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Course Information

Investing and Portfolio Management (BUS 406)

Term: 2025-2026 Academic Year Spring

Faculty

Simon L KarpenShow MyInfo popup for Simon L Karpen
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Schedule

Mon-Thu, 9:30 AM - 10:45 AM (1/12/2026 - 5/6/2026) Location: MAIN MG 219

Description

This course introduces the theory and practice of investing, including portfolio management and stochastic portfolio models. Investments such as stocks, bonds, mutual funds, ETFs, real estate, commodities, collectibles, and cryptocurrency will be discussed in depth. Other topics include tax optimization, financial arbitrage, risk management, derivatives, and the social, ecological, and community impacts of investment decisions.