Workshop I:
Understanding Business & Finance  

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Consists of 8 one-hour sessions and provides a general understanding of economic principles. The students will learn how the economy and their daily lives intersect and impact each other. We expose the participants to numerous topics, including but not limited to: personal finance, stocks, bonds, derivatives, commodities, mutual funds, hedge funds, private equity and venture capital, all taught in a manner meant to simplify their complexities. We break down these topics into their most basic form, enlightening the students to how the financial markets really function. One class is dedicated to a field trip to a major financial institution that includes a tour and presentations from various industry professionals.   LEARN MORE >>

 

Workshop II:
Understanding Investing

Also consisting of 8 one-hour sessions, this workshop is an interesting and interactive experience that challenges the participants to implement the knowledge they have garnered from the Workshop I classes.  The workshop is broken into small groups and each group is asked to manage a “mock investment fund”. The students are required to perform basic analysis, generate investment ideas and make critical asset allocation decisions. We provide an outline containing certain guidelines that forces them to think critically regarding the cause and effect behavior of the economy. The goal of this experience is not to earn a profit, but rather to build an understanding of the investment process and its application. The managing of the “mock investment fund” is guided by the instructor, offering advice and helping solve any issues that may arise in the investment process. The students cover numerous topics including: fundamental analysis, technical analysis, behavioral finance, risk analysis, asset management strategies and ethics. The Workshop II experience helps the students learn to collaborate with partners and build confidence in their own individual decision-making.  LEARN MORE >>

Summer Intensive: Understanding Business & Finance

Consists of five 2 1/2 hour sessions and provides a general understanding of economic principles. The students will learn how the economy and their daily lives intersect and impact each other. We expose the participants to numerous topics, including but not limited to: personal finance, stocks, bonds, derivatives, commodities, mutual funds, hedge funds, private equity and venture capital, all taught in a manner meant to simplify their complexities. We break down these topics into their most basic form, enlightening the students to how the financial markets really function.   LEARN MORE >>