FIN-4276: Analytics for Equity Securities and Portfolio Management

Description: Advanced management of equity portfolios in an experiential setting. Equity valuation and investing in equity securities. Advanced equity valuation analysis and modeling. Conduct and take a leadership role on teams that research individual companies, industries, and sectors. Research macroeconomic and international capital trends. Lead a team to present buy and sell recommendations for the portfolio and/or construct reports on equity topics. Present buy and sell recommendations for actual execution in the portfolio. Exhibit the highest ethical standards. Mentor new SEED analysts. Pass/Fail only. Membership in SEED (Student- Endowment for Educational Development).

Pathways: N/A

Course Hours: 3 credits

Corequisites: N/A

Crosslist: N/A

Repeatability: N/A