Investing: Real money in a Real Fund Winter 2023

Class Details

As we explore the world of investing, we’ll focus on how to think about valuation, including both public and private firms/investments. Along the way, we’ll touch on a host of topics: basic financial accounting, investment instruments, corporate capital structure, portfolio theory, equity and fixed income markets, derivatives, securities analysis, portfolio management, market efficiency, the role of benchmarks, non-financial drivers (ESG, etc.) and algorithmic trading versus fundamental investing. We’ll conclude with some thoughts on behavioral finance and its impact on markets. Students will present/teach various topics in the first two weeks culminating in investment pitches to invest the Williams Investment Group’s funds. Students will continue to work as a group to actively manage a live brokerage account for the balance of the year through Thanksgiving of 2023. During winter study, will meet three times each week (likely T/Th/F) for two hours each time. Students should expect to put in as least as much time out of class as in.
The Class: Format: lecture
Limit: 24
Expected: NA
Class#: 1283
Grading: pass/fail only
Requirements/Evaluation: final project or presentation
Prerequisites: There are no prerequisites. Students will apply for spots via two very short short answer questions. There's no mathematical prerequisite, but a comfort with basic algebra and Excel is helpful.
Enrollment Preferences: Preference will be given to Sophomores and First-years, with a slight nod to students exploring a possible interest in finance.
Unit Notes: David '90 P'20, a Founding Partner of Triangle Peak Partners, a venture capital firm, graduated from Williams with Honors in Mathematics. He worked for Bain & Co., MAC Group, and Fayez Sarofim & Co. He also holds an MBA from Stanford University.
Attributes: EXPE Experiential Education Courses
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