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Finance

Three-Week Summer Business Program

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Jump into the world of finance and get a sneak peak into what financial analysts do on a day-to-day basis with the Boston Leadership Institute’s new one-week program for summer 2019. 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 one-week summer program is designed for teens interested in business & math.

Student visits a stock trading room in the Investment Banking one-week summer program

This Program Sold Out Last Summer

Date: July 6th – July 24th
Bentley / Gann – Waltham, MA

Wall Street

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. During the visit to Fidelity Investment’s World Headquarters they got the opportunity to speak with multiple investment professionals and learned about Fidelity’s role in managing over two trillion dollars in customer assets.

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. 

Professor Jerry Porter explains the history of the stock market in the Finance three-week summer business program

Student Comments

Students pose in front of a whiteboard in the Investment Banking one-week summer business program

“I really love the program. I learned a lot from my teachers. The teachers both provided me with advice on financial careers and so on. The course was interactive and helpful at the same time.”

“I liked the many competitions that we had. The activities that we did were really teaching us a lot.”

“This program helped me to think like a businessperson and learn how a start-up can thrive. It was interesting to learn about start-ups in Boston, specifically.”

Students pose in front of a whiteboard in the Investment Banking one-week summer business program

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