As one of the top business schools in the United States, the Kelley School of Business at Indiana University offers a series of high-quality investment management workshops for students majoring in finance and investments. These workshops provide students with practical skills and hands-on experience in portfolio management, security analysis, alternative investments, and more. By participating in these workshops, students can gain a deeper understanding of the investment management field and develop essential competencies needed for future careers in the financial industry.
The IU investment management workshops cover a wide range of topics related to investment analysis and portfolio management. For example, the Applied Portfolio Management workshop allows students to gain real-world experience by managing an investment portfolio as analysts and portfolio managers. Through analyzing financial assets, constructing optimal portfolios, and preparing investment reports, students can apply theoretical knowledge into practice. The Security Analysis workshop focuses on fundamental analysis skills such as financial statement analysis, valuation models, and stock selection strategies. After learning how to perform in-depth analysis on companies, students research and present investment recommendations on selected stocks.
In addition, IU offers workshops on alternative investments, fintech, investment banking, and other highly relevant topics in the field. With insights from experienced instructors and industry professionals, these workshops expose students to the latest developments and trends in the industry. The hands-on case studies and projects also develop students’ financial modeling, valuation, and problem-solving skills. By participating in these comprehensive workshops, IU students gain valuable credentials, experience, and networks that prepare them well for investment management careers.
The Applied Portfolio Management workshop equips students with real-world portfolio management experience
One of the most valuable IU investment management workshops for students interested in asset management is the Applied Portfolio Management workshop. This workshop provides students with the opportunity to gain real-world investment experience by analyzing financial assets, constructing optimal portfolios, and managing an actual investment fund as analysts and managers.
Throughout the workshop, students get first-hand experience researching potential investments, developing investment theses, constructing portfolio strategies, implementing trades, and tracking portfolio performance. By undergoing the entire portfolio management process, students gain practical skills in security valuation, asset allocation, risk management, and portfolio optimization techniques.
The hands-on learning experience in the Applied Portfolio Management workshop differentiates it from conventional finance classes. Instead of just learning theoretical concepts in class, students get to practice their skills by managing a real portfolio fund, which currently amounts to over $250,000. This real-world experience is invaluable preparation for future investment management careers.
Overall, the Applied Portfolio Management workshop provides students with comprehensive training and experience in portfolio construction, investment analysis, and wealth management. Participants gain in-demand skills and knowledge highly valued by investment banks, asset management firms, wealth advisors, and other financial institutions.
The Security Analysis workshop equips students with skills in valuation models, financial statement analysis, and stock selection
In addition to portfolio management, students interested in investment analysis careers can benefit immensely from IU’s Security Analysis workshop. As one of the most comprehensive security analysis educational experiences, this workshop equips students with skills in financial modeling, valuation techniques, and stock selection strategies applied by investment analysts and fund managers.
Through a combination of lectures, guest speakers, and analysis projects, students learn modeling best practices, valuation methods, and how to effectively research and analyze companies for investment potential. Valuation skills covered include DCF, comps analysis, precedent transactions, and more sophisticated techniques like LBO models and M&A analysis.
The workshop also includes training in analyzing financial statements to understand a company’s financial health, performance drivers, and quality of earnings. Students learn how to interpret balance sheets, income statements, cash flow statements, and key financial ratios to uncover strengths, weaknesses, opportunities and threats.
These security analysis skills are then applied in real-world projects involving stock pitches, investment memos, and equity research reports. By going through the entire investment analysis process, students build sought-after competencies to excel in roles like equity research associate, investment banking analyst, and investment analyst for mutual funds or hedge funds.
IU’s Alternative Investments workshop provides exposure to hedge funds, private equity, venture capital, and other instruments
For students interested in alternative investments, IU offers an insightful Alternative Investments workshop covering hedge funds, private capital, real assets, and other non-traditional asset classes. With alternative investments representing over $13 trillion in assets under management globally, gaining exposure to this sector can significantly expand students’ opportunities in the investment industry.
The Alternative Investments workshop begins with an overview of the different alternative asset classes, introducing students to instruments like hedge funds, private equity, venture capital, real estate, infrastructure, commodities, and derivatives. Students learn the risk-return characteristics, fee structures, operational and valuation methods, and investment strategies applied in each asset class.
Through case studies and guest speaker sessions, students gain insights into the real-world practices of top funds and get a first-hand perspective on careers in alternative investments. These sessions connect theory to practice by analyzing actual deals, performance benchmarks, portfolio optimizations, and risk management techniques.
Overall, IU’s Alternative Investments workshop equips students with knowledge vital for roles involving hedge funds, private capital, real assets, and new exotic instruments. The broad overview and direct industry exposure provided in this workshop prepares students well for the dynamic and rapidly evolving world of alternative investments.
IU’s investment management workshops cover latest fintech innovations and applications in wealth management
In addition to foundational investment skills, IU also offers workshops covering cutting-edge topics like fintech and wealth management essential for modern investment professionals.
The wealth management workshop provides comprehensive training for students interested in financial advising and wealth management roles. It covers topics like behavioral finance, tax planning, estate planning, insurance products, retirement planning, and tailored portfolio construction for individual clients. Through practical case studies, students gain hands-on experience constructing personalized investment plans and financial strategies for clients with unique objectives and constraints.
For students interested in leveraging technology in finance, IU’s fintech workshop provides exposure to machine learning, AI, big data analytics, blockchain, automated trading systems, and other innovations transforming the investment landscape. The workshop covers real-world applications and companies disrupting sectors like wealth management, banking, insurance, and more through technology.
By participating in these workshops focused on fintech and wealth management, students gain knowledge of latest trends and develop specialized skills to excel in diverse roles from investment advising and research to quantitative trading and investment banking. The practical knowledge complements students’ foundational finance skills and expands their versatility as investment professionals.
Through its comprehensive investment management workshops, the Kelley School provides students with practical training, industry exposure, and hands-on skills essential for succeeding in the competitive investment industry. By participating in these workshops, IU students can complement conventional finance courses with real-world experience in security analysis, portfolio management, alternative investments, fintech, and wealth management. The combination of theoretical knowledge and practical competencies gained makes IU students highly valued candidates for top investment firms and financial institutions.