This 3-hour course will provide an overview of the universe of financial institutions, going behind the scenes to explore the different roles and functions of major areas in key financial institutions in the capital markets (investment banks, investment managers, etc.):
- How the financial services universe of players is organized
- Investment banking overview (the sell side)
- Introduction to capital markets
- Investment management overview (the buy side)
The Financial Literacy Workshop Series will be taught by Angela Loregian, Ph.D., Mathematics for Financial Markets Analysis, from Training the Street. Angela was a former Senior Researcher, Instructor, and Consultant at ARPM LLC.
Breakfast and lunch will be provided.
Sponsoring Organization(s)
The Tsai Leadership Program