FIN 4360 - Student Managed Investment Fund (3)

Oakland University, School of Business Administration, Department of Accounting & Finance

Syllabus

Course Information:
CRN: 45280
Campus: Main Campus
Schedule Type: Lecture

Wednesday

12:00 PM - 02:30 PM

Main Campus Campus | Elliott Hall | Room 327

The student managed investment fund course for which the student managed investment fund is a sub-account of the Kresge Foundation portfolio. Prerequisites: FIN3600, FIN3720 and FIN3680 with a minimum grade of (C) and major standing.

Professor Information:
Instructor: Robert Uptegraf

Office Hours: Mondays, Tuesdays 5:45-6:30, also by appointment

Office: 337C Elliot Hall

Phone: 248-370-3543

Cell: 810-252-2900

Email: uptegraf@oakland.edu

Learning Outcomes:
1. Interpret and apply a variety of valuation techniques for securities in general

2. Identify the drivers of a company’s market value and interpret how economic, industry, or company events are likely to affect its stock price

3. Clearly, concisely, and effectively communicate investment ideas to potential clients whether in written format or via oral presentation

4. Utilize the necessary analytical tools, risk analysis methods, performance measurements, and benchmarking methods commonly used in the asset management industry

5. Incorporate practical insight from finance professionals cumulatively on an on-going basis

6. Build an impressive research portfolio to benefit a career search

Textbooks and Materials:
Corporate Finance by Ross, Westerfield & Jaffe, 11th ed. McGraw-Hill ISBN #9781259298738

Assignments and Grading:
Homework: 10% of final grade

Class Participation, Peer Review, Attendance: 10% of final grade

Sector Presentation: 20% of final grade

Written Report: 20% of final grade

Stock Presentation Day: 40% of final grade

A=4.0

A=-3.7

B+=3.3

B=3.0

B-=2.7

C+=2.3

C=2.0

C-=1.7

D+=1.3

D=1.0

F=0.0

Attendance Policy:
Attendance is part of your grade.

Classroom and University Policies