COURSE NUMBER: BA 239.1

COURSE TITLE: Investment Strategies and Risk Management

UNITS OF CREDIT: 2 units

INSTRUCTOR: Mr. Hakansson

E-MAIL ADDRESS: hakansso@haas.berkeley.edu

MEETING DAY(S)/TIME: Wednesday, 4:00-6:00 PM

PREQUISITE(S): BA 203 and either BA 233 or BA 234

CLASS FORMAT: Numerous guest speakers, some lectures, student presentations. Course may be repeated for credit.

REQUIRED READINGS: Course reader, handouts, downloads, contemporary articles from financial media

BASIS FOR FINAL GRADE:
Project report (60%)
Written assignments (20%)
Class participation (20%)

COURSE'S CONTENT AND OBJECTIVES:
This seminar will provide a forum for examining alternative Investment strategies and styles, primarily those practiced by leading money managers. It will also study the risk management techniques employed by financial institutions and industrial companies and/or advocated by consulting firms.  Warren Buffett's particular approach to risk management will also receive attention.

BIOGRAPHICAL SKETCH:
Mr. Hakansson is the Sylvan C. Coleman Professor of Finance and Accounting. He has been a CPA since 1962 and was the
part-time Chief Financial Officer of small company for 13 years. He is currently a board member of several companies and foundations