Bus M 409 - Investment Management Academy

The Investment Management Academy Class is for those considering careers specifically in the investment banking, investment research and financial planning areas. This class provides a hands-on opportunity to work with securities markets and perform securities analysis for an outside firm, Global Financial Advisors, Inc. (GFA), of Plano, Texas. This class is intended for Business Majors (although we are open to all majors) who are planning a career in finance or financial services, including investment banking (from both the buy or sell side), securities analysis (including pension fund, mutual fund, and financial consulting), and financial planning. This class is both difficult and time consuming, but critical to the application of the things you have learned in the finance program.  We will cover part of the information from the CFA program on equity analysis in this class.

 

This class will be doing analysis on assigned companies from GFA and the BM415R: Asset Management class. They will give us the companies to analyze, and I will make assignments of companies and industries to analyze. This is an applications course of much of the material covered in BM410 Investments.

 

Much of what is taught in this class is not in book material, but comes from 20 years experience in the finance and investment banking industries. As such, it is critical that you ask questions, read the assigned readings, and talk with me or my Teaching Assistants to get the most from this experience. 

 

Please note that this is not a traditional class in the sense that you repeat back everything the instructor says.   This is where you use and internalize the material learned previously in your BM410: Investments class. There will be thirty different students with thirty different companies, with thirty different sets of problems. You will learn much from working with ambiguity. Jim Seaberg recommends you “Embrace ambiguity,” which should be considered your theme for this course.