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