Dr Karen ALPERT
Contact
Positions Held
Lecturer in Finance
Academic Qualifications
| Degree |
Institution |
Field |
Year |
| PhD |
University of Queensland |
Finance |
2004 |
| MBusTax |
University of Southern California |
Tax |
1986 |
| MBA |
University of California, Berkeley |
Finance |
1982 |
| BA |
University of California, Berkeley |
Economics |
1979 |
Memberships
- Member, Accounting and Finance Association of Australia / New Zealand (AFAANZ)
- Member, Australian Institute of Banking and Finance (AIBF)
Major Research Grants
| Year |
Title of Grant |
Granting Agency |
Amount |
| 2007-2009 |
'Superannuation funds: Ensuring the financial health of Australians in retirement' Gray, P., Benson, K., Oliver, B., Hutchinson, M., and K. Alpert. |
ARC Discovery Project |
349,000 |
| 2001 |
University of Queensland New Staff Start-up Fund |
The University of Queensland |
10,000 |
Field of Current Research
| Title of Research Area |
Brief Description |
| Superannuation / Disclosure |
Looks at the adequacy and effectiveness of consumer disclosures in the superannuation and managed fund industry. |
| Option demand |
Modelling to explain the level of demand for equity and index options. |
| Corporate Buybacks |
Looks at the motivations for share buybacks as a capital management strategy, with emphasis on the tax consequences to shareholders. |
| The effect of taxation on derivatives |
Looks at the effect of differential tax rates on option pricing and early exercise behaviour. |
Publications
Journal Articles - Refereed
- Alpert, K., 'Taxation and the early exercise of call options', forthcoming in Journal of Business Finance and Accounting. View Appendix
- Alpert, K., 2009, 'The effects of taxation on put-call parity', Accounting and Finance, Vol. 49, No. 3, pp. 445-464. View Appendix
- Alpert, Karen and Knight, Warren James (2007), "Effects of taxation for option writers: an Australian perspective", Accounting and Finance, 47(1), pp23-45.
- Richardson, Grant and Alpert, Karen (1998), "Australia's Latest Proposals for the Taxation of Financial Arrangements: An Outline and Critical Analysis," Asia Pacific Tax Bulletin, Vol. 4, No. 4 (April), pp144-155.
Conference Papers - Refereed Full Papers And Abstracts
- Alpert, Karen (2002), "Taxation and the Early Exercise of Call Options - Empirical Analysis", Mid-west Finance Association Conference, March 14-17, 2002, Chicago, Illinois, USA.
- Alpert, Karen (2001), "Taxation and the Early Exercise of Call Options", Australasian Finance and Banking Conference, December 17-19, 2001, Sydney.
Conference Papers - Non Refereed Abstracts
- Alpert, Karen (1998), "Option Valuation with Taxes", Proceedings of the Fourth Annual Doctoral Research Conference, Monash Mt. Eliza (December).
Distinctions
- Phi Beta Kappa (UC Berkeley 1979)
Research Interests
- Corporate and Investment Valuation
- Investments and Funds Management
Thesis Topic
The effects of taxation on derivatives
Academic Cluster
Finance
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