Finance
Three-Week Summer Business Program
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Jump into the world of finance and get a sneak peek into what financial analysts do on a day-to-day basis with the Boston Leadership Institute. Students will be exposed to the mathematical concepts and techniques used in finance and how to apply them to financial markets such as the stock market. This course may cover bond valuation, stock valuation, dividends, developing forecasts, spotting trends, options/pricing, cash flow, seasonality and trend. Boston is one of the top financial hubs and is home to major money managers such as Fidelity Investments and Putnam Investments. Quantitative skills are in such a high demand in the financial field and lead to a variety of high paying career paths.
This three-week summer program is designed for teens interested in business & math.
SUMMER 2023 DATES:
Going… Going… Almost Gone!
Session 1: June 26 – July 14, 2023 | Longwood Medical Area
Session 2: July 10 – 28, 2023 | Gann/Bentley, Waltham
Students in this program learned about the different stock, bond, & option valuations – what they are, how they work, and when it is best to invest in each of them. The class covered the basics of macroeconomics and the role of the federal reserve has in changing interest rates. They studied the primary (IPO) and the secondary markets. They went through the basics of institutional trading as well as hedge funds and private equity funds.
Jerry Porter
Jerry Porter earned his MBA from Babson College, the top Entrepreneurship school in the country for 21 years running. He went on to join Fidelity Investments, where his skill set lent itself to several roles. During his tenure, Jerry was an institutional block trader, manager, trainer, and company spokesperson. Following his time at Fidelity, Jerry became a full-time lecturer in Economics at Northeastern University and a part-time lecturer at Babson College. He is also a successful public speaker, focusing on current economic issues and institutional trading.
John Ashburn
John Ashburn holds an M.B.A. in Finance from the Tuck School of Business at Dartmouth College B.S., Magna Cum Laude, with concentrations in Management, Accounting, and Finance from Northeastern University. John has more than 30 years experience in corporate and project finance serving the global energy, power, minerals, and infrastructure sectors with senior-level positions at major Wall Street firms and in the Treasury and Controllers’ areas of multi-national diversified corporations. He is now an Adjunct Professor in Finance at Babson College.
Student Comments - Summer 2021
“This program is really fun. You can meet all other people who have the same interests and the teacher, Mr. Porter, is brilliant. His class is fun and he explains all the concepts very clearly.”
“I liked gaining so much knowledge about finance. In addition I liked how the teacher provided lots of real world examples and models to help us better understand the concepts.”
“The program and teacher were great! Mr. Porter has a great energy and I really enjoyed his teaching.”
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