1. Understand the big picture. Before you begin, make sure you understand what you are doing, why you are doing it, and what the expected outcome should look like. Having the big picture is critical to this class.

 

2. Understand the objectives for each day. Start by reading the assigned readings, PowerPoints, and teaching tools before coming to class.  

 

3. Take notes, and review the PowerPoints and Teaching Tools after class. Make sure you understand the key points we are discussing. Since much of what I teach comes from industry experience, those things in the teaching tools are what I consider important.

 

4. Look ahead to know where we are going, and do not put things off. Many aspects of the project require significant effort, and have unique challenges. The sooner you start, the better off you will be. Work together through out the week to do the current portion of the project. Come to open office hours if you have additional questions and need hands-on help.

 

5. Work hard and keep up, but keep your priorities in order. We are doing real-life analysis for a real asset management company, and we want you to do a great job.  You will feel pulled in many directions, but through doing the things you should, you can accomplish the things that you need to accomplish. This class is similar to life in an investment banking career—difficult, time consuming, and all encompassing if you let it. However, if you will keep your priorities in order; follow the framework that we are developing; put in the necessary time, work, and thought; and do what I recommend; you will be successful at this project.