(WINTER 2010)

A required course in the Certificate Program in Investor Relations.
Investing is a process that involves anticipating future outcomes based on information and knowledge that exist today. By analyzing past performance and other relevant information pertaining to an investment opportunity, you can make calculated predictions of how that opportunity will perform in the future. This course shows you how this process works and how you can apply rational techniques to assess risk and make good investment decisions. Topics include accounting practices and principles, financial analysis techniques, evaluating information sources and their relevancy, evaluating and managing risk, valuation, and pools of funds and their objectives. Working knowledge of the HP-12C calculator is highly recommended. See enrollment confirmation for login information.

John Kleponis, CFA, M.B.A. is an Investment Manager and Financial Advisor for individual and institutional clients. As an Equity Analyst covering all market sectors and capitalizations, he analyzes financial statements and assesses corporate strategies to identify mis-priced securities. He has been an investment professional since 1992 and has invested in and followed the securities markets since 1983. He has also served as an expert witness in litigations involving asset allocation, portfolio construction, investment suitability, and the impact of trading on small cap stocks. He had a prior career as a manufacturing engineer in the medical device and aerospace industries.