Worapot "Warren Wu" Ongkrutaraksa
Xi'an Jiaotong-Liverpool University, Business school, Associate Professor of Finance & Director of Postgraduate Studies
The Fynanz® Institute
FOUNDED
Since 2003 in Perth, Australia, by Worapot Ongkrutaraksa (aka Warren Wu), a 1995-2000 Fulbright Scholar.
STATIONS
1) Perth, Western Australia
2) Chiang Mai, Thailand
3) Zhuhai, China
SLOGANS
1) Customizer of Financial Technology and Intelligence
2) Philosopher of Financial Education and Development
SPECIALTIES
1) Customized solutions for financial, investment, and risk management based on cutting-edge financial technology;
2) Financial technoligence management for optimal strategic financial decisions at a micro-structure level; and
3) Financial ultrastructure design for optimal strategic financial development at a macro-policy.
STYLES
1) The Fynanz Institute aims at cultivating, developing, and nurturing human resources in any local community to become high-valued and globally demanded professionals in the fields of finance, investment, and risk management through customized training and coaching programs.
2) Technoligence-wise, Fynanz has contributed to the general public by disseminating cutting-edge financial technology as well as innovating its own via specialized publications and effective information & communication technology.
3) Development-wise, Fynanz has enabled and empowered enterprises of all scales and scopes to achieve their strategic and operational goals in value creation and growth perpetuation within both business and financial economic arenas through expert consulting and continuous-improvement activities.
SCOPES
Financial technoligence (a portmanteau between technology and intelligence) focuses on how a layperson who is independent of all financial-service institutions or shadow-banking firms could utilize publicly available technologies in the most cost-effective manner to extract value-adding intelligence from privately concealed information so that they would be able to make optimal financial decisions and then warehouse it in a proprietary knowledgebase system.
While financial infrastructure deals with efficient mobilization of financial transactions, i.e., physical or online flows of funds, that could easily destabilize a global financial system, financial ultrastructure (a nemesis of infrastructure) serves to counter-balance it through effective monitoring of financial interactions, i.e., behavioral or vitual flows of financial intelligence, so as to screen or filter which transactions are ethically productive and which are not.
Once established and then launched, both financial-technoligence platform and financial-ultrastructure framework shall compliment one another very well at the industry, market, and systemic levels, all of which are the unfulfilled niches in our relatively less-understood global financial system.
STRENGTHS
1) Makeing financial technology a mundane issue of practical discussions and self-development in all people's daily life; and
2) Enhancing individuals' opportunities rather than chances to be able to work smart rather than hard at the causes of choice rather than something worth doing so that they could earn personalized values rather than generic prizes they truly deserve in life.
SERVICES
1) Group Training & Individual Coaching
2) Consulting & Performance Monitoring
3) Professional Research & Publication
4) Finance Student University Placements
5) Human Resources Global Mobility Liaison
SCHOLASTICS
2000, Doctor of Philosophy (Finance), Kent State University - Fulbright Scholar
1999, Master of Liberal Arts (Political Economy), Harvard University
1988, MBA (Finance), Sasin Graduate Institute - The joint program between the Wharton School and the Kellogg School
1985, Bachelor of Science (Public Policy), University of Southern California
CONTACTS
1) Phone: +66-8-3765-8489
2) Website: www.linkedin.com/in/drwarrenwu
3) E-mails: [email protected]; [email protected]
Phone: +861353654800
Address: International Business School Suzhou (IBSS)
Xi'an Jiaotong Liverpool University
Dushu Lake Educational District
Suzhou Industrial Park (SIP)
Suzhou, Jiansu Province 215123
People's Republic of China
www.linkedin.com/in/drwarrenwu
FOUNDED
Since 2003 in Perth, Australia, by Worapot Ongkrutaraksa (aka Warren Wu), a 1995-2000 Fulbright Scholar.
STATIONS
1) Perth, Western Australia
2) Chiang Mai, Thailand
3) Zhuhai, China
SLOGANS
1) Customizer of Financial Technology and Intelligence
2) Philosopher of Financial Education and Development
SPECIALTIES
1) Customized solutions for financial, investment, and risk management based on cutting-edge financial technology;
2) Financial technoligence management for optimal strategic financial decisions at a micro-structure level; and
3) Financial ultrastructure design for optimal strategic financial development at a macro-policy.
STYLES
1) The Fynanz Institute aims at cultivating, developing, and nurturing human resources in any local community to become high-valued and globally demanded professionals in the fields of finance, investment, and risk management through customized training and coaching programs.
