Please be advised: the information contained on this page is a general overview of the course. As course information is subject to change from one semester to another, please check DukeHub for the most accurate and up-to-date information about EGRMGMT courses.
At a Glance
- Instructor(s): Jake Vestal
- Semester(s) typically taught: Fall
- Last taught: Fall 2021
- Units: 3.0
- Grading scale: Graded (A-F)
- Required or elective for MEM degree? Elective
- If elective, applicable elective track(s): Data Analytics and Machine Learning
- Pre-requisites: n/a
- Recommended previous courses: n/a
- Cross-list: FINTECH 534
Course Description/Synopsis (from DukeHub)
In this introductory quantitative finance course, students will learn to build practical financial models using MS Excel spreadsheets. Investment banks, hedge funds, and money managers make buy and sell decisions based on computational models. This course starts with the most basic, and most important, portfolio and investment models used to evaluate risk and identify profit opportunities. Using Excel, students will learn how to build these models themselves, and to understand the decision-making inputs used by professional investors. The course’s practical focus utilizes today’s computationally sophisticated tools to analyze stock prices, bonds, options, and other financial instruments.
Course Syllabus (Previous)
EGRMGMT 534 Syllabus, Fall 2021
A Word From the Faculty/TA
Please check back for this at a later time.
Student Testimonials (from Course Evaluations)
- “Vestal is very compassionate about his students and is sure to adapt to meet the needs of each individual. Overall, he is very knowledgeable and wants all of his students to succeed.”
- “The useful parts are the quantitive financial concepts and excel explanation, which would be helpful for students who would pursue a career in this direction.”
- “The handout given to us is useful. I finally know how to put what I lean into practice.”
- “Excel worksheets during class time.”
Previous Course Evaluations
- Fall 2021
