An Introduction to Investment and Finance - The Scots College

THE SCOTS COLLEGE INSTITUE OF BUSINESS AND ECONOMICSAn Introduction to Investment and Finance

Course DetailsThe course will explore the theories and skills that are required to select and manage an Investment portfolio.The course will be presented by a number of highly experienced leaders from Sydney’s finance sector. Byexploring fundamental concepts that explore investment strategies and investment theory course participantswill learn how to build an Investment portfolio. The course will be a combination of; lectures, discussion andhands on analysis of financial concepts. On completion of the course it is hoped that the participants will joinThe Scots Investment Club, and invest real money in the markets.The course runs for seven weeks from 6:00pm to 7:30pm in Room 215.Each session comprises a combination of formal presentations, case studies, analysis of course readings andgroup discussions. An IBE certificate is awarded to all those who complete the course.If you are interested in or would like to learn about the following issues then this might be just the course foryou!1. How to determine and analyse the value of equities, how to select undervalued shares.2. The fundamentals skills of ‘technical analysis’ how to interpret; a company balance sheet, the priceearnings ratio and the potential for capital gain.3. How economic fundamentals influence the share market and the bond market.4. How to build and manage an investment portfolio.5. The relationship between risk and return.6. How to effectively communicate major investment themes in a way that will impress a prospectiveemployer?Who, What and WhyThe course is designed for the following groups [students and parents]:• Students who have a genuine interest in the operation of financial markets;• Students who would like to gain the important information that is needed before building aninvestment portfolio;• Senior students at Scots and other local schools who are consideringpursuing a career in finance;• Students wishing to improve their opportunities to gain, cadetships, internships or scholarships;

Course PresentersHighly experienced and respected professionals will present the course.• Mr Francis George – Director of The Institute of Business and Economics.• Mr Henry Jennings– Sky Business News host and private client adviser BBY.• Ms Honor McFadyen Managing Director ICG Deutsche Bank.• Panel of Scots Old Boys currently working in Investment Banking.Course Presenters BiographiesFrancis George is The Director of The Institute of Business and Economics and Head of Economics at The ScotsCollege. Francis has extensive teaching experience in both Australia and the United Kingdom. Francis has beeneditor of The Scots College Political Economy Review since 2009.Henry JenningsHenry Jennings is currently a client adviser with BBY and a guest host of Sky Business News. Henry haspreviously run courses for the Australian Shareholders Association and headed the derivatives and tradingoperations for Macquarie Bank.Honor McFadyenHonor is currently Managing Director ICG Deutsche Bank and previously held the position of Director, Debt andDerivatives sales at Macquarie Bank.Old Boy PanelThis will consist former Scots students who have participated in cadetship and internship programs withleading global investment banks [Citi, UBS, Credit Suisse] and old boys who are currently working in theFinance Industry.Enrolment Details• The course will commence on Thursday 10 October and will run for seven weeks between 6:00pm and7:30pm.• The cost of the course is $200.• Enrolment and payment details can be found athttp://www.trybooking.com/59375