Thank you for your interest in the 2018 UCLA Sharpe Fellows Program - Investment Banking. In order to be considered for the program, you MUST complete the entire application and submit all required documents. Simon Fellows are an extension of the Investment Banking function for candidates interested in later-stage careers on the buy-side of the industry.

Please have all documents and materials ready before beginning the application below. Incomplete applications will not be considered.

DEADLINE TO APPLY: Thursday, August 24 by 11:59 p.m. (PST)

For questions regarding this program, please contact the Partnership UCLA team at partnership@partnership.ucla.edu, or call 310-825-5242.
 
*If you are also interested in Consulting/Finance/Tech you will need to submit a separate application for these industries.
*This application is for Consulting/Finance/Technology Industries. Applications for Sharpe Fellows (Investment Banking) and Simon Fellows (Buy-side) must be submitted separately.

Thank you for your interest in the 2018 UCLA Sharpe Fellows Program.  In order to be considered for the program, you MUST complete the entire application and submit all required documents.

Please have all documents and materials ready before beginning the application below. Incomplete applications will not be considered.

DEADLINE TO APPLY: Friday, September 15 by 11:59 p.m. (PST)

For questions regarding this program, please contact the Partnership UCLA team at partnership@partnership.ucla.edu or call, 310-825-5242.

Thank you for your interest in Econ 187-3 Value Investing offered this Fall Quarter 2017.  In order to be considered for the course, you MUST complete the entire application and submit all required documents. These include a Cover Letter, a Resume, and an Essay. These must be PDF files.

Please have all documents and materials ready before beginning the application below.  Incomplete applications will not be considered.

DEADLINE TO APPLY: Friday, July 21 by 5 p.m. (PST)

You will be notified of your eligibility for the course in early August.

What is Value Investing? Value investing is a time-tested and proven investment methodology that is fundamentally different from conventional security analysis. Founded by super-investors Benjamin Graham and Warren Buffet, Value Investing focuses on determining the intrinsic value of a company based on its current and historical financial statements. An investment is worthwhile only if there is a strong set of competitive advantages with-in the business and if a significant margin of safety exists between the company’s intrinsic value and its market price

How will this course help my investment career? A student completing this course will understand the full set of fundamental economic and strategic forces that favor or disfavor a particular investment opportunity. Furthermore, our guest lecturer line-up exposes students to private equity, distressed debt, and mutual fund professionals. Past lecturers include the CIO of Wells Fargo Capital Management, Former CFO of Heinz, Former Executive Director of Towers Watson, Founder of Canyon Capital, and CIO of International Value Advisers.

Priority for this course will be given to students who intend to declare the newly approved Value Investing Concentration.

 

A student completing this concentration must complete the following prerequisites:

Prerequisites:

Econ 101, 102, and 103
Acct 120A 
Acct 120B

 

Approved Upper Division Electives: A student completing this concentration must also complete four courses from the following list:

Econ 106F Corporate Finance
Econ 106P Pricing and Strategy
Mgmt 180 Real Estate Finance and Investment
Mgmt 126 Financial Statement Analysis
Econ 165 History of Capitalism in the American Economy
Econ 181 Development of Economic Institutions in Western Europe
Econ 187-2 History of Financial Crises (Fall Quarter)
Econ 187-3 Value Investing (Fall Quarter)

 

AND the following capstone course:

 

Capstone Course

Econ 187-3—Applied Value Investing (Winter Quarter)




Thank you for your interest in Econ 187-2 Financial Panics offered this Fall Quarter 2017.  In order to be considered for the course, you MUST complete the entire application and submit all required documents. These include a Cover Letter, a Resume, and an Essay. These must be PDF files.

Please have all documents and materials ready before beginning the application below.  Incomplete applications will not be considered.

DEADLINE TO APPLY: Friday, July 21 by 5 p.m. (PST)

You will be notified of your eligibility for the course in early August.

This course will focus on the phenomena of panics, bubbles, and manias in financial history. There will be in-depth analyses and discussions of the underlying causes, private and public policy responses, and similarities and contemporary issues in today’s financial landscape. The centerpiece of the course will focus on the financial meltdown of 2008, as well as a comprehensive treatment of financial and banking panics and discussions on the underlying housing and stock market bubbles.  The course will highlight the report of the Financial Crisis Inquiry Commission along with various components of the crisis. Class discussions will center on the cases of each component.


Priority for this course will be given to students who intend to declare the newly approved Value Investing Concentration.

 

A student completing this concentration must complete the following prerequisites:

Prerequisites:

Econ 101, 102, and 103
Acct 120A 
Acct 120B

 

Approved Upper Division Electives: A student completing this concentration must also complete four courses from the following list:

Econ 106F Corporate Finance
Econ 106P Pricing and Strategy
Mgmt 180 Real Estate Finance and Investment
Mgmt 126 Financial Statement Analysis
Econ 165 History of Capitalism in the American Economy
Econ 181 Development of Economic Institutions in Western Europe
Econ 187-2 History of Financial Crises (Fall Quarter)
Econ 187-3 Value Investing (Fall Quarter)

 

AND the following capstone course:

 

Capstone Course

Econ 187-3—Applied Value Investing (Winter Quarter)