COURSE
NUMBER: MBA 294.13
COURSE
TITLE: Asset Management Speaker Series
UNITS
OF CREDIT: 1.
INSTRUCTOR:
Sam Olesky
STUDENT
ORGANIZERS: Scarlett Li
E-MAIL
ADDRESSES: Scarlett_Li@mba.berkeley.edu
MEETING
DAY/TIME: Tuesdays, 4-6PM, Fall A only
This course will meet
on 8/30, 9/6, 9/13, 9/20, 9/27 and 10/4.
CLASS FORMAT: The class will involve
the presentation of investment management guest speakers such as portfolio managers,
investment analysts, CIOs, and people work in the Fintech wealth management
space, many with ties to Haas, presenting their investment strategies,
discussing current trends and market dynamics, and analyzing the merits/thought
process of recent investment decisions.
REQUIRED READINGS: Students should do
topical research of each speaker’s background, their firm, and public
investments, to facilitate Q&A throughout the session. Some speakers may
also request that students prepare a high-level investment case study in order
to facilitate class discussion and debate.
BASIS FOR FINAL GRADE: Attendance in
weekly discussions. Students must attend all class sessions in order to earn
credit for the course. Participation is also highly encouraged.
ABSTRACT OF COURSE CONTENT AND
OBJECTIVES:
The goal of the course is to increase
students’ exposure to various investment products, styles and strategies, and
gain direct access to senior-level investors in the industry. Speakers will
represent a wide variety of practitioners, from portfolio managers of major
hedge fund companies to recent MBA alumni working as investment analysts.
The current schedule (subject to
change) may include the following sessions:
- Asset allocation and portfolio
management
- Hedge Fund
- FinTech
Wealth Management
- Fixed Income
- Emerging Markets
- Impact investing/SRI
Students will be encouraged to ask
questions about highlighted investments, investment rationale, market trends,
and any other area of personal interest in this exciting and fast-pace
industry.