I teach or have taught the following courses at the Marshall School:

FBE 553b - Applied Portfolio Management

In this classes students learn the theory and practice of investment management through a merging of financial analysis, portfolio management, and the actual management of the Student Investment Fund. a fund that consists of four separate portfolios that hold several million dollars of the USC endowment.  The curriculum includes guest lectures, site visits, company and industry reports, and a presentation at the fund's annual meeting.   
 

FBE 555 - Investment Analysis and Portfolio Management

The objective of the course is to study the theory and empirical evidence relevant for investing, particularly in the context of portfolio management.  The major topics include:

             - optimal portfolio selection
             - the relation between risk and return
             - performance evaluation

The course material emphasizes equity markets, as there are separate courses that cover fixed income and derivatives markets.  Nevertheless, we cover these instruments towards the end of the course, focusing on how they may be used to satisfy investment objectives that are difficult to achieve with equities alone.

 

FBE 645 - Empirical Research Methods in Finance

The course is aimed at second year finance Ph.D. students.  The objective of the course is to review a number of important literatures in empirical finance, predominantly within the field of asset pricing, and to develop tools for conducing independent empirical  research.

 

All other course files may be downloaded from the Blackboard course page (also under the Academic tab on the My Marshall page). All USC students should automatically have access to these pages using their USC ID and password. If you have trouble logging in, please contact the Marshall Help Desk (Hoffman 200, 213-740-3000, or helpdesk@marshall.usc.edu).