Investment Portfolio Management (Online)

Level:
Open to students entering grades 11 or 12 or freshman year of college in the fall
Session:
I - June 29–July 17, 2020 (Course Filled)
II - July 21–August 7, 2020
Days & Time:
Monday–Friday, 11:10 a.m.–1:00 p.m. and 3:10–5:00 p.m.
Teacher(s):
Angela Paulk, Phil Toth, Gary Tsarsis
Prerequisites:

Proficiency with first-year algebra; some knowledge of investment strategy or corporate finance is recommended but not required.

“[I gained] a thorough understanding of how to invest in the stock market.”  – Timothy W. | Mount Pleasant, South Carolina

Course Description

Looking at stocks, bonds, ETFs, cryptocurrency, real estate, futures, and options, this course introduces students to how professional investment managers construct investment portfolios. We look at these different investment opportunities as well as key valuation and risk management techniques. How might investors benefit from diversification? What are the metrics for measuring performance?  What are the common pitfalls made by investors? 

Class time is divided between interactive lecture and guided hands-on work. Participants assume the role of professional money managers as they operate their own diversified investment portfolios in a session-long simulation game. Common theories and practices presented in class, news of current and world events, and discussion around decisions made by the world’s foremost investors are incorporated as students develop a sense of how real-time managers make decisions.

As this is a quantitative course, students should be comfortable with math and prepared for a challenging experience.

Teacher(s)

Angela Paulk

Angela Paulk is a financial services professional with a broad background honed in grassroots development, investment banking, and business advisory/consulting for leading global corporates (e.g. Citi, Deutsche Bank, Maersk) and high growth companies (now portfolio companies of S&P and BCG). She began her finance career as an investment analyst and is currently supporting high growth/transitioning companies with independent strategic advisory and executive bandwidth pre/post fundraising. Angela holds MBAs from Columbia Business School and London Business School and a BA in politics from The University of Georgia.

Phil Toth

Phil Toth is a founding partner and managing director at QueensGiant LLC, where he focuses on capital markets and fintech advisory for companies. He has over twenty years of experience in securities trading and investment banking. He also teaches courses in finance and economics at Seton Hall University. Phil holds an undergraduate degree in finance from Michigan State University and master’s degrees from the University of Oklahoma (MBA), SDA Bocconi (Master of International Economics), and Columbia University (Master of Public Policy).

Gary Tsarsis

Gary Tsarsis is a professor of practice at Wake Forest University as well as a part-time lecturer at Columbia. His teaching areas of expertise include investment banking, stock and bond valuation, international finance, global trading strategies, financial markets, and institutions and derivatives. Prior to migrating to academia, Gary had a 30-year career on Wall Street, primarily as an international institutional equities trading and sales trading manager. In addition to his teaching responsibilities, he is president of Garis Consultants, a financial advisory firm. He received his undergraduate degree in economics and international relations from New York University and his MBA with a specialization in finance from the University of Miami.  Gary will begin studying for a law degree at Arizona State in September of 2020.

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Specific course detail such as hours and instructors are subject to change at the discretion of the University. Not all instructors listed for a course teach all sections of that course.