Investment + Portfolio Management

“The best investment you can make is an investment in yourself. The more you learn, the more you earn.” -Warren Buffett

Chicago is a global heavyweight in the trading of equities, options, and futures. Headquarters to Fortune 500 companies and the markets that trade them, Chicago is a hub of finance and investment. Dive into the world of finance and learn both investment theory and the practical skills needed to design, execute, and assess investment options that meet a client’s financial objectives. Investigate global stock markets, bonds, commodities, cash equivalents, real estate, private equity, and hedge funds, study common investment products and how currency exchange rates, inflation, unemployment, and debt affect the market. Talk with investment professionals, not only to glean their insights on investing, but also to hear the stories of their careers. Whether it’s managing an allowance or a retirement portfolio, it is beneficial to understand how investments work. Take this course and be well on the way to making sense of the world of finance whether it’s for personal wealth management or as a career.

All students will be required to bring a laptop.

Who Should Take This Course?

Can you think critically and read between the lines in order to reach an informed opinion? This course is ideal for students who are eager to evaluate, analyze, and dig into clients’ financial positions. You’ll debate and strategize with your investment team in order to reach the most advantageous financial situation for your clients, all while you learn more about the fields of finance and investing.

Advisors + Past Speakers

  • Marc Bodnick, Venture Capitalist + Entrepreneur
  • Sharon Jacquet, Vice Chairman, J.P. Morgan Private Bank
  • Barry Nalebuff, Yale School of Management Professor + Co-founder of Honest Tea
  • Aamer Khan, Co-founder, Qualivian Investment Partners, LLC
  • Dennis Scannell, Principal + Portfolio Manager, Rutabaga Capital Management LLC
  • Molly Davis, Investment Talent Developer, Point72 Asset Management

Plan your summer

Chicago

Course Highlights

  • Financial District Tour

    Visit Chicago’s financial district and hear from leading industry professionals working for firms such as JPMorgan Chase Private Bank, the Chicago Board of Trade, Cboe Futures Exchange, and Chicago Mercantile Exchange.

  • Masterclass in Trading

    Learn to analyze and interpret streaming data via a high-tech trading floor simulation including Bloomberg Terminals, Thomson Reuters Eikon, Morningstar Direct, and S&P Capital IQ platforms.

  • Financial Reporting

    Generate investment portfolio performance statements detailing portfolio and account performance, portfolio risk + return, model portfolio comparison, asset class performance, holdings by an investor, and a disclosure statement.

  • Portfolio Building

    Put the above strategies into practice in a real-world scenario by preparing a portfolio for different clients’ circumstances like retirement or portfolio diversification.

  • Assess Companies’ Stock Pitches

    Critically evaluate a series of companies’ stock pitches, assessing the investment theses, catalysts, valuations, and risks of each to determine a fit with your client’s portfolio.

In my course, we used an investment simulator that's proven to be extremely useful outside of EXPLO. In fact, I still find myself using that method today.

Advisors + Past Speakers

Marc Bodnick

Venture Capitalist + Entrepreneur

Marc Bodnick is an entrepreneur, venture capitalist, and the co-founder of Elevation Partners, a private equity firm that invests in intellectual property and media + entertainment companies. Bodnik later went on to lead Quora, a popular question-and-answer website. A graduate of both Harvard University and Stanford University, Bodnick was a competitive Parliamentary debater as an undergraduate student.

Sharon Jacquet

Vice Chairman, J.P. Morgan Private Bank

Sharon Jacquet is a Vice Chairman in the J.P. Morgan Private Bank where she leads a specialized team that works with corporate executives, family offices, and ultra high net worth individuals. Mrs. Jacquet has been in investment banking for over 27 years including positions at both J.P. Morgan Securities Inc and Morgan Stanley & Co. She has been named one of the Top Women Financial Advisors, one of America’s Top Private Bankers and one of the top Wealth Advisors.

Barry Nalebuff

Yale School of Management Professor + Co-founder of Honest Tea

Barry Nalebuff is an expert game theorist and the Milton Steinbeck Professor of Management at Yale School of Management. Nalebuff has been at Yale for 30 years, teaching negotiation, innovation, strategy, and game theory. He has co-authored six books and an online book, including Thinking Strategically and The Art of Strategy, which are two crossover books on game theory with over 400,000 copies in print. Nalebuff also founded the company Honest Tea with a former graduate student, Seth Goldman.

Aamer Khan

Co-founder, Qualivian Investment Partners, LLC

Aamer Khan is the co-founder of Qualivian Investment Partners, LLC, a “long-only equity investment fund that seeks to generate superior long term returns while minimizing capital loss for investors.” Prior to founding Qualivian, Khan spent nearly a decade at Easton Vance as an analyst, portfolio manager, and vice president.

Dennis Scannell

Principal + Portfolio Manager, Rutabaga Capital Management LLC

Dennis Scannell is a principal and a portfolio manager at Rutabaga Capital Management, LLC, where he has worked for nearly 20 years. Rutabaga is an employee-owned investment management company that provides services to endowments, investment companies, pension and profit sharing plans, state or municipal government agencies, charitable organizations, and corporations. The firm also manages private funds and invests in the public equity markets of the United States.

Molly Davis

Investment Talent Developer, Point72 Asset Management

Molly Davis is in Investment Talent Development at Point72, a global asset management firm with eight offices around the world that uses discretionary, long/short, macro, and systematic strategies to invest. Prior to joining Point72, Davis worked in recruiting for Digitalent, Inc., and in marketing and communications for her alma mater, Bucknell University.