Courses
| Topics | Skills | Specials | Excursions |
| 5/20/19 | 5/21/19 | 5/22/19 | 5/23/19 | 5/24/19 | |
|
1st Session Topics 8:30 - 10 a.m. |
Introduction to Markets |
Equity Model Platform |
Security Analysis |
DAY TRIP TO THE FINANCIAL DISTRICT
Walking Tour of Wall Street
Midtown Sessions
The Sell Side
Data Strategy |
Equity Trading |
| Break, 10 - 10:30 a.m. | |||||
|
2nd Session Topics 10:30 a.m. - Noon |
Equities | Foundations of Risk Models | Portfolio Management | Alternatives | |
|
Lunch Noon - 1 p.m. |
Team Assignments | Market Strategy | Lunch | Public Pensions | |
|
3rd Session Skills 1 - 2:30 p.m. |
Factors and Anomalies | Portfolio Risk Analysis | Portfolio Forensics | Behavioral Finance | |
|
Break, 2:30 - 3 p.m. |
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4th Session Skills 3 - 5 p.m. |
Stock Selection and Modeling | Case Study Overview | Academic Research Overview | Big Data Sources and Uses | |
| Dinner 6 - 7:30 p.m. | President's Reception | Dinner | Dinner | Texas Hold'em Poker Tournament |
| 5/27/19 | 5/28/19 | 5/29/19 | 5/30/19 | 5/31/19 | |
|
1st Session Topics 8:30 - 10 a.m. |
MEMORIAL DAY VACATION: LOCAL EXCURSION |
Asset Allocation |
Private Client Management |
Ethics |
Final Team Presentations |
| Break, 10 - 10:30 a.m. | |||||
|
2nd Session Topics 10:30 a.m. - Noon |
Fixed Income | Introduction to Quant Research using R | Valuation | | ||
|
Lunch Noon - 1 p.m. |
Cryptocurrency |
Lunch |
Public Pensions | Recognition Luncheon | |
|
3rd Session Skills 1 - 2:30 p.m. |
Effective Presentation |
Trends in Investment - ESG |
Valuation || | Feedback Survey | |
|
Break, 2:30 - 3 p.m. |
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4th Session Skills 3 - 5 p.m. |
Fundamental Research |
Team Breakouts | Final Team Prep | Career Advice Panel | |
| Dinner 6 - 7:30 p.m. | Special Entertainment | Dinner | Dinner |