Investment Portfolio Management

Open to students entering grades 11 or 12 or freshman year of college in the fall
I - June 29–July 17, 2020
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.
Phil Toth

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.

Participants are required to bring laptops for this class and, as this is a quantitative course, should be comfortable with math and prepared for a challenging experience.


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).

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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.