Northeastern University

FINA 3303 — Investments

The class is designed to familiarize undergraduate finance students with introductory finance theory and practice from the point of view of a portfolio manager. Topics covered in the class include the Capital Asset Pricing Model (CAPM), Markowitz optimization, performance evaluation, mutual funds, market efficiency, and related topics.

A sample of recent student evaluations is available here.

University of Utah

FINAN 3050 — Introduction to Investments

I taught the course under a hybrid format in Spring 2021. The class is designed to familiarize undergraduate finance students with introductory finance theory and practice from the point of view of a portfolio manager. Topics covered include the Capital Asset Pricing Model (CAPM), Markowitz optimization, performance evaluation, mutual funds, market efficiency, and related topics.