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Bentley University 2021 Wall Street 101 Summer Camps

Bentley University 2021 Wall Street 101 Summer Camps

Schedule

The Wall Street 101 Summer Camps offer an experiential learning opportunity for high school students interested in learning about the world of global finance and investing.  The courses, designed in an age-appropriate manner, introduce high school juniors and seniors to the art-and-science of trading, investing, and managing a portfolio. The courses integrate industry-standard software, trading exercises, group assignments, guest lectures, and group presentations to develop capital markets insights.  For summer 2021, we are offering the following courses (update: April 8, 2021):

 

Date                                   Time                                                         Course                                                  Seats Available

June 28-July 9               8:30 am-12:00  pm         Stock Market and Investment Research*- Section 1         Sold Out

June 28-July 9               1:00  pm-4:30 pm          Stock Market and Investment Research*- Section 2           6

July 12-July 23               8:30 am-12:00 pm        Stock Market and Investment Research*- Section 3          8

July 12-July 23               1:00 pm-4:30 pm          Stock Market and Investment Research*- Section 4          11

July 26-Aug 6                8:30 am-12:00 pm         Macro Economics and Financial Markets                             7

July 26-Aug 6                1:00 pm-4:30 pm           Portfolio Management                                                             4 

*Stock Market and Investment Research (Section 1-4) are identical courses.  All times are Eastern Standard (EST).  

Please note that we will have lunchtime speakers (analysts, portfolio managers, investment bankers, and management executives) on selected days for each section.  On those days, the morning section will conclude at 1:00 pm, and the afternoon section will begin at 12:00 pm. Attendance at these meetings is mandatory. Presentations on course projects will be scheduled on the last day of each session.   

Due to the COVID-19 pandemic, the 2021 summer camps will be held online via Zoom.  

SESSIONS

Stock Market and Investment Research (4 sections)

This course teaches you what a financial analyst at a Wall Street firm does. You will learn about financial statement analysis, forecasting, risk analysis, and analyst recommendations using industry-standard valuation models. You will also learn how to value firms using the latest industry-standard indicators of firm performance on environmental, social, and governance (ESG) issues.  Finally, you will learn how to prepare industry-standard reports, present your stock-pitch to clients or investment managers, and interact with financial executives. 

Macroeconomics and Financial Markets (1 section)

This is an overview course on the link between the economy and the global financial markets, particularly how government monetary and fiscal policies and the state of the economy impact stock, bond, and currency trading. As major policy decisions or economic, political, social, financial, and corporate news are announced, investors, traders, portfolio managers, and hedge funds, for example, make changes in their trading and investment decisions.  Securities prices react.  Overall, students will learn how the financial markets respond to current events and headlines about, for example, healthcare, inflation, jobs, taxes, interest rates, industrial performance, politics, war, terrorism, and natural disasters. 

Portfolio Management (1 section)

This course teaches you the principles of portfolio management.  While there are no pre-requisites for this course, familiarity with the fundamentals of stock valuation and trading is helpful.  Using excel and industry-standard valuation platforms, you complete investment management activities, including stock screening, building portfolios, portfolio optimization, conducting a risk assessment, back-testing, contribution analysis, and reporting.