BUS 468 Applied Portfolio Management – Dr. Brian Adams, Nathan Carter and Rex Kim attend class to evaluate student projects.

When students sign up for BUS 468 and BUS 567 with Dr. Brian Adams, they are jumping into the world of applied portfolio management with real money! The description for the Applied Portfolio Management class indicates that investment philosophy, asset allocation, asset class management, investment process, and behavioral finance are covered. Students gain experience using one of the nine Bloomberg Terminals and spend time analyzing real-time market data, researching price quotes and placing trades. Students gain not only experience but also meet with experts in the field.  This semester Dr. Brian Adams brought in  Nathan Carter of Common Sense Investment Management, and Rex Kim of Tallwoods Partners to attend class and evaluate student projects.

Overall, if you are looking to become a portfolio manager or an investment consultant for an investment firm, this is the class for you.