Application for Admission for Finance 5880
2017-2018 Academic Year
In Finance 5880, students will invest in and manage an actual portfolio consisting of exchange-listed stocks, bonds, and money market investments. The course will focus both on security analysis and on portfolio management. The class will involve both individual and group research projects, lectures on various analytical techniques, speakers from industry, and presentations before leading finance practitioners. Assignments will involve applying techniques to value securities, and developing and presenting reports and recommendations for purchases and sales to the class.
- To enroll in the class, you must be a Finance major. Applications will be reviewed at two dates. For the first review, applications are due Thursday, February 16, at 3 p.m. in the Finance office (SFE 7126). For the second date, your application is due in the Finance office by June 8 at 3 p.m. You must complete Finance 3040 or 3041 and have a basic investment vocabulary prior to beginning the class.
- The class will run for the ENTIRE ACADEMIC YEAR. This means you will need to participate BOTH Fall and Spring semesters. You will receive 3 credits upon successfully completing the class in the Spring. Students in the Fund must enroll in Honors Valuation (Finance 4211) Fall semester. The class will count toward your major in place of Cases (4210). Both Finance 5880 and Finance 4211 are honors classes. However, you do not need to be an honors student to apply.
- The class will meet for approximately 1.5 hours each week. The class will meet on Tuesdays from 4:25 to 5:45 with occaisional meetings on Thursday, as well. There will be some group projects which will require meetings outside of class, and we may need to adjust the schedule occasionally to accommodate speakers.
- Because of the format of the class, enrollment will be restricted to 18-24 students. I will accept one round of students immediately before spring break, and then a second round in early July. In addition to Finance majors with a knowledge of investments, I am seeking students with solid academic credentials who have a strong interest in investments and in working with other students to build and manage a winning portfolio.
If you are interested, please complete the information below.
email where you can be reached________________________________________________
Please attach a brief (about one page) statement about yourself that would be helpful to me in determining how you would fit into the class, your resume, and a copy of your Degree Audit. You could include information about your interests, extra curricular activities, academic honors, or work experience. I don't intend to eliminate anyone on the basis of a lack of investment experience; hopefully the class will address that.
Please sign and date the application below indicating that you understand the structure of the course. If you have any questions, you can e-mail me at email@example.com
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