F209Z Fall 2024 Equity Investment Ideas from GMU Finance Students

F209Z Equity Investment Ideas from GMU Finance Students
Wednesdays, 3:30—4:30, Nov. 6—Nov. 13
Two sessions Note time
Instructor: Derek Horstmeyer
Coordinators: Brenda Bloch-Young, Marvin Singer
Several years ago, GMU created a Student Managed Investment Fund (SMIF). This is an equity only fund managed by students. Members present their research to the student finance committee for voting to decide what stocks to buy or sell. The instructor, professor, and fund advisor will moderate each session selecting his best students to share their investment ideas with OLLI members.
Derek Horstmeyer is a professor of finance at George Mason University’s School of Business, specializing in corporate finance. His research focuses on boards, ETF and mutual fund performance, and hedge fund activism. Dr. Horstmeyer also writes a monthly column for the Wall Street Journal on cutting-edge research in finance, and his work has been cited in Forbes, Bloomberg, CNBC, Fortune, PBS NewsHour, the New York Post, USA Today, CNN, The Washington Post, the LA Times, and many other outlets. As a dedicated teacher, he helped create and lead the first studentmanaged investment fund at GMU, helped develop numerous degree programs such as GMU’s M.S. in Finance and CFA tracks, and currently serves as director of the new Financial Planning & Wealth Management major at Mason