Education

Our Education Process


The Investment Management Group's core philosophy is that education is a lifelong pursuit and that without proper education, our members will not be able to realize their full potential. 


A majority of a member's education is gained through hands-on experience, exposure to different teams and self-initiative to explore beyond their knowledge horizon. Nevertheless, to properly equip each member for their role, our Development Team is charged with creating a comprehensive educational program. Headed by the Chief Development Officer, the Development Team holds training seminars, homework assignments and provides suggested readings and other educational resources that cover a range of topics necessary for the professional success of our members.

At the beginning of every semester, we host educational seminars that highlight an introduction to the financial markets, fundamentals of financial statement analysis, comparative analysis, discounted cash flow analysis and a primer on equity research. Any and all Baruch students are welcome to attend the seminars, but all new members are mandated to attend as it is a part of their core education. You may follow the links below to download the presentations.
 

Presentations

Suggested Reading Materials 

Investment Banking:

·       Monkey Business - Rolfe and Troob

·       Liars Poker - Michael Lewis

·       Barbarians at the Gate - Burroughs and Helyar

·       The Predator's Ball - Bruck

·       Bonfire of the Vanities - Wolfe

·       Big Deal - Wasserstein

·       A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers - McDonald

·       The Big Short: Inside the Doomsday Machine – Lewis

Business:

·       Built to Last - Collins and Porras

·       Den of Thieves - Stewart

·       A Random Walk Down Wall Street- Malkiel

·       Inventing Money - Nicholas Dunbar

·       When Genius Fails - Roger Lowenstein

·       Fooled by Randomness - Nasim Taleb

·       Anatomy of the Bear - Russell Napier

·       Tomorrow’s Gold - Marc Faber

·       Against the Gods - Peter Berstein

Trading:

·       Reminiscences of a Stock Operator - Lefevre

·       The New Market Wizards - Schwager

·       Come into my Trading Room: A Complete Guide to Trading - Elder

·       Inside the Yield Book - Homer and Leibowitz

·       The Original Market Wizards - Schwager

·       More Money Than God - Sebastian

·       The Alchemy of Finance – Soros

Asset Management / Investing:

·       The Most Important Thing: Uncommon Sense for the Thoughtful Investor - Marks

·       The Intelligent Investor - Graham

·       The Little Book of Value Investing - Browne

·       The Little Book That Still Beats the Market - Greenblatt

·       The Dhandho Investor - Pabrai

·       Competition Demystified - Greenwald

·       The Art of Short Selling - Staley

·       You Can Be A Stock Market Genius - Greenblatt

·       Built to Last - Collins & Porras

·       Financial Shenanigans - Schilit

·       Beyond Greed and Fear - Shefrin

·       The Psychology and Judgment of Decision Making - Plous

·       Influence - Chialdini

·       Soros on Soros: Staying Ahead of the Curve – Soros

Other:

·       Never Eat Alone - Ferrazzi

·       The 7 Habits of Highly Effective People - Covey

·       Heard on The Street: Quantitative Questions from Wall Street Job Interview - Crack

·       Heart, Smarts, Guts, and Luck: What It Takes to Be an Entrepreneur and Build a Great Business - Tjan

·       Outliers: The Story of Success – Gladwell

Recommended Publications:

·       The Wall Street Journal

·       New York Times: Business Section

·       The Economist

·       Barron’s

·       The Financial Times

Recommended Online Resources:

·       Business Career Center - BCC Net

·       Wall Street Journal Online

·       Damodaran Online

·       Bloomberg

·       The Deal.Com

·       Vault

·       TraderPlanet.Com

·       NYTimes Deal Book

·       World Link Futures

·       Wall Street Oasis

·       Mergers and Inquisitions

·       Seeking Alpha

·       Barron's Weekly Jounral

·       Financial Times

·       Business Week

·       Reuters

·       PR Newswire

·       TheStreet.com

·       Minyanville

Textbooks and Reference Guides:

·       Options Pricing and Volatility - Sheldon Natenberg

·       Technical Analysis of Stock Trends - Edwards and Magee

·       Naked Guide to Bonds - Michael V. Brandes

·       The Art of Asset Allocation - David M. Darst

·       Option Strategies - Courtney Smith

·       Big Deal - Wasserstein

·       Options, Futures & Other Derivatives - Hull

·       Excel VBA for Dummies

·       Vault Guides