Youth Stock Valuation (Level 5)
Description:
Learn
how to pick stocks by estimating their underlying value and comparing this
estimate to the current price on the stock market. This class introduces
advanced fundamental and technical analysis techniques used by Wall Street
professionals to select investments. You’ll employ these methods to build a
simulated stock portfolio and attempt to beat the Street. 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.
Learning Outcomes
-
Advanced relative stock valuation techniques
-
Advanced intrinsic stock valuation techniques
-
Discounted Cash Flow modeling
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.
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
Frank took Principal/MD Ancilla Capital Advisors of Alternative
Investment and the CEO of Atrata Inc. He built the next generation
leaders of the free world, ppl of strong moral and social character.
Proprietary network. Frank worked as Providence Equity Partners, Head of
quant analytics Morgan stanley Real estate and PE Credit Suisse
Alternative Investments, DLJMB/IP
Frank holds an MBA degree from Wharton School, MSE Engineering U-Wisconsin/U Mich.
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.
Who are we?
Founded in New York, Viswise Academy is a 501(c)(3) non-profits educational organization(EIN: 85-2331341). And committed to bringing the best quality financial, investment, communication, leadership and career training into the classrooms of K12 students and adults in the most simple and understandable teaching methods.
Viswise Academy
Refund Policy
- Prior to June 15th, you can request a full refund without providing a reason.
- If, after June 15th, a participant is unable to attend the summer camp due to illness or other irreversible factors, please contact the Viswise Academy
- operations team directly for refund arrangements.
- The processing time for refunds will be determined on a case-by-case basis, and any applicable administrative fees will be deducted before issuing the refund.
- Please note that this refund policy applies to Viswise Academy's summer camp program. For more accurate refund processing and specific arrangements, please promptly reach out to the Viswise Academy operations team.
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