Youth Stock Fundamental Analysis
(Level 2)

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  • Instructor: Raymond Mathis, etc.
  • Requirement: Grade 7 and above and completed "Youth Investment 101 and Stock Game (Level 1)"
  • Session: 10
  • Schedule: 1 class / Week, 10 weeks
  • Tuition can be fully refunded before the second class. After that, no refund.
  • Session 1: 1/26-3/30，Wed 8:00-9:00 EDT 5:00-6:00PM(PDT）
    Session 2: 4/20-6/22，Wed 8:00-9:00 EDT 5:00-6:00PM(PDT）
Course overview
Learn how the stock market works, and how to pick stocks by understanding their underlying value. This class introduces basic fundamental analysis techniques used by Wall Street professionals to select investments. You’ll employ these methods to build a simulated stock portfolio and compete with other students to have the best investment performance. Each student will have an opportunity to run a portfolio and trading simulation on a licensed high-quality simulator “StockTrak”. A class wide investment competition will select the winners.

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.

Instructor

The instructor has eighteen years of Wall Street and finance experience, with a strong focus on equity research and portfolio management. He held senior financial positions at Barclays, Alliance Bernstein, and American Express, among other companies. His core areas of expertise have been technology and financial stocks. Over the years, he was interviewed and cited by Bloomberg, Fox Business, Seeking Alpha, Street Insider, IBS Intelligence, and other news organizations. The instructor holds a Bachelor of Arts degree in Economics from Harvard University and a Master of Business Administration degree from Yale University, with concentrations in Finance and Investment Management. While a student at Harvard, he also held a policy internship position at the White House’s National Economic Council. In 2005-2007, he served as the Chief Financial Officer of Yale Economic Review. In 2002-2004, he conducted macroeconomic research at Harvard Business School, in collaboration with two tenured faculty members.

                Learning Outcomes

  • Introduction to stocktrak.com
  • Basic stock market functions
  • Learn how to buy and sell stock & how to pick stocks
  • Basic fundamental analysis
  • Valuation concepts
  • Risk and return concepts
  • Investment products and diversification
  • Stock competition winner announced
Other Courses Your Kids Will Love 

Youth Investment Series

Students who completed Level 1-Level 4 Youth investment Series are qualified for free advisory of Wharton Global Investment Competition.
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