MBA 629R

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Silver Fund

Business Marriott School of Business

Course Description

Team of graduate students manage a real-dollar stock portfolio donated by the Harold Silver Family, including security analysis, trading, and performance attribution.

When Taught

Fall and Winter

Min

3

Fixed/Max

3

Fixed

1.5

Fixed

1.5

Other Prerequisites

Finance faculty consent.

Note

Selections for participation made by faculty committee.

Title

Company Analysis

Learning Outcome

Deep dive into financial analysis.

Title

Markets

Learning Outcome

Analysis of current domestic and world markets.

Title

Bloomberg

Learning Outcome

Bloomberg certification, tools and research proficiency.

Title

Equities, fixed Income, and International Teams

Learning Outcome

Final presenation to various CFAs, faculty, and students.

Title

Investment Pitch

Learning Outcome

A formal pitch to team members about an investment idea.