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This is the first course taught in the Fall term of a two-course, two-term practicum that provides students with real-time money-management experience in managing the Nancy Chambers Underwood portfolio (approximately $4 million). The tasks involve sector analysis, the evaluation of existing securities, and the analysis and due diligence underlying security transactions into and out of the portfolio and performance assessment. The course format, with a directed study flavor, spreads the contact hours of a two-hour course across the entire Fall term by meeting 1.5 hours per week instead of the regular 3 hours per class time. Students are expected to take the entire two-course practicum in the Fall-Spring sequence. Admission is by application (in the Spring term prior to the Fall term enrollment) and an application does not guarantee admission.
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