In this course students will learn about several different asset classes. The first several weeks of the course focus on the risk and return characteristics of portfolios created by investing in public stocks and bonds. Later in the semester students will learn how those portfolios are affected by additional investments in alternative asset classes. Class discussion will cover investing topics related to stocks and bonds, funds of assets (mutual funds, hedge funds), private equity, venture capital, commodities, and real estate. Students will learn about the risk and return characteristics of each asset type, how they are traded, factors that affect their valuation, and how these different assets can work together to create more efficient portfolios.
This course can be applied toward:
BUS 641 (Financial Markets and Investments) or concurrent registration or FIN 655 (Investments) or concurrent registration.
Textbooks and Materials
Textbooks and materials can be purchased at the CSU Bookstore unless otherwise indicated.
- Investments (11th or newer edition)
Bodie, Z., Kane, A. and Marcus, A.
Students will not be using the online resoures sometimes offered with this textbook.
Rob Schonlau has taught finance classes at the undergraduate and master’s level since 2010. He has worked with students at several universities and enjoys teaching investments. He has a PhD from the University of Washington and has published in top finance and law journals including the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, and the Harvard Business Law Review.