Fall 2006 Seminar Schedule | Fall 2006 Speaker Bios | Handouts from Fall 2006 Seminars | Back
The schedule of the SWS fall 2006 Seminar Series is below.
Clicking the name of each seminar will lead you to the page where you can download handouts from that seminar; you can also access the bios of all our seminar speakers by clicking on their names below.
For further detail on each seminars, please download our 2006 Education Program here.
All seminars were held from 6:00 to 7:45 pm at the
Democracy Center (45 Mt. Auburn Street).
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Topics Covered: |
- Women in investing
- Financial independence
- Expectations of SWS members
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Topics Covered: |
- Introduction to financial assets
- How the financial market works
- Understanding the terminology
- Diversification and managing a portfolio
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Meet Warren Buffett : |
- Tour of Berkshire Hathaway
- Two-hour Q&A with Mr. Buffett
- Dinner with top executives in Omaha
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Topics Covered: |
- The investment industry
- Case Study: American Tower
- Research techniques
- How to look at a company
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Topics Covered: |
- What is value investing?
- Determining whether a company is undervalued
- Why value investing is hard
- Other approaches to investing
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Topics Covered: |
- Accounting fundamentals
- Financial statement introduction
- Researching publicly-traded companies
- Understanding basic ratios
- Case Study: Evaluating financial statements from individual companies
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Topics Covered: |
- Incorporating important ratios into your analysis
- Basic valuation techniques (ie. DCF analysis, dividend valuation model, etc.)
- Running financial models
- Keeping up to date with the market on your own
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Topics Covered: |
- Understanding what a financial officer does for a company
- Maintaining its fiduciary duty to shareholders
- How management interact with investors and research analysts
- Looking at attributes of successful companies
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Topics Covered: |
- Macroeconomic factors that may influence stock prices
- Efficient market hypotheses
- Patterns or trends in the market?
- Case Study: Market sentiment
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Topics Covered: |
- Financial statement analysis
Development of company and industry ratios
- Analysis of senior management
- Development of investment hypothesis
- Exploration of key investment criteria
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Topics Covered: |
- How to present a research report
- Questions that should accompany any presentation
- Exposure to presentations in differing industries
- Feedback from industry experts
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Topics Covered: |
- SWS fund details
- How SWS allocates funds
- Investing principles and criteria
- Explanation of SWS industry coverage
- How to pursue a position in SWS
- How to invest in a personal account
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Pictures (from top to bottom): Preston McSwain from Neuberger Berman walks us through an Intro to Investing; Harvard students pose with Warren Buffett outside Gorat's Steakhouse in Omaha, Nebraska; Lise Woodard from Wilkins Investment Counsel speaks to students about how to begin researching stocks; John Copeland from Lehman Brothers talks about Market Factors and Trends; One of the Investment Project teams (the one covering Cardinal Health) makes their presentation; Industry Mentors from Fidelity serve as generous feedback specialists for all the presentations. |
