Applications for AIM/EMI/IPM courses Close

Applications for the following courses are now open:

 

Applications must be submitted by 11:59pm on October 22, 2018

Important: When creating your application account, you must use your Notre Dame Netid email address when registering (i.e. Netid@nd.edu).  Failure to do so may result in an incomplete application or a delay in reading your application.

 

Please see the following messages that were sent to eligible students:

 


Applied Investment Management (AIM) - Juniors, MBA & MSA

As you prepare to schedule your classes for spring, I invite you to apply for admission into Applied Investment Management (AIM) – FIN 70640/40640. The application process for AIM opens on Monday, October 8th and completed applications must be submitted by 11:59 p.m. onMonday, October 22nd

Details about the AIM course and the application process are provided below.  For more information, go to aim.nd.edu and ndigi.nd.edu

Course Objective:

Applied Investment Management (AIM – FIN 70640/40640), launched in 1995, is a 6-credit course that blends traditional academic objectives with the practical experience of hands-on investment management. The course provides students with a thorough grounding in the process of portfolio management, from the broad asset allocation decision through individual stock evaluation. Topics covered include economic, technical, and fundamental analysis, valuation and EPS forecasting, market anomalies, and portfolio performance evaluation. Throughout the course we will emphasize the linkage between the theoretical and practical aspects of the money management process.

The class manages a live portfolio of approximately $15 million.  Each class inherits the portfolio handed over by the previous class, together with a set of policies and guidelines developed by the class in the context of restrictions applied to all equity managers for Notre Dame's endowment.  The class will assume responsibility for all portfolio decisions and will give a presentation to the AIM Advisory Board at the end of the semester. The class will also handle all issues relating to the transition of the portfolio to the next class.   

Instructors: Professor Shane Corwin and Professor Howard Lanser

Dates: Monday, January 14th – Wednesday, May 1st 

Class Schedule: Monday and Wednesday3:00-5:30 p.m. (with some additional Friday sessions and a required class trip TBD)

Who Can Apply:

Enrollment in the spring AIM course includes a combination of one-year MBAs, two-year MBAs in their second year, MSA students, and junior Finance majors.  In all cases, enrollment is subject to the prereqs described below.  

Undergraduate Prereqs:  

FIN30600 and FIN30400* and (FIN30100* or ACCT30100*)

*Indicates classes which can be taken concurrently.  

MBA/MSA Prereqs: 

ACCT60100/60120 and FIN70600 (Investment Management) or equivalents.   

Additional Recommendations: 

Because of the importance of accounting and financial statement analysis, the professors strongly recommend that applicants complete or enroll concurrently in an advanced accounting course, such as Accounting Measurement & Disclosure (ACCT30110, ACCT30120) for undergraduates or Corporate Financial Reporting (ACCT70120) for graduate students. Equity Valuation (FIN70610) is also highly recommended for graduate students. 

How to Apply:

Completed applications must be submitted through the link below by Monday, October 22nd

Application Requirements: In addition to basic background information, the application process will ask you to submit your resume, your transcript or grade history (including all completed courses and schedule of current courses), and an essay response.  

Undergraduate Application Link:      https://go.mendoza.nd.edu/apply/?sr= a06275db-d60f-4f9c-8e4e-96f524339207

MBA/MSA Application Link:      https://go.mendoza.nd.edu/apply/?sr= 37560355-537c-4d69-8832-3da785327064

Admitted students will be notified by Wednesday, November 7th.  If you have any questions, please contact Professor Shane Corwin (scorwin@nd.edu) or Professor Howard Lanser (hlanser1@nd.edu).

 


Emerging Markets Investing (EMI) - Juniors studying in London during Spring 2019

I am sure you are looking forward to your upcoming semester in London.  The Notre Dame Institute for Global Investing (NDIGI) and the Finance Department are pleased to invite you to apply for Emerging Markets Investing (FIN 44530), which is offered during the spring semester for students in the London study abroad program.  Completed applications must be submitted through the link below by 11:59 pm on Monday, October 22.  Although the majority of the students in this class will be Finance majors, we are allocating a few seats to Economics majors to enrich the experience for everyone.

This 3.0 credit-hour Finance elective course is taught by Bill Kennedy, Portfolio Manager, Fidelity Investments – London.  NDIGI hosted Mr. Kennedy on campus last fall for the EMI Fireside Chat, and you can view the recording in this box account.

 

Course Description: This course will introduce students to emerging markets investing and provide them with both the conceptual framework and practical knowledge necessary to understand emerging economies.  The course will include significant practitioner involvement, combining lectures that introduce core topics with case studies that emphasize practical application.  Students will develop an understanding of the unique dynamics that make finance and investing in emerging markets so challenging.  At the conclusion of the course, students will be prepared to analyze emerging market economies and economies in transition, taking into account critical characteristics and historical experiences.

 

Student Testimonials

 

If you have any questions, please do not hesitate to reach out to ndigi@nd.edu.

 

Restrictions:

Must be FIN or ECON major

Campus: London, England (Fall/Spring)

Prereqs: FIN30400 and FIN30600 [ECON majors will be considered based on their relevant coursework]

 

 

Application Link:  https://go.mendoza.nd.edu/apply/?sr= 7b3b7478-f24a-4d84-8855-6d541bf3c513

 

 


International Portfolio Management (IPM) - Juniors studying on-campus during Spring 2019

We invite you to apply for International Portfolio Management Practicum (FIN 35520), which is offered over spring break in London.  This one-credit course, which is offered through the Notre Dame Institute for Global Investing (NDIGI) and the Finance Department, will offer a small group of students the opportunity to travel to London for an intensive week of real‐world interaction and case study with leading investment management firms.  The course will provide invaluable experience related to global investing, as well as a unique cultural and networking opportunity.  Completed applications must be submitted through the link below by 11:59 pm on Monday, October 22.

 

The faculty look forward to joining the students for this great learning experience in London.  Please see below for additional course details and contact Shane Corwin (scorwin@nd.edu) or Erin Bellissimo (ebelliss@nd.edu) for additional information.

 

Course Description: This one-credit course, which is offered during spring break and based in London, will offer a small group of junior Finance majors an intensive week of real-world interaction and case study with leading investment management firms.  Students will travel to and from London as a group, along with the faculty coordinators.  During the week, students will attend lectures with faculty, work in teams to analyze case studies, and visit with leading investment management firms.  The learning objectives of the course include gaining a real-world perspective on investment management, understanding investing from a global vantage point, and contributing investment solutions in a collaborative setting.  Although the course itself will take place over spring break, there will be two to three required prep meetings prior to spring break and one required meeting following spring break.

 

Enrollment in this course is limited and interested students must complete the application form linked below.  Selected students will be notified of admittance prior to the spring registration process.  As part of the application process, students are required to submit a resume and transcript, as well as proof of either a valid passport or a submitted passport application.  NDIGI will fund airfare and lodging for students.  Admitted students will be required to purchase international health insurance through Notre Dame and may also be asked to complete a background check through the Notre Dame Office of Community Standards.

 

Restrictions: Must be junior FIN major

Prereq: FIN30600

Prereq or Concurrent: FIN30400 and (FIN30100 or ACCT30100 or ACCT30120)

Application Deadline: 11:59 p.m. on Monday, October 22

 

Application Link:  https://go.mendoza.nd.edu/apply/?sr= 3e330355-d353-4bb9-8b01-4654677b1d62