Investing with Purpose: The Planning and Practice of Endowment Investing Winter 2023

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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 the Williams College Investment Office team, who oversee the college’s $4.2 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 must 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. To apply, please send an email with your resume and a short personal statement discussing why you are interested in this course and what you hope to gain from it to [email protected] by 11:59 PM on Sunday, October 23, 2022.
The Class: Format: lecture
Limit: 15
Expected: NA
Class#: 1113
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] your resume and a short statement discussing why you are interested in the course and what you hope to gain from it by 11:59 PM ET on Sunday, October 23, 2022. If overenrolled, students will be selected via Zoom calls.
Unit Notes: Abigail Wattley serves as Deputy Chief Investment Officer for Williams College. Previously, she was a Senior Consulting Associate at Cambridge Associates. She holds an M.B.A. from Harvard Business School and a B.A. in Economics from Williams College.
Attributes: STUX Winter Study Student Exploration

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