2) Technoligence-wise, Fynanz has contributed to the general public by disseminating cutting-edge financial technology as well as innovating its own via specialized publications and effective information & communication technology.
3) Development-wise, Fynanz has enabled and empowered enterprises of all scales and scopes to achieve their strategic and operational goals in value creation and growth perpetuation within both business and financial economic arenas through expert consulting and continuous-improvement activities.
SCOPES
Financial technoligence (a portmanteau between technology and intelligence) focuses on how a layperson who is independent of all financial-service institutions or shadow-banking firms could utilize publicly available technologies in the most cost-effective manner to extract value-adding intelligence from privately concealed information so that they would be able to make optimal financial decisions and then warehouse it in a proprietary knowledgebase system.
While financial infrastructure deals with efficient mobilization of financial transactions, i.e., physical or online flows of funds, that could easily destabilize a global financial system, financial ultrastructure (a nemesis of infrastructure) serves to counter-balance it through effective monitoring of financial interactions, i.e., behavioral or vitual flows of financial intelligence, so as to screen or filter which transactions are ethically productive and which are not.
Once established and then launched, both financial-technoligence platform and financial-ultrastructure framework shall compliment one another very well at the industry, market, and systemic levels, all of which are the unfulfilled niches in our relatively less-understood global financial system.
STRENGTHS
1) Makeing financial technology a mundane issue of practical discussions and self-development in all people's daily life; and
2) Enhancing individuals' opportunities rather than chances to be able to work smart rather than hard at the causes of choice rather than something worth doing so that they could earn personalized values rather than generic prizes they truly deserve in life.
SERVICES
1) Group Training & Individual Coaching
2) Consulting & Performance Monitoring
3) Professional Research & Publication
4) Finance Student University Placements
5) Human Resources Global Mobility Liaison
SCHOLASTICS
2000, Doctor of Philosophy (Finance), Kent State University - Fulbright Scholar
1999, Master of Liberal Arts (Political Economy), Harvard University
1988, MBA (Finance), Sasin Graduate Institute - The joint program between the Wharton School and the Kellogg School
1985, Bachelor of Science (Public Policy), University of Southern California
CONTACTS
1) Phone: +66-8-3765-8489
2) Website: www.linkedin.com/in/drwarrenwu
3) E-mails: [email protected]; [email protected]
Phone: +861353654800
Address: International Business School Suzhou (IBSS)
Xi'an Jiaotong Liverpool University
Dushu Lake Educational District
Suzhou Industrial Park (SIP)
Suzhou, Jiansu Province 215123
People's Republic of China
www.linkedin.com/in/drwarrenwu
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Books by Worapot "Warren Wu" Ongkrutaraksa
The first use of this book is to assist the readers to jump-start their business and financial analysis careers by integrating this newly acquired knowledge and skills in financial modeling with their relevant business backgrounds. Accountants who traditionally collect, record, and report operating and financial data from their companies’ business activities could now perform advanced and more sophisticated analyses on valuation, investment, and risk management. Operation, distribution, and marketing managers whose production, logistic, and sale targets depend on the estimate of customer demands in different geographical areas and seasonal periods, or consumer preferences that are closely tied with their demographical profiles, could also perform various types of quantitative and statistical analysis through spreadsheet modeling similar to many practice exercises demonstrated in this book. Most importantly, the book allows its audience to be less reliant on any formal lecture without sacrificing the classroom’s rigor yet gain more control over their study pace and learning development.
To a group of practitioners in the professional world, this book would help unify the team members’ interests to focus on the business and modeling problems at hand. In a consulting firm, for example, specific clients’ cases can be addressed based on their objectives, input data, and interface requirements within the constraints of their resource and timetables, combined with diverse experiences of the team members in problem prognosis and situational analysis as well as their expertise in intelligence gathering, data-mining and warehousing, and design of and training for customized business solutions. All they need to do is ascertain that coordination between the client and the team as well as among the team members themselves is carried out in a cost-effective manner. Like an instruction manual, this book shall direct the firm’s coordination efforts by keeping track of the progress of the team’s tasks in terms of what has been left out and which of them need to be accomplished along the priority list.
