Instructor Class Description

Time Schedule:

• Spring Quarter 2013
• Summer Quarter 2013
• Autumn Quarter 2013

Thomas Gilbert
FIN 560
Seattle Campus

Investments

Introduction to the nature, problems, and process of evaluating particular securities and portfolio construction and administration. Special attention is directed to the risk and rate of return aspects of particular securities, securities portfolios, and total wealth. Prerequisite: MBA Core Finance.

Class description

We will cover five main topics: - Equity valuation - Fixed income valuation - Portfolio management - Global portfolio management - Options and risk management

Student learning goals

General method of instruction

Lecture-based class based on textbook and parallel readings.

Recommended preparation

Class assignments and grading

- Group project: write and present a full company valuation with buy/hold/sell recommendation - Midterm and final

Office of the Registrar
For problems and questions about this web page contact icd@u.washington.edu,
otherwise contact the instructor or department directly.
Modified:May 17, 2013