MGMT 5830

MGMT 5830

Course information provided by the 2025-2026 Catalog.

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.


Last 4 Terms Offered 2025SP, 2024SP, 2022FA, 2022SP

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Syllabi: none
  •   Seven Week - Second. 

  • 1.5 Credits GradeNoAud

  • 14320 MGMT 5830   LEC 001

    • M
    • Mar 11 - May 5, 2026
    • Murfin, J

  • Instruction Mode: In Person

    Enrollment limited to: Johnson Master of Professional Studies (MPS) in Management students.
    Add/Drop dates: 9:00am, January 13, 2026 - 11:59pm, January 27, 2026 with an additional add/drop period 9:00am, March 11, 2026 – 11:59pm, March 18, 2026. Students are required to obtain faculty permission to add/drop after March 18, 2026. If you drop after April 8, 2026, you will also receive a “W” on your transcript.