Those who intend to employ this book as part of their finance instructions and training modules within the academic institution or professional setting will find it quite easy to adopt because the book encapsulates the main finance topics that are regularly taught everywhere. The benefit of assigning this book to the students lies on skill-building modeling exercises that will help in their preparation before attending classes and their review afterwards. Various technical problems they have encountered during their practices can be shared with and resolved through their instructors and classmates. Rather than providing unilateral lectures all the time, the instructors could welcome and entertain their students’ questions and comments while still focusing on relevant topics. When it comes to group or individual project assignments, the students will be able to apply different models they have practiced to their own projects without requiring constant assistance from their instructors. The expectations of both the instructors and students will be more aligned and better fine-tuned to each other.
Clearly, the use of this book is not limited to just the above audiences it intends to serve. It is also recommended to any individual who would like to approach finance differently and gain insights into how to implement many finance formulae to exploit the vast opportunities in today’s financial markets.
Papers by Worapot "Warren Wu" Ongkrutaraksa
H1: Size is positively correlated with FTA and DOL resulting in positive net real options.
H2: Distress is negatively correlated with FTA and DOL resulting in positive net real options.
The ordinary least squares (OLS) model is employed to estimate the coefficients of determination (R-square) of the two time-series regressions. The data source and methodology of data transformation are the same as that of Fama and French (1996) for consistency and comparison purposes. It is expected that both hypotheses are statistically significant and not rejected."
The first use of this book is to assist the readers to jump-start their business and financial analysis careers by integrating this newly acquired knowledge and skills in financial modeling with their relevant business backgrounds. Accountants who traditionally collect, record, and report operating and financial data from their companies’ business activities could now perform advanced and more sophisticated analyses on valuation, investment, and risk management. Operation, distribution, and marketing managers whose production, logistic, and sale targets depend on the estimate of customer demands in different geographical areas and seasonal periods, or consumer preferences that are closely tied with their demographical profiles, could also perform various types of quantitative and statistical analysis through spreadsheet modeling similar to many practice exercises demonstrated in this book. Most importantly, the book allows its audience to be less reliant on any formal lecture without sacrificing the classroom’s rigor yet gain more control over their study pace and learning development.
To a group of practitioners in the professional world, this book would help unify the team members’ interests to focus on the business and modeling problems at hand. In a consulting firm, for example, specific clients’ cases can be addressed based on their objectives, input data, and interface requirements within the constraints of their resource and timetables, combined with diverse experiences of the team members in problem prognosis and situational analysis as well as their expertise in intelligence gathering, data-mining and warehousing, and design of and training for customized business solutions. All they need to do is ascertain that coordination between the client and the team as well as among the team members themselves is carried out in a cost-effective manner. Like an instruction manual, this book shall direct the firm’s coordination efforts by keeping track of the progress of the team’s tasks in terms of what has been left out and which of them need to be accomplished along the priority list.
Those who intend to employ this book as part of their finance instructions and training modules within the academic institution or professional setting will find it quite easy to adopt because the book encapsulates the main finance topics that are regularly taught everywhere. The benefit of assigning this book to the students lies on skill-building modeling exercises that will help in their preparation before attending classes and their review afterwards. Various technical problems they have encountered during their practices can be shared with and resolved through their instructors and classmates. Rather than providing unilateral lectures all the time, the instructors could welcome and entertain their students’ questions and comments while still focusing on relevant topics. When it comes to group or individual project assignments, the students will be able to apply different models they have practiced to their own projects without requiring constant assistance from their instructors. The expectations of both the instructors and students will be more aligned and better fine-tuned to each other.
Clearly, the use of this book is not limited to just the above audiences it intends to serve. It is also recommended to any individual who would like to approach finance differently and gain insights into how to implement many finance formulae to exploit the vast opportunities in today’s financial markets.
H1: Size is positively correlated with FTA and DOL resulting in positive net real options.
H2: Distress is negatively correlated with FTA and DOL resulting in positive net real options.
The ordinary least squares (OLS) model is employed to estimate the coefficients of determination (R-square) of the two time-series regressions. The data source and methodology of data transformation are the same as that of Fama and French (1996) for consistency and comparison purposes. It is expected that both hypotheses are statistically significant and not rejected."
1. To identify capital requirements of businesses and recommend relevant means of financing those requirements;
2. To recognize and manage financial risks; and
3. To analysis investment choices and make appropriate investment decisions.
Required Textbooks:
1. Financial Management: Study Manual for Exams from September 2013 to December 2014. The Institute of Chartered Accountants of England and Wales (ICAEW). ISBN:978-0-85760-808-6
2. Financial Management: Question Bank for Exams from September 2013 to December 2014. The Institute of Chartered Accountants of England and Wales (ICAEW). ISBN:978-0-85760-803-1