Spring-1 Plan
- Handover (Receiver)
- Learn how to program (Python, perhaps R)
- *Mentor one another learning.*
- Some Speakers
- Role Selection
- Annual Meeting
Summer Plan
- Learn how to program (Python, perhaps R)
- Learn about and download finance equity data sets (CRSP, Compustat)
- *Mentor one another learning.*
Fall Plan
(Busiest Quarter * 2)
(Busiest Quarter * 2)
- Learn about portfolio formation and portfolio returns
- Learn about finance backtesting and performance evaluation methods (Fama-Macbeth; Black-Jensen-Scholes/Fama-French)
- Read about finance strategies
- Select, design, and backtest your own strategy
- Incept your strategy (around the turn of the calendar year)
Winter Plan
- Strategy Monitoring
- Evaluation
- Industry Speakers
- Selection of Successors
Spring-2 Plan
- Handover (Sender)
- Industry Speakers
- Final Report
- Annual Meeting
Earlier Slides
I will update the following slides as the quarter progresses and move them up.
Portfolio Updates and Reporting