COURSE NUMBER: EWMBA237.3

This course is dual-listed with the Full-time MBA Program.

COURSE TITLE: Haas Investment Fund

UNITS OF CREDIT: 1 unit

PREREQUISITE(S): EW237.3 Hedge Fund Strategies

ABSTRACT OF COURSE'S CONTENT AND OBJECTIVES:
Students continuing on to the Haas Investment Fund Management course in Fall 2016 will have applied and been selected in February from the Hedge Fund Strategies class.  In order to participate in this course, you must have completed Hedge Fund Strategies in Spring 2016.

This course provides the opportunity for teams to proceed from strategy development into implementation phase, investing capital from a dedicated fund.  Judges for the final pitch competition in May will allocate capital from the fund based on perceived promise of market-beating returns.  These teams will then refine their strategies based on the judges’ feedback and instructors’ guidance, building out their portfolios in May and managing their strategies through the summer, generally coordinating via email and communicating via conference call.  Regular team meetings and in-person coaching with instructors will resume in Fall semester, but based on schedules of individual teams rather than a set class time.  Student teams will submit monthly performance reports through summer and Fall, and will produce a final report on investment performance in December.