COURSE NUMBER: EWMBA 236D.1*
*This course is cross-listed with the Full Time MBA Program
COURSE TITLE: Portfolio Management
UNITS OF CREDIT: 3 units
INSTRUCTOR: Sam Olesky
E-MAIL ADDRESS: olesky@haas.berkeley.edu
MEETING DAY/TIME: Tuesday & Thursday, 4:30pm-6:00pm
PREREQUISITE(S): EWMBA203
CLASS FORMAT: Speakers, lecture, discussion
REQUIRED READINGS: Articles regarding current topics in
financial markets, instruments, strategies, and participants
BASIS FOR FINAL GRADE: Participation, project, paper
ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES:
EWMBA 236D – Portfolio Management will explore the broad range
of portfolio management in practice.
Presentations will be given by seasoned managers of mutual funds, exchange
traded funds, bond funds, emerging markets funds, real
estate investment trusts, hedge funds, venture capital funds, leveraged buy-out
funds, pension funds and others. Each presentation will be preceded by one
lecture that will familiarize students with the strategies, financial
instruments, and market characteristics relevant to each fund type. Time will
be allocated in each presentation for questions and discussion.
This course can provide direction to students with
professional aspirations that involve investment management and financial
markets. The course will also be beneficial for students who seek a collective
understanding of this vital aspect of global finance. Finally, the course
should prove valuable to students that desire to become better managers of
their own investments.
BIOGRAPHICAL SKETCH:
Sam Olesky is the Managing Member of Olesky Capital
Management, LLC an independent investment advisory firm that conducts principal
investing and trading, 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 the
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.