Youth Investment Portfolio Management (Level 3) 

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Course overview
  • This course will employ the fundamental and technical investment analysis techniques learned in the prior classes to build a portfolio in conjunction with a team. Quantitative methods such as portfolio optimization and risk management techniques are introduced. In addition to introducing techniques which can be used in personal portfolio management, this class will inspire students to consider majoring in finance in college, and to potentially pursue a career in the financial industry. Also, students are expected to be well prepared for any global high school investment competition after taking this class.
  • Each student will join a team which will have an opportunity to run a portfolio a licensed high-quality trading simulator “StockTrak”. A class-wide investment competition will select the winning teams.
  • Instructor: Raymond Mathis
  • Schedule: Mon - Fri, Jul 11th -22nd, 10 sections, 15 hours
  • Time: 8:00-9:00PM (EST) 
  • Requirement: Grade 8 and above who completed "Stock Fundamental Analysis Level 2"
  • Tuition can be fully refunded before the second class. After that, no refund.

Raymond Mathis

Mr. Raymond Mathis is a private equity manager with Tati NY, Inc., an operating company focused on the lodging and hospitality industry. Previously, Raymond was a Portfolio Manager for Spirit of America Investment Funds, a family of equity and fixed income mutual funds. At Spirit of America, he took over Real Estate Income and Growth Fund, in addition to the Large Cap Value Fund, and subsequently launched an Energy Fund and several fixed income funds.

Throughout his tenure, Mr. Mathis received many accolades, including being named “Leading Portfolio Manager” by NAREIT’s “REIT Magazine” the largest publicly traded real estate industry group, “Best Performing Real Estate Fund” by Zacks Equity Research, and several “Category Kings” awards from The Wall Street Journal, including top performance for Stock Fund, Sector Fund, and Real Estate Fund categories.

Mr. Mathis began his career as an Analyst at Standard & Poor’s, where he covered companies in the Consumer Discretionary, Financial, Real Estate, and Consumer Staples sectors. In addition to winning the “Best on the Street” award from The Wall Street Journal, he has appeared in print and on television with CNBC, Bloomberg, Wall Street Week, The Wall Street Journal, Financial Times, CNN, Business Week, BBC, USA Today, New York Times, Crain’s, and the New York Post. Raymond received his MBA in finance from Louisiana State University (New Orleans). Before that, he earned a degree in music from Berklee College of Music, after which he moved to the French Quarter of New Orleans to play jazz for several years.

                Learning Outcomes

  • Client Analysis 
  • Financial modeling and forecasting
  • Industry analysis & equity research
  • Portfolio management techniques
  • Technical Analysis
  • Risk management
  • Investment Strategies