Spring 2014 MBA Course

B8369-001: Applied Security Analysis I

W - Full Term, 05:45PM to 09:00PM

Location: URI 301

Instructor: Naveen Bhatia

Corequisite(s): B8306


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This class builds on Introduction to Value Investing with an emphasis on practical implication. Students will work in teams to find an appropriate investment idea, do thorough primary research, and deliver a pitch to a “portfolio manager.”

The class is integrated with The Pershing Square Value Investing and Philanthropy Challenge. This competition, begun in 2007, is offered to MBA students to signal the commitment of both Columbia and Pershing Square to produce talented and knowledgeable graduates who are ready to take on leadership roles as value investors. Finalists will be selected from amongst the class teams to present their ideas to senior value investors. Winning teams will receive a cash prize with a percentage of those winnings to be donated to a charity of their choice.


All student teams will pitch their ideas to investment professionals three times during the class. Feedback will be provided on the strength of the idea and the areas of further research required. The last segment of the class will include presentation skills, simulating the job of the analyst to convince a portfolio manager of the worthiness of an idea.
Teams will include three members. Where possible, each team will be led by a 2nd year student.

 


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Naveen Bhatia

Adjunct Assistant ProfessorNaveen Bhatia is a Principal in the Tactical Opportunities Group based in New York.

Before joining Blackstone in 2013, Mr. Bhatia was with 40 North Industries LLC, a private investment firm where he focused on distressed debt and special situations equity investments, both public and private. Prior to 40 North, Mr. Bhatia was with Keffi Group, Ltd., a family office in New York. From 2003 to 2008, Mr. Bhatia...

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