| 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. |
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|
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 | 6/1/18 | |
|
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. |
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|
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 |
