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.

       

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.

       

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