Asset Allocation and Portfollio Construction

Saturday, October 4, 2014 10:00 am - 3:30 pm EDT (GMT -04:00)

Poster for Asset allocation workshop
Seeking a career in financial analysis and portfolio management? Join our workshop on Saturday October 4 or Sunday October 5.

Workshop objectives

  • To construct a financial portfolio
  • To perform asset allocation
  • To perform financial analysis
  • To become a portfolio manager

Workshop agenda

10:00-11:55 p.m.: The portfolio management process

12:00-12:20 p.m.: Coffee break

12:20-1:00 p.m.: Guest speaker

1:00-2:30 p.m.: Case study

2:30-3:00 p.m.: Discussion

3:00-3:30 p.m.: Networking and coffee break


  • $25 (debit or credit)
  • In person to Mathematics 3 (M3) 2001 Monday to Friday, September 22 to 25 and from October 1 to 3, 2014.

Note: The workshop is designed for senior students with a good background in corporate finance, optimization and who covered at least one course on finance theory.