Wilkes University

Courses

Courses
Topics Skills Specials Excursions
  5/21/18 5/22/18 5/23/18 5/24/18 5/25/18

1st Session Topics 8:30 - 10 a.m.

Introduction

Portfolio Management

Stock Selection Modeling

 

 

 

 

 

 

DAY TRIP TO THE FINANCIAL DISTRICT

       

Overview of Academic Research

Break, 10 - 10:30 a.m.        

2nd Session Topics 10:30 a.m. - Noon

 Equities  Risk Models  Security Analysis  Equity Trading

Lunch Noon - 1 p.m.

Team Assignments  Lunch Guest Speaker  CQA Speaker

3rd Session Skills 1 - 2:30 p.m.

Quantitative Research Factors and Anomalies Introduction to Python Programming  Machine Learning

Break, 2:30 - 3 p.m.

       

4th Session Skills 3 - 5 p.m.

Portfolio Construction Portfolio Simulation Introduction to Algorithms Behavioral Finance
Dinner 6 - 7:30 p.m.  CQA Speaker  Academic Presentation  Dinner Movie Night

  5/28/18 5/29/18 5/30/18 5/31/18 5/32/18

1st Session Topics 8:30 - 10 a.m.

 

 

 

 

 

 

MEMORIAL DAY VACATION: LOCAL EXCURSION

  

 

Asset Classes

Fixed Income

Ethics

Trends in Asset Management

Break, 10 - 10:30 a.m.        

2nd Session Topics 10:30 a.m. - Noon

Private Client Management Marketing and Management  Derivatives

Career Advice (Panel)

Lunch Noon - 1 p.m.

 Guest Speaker

Guest Speaker

 CQA Speaker Lunch

3rd Session Skills 1 - 2:30 p.m.

Open Source Software

Effective Presentation

 Strategy Review

 

 

Investment Presentations

 

Break, 2:30 - 3 p.m.

     

4th Session Skills 3 - 5 p.m.

Investment Analysis

Team Breakouts  Final Team Prep
Dinner 6 - 7:30 p.m. Dinner Dinner & Entertainment  Awards Dinner  
Schedule (.pdf)

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