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.