Jeremy M. Burke. Center for Economic and Social Research K St NW, Suite 530 Washington, DC

Transcription

1 Jeremy M. Burke University of Southern California Center for Economic and Social Research K St NW, Suite 530 Washington, DC EDUCATION Duke University, Durham, NC Ph.D. in Economics May 2008 M.A. in Economics May 2005 University of Virginia, Charlottesville, VA B.A. in Mathematics and Economics May 2001 PROFESSIONAL EXPERIENCE University of Southern California, Center for Economic and Social Research Senior Economist February 2017 Present RAND Corporation, Full Economist July 2013 February 2017 Associate Director, May 2012 February 2017 RAND Center for Financial and Economic Decision Making Professor, Pardee RAND Graduate School Spring 2011 February 2017 Director, RAND Behavioral Finance Forum July 2012 March 2016 Associate Economist July 2010 June 2013 Cornerstone Research Associate August 2008 June 2010 PUBLICATIONS Soft versus Hard Commitments: A Test on Savings Behavior, (with Jill Luoto and Francisco Perez Arce), forthcoming: Journal of Consumer Affairs Policy Applications of Behavioral Insights to Household Financial Decision Making, (with Brigitte Madrian, Hal Herschfield, Abigail Sussman, Saurabh Bhargava, Scott Huettel, Julian Jamison, Eric Johnson, John Lynch, Stephan Meier, Scott Rick, and Suzanne Shu), forthcoming: Behavioral Science and Policy Empowering Investors with Social Annotation When Saving for Retirement, (with Junius Gunaratne and Oded Nov), Proceedings of the ACM SIGCHI Conference on Computer Supported Cooperative Work (CSCW 2017) Information Acquisition in Competitive Markets: An Application to the US Mortgage Market, (with Curtis Taylor and Liad Wagman), American Economic Journal: Microeconomics, 2012, 4(4), Primetime Spin: Media Bias and Belief Confirming Information, Journal of Economics & Management Strategy, 2008, 17(3),

2 What s in a Poll? Incentives for Truthful Reporting in Pre Election Opinion Surveys, (with Curtis Taylor), Public Choice, 2008, 137(1), PEER REVIEWED RESEARCH REPORTS Do Financial Advisers Influence Savings Behavior? (with Angela Hung), RAND Research Report RR 1289, 2015 Effective Disclosures in Financial Decisionmaking, (with Angela Hung and Min Gong), RAND Research Report RR 1270, 2015 Financial Advice Markets: A Cross Country Comparison, (with Angela Hung), RAND Research Report RR 1269, 2015 Retirement Benefit Statements: Focus Group, Survey, and Experimental Evidence, (with Angela Hung, Lauren Mayer, and Noreen Clancy), RAND Research Report RR 1072, 2015 Development of a K 12 Financial Education Curriculum Assessment Rubric, (with Rebecca Herman, Angela Hung, Katherine Carman, Noreen Clancy, Julia Kaufman and Katie Wilson), RAND Research Report RR 1142, 2015 A Tool for Reviewing K 12 Financial Education Curricula, (with Rebecca Herman, Angela Hung, Katherine Carman, Noreen Clancy, Julia Kaufman and Katie Wilson), RAND Technical Report TL 181, 2015 Potential Economic Effects on Individual Retirement Account Markets and Investors of DOL s Proposed Rule Concerning the Definition of a Fiduciary, (with Steven Garber, Angela Hung and Eric Talley), RAND Research Report RR 1009, 2015 Building Financial Capability through Product Design and Program Delivery: A Review of Available Evidence, (with Kata Mihaly, Noreen Clancy, Rebecca Rouse and Anna Cash), RAND Research Report RR 349, 2013 WORKING PAPERS Credit Building or Credit Crumbling? A Randomized Evaluation of a Credit Building Loan Product, (with Julian Jamison, Dean Karlan, Kata Mihaly, and Jonathan Zinman) The Effects of Job Relocation on Spousal Careers: Evidence from Military Change of Station Moves, (with Amalia Miller) Automatic Enrollment in Retirement Savings Vehicles: Evidence from the Health and Retirement Study, (with Angela Hung and Jill Luoto), RAND Working Paper WR 1115 Defaulting in and Cashing Out? The Impact of Retirement Plan Design on Separating Employee Savings Accumulation, (with Angela Hung and Jill Luoto), RAND Working Paper WR 1117 Trust and Financial Advice, (with Angela Hung), RAND working paper WR 1075

