
Sustainable Investing
Financial Planning
Investments
Corporate Finance
International Finance
Designing Efficient Retirement Portfolios
Fund-flows & Returns in Emerging Markets
Media
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Education (3)
University of Connecticut: Ph.D., Finance
Babson College: M.B.A., Finance
University of Delhi: B.A., Engineering
Links (1)
Media Appearances (3)
Twenty-three Business Fellows receive medallions
Elon University online
2018-05-24
The portfolio management group inherited a $250,000 portion of the university’s endowment and grew it to around $300,000 under the mentorship of Associate Professor Raj Gupta. The portfolio outperformed the S&P 500 by more than eight percent. During the capstone, fellows learned and applied lessons, such as preliminary screens for stocks, company analysis tools and stock valuation methods. Key takeaways included making convincing stock pitches and the discipline needed for effective active investment management.
Elon wins local CFA Institute Research Challenge
Elon University online
2018-02-23
The Elon team of seniors Elliot Eisen, Dan Ford, Matt Kushner, Lauren Ray and Nicole Resetar researched Primo Water, authored a company report with a buy, sell or hold stock recommendation, and presented their analysis to a panel of industry professionals. The team was mentored by Raj Gupta, CFA, associate professor of finance and director of the Reed Finance Center. Kate Upton, assistant professor of finance, helped the team in Gupta’s absence. Sheldon Reynolds, CFA, MEMBERS Trust Company, served as the team’s industry mentor, and William Ellick ’18 assisted in coordinating the team’s logistics.
Former Morgan Stanley executive discusses Wall Street as a potential career path
Elon University online
2017-04-19
"Having Elon well-wishers like Ed Moriarty talk to students about careers in finance is invaluable in bringing finance practice to academic learning, especially when it is someone with 30 years of experience in various roles on Wall Street,” said Associate Professor Raj Gupta, director of the Reed Finance Center. “In just the one day, freshmen and sophomores went away with a much better understanding of the different functions of the Wall Street professional, while juniors and seniors got a good sense of what it takes to succeed on The Street." Gupta, along with Upton, organized Moriarty’s visit to Elon.
Articles (5)
Investor Reaction to Simultaneous News Releases: Unemployment vs. Earnings
Journal of Economics and Finance
Gupta, Neeraj J., Strohush, Vitaliy, and White, Reilly
2019
The New ROME: Updating the 100-Year-Old DuPont Analysis
Advances in Financial Education
Gupta, Neeraj J., Synn, Wonhi, and Upton, Kate
2018
Does the Stock Market React Differently to Intangible Asset Investments than to Tangible Asset Investments?
Journal of Business Inquiry
Gupta, Neeraj J., Golec, Joseph, and Giaccotto, Carmelo
2018
The Buffett Critique: Volatility and Long-dated Options
Journal of Economics and Finance
Gupta, Neeraj J., Kurt, Mark, and White, Reilly
2016
Do Investments in Intangible Customer Assets Affect Firm Value?
The Quarterly Review of Economics and Finance
Golec, Joseph, and Gupta, Neeraj J.
2014