COURSE NUMBER: EWMBA 233-11

COURSE TITLE: Asset Management

UNITS OF CREDIT: 3 Units

INSTRUCTOR: Sam Olesky

E-MAIL ADDRESS: olesky@haas.berkeley.edu

PREREQUISITE(S): EWMBA 203 Intro to Finance

CLASS FORMAT: Lectures and discussion

REQUIRED READINGS: A Random Walk Down Wall Street (Malkiel), Unconventional Success (Swensen)

BASIS FOR FINAL GRADE: Midterm, Final and group assignments

SAMPLE SYLLABUS: bCourses Electives Forum

CAREER FIELD: This course is equally as relevant and valuable for students that work in investment management as for students that desire to manage their own investment portfolios in a productive and responsible manner.

ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES:
This Investments course looks at the nature of a variety of potential investments; equity (U.S., foreign and emerging), Treasury debt, corporate bonds, real estate, hedge funds, private equity funds and venture capital funds. We observe and determine each assets benefits and compromises as part of a multi asset class portfolio. 

We also cover the principals to use when selecting investments, constructing investment portfolios and managing investment portfolios. In the end of the course, students will be able to design their own multi asset class portfolios and observe how those portfolios have performed over lengthy periods of time and in various market, political and economic environments. 
Additionally, we will consider the extreme behavior of markets through history and investment products that can be used as vehicles to invest within each asset class.

BIOGRAPHICAL SKETCH:
Sam Olesky is the Managing Member of Olesky Capital Management, LLC, an independent investment advisory firm that conducts principal investing and trading, and manages separate accounts for trusts, partnerships, individuals, retirement plans, endowments, and foundations.  From 1998 through 2010, Mr. Olesky managed an Olesky Capital hedge fund.  Prior to founding Olesky Capital in 1998, Mr. Olesky was employed with TD Waterhouse, Inc. where he was First Vice President over a large group of areas, including Client Services, Electronic Brokerage, Banking Services, Corporate Actions, Retirement Plans and Regulatory Response and Quality Assurance.  Mr. Olesky joined TD Waterhouse in 1989.