Class Information

The SIM class (BUSFIN 4228/7225) is a 3 credit hour class that is taught every semester on Tuesdays from 6:15pm to 9:30pm. Adam Robertson and Royce West take turns in teaching the class.

MBA students need to complete BUSFIN 7210 and BUSFIN 7220 and undergraduate students need to complete BUSFIN 4201, 4212, 4222, 4260,4230, 4250 and BUSMHR 2291 before taking this class. MAcc students will be able to take this class with a permission from Department of Finance. Other exceptions need to be approved by the Faculty.

• Syllabus
• SIM Portfolio Methodology

Requirements

• Sector Presentation Requirements
• Company Presentation Requirements
• Report Requirements

Report examples from previous Rosenfield Winners and Runners-Up

Sector Presentation examples

• Industrials
• Consumer Staples
• Consumer Discretionary
• Energy
• Financials
• Information Technology
• Communication Services
• Healthcare
• Materials

Stock Presentation Examples

• Consumer  Discretionary
• Consumer Staples
• Financials
• Materials

Assignments

• Assignment 1
• Assignment 2
• Assignment 3
• Assignment 4

Tools

• Implied PE