AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE. A two-week intensive seminar taught by top Wall Street investment professionals

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1 AIM for Wall Street ADVANCED INVESTMENT MANAGEMENT COURSE A two-week intensive seminar taught by top Wall Street investment professionals Presented by the CQA Institute at Wilkes University May 20 to June 1, 2018

2 Overview The Advanced Investment program is a rigorous two-week course for high-achieving junior or senior university students who are passionate about working in the investment management industry. Entry to the program is highly selective. Taught by experienced investment professionals, topics will include equity and fixed income research, asset allocation, risk management, quantitative research, portfolio management and effective communication. Along with the keynote lectures and discussions, the course will focus on hard skills in areas like programming, risk models and model development. The final capstone project involves a competition as students work in small teams to develop viable investment strategies. KEY FEATURES Keynote Lectures and Discussion Participate in interactive presentations taught by top Wall Street experts. Development Learn software/systems required to succeed: model research and development, risk measurement and management, portfolio optimization and simulation, and an introduction to coding and algorithm development. Team-Based Learning Compete with a team of peers to develop a viable investment strategy that you will present to a review panel of professional investment managers. Networking/Social Activities Visit Wall Street and other locations to network with investment professionals and talented peers. Internship Opportunities Have an opportunity to land a valuable internship at one of the CQA member firms.

3 The CQA Institute Faculty Dan Cardell, CFA Chairman of the board of directors of the CQA and of the board of trustees at Wilkes University Director of equities at Weiss, Peck & Greer CIO of Wintrust Capital George Gus Sauter Retired from his role as Vanguard s first global CIO overseeing $1.7 trillion of internal funds Member of Financial Industry Regulatory Authority s Investment Advisory Group David Byrket, CFA Senior PM at startup System Two Advisors Co-head of the BlackRock s New York-based Quant Equity team Co-head of quantitative equities at Weiss, Peck & Greer Tommy Huie, CFA CIO of U.S. offices of BMO Global Asset Senior consultant at Richards & Tierney Member of board of trustees at Rice University Todd Doersch Global CIO and head of U.S. risk management at Nexus Risk President and CEO of BARRA RogersCasey Investment Consulting CEO of Cognitive Investment David Coughenour, CFA Founding partner and Chief Investment Officer Equities at Chicago Equity Partners, LLC Portfolio Manager at Bank of America Board member of the CQA Lex Huberts, CFA President of Mellon Capital Published in the Financial Analysts Journal and the Journal of Portfolio (winner of the Graham and Dodd Award) CIO of fixed income at Standish Greg Forsythe Founder and President of Revelation Investment Research Director of global equity research at Schwab Co-founder of Chicago Investment Analytics Keith Quinton, CFA Lecturer at the Tuck School at Dartmouth Senior Portfolio Manager at Fidelity Investments Held a range of research and investment positions at MFS, Putnam Investments, and Drexel Burnham Lambert Dr. Thomas Philips Teaches quantitative portfolio management and valuation at New York University s Tandon School of Engineering Global head of front office risk at BNP Paribas Asset Senior risk manager for Malbec Partners

4 AIM Course Layout Specials Excursions 5/21/18 5/22/18 5/23/18 5/24/18 5/25/18 1st Session 8:30-10 a.m. Introduction Portfolio Stock Selection Modeling Overview of Academic Research Break, 10-10:30 a.m. 2nd Session 10:30 a.m. - Noon Equities Risk Models Security Analysis Equity Trading Noon - 1 p.m. 3rd Session 1-2:30 p.m. Team Assignments Quantitative Research Factors and Anomalies Guest Speaker Introduction to Python Programming DAY TRIP TO THE FINANCIAL DISTRICT CQA Speaker Machine Learning Break, 2:30-3 p.m. 4th Session 3-5 p.m. Portfolio Construction Portfolio Simulation Introduction to Algorithms Behavioral Finance 6-7:30 p.m. CQA Speaker Academic Presentation Movie Night 5/28/18 5/29/18 5/30/18 5/31/18 6/1/18 1st Session 8:30-10 a.m. Asset Classes Fixed Income Ethics Trends in Asset Break, 10-10:30 a.m. 2nd Session 10:30 a.m. - Noon Private Client Marketing and Derivatives Career Advice (Panel) Noon - 1 p.m. 3rd Session 1-2:30 p.m. Break, 2:30-3 p.m. MEMORIAL DAY VACATION: LOCAL EXCURSION Guest Speaker Open Source Software Guest Speaker Effective Presentation CQA Speaker Strategy Review Investment Presentations 4th Session 3-5 p.m. Investment Analysis Team Breakouts Final Team Prep 6-7:30 p.m. & Entertainment Awards

5 FAQs Who should attend? The Advanced Investment Course is for students who have a strong desire to pursue a career in the investment management industry. Students should have taken introductory courses in finance, investments or similar courses. For non-business/finance majors, students should have some coursework in economics or statistics. Juniors or seniors are preferred. What is the CQA Institute? The CQA Institute is an organization dedicated to educating students with an interest in the investment management industry. It is staffed by members of the CQA, an organization bringing together top investment professionals to exchange ideas and explore the latest ideas in quantitative finance. Why Wilkes University? Wilkes University is located in Wilkes-Barre, Pa., and is an ideal location close to major metro areas on the East Coast. Wilkes has excellent facilities and is proud to partner with the CQA Institute to host the program. Does the course give college credit? Upon successful completion of the two-week course, you will receive a certificate of achievement from the CQA Institute. How are students selected? The CQA Institute faculty will select candidates for the program based on academic achievement and interest in a career in investment management. Acceptance to the program will be highly selective and limited to 30 students. Are internships possible for the summer immediately after the program? It is our intent to provide several internships for students who meet requirements for the hiring firms. The internship application process would occur immediately after admission to the program. How much does it cost? The two-week program fee is $2,950, which is allinclusive. The fee does not include transportation to and from the campus. Are scholarships available? Yes, scholarships are available. Check out the CQA Institute website to see a list of available scholarships. Is room and board included? Yes, the course fee will include on-campus room and board and all costs of excursions/activities throughout the two-week period. What prerequisites are there to apply? Students should have some academic experience in any or all of the following areas of study: finance, investments, economics, statistics or business. Any demonstration of a passion for investments would be a plus.

6 COURSE FEES All-inclusive Course Fee: $2,950 Includes room, board and all course-planned events and excursions HOW TO APPLY Apply online at: Application deadline: Jan. 31, 2018 SPONSORS