Professional Linkage Seminar (394-LK-22)

Topic

The History of Investing

Instructors

Scott Bondurant
Office Hours: By Appointment
Scott brings a wealth of experience (25 years) in the institutional investment business to his teaching. He was a Managing Director and Global Head of Long/Short Investments at UBS Global Asset Management, where he was responsible for leading the creation, implementation and marketing of UBS Global Asset Management's Equity Long/Short Strategies, growing assets from zero to $2.5 billion. He was a member of the Equity Management Team, the Equity Investment Committee and the Equity Business Committee. He also authored a series of white papers addressing topical issues related to long/short strategies. Prior to UBS, Scott spent 15 years on the “sell-side” in institutional equities at Morgan Stanley, Paine Weber and Kidder Peabody. Scott earned a B.A. in History at Stanford University and an M.B.A. in Finance at Duke University.

Meeting Info

Kresge Centennial Hall 2-410: Mon 6:00PM - 8:50PM

Overview of class

*INFORMATION IS SUBJECT TO CHANGE*

The instructor of "The History of Investing" is Scott Bondurant.

The goal of the course is to provide a basic understanding of markets and investing. We will review the history of investments from early civilization to present day with a focus on the cornerstone advancements over the last 80 years. In conjunction with this work, we will study the evolution of investment theory with the goal of having students understand basic investment concepts. We will also survey the major investment categories with a focus on how investing takes place in the "real world" with leading investment professionals as guest lecturers.

The hope is that the class will stimulate an interest in/passion for investing, provide students with the tools to begin to build their own framework for future investing, and provide an overview and insights into the investment profession.

Evaluation Method

20% class participation

15% investment game

20% paper

15% midterm

30% final

Class Materials (Required)

The Intelligent Investor | Edition: 4
Author: Benjamin Graham, Jason Zweig (Joint Author)
ISBN: 9780060555665
Price $25

Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets | Edition: 2
Author: Nassim Nicholas Taleb
ISBN: 9780812975215
Price: $18

The Quants: How a New Breed of Math Whizzes Conquered Wall Street and Nearly Destroyed It
Author: Scott Patterson
ISBN: 9780307453389
Price: $16

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing | Edition: 11
Author: Burton G. Malkiel
ISBN: 9780393352245
Price: $19.95

More Money Than God: Hedge Funds and the Making of a New Elite
Author: Sebastian Mallaby
ISBN: 9780143119418
Price: $21.00

What It Takes: Lessons in the Pursuit of Excellence
Author: Stephen A. Schwarzman
ISBN: 9781501158148
Price: $17.99

StockTrak
Price: $32 per team

Class Materials (Suggested)

The Ascent of Money: A Financial History of the World
Author: Niall Ferguson
ISBN: 9780143116172
Price: $20

Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies | Edition: 5
Author: Jeremy J. Siegel
ISBN: 9780071800518
Price: $42

The Little Book of Common Sense Investing
Author: John C. Bogle
ISBN: 9781119404507
Price: $24.95

Class Notes

There are no waitlists for BUS_INST courses. If the class closes before your registration time, please check back.

For more information, please view sample syllabus: https://businessinstitutions.northwestern.edu/courses/course-descriptions/index.html

Class Attributes

Attendance at 1st class mandatory