Residential Price: $4,998 USD (+ supplemental fees)
Extended Commuter Price: $3,398 USD (+ supplemental fees)
Commuter Price: $2,798 USD (+ supplemental fees)
Late June: June 20-July 2, 2021
Early July: July 4-July 16, 2021
Late July: July 18-July 30, 2021
New Haven, CT
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 may include a visit to an investment company in the greater Connecticut / New York area.
Meet your instructor
Instructor and Curriculum Developer
Peter Mombaur, MBA
This course was designed by Peter Mombaur whose global experience ranges from being a management consultant with McKinsey & Co., an investor, and entrepreneur. Peter managed a private equity investment firm and successfully executed and managed investments in multiple industries. With his experience as both an investor and management consultant, Peter's main message to students interested in finance and investing is to consider both financial and non-financial aspects thoroughly.
Topics you'll explore
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.
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.