# Investments I

## MGMT-4320

Introduction to financial markets, financial instruments, and basic investment principles. The course provides students with an understanding of how to value securities, how to assess risk and return tradeoffs, how to make investment decisions, and how to measure investment performance. Topics include market microstructure and impact of technology on securities markets, principles of investment banking, valuation of stocks and bonds and hybrid instruments, portfolio theory, asset pricing models, bond portfolio management, and derivative securities.

4 credits
Prereqs:
MGMT-2300 Financial Acctg In Digital Age
and
MGMT-2320 Managerial Finance

# Past Term Data
Offered
Not Offered
Offered as Cross-Listing Only
No Term Data
Simple View
Detailed View

| Spring | Summer | Fall
--- | --- | --- | ---
| (Session 1) | (Session 2) |
2026 |  |  |

2025

Investments I (4c)

- Yujie Ruan

Seats Taken: 30/30

2024

Investments I (4c)

- Meimuneh Sumadi

Seats Taken: 23/30

2023

Investments I (4c)

- Meimuneh Sumadi

Seats Taken: 24/30

2022

Investments I (4c)

- Gregory E. Collins

Seats Taken: 22/30

2021

Investments I (4c)

- Thomas D Shohfi

Seats Taken: 36/40

2020

Investments I (4c)

- Syed Abul Hyat

Seats Taken: 16/30

Investments I (4c)

- Thomas D Shohfi

Seats Taken: 17/30

2019

Investments I (4c)

- Albert S Paulson

Seats Taken: 21/30

Investments I (4c)

- Gregory E. Collins

Seats Taken: 13/31

2018

Investments I (4c)

- Albert S Paulson

Seats Taken: 18/30

Investments I (4c)

- Albert S Paulson

Seats Taken: 29/31

2017

Investments I (4c)

- Albert S Paulson

Seats Taken: 17/30

Investments I (4c)

- Albert S Paulson

Seats Taken: 27/30

2016

Investments I (4c)

- Albert S Paulson

Seats Taken: 24/30

Investments I (4c)

- Albert S Paulson

Seats Taken: 29/30

2015

Investments I (4c)

- Syed Abul Hyat

Seats Taken: 18/20

Investments I (4c)

- Albert S Paulson

Seats Taken: 20/25

2014

Investments I (4c)

- David H Goldenberg

Seats Taken: 17/20

Investments I (4c)

- Syed Abul Hyat

Seats Taken: 14/25

2013

Investments I (4c)

- Bill Francis

Seats Taken: 15/25

Investments I (4c)

- Albert S Paulson

Seats Taken: 15/17

2012

Investments I (4c)

- Shelly Wendy Samuel
- Albert S Paulson

Seats Taken: 20/19

Investments I (4c)

- Albert S Paulson

Seats Taken: 21/21

2011

Investments I (4c)

- Albert S Paulson

Seats Taken: 29/35

Investments I (4c)

- Pengfei Ye

Seats Taken: 14/45

2010

Investments I (4c)

- Albert S Paulson

Seats Taken: 37/35

Investments I (4c)

- Pengfei Ye

Seats Taken: 11/45

2009

Investments I (4c)

- Albert S Paulson

Seats Taken: 16/35

Investments I (4c)

- David H Goldenberg

Seats Taken: 5/45

2008

Investments I (4c)

- Chang Y Ha
- Albert S Paulson

Seats Taken: 33/90

Investments I (4c)

- Chang Y Ha
- David H Goldenberg

Seats Taken: 23/90

2007

Investments I (4c)

- Douglas J. Cumming

Seats Taken: 15/50

Investments I (4c)

- Chang Y Ha

Seats Taken: 23/40

2006

Investments I (4c)

- Douglas J. Cumming

Seats Taken: 24/50

Investments I (4c)

- Stephanie Yates Rauterkus

Seats Taken: 37/50

2005

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 17/50

Investments I (4c)

- Stephanie Yates Rauterkus

Seats Taken: 36/50

2004

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 24/50

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 37/75

2003

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 16/50

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 51/90

2002

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 49/50

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 74/100

2001

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 40/45

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 78/90

2000

Investments I (4c)

- Yu-Jung Avis

Seats Taken: 22/51

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 42/45

1999

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 19/50

Investments I (4c)

- David H Goldenberg
- James Patrick Murtagh

Seats Taken: 77/100

1998

Investments I (4c)

- James Patrick Murtagh

Seats Taken: 48/50