Navigating the capital market
- Date
- November 03, 2020
- Time
- 6:30 p.m. - 7:30 p.m. ET
- Open To
- Students currently enrolled in FIN65 only. Use class zoom link
Real-life learning in equity research, analysis, selection, and management through hands-on experience with a real-money portfolio. Students manage funds in the TRSM’s Student Managed Investment Fund. The investment objective is to generate a reasonable long-term return on the Fund’s assets given suitable investment risks. The Fund will invest in a broadly diversified portfolio of mid-to-large capitalization stocks that provide capital gains or income.
More details on the nature and practices of the Fund are available in the document titled “Statement of Investment Policies and Procedures of the Student Managed Investment Fund” (SIPP), appended to this course outline. Further, any terms used in this course outline which are not clearly defined in the course outline will be further defined in the SIPP.
The link is the course Zoom link already provided to the students.
Guest speaker
John Stephenson
President and CEO, Stephenson & Company Asset Management
John Stephenson is currently a thematic research analyst with BMO Capital Markets focused on the industrials sector. Prior to joining BMO Capital Markets in September 2018, John was the founder of Stephenson & Company a fundamental equity global long/short hedge fund. Mr. Stephenson is the author of The Little Book of Commodity Investing (John Wiley & Sons-2010), which has been translated into six languages and Shell Shocked: How Canadians Can Invest After the Collapse (John Wiley & Sons-2009).
John holds a degree in Mechanical Engineering from the University of Waterloo, an MBA from INSEAD, as well as the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Investment Manager (CIM) designations.