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Applications are now being accepted for the Applied Investment Management (AIM) program for the 2024/2025 academic year

The AIM class actively manages the Global Perspectives Fund. The fund has about $2 Million in Assets Under Management invested in equities, and it has flexibility to invest in other asset classes, if economical. The AIM class will allow you to greatly expand your skills in investment management, and will provide invaluable experience for students entering a wide range of investment-related fields.

AIM is an applied 6-credit course over two semesters, where you have an opportunity to apply what you have learned in other finance courses. You may take the course for one semester or both and receive proportional credit. The course is open to qualified MBAs and Undergraduate Business students. The next AIM class will begin in Mod I of Fall 2024 and run through Mod IV of 2025.  Admitted students are strongly encouraged to attend the class during Mod IV (starting in March 2024) to familiarize themselves with portfolio positions and the investment process, ahead of the transition to next year’s team.

For Undergraduate Business students, the pre-requisite courses are 407 (Financial Accounting) and 408 (Corp Finance), with 580 (Investments) and 584 (Financial Modeling) recommended. For MBAs, the pre-requisite courses are Investments 1 and 2. You should have the ability to pull up a company’s 10K filing, locate the income statement, balance sheet, cash flow statement and know what most of the terms there mean. Since this is an applied course, there is minimal formal instruction; instead, you are expected to apply what you know, with feedback provided. 

The AIM class meets on Wednesdays, from 3:30 p.m. to 6:20 p.m. in the Capital Markets Lab. Please review the course syllabus for details and answers to any questions you may have before applying. 

Applications are due by: March 3, 2024.

Decisions and notifications will be sent out no later than: March 17, 2024.