Curriculum

 

Monday, March 7 Tuesday, March 8 Wednesday, March 9 Thursday, March 10
9:00-10:30 AM Finance Basics
Time Value of Money
The Yield Curve

PFM Financial Management*
Communication Skills and Networking
Meredith Myers, University of Pennsylvania
Finance Intermediate
Cost of Capital, CAPM, Capital Structure, Risk, Financial Instruments (Stocks/Bonds)
Merrill Lynch/Bank of America
Investment Management
Diversification
Cambridge Associates**
10:30-10:45 AM BREAK BREAK BREAK BREAK
10:45 AM-12:00 PM Finance Basics
Continued
PFM Financial Management*
Financial
Statement Analysis
John Griffith
Finance Intermediate Continued
Merrill Lynch/Bank of America
Asset Classes
Hedge Funds, Venture Capital, Real Assets, Private Equity
Cambridge Associates**
12:00-2:00 PM Alumnae/i Lunch
Preparing to Get
the Job You Want

Meera Gilbert, ‘90
Alumnae/i Lunch
Dana Niblack,’93,
Jamie Higgins ‘98

Alumnae/i Lunch

Fay Donohue, ’72,
Alexandra Kauffman, ’04

Alumnae/i Lunch

Carol Pepper, ’84, Leslie Knox, '00

2:00-3:15 PM Finance Basics
Introduction to Bonds: Coupon, Yield, Price, Interest Rate Sensitivity
PFM Financial Management*
Intro to Case Analysis
HBS Case Study
Drivers of Industry,
Financial Structure

Meredith Myers, and John Griffith

Case Study

Valuing WalMart Stock
(2:00-3:45 pm)
Meredith Myers†, and John Griffith†

HBS Case Study
Susan Griffin: Formulating a Long-Term Investment Strategy

Meredith Myers†, and John Griffith†

3:15-3:30 PM BREAK BREAK BREAK BREAK
3:30-5:00 PM Economic Update
Capital Markets Overview
PFM Financial Management*
Communication Skills,
Public Speaking
(3:30- 5:30 p.m.)
Meredith Myers, University of Pennsylvania
Maximizing the Impact of Your Communications
with Employers
Karen Fox
(4:00-6:00 pm)
Case Study Presentations
Meredith Myers, University of Pennsylvania
5:00-6:00 PM GRADUATION!
6:00-8:00 PM ALUMNAE/I CAREER AND NETWORKING DINNER

 

*Led by Public Financial Management Inc.
**Led by Cambridge Associates
†Led by Meredith Myers, University of Pennsylvania
‡Led by Merrill Lynch/Bank of America

Pre-Requisites/Advanced Planning
    Vanguard Online Courses:
  • Corporate Finance
  • Making Sound Financial Decisions
  • Financial Accounting
  • Evaluating Financial Performance