Course Sequence

Finance 456: Asset Management Practicum - Spring
Finance 457: Asset Management Practicum - Fall
Finance 458: Asset Management Practicum - Winter

Students enrolled in this sequence of courses manage a portion of the Kellogg School’s endowment. The courses combine investment theory with exposure to leading practitioners. Students will rotate across roles of industry analysts, traders, quantitative analysts, and portfolio managers. All students are required to take two full quarters of credit in the practicum, and can take up to three quarters. Students completing two quarters of the practicum have the option of registering for a third quarter.


Finance 456: Asset Management Practicum - Spring

Prerequisites for 456: Permission of instructor FINC 431: Finance II or FINC 440: Accelerated Corporate Finance.

Co-requisites:

1) For their first quarter of the practicum, students must have taken or be simultaneously enrolled in one of the following classes: FINC 442: Financial DecisionsFINC 444: Value InvestingFINC 448: M&As, LBOs and Corporate RestructuringFINC 477: Global Entrepreneurial FinanceACCT 451 Financial Reporting and Analysis or ACCT 452: Issues in Financial Reporting, (or have the requirement waived by the instructor.)

2) Before graduation: either FINC-950 (Capital Markets) or FINC-465 (Derivative Markets I).


Finance 457: Asset Management Practicum - Fall

Prerequisites for 457: Permission of instructor FINC 431: Finance II or FINC 440: Accelerated Corporate Finance.

Co-requisites:

1) For their first quarter of the practicum, students must have taken or be simultaneously enrolled in one of the following classes: FINC 442: Financial DecisionsFINC 444: Value InvestingFINC 448: M&As, LBOs and Corporate Restructuring; FINC 477: Global Entrepreneurial FinanceACCT 451 Financial Reporting and Analysis (or have the requirement waived by the instructor.)

2) Before graduation: either FINC-950 (Capital Markets) or FINC-465 (Derivative Markets I).


Finance 458: Asset Management Practicum - Winter

Prerequisites for 458: Permission of instructor; FINC 431: Finance II or FINC 440: Accelerated Corporate Finance.

Co-requisites:

1) For their first quarter of the practicum, students must have taken or be simultaneously enrolled in one of the following classes: FINC 442: Financial DecisionsFINC 444: Value InvestingFINC 448: M&As, LBOs and Corporate Restructuring; FINC 477: Global Entrepreneurial FinanceACCT 451 Financial Reporting and Analysis or ACCT 452: Issues in Financial Reporting, (or have the requirement waived by the instructor.)

2) Before graduation: either FINC-950 (Capital Markets) or FINC-465 (Derivative Markets I).

Related Courses

Portfolio Management:    
FINC-450  

Capital Markets

     
Equity/Firm Valuation:    

FINC-442
FINC-444
FINC-910
ACCT-459

 

Financial Decisions
Value Investing
Asset Management Lab
ESG Investing and Sustainability Reporting

     
Fixed Income:    

FINC-951

  Private Equity and Distressed Investing
     
Derivatives:    
FINC-465   Derivative Markets
     
Venture Capital/Private Equity:

FINC-445
FINC-615
FINC-639
FINC-472
FINC-478
FINC-947
FINC-951
FINC-980
FINC-982

 

Private Equity and Venture Capital
Venture Lab
Private Equity Lab
Wall Street, Hedge Funds and Private Equity
Financial Modeling for Private Equity Transactions
Private Equity Deep Dive
Private Equity and Distressed Investing
Venture Investing
Advanced Topics in Venture Investing


   
Tax Planning:    
FINC-447     Financial Strategy and Tax
     
Real Estate:    
FINC-454
  Real Estate Finance and Investments
FINC-455   Applied Real Estate Finance and Investments
     
Financial Reporting:    
ACCT-451
ACCT-452
  Financial Reporting and Analysis
Issues in Financial Reporting
     
Global Macro Investing/Asset Allocation:    
FINC-473   International Macroeconomics for Business Managers
     
Spreadsheet Modeling/Statistical Methods:

FINC-478
OPNS-450
OPNS-451

  Financial Modeling for Private Equity Transactions
Decision Models & Prescriptive Analytics
Data Analytics with Large Language Models
     
Wealth Management:    
FINC-447
FINC-473
FINC-477
FINC-948 
  Financial Strategy and Tax
International Macroeconomics for Business Managers
Global Entrepreneurial Finance
Keeping it all in the Family: Growing, Financing, and Managing Family Firms