Modern Security Analysis

Learn how to develop an investing approach that has made fortunes for many in all economic climates

Course introduction
December 1, 2017 Course Application Deadline Apply
December 1, 2017 Course Application Deadline Apply
Fernando Diz
Fernando DizPh.D. Cornell University

Dr. Diz is the Martin J. Whitman Professor of Finance and director of the Ballentine Investment Institute at Syracuse University. He also serves as managing director of the Orange Value Fund, LLC. Dr. Diz’s areas of research interest include value, control and distress investing and financial distress, as well as investment banking, credit analysis and hedge funds.

Interests
  • Value
  • Control and distress investing
  • Financial distress
  • Investment banking
  • Credit analysis
  • Hedge funds

Course information

FIN 467 – Modern Security Analysis: Madden in Asia – 3 credits

With the economic crash of 2008 still ringing in the market’s collective ears, the value investing philosophy has never seemed more relevant or sound. But in the 80 years since Benjamin Graham and David Dodd’s “Security Analysis” took the investing world by storm, much has changed in the investing environment. Working from the simple guiding principle that “safe and cheap” is the most reliable way to minimize investment risk while maximizing long-term returns, “Modern Security Analysis”, taught by Fernando Diz, Ph.D., will develop an investing approach that has made fortunes for many in all economic climates. The bottom-up approach you’ll discover looks at companies not merely as aggregates of operational cash flows and earnings – their pure going concern attributes – but also as entities actively involved in wealth-creating “resource conversion” activities.

 

2018 Course Schedule

**Course is accredited by Le Moyne College

 

Lecture with Martin J. Whitman

Mr. Whitman will join by video conference. He is the founder and co-chief investment officer of Third Avenue Management, which manages more than $21 billion in assets for private and institutional clients. He has served on the boards of numerous companies and has shared his expertise on investing in works such as The Aggressive Conservative Investor, which he co-wrote with Martin Shubik, and Value Investing – A Balanced Approach.

1-week in Beijing 1-week in Beijing

Beijing offers a dynamic of old juxtaposed with new, unmatched by any other city in the world.

An incredible transformation from pasture land in the Ming Dynasty to the bustling capital city of the largest economy in the world. You are sure to see people walking from all walks of life, whether you wander through 800-year-old alleys at the city center or the towering skyscrapers in the Central Business District. Read more of what Beijing has to offer here. To view the tentative itinerary for your week in Beijing, click here.

Beijing Itinerary

YOU WILL LEARN TO:

  • Develop a thorough understanding of many companies' business and wealth generating attributes
  • Appraise business managers not only as operators but also as dealmakers, investors and financiers
  • Understanding the importance of credit worthiness for any economic entity
  • and more...
Course Details & Syllabus

Calendar

1-5
Jan
Online preparations, readings
Arrive in Beijing, 6th Orientation, 7th
6-7
Jan
7-11
Jan
On-site course work, 6-9pm
Business & cultural site visits in Beijing
8-11
Jan
12-13
Jan
Closing ceremony, depart Beijing
Online projects
15-19
Jan

Program Fees

Program fee $1,700

Includes
  • Tuition for 3 credit hours from Le Moyne College
  • Double occupancy housing
  • Airport Pickup/Dropoff
  • Orientation in Beijing
  • Meals & Program Transportation in Beijing
  • 4 Business Site Visits in Beijing
  • Guided Tour to Tian'anmen Square & Forbidden City
  • Guided Tour to Temple of Heaven with one hour Taichi experience
  • Mutianyu Great Wall Visit
  • Walking Tour in Olympic Green
  • Closing Banquet
Does not include
  • Airfare ($900 - $1,300)
  • Chinese visa costs ($200 approx.)
  • Travel insurance
  • Textbooks
1 December 2017 Admission cutoff date

How to Apply

Space in the program is limited!

 

To apply, please send a resume and statement of interest to Jeannine Baker at [email protected].