3 A Literature Review of Interventions Designed to Build Savings and Credit in Economically Vulnerable Consumers, (with Kata Mihaly, and Caroline Tassot) Building Financial Capability through Product Design and Program Delivery: Environmental Scan of Integrated Services and Bundled Products, (with Kata Mihaly, Noreen Clancy, and Rebecca Rouse) Financial Literacy, Social Perception and Strategic Default, (with Kata Mihaly), RAND Working Paper WR 937 Impacts of Conflicts of Interest in the Financial Services Industry, (with Angela Hung, Jack Clift, Steven Garber, and Joanne Yoong), RAND working paper WR 1076 Unfairly Balanced: Unbiased News Coverage and Information Loss GRANTS AND OTHER RESEARCH SUPPORT PI Nov, Burke FINRA Foundation ($101,000) Transforming Disclosure through Interaction 8/1/16 7/31/18 PI Burke RAND Initiated Research ($85,000) 10/22/15 2/15/17 Prize Linked Debt Reduction PI Burke Ford Foundation (via Innovations for Poverty Action) ($300,000) 6/1/15 6/1/18 Prize Linked Debt Reduction PI Hung Department of Labor ($305,563) 9/30/15 09/30/16 Opting Out of Retirement Plan Default Settings PI Burke, Karlan, Zinman J PAL North America ($49,678) 11/20/14 7/1/15 Nudges to Save, Nudges to Reduce Debt: A Randomized Trial of Tax Time Behavioral Interventions Pilot Study" PI Hung Department of Labor ($305,563) 9/30/14 09/29/15 Automatic Enrollment and Other Behavioral Interventions in Retirement Savings Vehicles PI Hung Department of Labor ($292,694) 9/30/14 09/29/15 Literature Reviews

4 PI Hung, Burke Consumer Financial Protection Bureau ($138,289) 9/30/14 1/31/15 Evaluation Support for Your Money, Your Goals PI Herman, Hung Consumer Financial Protection Bureau ($419,291) 2/10/14 7/21/14 K 12 Financial Education Curriculum Assessment PI Burke Ford Foundation (via Innovations for Poverty Action) ($15,000) 12/1/13 3/1/15 Prize Linked Debt Reduction Pilot PI Burke, Jamison, Karlan, Mihaly Consumer Financial Protection Bureau ($849,536) 8/10/13 12/15/16 Building Financial Capability through Product Design and Program Delivery (Task 2) PI Burke, Luoto, Perez Arce Innovations for Poverty Action ($10,000) 3/25/13 11/30/13 A Randomized Control Trial of a Soft Commitment Product Pilot Phase PI Miller, Burke Department of Defense, Office of the Secretary of Defense ($250,000) 6/1/12 6/1/16 Mitigating the Adverse Effects of PCS Moves by Facilitating Portable Careers PI Dominitz, Hung Department of Labor ($625,000) 9/15/12 On the Road to Retirement PI Burke, Karlan, Mihaly Consumer Financial Protection Bureau ($523,268) 9/1/12 7/1/13 Building Financial Capability through Product Design and Program Delivery (Task 1) PI Burke, Luoto, Perez Arce National Institute on Aging (through RAND Roybal Center) ($100,000) 1/1/12 09/30/13 Contract Free Commitment Total Funding: $100,000 PI Burke, Mihaly, Rohwedder National Institute on Aging (through RAND Roybal Center) ($80,000) 1/1/12 09/30/13 Home Equity and Retirement Savings Behavior

5 PI Hung, Yoong Department of Labor ($750,000) 9/15/11 Research Support for Regulatory Impact Analysis PI Hung, Yoong Department of Labor ($300,000) 9/15/11 Designing More Effective and Understandable Pension Benefits Statements PI Burke, Mihaly National Institute on Aging (through RAND Roybal Center) ($96,784) 1/1/11 9/15/12 Financial Literacy, Social Perception and Strategic Default AWARDS Graduate School Summer Fellowship, Duke University, Summer 2007 PARISS Fellowship, Social Science Research Institute, Duke University, Fall 2006 Spring 2007 Conference Travel Fellowship, Spring 2007, Fall 2007 Full Scholarship, Department of Economics, Duke University, Fall 2003 Spring 2008 OTHER AFFILIATIONS Member, Financial Decision Making Group, Behavioral Science and Policy Association PRESENTATIONS Boulder Summer Conference on Consumer Financial Decision Making (poster), May 2017 Michigan Retirement Research Consortium, March 2017 University of Southern California CESR, December 2016 APPAM, November 2016 RAND Behavioral Finance Forum, November 2016 FDIC Annual Consumer Research Symposium, October 2016 CFED Assets Learning Conference, September 2016 Yale/IPA Researcher Gathering on Advancing Financial Inclusion, May 2016 Social and Behavioral Science Team, March 2016 Boulder Summer Conference on Consumer Financial Decision Making (poster), May 2015 CFPB Research Conference (poster), May 2015 Yale/IPA Researcher Gathering on Advancing Financial Inclusion, May 2015 CFED Assets Learning Conference, September 2014 RAND Behavioral Finance Forum, May 2014 IFIE IOSCO Global Investor Education Conference, June 2013 RAND Behavioral Finance Forum, May 2013 Center for Economic Studies, U.S. Census Bureau, November 2012 American Real Estate and Urban Economics Association Mid Year Conference, May 2012 University of Southern California, Annenberg School, February 2010 Louisiana State University, November 2007 Annual Meeting of the American Political Science Association, August 2007 Econometric Society North American Summer Meeting, June 2007 Annual Meeting of the Midwest Political Science Association, April 2007 Social Sciences Research Institute, Duke University, March 2007

6 REFEREEING SERVICE Review of Economics and Statistics, The RAND Journal of Economics, Journal of Economic Behavior and Organization, Journal of Economics and Management Strategy, The B.E. Journal of Theoretical Economics, Public Choice CITIZENSHIP U.S.