Participants learn the principles of finance and investment management, to include interest rates and compound interest, the time value of money, risk and reward, how stocks and bonds are valued, how the stock market functions, how the international financial market functions, and how to approach stock selection and portfolio management.
We explore the structure of the financial system, to include the role of individual participants, investment banks, asset managers, the Central Bank, and other players in the global economy. The course connects foundations of economics to financial markets. What is the role of risk in investment? How does the environment of the market and the broader world drive return on investments? Why have some investments done well in memorable history? Why have others not done well? How are the winners and losers of past investments explained by financial theory? What is the role of traditional investments, such as mutual funds, and of alternative investments, such as venture capital, private equity and hedge funds?
Students generate their own investment strategies and portfolios. The course includes some asynchronous work, which students are expected to complete between class sessions.
Matthew Cantwell is a business advisor and executive with a track record of growing and transforming global businesses. Currently, he is a Senior Director at EY Parthenon, the strategy consulting arm of EY, where he advises private equity clients and corporate management teams. From 2014 to 2021, he served as Chief Strategy Officer at McGraw Hill, where he oversaw strategy and business development into 130 countries. From 2012-2014, he was a manager on the M&A Advisory team at PwC, where he led commercial and operations due diligence for private equity clients. Matt has served as an associate at Battelle Ventures, a venture capital fund; he led strategy for 360ip, a Battelle portfolio company in Asia; and he started his career as a consulting analyst at Goldman Sachs. He holds an MBA from Columbia Business School’s MBA-Global program, an MSc in international political economy from The London School of Economics, and a BSc degree in finance from Penn State University’s Schreyer Honors College.
Specific course details such as topics, activities, 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.