2006 Schedule | Speaker Bios | Investment Project | Handouts
In the SWS Education Program, SWS participants attend weekly meetings where they learn more about the basic principles of finance and investing. Because our main mission is to educate women about these topics, anyone can choose to attend our meetings. However, in order to become a member of SWS, participants must attend every meeting, especially as there is a great deal of information covered in each seminar. Potential SWS members are also required to complete a final project in which they present a research report on a specific company and offer their investment opinion.
An outline for the Fall 2006 Education Program is below. For a more detailed explanation of the seminars, please download our program here.
All seminar times are from 6:00 to 7:45 pm and are held at the Democracy Center (45 Mt. Auburn Street).
| September 30, 2006 |
| SWS INTRO MEETING |
To download the materials from this presentation, please click here. |
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Topics Covered: |
- Women in investing
- Financial independence
- Expectations of SWS members
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October 3, 2006 |
Lecture: Introduction to Investing
Speaker: Preston McSwain, Neuberger Berman |
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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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October 25, 2006 |
| Lecture: Introduction to Financial Statement Analysis |
| Speaker: Carolyn Clark, Harvard Business School |
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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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November 1, 2006 |
| Lecture: Introduction to Valuation |
| Speaker: Stu Linde, Head of US Equity Research, Lehman Brothers |
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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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November 8, 2006 |
Lecture: The Company's Perspective |
| SWS Team-Based Discussion in Investment Groups |
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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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November 15, 2006 |
| Lecture: Market Factors and Trends |
| Speaker: John Copeland, Managing Director, Lehman Brothers |
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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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November 29, 2006 |
Simulation: Making an Investment Recommendation |
Speaker: Meredith Adler, Managing Director, Lehman Brothers |
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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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December 6, 2006 |
Presentation: SWS Investment Projects |
Expected Panelists : SWS Industry Mentors |
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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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December 13, 2006 |
Lecture: Personal Investing and SWS Fund |
Speaker: Jamie Harmon, Fidelity Investments |
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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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