Section information text: This course provides an introduction to investment theory, portfolio management, and security valuation. We begin with Markowitz portfolio theory and the capital asset pricing model. Equity valuation models include dividend discount models, cash flow models, and ratio models. Learn the basics of bond valuation: interest rate term structure, clean and dirty pricing, interest rate risk and duration. Hands on experience using internet sources for company analysis and stocktrak for portfolio selection. Open to MBA and MSA students only.
Sections offered by academic year and season, with estimated offering chances for future years above the divider
Year
Fall
Spring
Summer
Intersession
2030
7%2030 Fall: 7% chance, medium confidence. Offered in 0 of 9 fall terms since 2018.
7%2030 Spring: 7% chance, medium confidence. Offered in 0 of 9 spring terms since 2018.
7%2030 Summer: 7% chance, medium confidence. Offered in 0 of 9 summer terms since 2018.
8%2030 Intersession: 8% chance, medium confidence. Offered in 0 of 6 intersession terms since 2020.
2029
6%2029 Fall: 6% chance, medium confidence. Offered in 0 of 10 fall terms since 2017.
6%2029 Spring: 6% chance, medium confidence. Offered in 0 of 10 spring terms since 2017.
6%2029 Summer: 6% chance, medium confidence. Offered in 0 of 10 summer terms since 2017.
7%2029 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2028
5%2028 Fall: 5% chance, medium confidence. Offered in 0 of 11 fall terms since 2016.
7%2028 Spring: 7% chance, medium confidence. Offered in 1 of 11 spring terms since 2016.
5%2028 Summer: 5% chance, medium confidence. Offered in 0 of 11 summer terms since 2016.
7%2028 Intersession: 7% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2027
5%2027 Fall: 5% chance, high confidence. Offered in 0 of 12 fall terms since 2015.
9%2027 Spring: 9% chance, high confidence. Offered in 2 of 12 spring terms since 2015.
5%2027 Summer: 5% chance, high confidence. Offered in 0 of 12 summer terms since 2015.
6%2027 Intersession: 6% chance, medium confidence. Offered in 0 of 7 intersession terms since 2017.
2016
Not offered
22 sections
Not offered
n/aNo data for this term
2015
Not offered
11 section
Not offered
n/aNo data for this term
2014
11 section
11 section
Not offered
n/aNo data for this term
2013
11 section
11 section
Not offered
n/aNo data for this term
2012
11 section
11 section
Not offered
n/aNo data for this term
2011
11 section
11 section
Not offered
n/aNo data for this term
2010
11 section
11 section
Not offered
n/aNo data for this term
2009
11 section
22 sections
Not offered
n/aNo data for this term
2008
33 sections
22 sections
Not offered
n/aNo data for this term
2007
22 sections
22 sections
Not offered
n/aNo data for this term
2006
22 sections
22 sections
11 section
n/aNo data for this term
ForecastUnder 15%15–39%40–69%70–89%90%+Not enough history
Fall Spring Summer Intersession Darker means more sectionsNot offeredNo data for term
Future estimates combine recent offering frequency with detected multi-year cycles. Hover a
cell for confidence and evidence; low-confidence estimates are marked with ~.
Meeting times
Most recent first
Tue, 6:00 PM–9:00 PMGraduate Management Center2012201120102009-12009-22008-2+2 moreAlso offered in Fall 2007, Fall 2001
Wed, 9:00 AM–12:00 PMCarlson Hall CH12820112002-2
Tue, 9:00 AM–12:00 PMCarlson Hall CH1202010
Mon, 9:00 AM–12:00 PMCarlson Hall CH12820092008-32003-2
Mon, 6:00 PM–9:00 PMCarlson Hall CH1202008-12007-22006-22003-22003-12003-3+1 moreAlso offered in Spring 2002
Thu, 9:00 AM–12:00 PMCarlson Hall CH1202008-22008-12001-1
Thu, 6:00 PM–9:00 PMCarlson Hall CH1202007-22006-22005-22004-2