Investment Portfolio Management

Session:
II - July 20–August 6, 2021
Modality, Day & Time:
Monday–Friday, 11:10 a.m.–1:00 p.m. and 3:10–5:00 p.m.

Instructor(s):
Angela Paulk
Prerequisites:

Proficiency with first-year algebra; some knowledge of investment strategy or corporate finance is recommended but not required. This class is intended for current 10th, 11th, and 12th graders. Younger students should apply for Understanding the Stock Market.

“[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.

Instructor(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.

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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.