MGMT 5830

MGMT 5830

Course information provided by the Courses of Study 2023-2024.

A broad overview of various aspects of the Investment Industry. Topics, amongst others, will include: Overview of investment management industry, portfolio theory & practice, capital markets, fixed income, equities and security analysis, options, futures & other derivatives, and applied portfolio management. The instructor is the CEO of a Rochester-based company and Managing Partner at a local venture capital firm, and former Chief Investment Officer of the Cornell University endowment.  As such, the course will focus on real world applications.  Course Goal: (1) to provide you with an understanding of how modern capital markets operate from a practical, real-life perspective (2) to help you think critically about issues effecting the investment management industry, and (3) to have fun and instill a passion in some of you for future study and/or work in the investment management industry.  Prerequisites: No specific courses required. Curiosity and a genuine interest in investment management a plus.  A basic understanding of business statistics will be helpful but not required.  Required Readings:  (1) Investments (12th Edition) by Bodie Kane & Marcus;  (2) Articles posted to Canvas;  (3) Students will be asked to read the Wall Street Journal (daily reading is a good habit to get into), but at a minimum the day before and day of each class.

When Offered Fall.

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Syllabi: none
  •   Seven Week - Second. 

  • 1.5 Credits GradeNoAud

  • 17614 MGMT 5830   LEC 001

  • Instruction Mode: In Person
    Enrollment limited to Johnson MPS in Management students , MBA students and Graduate students with permission of instructor. Add/Drop Dates: March 13th - March 20th. Deadline to drop March 20th at 11:59pm. Permission from faculty required to add/drop after March 20th. A late fee of $100.00 will be charged after March 20th. Deadline to drop without “W” April 10th After this date, "W" grade on your transcript in addition to the late fees.