Fall 2012 EMBA Course

B7399-216: Investment & Wealth Management


Instructor: Geert Bekaert

Prerequisite(s): B6302

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The course explores the challenges and analytics that are common to the practice of asset and private wealth management. Institutional portfolio management and asset allocation are different from private wealth management. This course will be of great interest to anyone aspiring to a career in asset, portfolio, private wealth, endowment, and fund management.

As the course is intended to provide a fundamental understanding of the issues in asset management, whether institutional or private, students will benefit from the broad applicability of the course to other areas of finance such as investment banking, insurance, accounting and personal finance. The course will include finance theory, statistical analysis and basic optimization theory, mirroring the investment management industry’s increased reliance on
quantitative methods.


Geert Bekaert

Leon G. Cooperman Professor of Finance and EconomicsProfessor Bekaert teaches courses on international finance, empirical asset pricing and investments. His research focus is international finance, with a particular interest in foreign exchange market efficiency, exchange rate determination and international and emerging equity markets. He is also interested in portfolio management. He is an associate editor of the Journal of Financial and Quantitative Analysis, the Journal of Finance, the...

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