COURSE NUMBER: MBA 236D.1
COURSE TITLE: Portfolio Management
UNITS OF CREDIT: 3 units
INSTRUCTOR: Sam Olesky
E-MAIL ADDRESS: olesky@haas.berkeley.edu
MEETING DAY/TIME: Tuesday/Thursday, 2:00PM-3:30PM
PREREQUISITE(S): MBA203
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:
MBA 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.