FIN 1010 - Workshop in Applied Investing

Goals: To provide opportunity to students to value public companies and receive hands-on experience in the securities industry, all within the context of a non-threatening learning environment. This workshop acts as a portfolio manager deciding how and where to invest a small portion (initially about $35,000) of the university’s actual securities. The course’s mission is to: a) develop an understanding of the stock market, including an appreciation of its innate risk and the development of tools to mitigate risk, b) learn how to apply the financial concepts taught in academic management courses to the real world, c) practice analyzing (valuing) a company from an investor’s perspective, and d) consider social/ethical responsibilities and values of a company in deciding to invest in other companies.

Content: This workshop acts as a portfolio manager deciding how and where to invest a small portion of the university’s endowed funds. The course’s mission is to: a) develop an understanding of the stock market, including an appreciation of its innate risk and the development of tools to mitigate risk, b) learn how to apply the financial concepts taught in academic management courses to the real world, c) practice analyzing (valuing) a company from an investor’s perspective, and d) consider social/ethical responsibilities and values of a company in deciding to invest in other companies.

Credits: 2 credits, offered only Pass/No Pass