Finance & Investing in Boston

Learn from a lecturer at Northeastern University's School of Business who has also served in global executive roles in risk management at Moody's Analytics, Accenture, and Risk Capital LLC.

Summer finance program for teens in Boston, MA

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 June: June 20-July 2, 2021

Early July: July 4-July 16, 2021

Boston
Simmons University, Boston

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 in Boston – Students will visit to an investment company in the Boston area.

Meet your instructor

Stephen Maloney, Northeastern University

Finance & Investing Northeastern University

Stephen Maloney is a lecturer at Northeastern University's School of Business who has also served in global executive roles at Moody's Analytics, Accenture, and Risk Capital LLC.

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.