Introduction to Finance and Investment Management

III. August 7–11, 2023
Day & Time:
Monday–Friday, 10:00 a.m.–12:00 p.m. and 1:00–3:00 p.m.
to be announced

“I particularly liked taking the topics we were learning and learning about their real world applications.” — From a program course evaluation 

Course Description

Participants learn the principles of finance - how stocks and bonds are valued, why investments make money, and why investment strategies work. They also gain a solid understanding of portfolio management - how investments are structured and balanced for different objectives.

We explore the structure of the financial system - what firms such as investment banks, asset managers, and hedge funds do, both for clients and for the economy. The course connects foundations of economics, both micro and macro, to the foundations of finance and to selecting investments. What is the role of risk in investment? How does the environment of the market and broader world drive the returns on investments? Why have some investments done so well in memorable history? Why have others not done well? How are the winners and losers of past investments explained by the theories? What is the role of traditional investments, such as mutual funds, and of alternative investments, like hedge funds?

As the final objective of the course, students generate their own investment strategies and portfolios.


Back to the Course Guide

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.