Finance & Investing in San Diego

Learn from a former management consultant with McKinsey & Co., an investor, and entrepreneur

Summer finance program for teens based on a university campus in San Diego

Program Highlights

Study the underlying factors that influence publicly traded stock prices, and learn about options, futures and margin trading.

Analyze P&L and balance sheets to gain useful insights into company valuations and private equity investments.

Conduct equity research, and value a company using time-tested principles from professional investors.

Gain valuable insights, and develop an investment pitch for an asset or stock that you believe is greatly undervalued.

Residential Price: $4,998 USD (+ supplemental fees)

Extended Commuter Price: $3,398 USD (+ supplemental fees)

Commuter Price: $2,798 USD (+ supplemental fees)

Late July: July 25-August 6, 2021

Course Overview

Students will break into teams with each team selecting a promising stock that the team will research throughout the course and ultimately pitch to a group of investors. Faculty will provide hands-on help to students throughout this process. Along the way; students will be introduced to core investment concepts including the characteristics of different asset classes, public vs private equity, the workings of the stock market, company financials, company valuation and portfolio design.

Excursions at University of San Diego – Students may visit to an investment company in the San Diego area.

Meet your instructor

Peter Mombaur, former McKinsey & Co. consultant

Management & Strategy Former McKinsey & Co. consultant

Peter Mombaur has global experience ranges from being a management consultant with McKinsey & Co., an investor, and entrepreneur.

Learn more

Topics you'll explore

Hands-On Learning

This hands-on finance and investing course provides teens with initial insight into private investments: equity vs debt, security, minority rights, and more. Students will dive deep into Warren Buffet’s time-tested investment principles and learn about different stock asset classes and their key characteristics. WIth a deeper knowledge on both the stock market and private investments, students will then have a greater understanding of how investors value a company and select deals to invest in.

Career Exploration

From investment banking to risk management, there are many career options and opportunities to learn about business models and financial markets while also building new skills. Students will visit an investment company, and hear firsthand details on their investment successes, failures and learnings. Also, an accomplished investment professional will share their personal career path and the wide range of career opportunities in the investment space—from being in the limelight to working behind the scenes.