investment project

2006 Schedule | Speaker Bios | Investment Project | Handouts

 

During week 3 of the Education Program, SWS participants are placed in small teams, in which they will continue to work throughout the semester.  For the Investment Project, the teams will conduct research on a predetermined company; by the end of the semester, they will present an investment recommendation on this company’s stock to the Executive Board.

 

The SWS Investment Project is a means of combining and applying the skills learned during the semester. The project will allow participants to apply the lessons learned in the previous week to gain a better understanding of the fundamentals of the company. The project will also serve to help participants build knowledge in a specific industry. Their analysis and presentation will include research on industry background, market position, financial analysis, operations overview, and a variety of other details regarding the company. At the conclusion of the fall semester, each team will present their research and recommendations to all SWS participants in the form of a report and presentation. In attendance at the presentation will be various investment professionals, research analysts, and company management representatives who will offer feedback on the final presentations.

 

Distributed in Oct. 18, 2006 seminar:

 

 
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