Baylor has a student-managed investment fund which is now valued at approximately $6.1 million. Students in the class are directly responsible for managing this equity securities portfolio, while learning the tools and techniques used by professionals to analyze and select individual stocks.
How can you be a part of this? Take the Practicum in Portfolio Management in Fall 2014. The Practicum is a one-semester class offered to Graduate Business Students and to Senior Finance Majors with strong academic records and an interest in investments.
Time: Mondays, 5:00-7:30pm
Location: Southwest Securities Financial Markets Center, on the first floor of Cashion Building.
Structure: Designed after the operational format of a funds management firm and built around student participation.
The course primarily consists of market sector teams preparing and presenting to the class detailed reports on stocks in their sector. Every class member is involved in the discussion of each stock. Following the presentation and discussion, the team makes a recommendation on the stocks they presented. The class votes and the decisions of the class are implemented.
For a better understanding of the course, you are welcome to sit through all or part of a class session!
Ø Brian Bruce, with Dr. Bill Reichenstein, co-founded the Practicum in 2001. Brian is the CEO of Hillcrest Asset Management in Dallas. He has over 20 years’ experience as a portfolio manager, including managing over $20 billion as Chief Investment Officer of PanAgora Asset Management, a subsidiary of Putnam Investments.
Ø Brandon Troegle is an analyst and portfolio manager with Hillcrest, focusing on the firm’s securities selection. Before joining Hillcrest, Brandon was an equity analyst at Morningstar. Prior to Morningstar he worked for Luther King Capital Management and Bank of America. Brandon is a CFA charterholder.
How to Apply:
By 4:00pm, Monday, March 24, submit the following documents:
1. Cover letter stating why you wish to take the course
2. Unofficial transcript*
Submit documents to Dr. Bill Reichenstein, Department of Finance, Insurance & Real Estate, HSB 355.
Enrollment is limited to 15 graduate and senior undergraduate students. Applicants will be evaluated by a Finance faculty committee chaired by Dr. Bill Reichenstein, Professor of Finance and Chair of the Board of Trustees of the Investment Fund.
For More Information:
Contact Dr. Bill Reichenstein at Bill_Reichenstein or by phone at 710-6146
* Note: Applicants must have completed a basic investments course or take it concurrently with the Practicum.