WClasses

AFM 429 - Investment Management - Senior Portfolio Manager

This course provides students hands-on training in equity valuation and portfolio management. As a senior portfolio manager, a student will make allocations in different industry sectors, monitor the performance of the existing equity holdings in these sectors, mentor analysts, make equity trading decisions for these sectors, and present portfolio performance reports to the investment team and the advisory board.

Prerequisites

AFM274 or AFM275/AFM372/ACTSC391; Accounting and Financial Management, Biotechnology/CPA, Computing and Financial Management, Mathematics/CPA, or Sustainability and Financial Management students

Corequisites

None

Antirequisites

None

Offerings

Spring 2026 [1265]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00122540 / 5

Winter 2026 [1261]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00133511 / 1016:00 - 17:20 M,W

Fall 2025 [1259]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001350111 / 1016:00 - 17:20 M,W

Spring 2025 [1255]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123090 / 516:00 - 17:20 M,W

Winter 2025 [1251]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134332 / 1016:00 - 17:20 M,W

Spring 2024 [1245]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123401 / 519:00 - 21:50 M

Winter 2024 [1241]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134613 / 116:00 - 17:20 M,W

Fall 2023 [1239]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134814 / 1016:00 - 17:20 M,W

Spring 2023 [1235]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123490 / 516:00 - 17:20 M,W

Winter 2023 [1231]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134771 / 111:30 - 12:50 M,WML 354Ranjini Jha

Fall 2022 [1229]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00137805 / 1016:00 - 17:20 M,WHH 2104Ranjini Jha

Spring 2022 [1225]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123611 / 516:00 - 17:20 M,WHH 2107Ranjini Jha

Winter 2022 [1221]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135000 / 116:00 - 17:20 M,WHH 1104Ranjini Jha

Fall 2021 [1219]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 001362710 / 1016:00 - 17:20 M,W Garvin Blair

Spring 2021 [1215]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 04122820 / 509:00 - 11:50 M Andrew Ecclestone

Winter 2021 [1211]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 04135553 / 116:00 - 17:20 M,W Andrew Ecclestone

Fall 2020 [1209]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 04136697 / 1 Ranjini Jha

Spring 2020 [1205]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123742 / 5 Andrew Ecclestone

Winter 2020 [1201]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135724 / 117:30 - 18:50 MHH 2104Andrew Ecclestone

Fall 2019 [1199]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136384 / 117:30 - 18:50 M,WHH 2104Andrew Ecclestone

Spring 2019 [1195]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123550 / 516:00 - 18:50 WHH 2107Garvin Blair

Winter 2019 [1191]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00134993 / 117:30 - 18:50 M,WHH 1108Ranjini Jha

Fall 2018 [1189]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135714 / 117:30 - 18:50 M,WHH 2104Ranjini Jha

Spring 2018 [1185]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00122921 / 2517:30 - 20:20 ThHH 1106Garvin Blair

Winter 2018 [1181]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00136672 / 117:30 - 20:20 ThHH 1106Ranjini Jha

Fall 2017 [1179]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00137622 / 117:30 - 18:50 T,ThHH 2104Andrew Peter Ecclestone

Spring 2017 [1175]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00123533 / 2517:30 - 20:20 THH 2104Andrew Peter Ecclestone

Winter 2017 [1171]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00135695 / 119:00 - 20:20 T,ThHH 2104Garvin Blair

Fall 2016 [1169]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00139386 / 117:30 - 18:50 T,ThHH 2107Ranjini Jha

Spring 2016 [1165]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00124351 / 116:00 - 17:20 T,ThHH 1104Craig Geoffrey

Winter 2016 [1161]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00142821 / 117:30 - 18:50 T,ThHH 2104Ranjini Jha

Fall 2015 [1159]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00144742 / 1 Andrew Peter Ecclestone

Spring 2015 [1155]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00126470 / 1 Ranjini Jha

Winter 2015 [1151]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00143992 / 1 Ranjini Jha

Fall 2014 [1149]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00179072 / 1 Ranjini Jha

Spring 2014 [1145]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00147161 / 1 Ranjini Jha

Winter 2014 [1141]

SectionClassEnrolledTimeDaysLocationInstructor
PRJ 00179792 / 1 Andrew Peter Ecclestone

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