ECON 23
Investing with Purpose: The Planning and Practice of Endowment Investing Winter 2022

Class Details

Are you eager to learn about investing? Or perhaps you are interested in non-profits and want to understand how endowments support their mission? Maybe you’ve thought about a potential career in finance, but want to know the difference between asset management and investment banking? ECON 23 is open to students of all majors and backgrounds; students with no prior experience are welcome and encouraged to apply. ECON 23 is designed to introduce students to investing and equip students with key industry knowledge and skills. The course is taught by members of the Williams College Investment Office which oversee the College’s $3.2 billion endowment. We’ll start with an introduction to the role that the endowment plays in supporting the College’s mission. Next, the course will cover different investment assets including equity, hedge funds, venture capital, private equity, fixed income, and impact investing. Students will receive a brief overview of accounting and will have the opportunity to learn about different career paths in finance. Through discussions, readings, and a group case study, students will apply skills learned. Students will learn from practicing investment professionals through guest speakers and will gain practical skills in excel through training and project work. Students are expected to attend all on-campus classes (approx. 6 hours/week) and complete a set of relevant readings, weekly journal entries, an introductory excel course, and a group case study exercise. Students are required to attend a day-long field trip to Boston to meet the Investment Office team and other guest speakers. The course is open to first-years, sophomores, and juniors. Email [email protected] with a resume (if available) and short statement discussing why you are interested and what you hope to gain from this course by 11:59 PM ET October 24, 2021 If no resume, write a short paragraph about yourself.
The Class: Format: lecture
Limit: 12
Grading: pass/fail only
Requirements/Evaluation: class attendance, participation, and completion of assignments, which include a group case study, weekly journal entries, and an excel workbook
Prerequisites: none
Enrollment Preferences: email [email protected] with a resume (if available) and short statement discussing why you are interested and what you hope to gain from this course by 11:59 PM ET October 24, 2021 If no resume, write a short paragraph about yourself
Unit Notes: Abigail Wattley '05 serves as the Deputy Chief Investment Officer for Williams College. Prior to joining the Williams Investment Office in 2007, Ms. Wattley served as a Senior Consulting Associate at Cambridge Associates. Ms. Wattley holds an M.B.A. from Harvard Business School and a B.A. in Economics from Williams College.
Materials/Lab Fee: none
Attributes: EXPE Experiential Education Courses

Class Grid

Updated 3:51 pm

Course Catalog Search


(searches Title and Course Description only)
TERM




SUBJECT
DIVISION



DISTRIBUTION



ENROLLMENT LIMIT
COURSE TYPE
Start Time
End Time
Day(s)