EXECUTIVE EDUCATION

Intelligent Investing for Everyone

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Course Dates

STARTS ON

July 28, 2021

Course Duration

DURATION

8 weeks, online
3–5 hours per week

Course Duration

Leverage Tools and Technology to Advance Your Investing Acumen

If knowledge is power, then let's activate the grid. Big data, machine learning, artificial intelligence, blockchain. Buzzwords or the modern tools of investing?

Any individual investor can achieve better investment outcomes—whether for your personal portfolio or in your role as a manager or business leader—by learning the tools and techniques that the big institutional investors use. This program from UC Berkeley Executive Education aims to level the playing field by addressing the asymmetry of information that has typically separated the professionals from everyone else. Learning methods include interactive sessions with Berkeley Haas faculty, real-world application exercises, case studies, live office hours, and moderated discussion groups.

Key Takeaways

This program will enable you to:

  • Evaluate the key metrics used in the valuation of a company
  • Learn about upcoming trends in investment strategies
  • Learn how institutional investors use the power of data and technology for successful investing
  • Learn the fundamentals of how financial engineering can expose overpriced stocks and attempts by companies to manipulate investor beliefs

Program Topics

Over the course of eight weeks, the Intelligent Investing for Everyone program will equip you with an understanding of key financial concepts, techniques, and data-driven frameworks to help you make more informed investing decisions.

Module 1:

Fundamentals of Corporate Value Creation

The program begins with an overview of corporate valuation. Investors often seek to identify when a company’s stock price is overvalued or undervalued and why. We will explore the drivers of corporate valuation and the role of financial data analysis in making investment predictions.

Module 2:

Using Financial Data for Forecasting

Using information from a company’s financial reports, we can assess its past performance. Coupled with forecasts of growth and profitability, investors can make more informed decisions. In this module, you will learn the fundamentals of financial data analysis and analyze how profitability and growth strategies can impact corporate valuation, thereby influencing investor behavior.

Module 3:

Financial Engineering

Companies often issue new shares or buy back existing shares. When a stock is overpriced or underpriced, these activities can affect the value of their shares. In this module, you will learn how companies use these issuances and buybacks strategically to engineer value for themselves and their shareholders.

Module 4:

The Long and Short of Financial Data Analysis

Investors often use short selling to speculate when a stock’s price will decrease. However, their opinions on a stock’s price tend to vary. This is when information is power. Explore how real-time investment decision-making helps to level the playing field between Wall Street and Main Street.

Module 5:

Blockchain (R)evolution

Blockchain, the technology behind bitcoins, is changing the world. We apply the fundamentals of blockchain technology to evaluate its applications for corporations and the finance sector. Based on our explorations, we will be able to make informed decisions around investments in corporations and initial coin offerings.

Module 6:

Big and Alternative Data

Professional investors and financial analysts are always looking for new and alternative sources of data. Access to and effective analysis of these alternative data sources can give them an edge over other investors. Explore some creative ways to enhance your data sources. Application exercises give you the option to either learn how to analyze crowdfunding data or create a simple visualization that can inform investment decisions.

Module 7:

Machine Learning and AI Applications in Finance

ML and AI have made significant inroads into the financial landscape. In this module we present an overview of AI/ML and evaluate some of their applications in the finance arena. Based on this evaluation, we will analyze the impacts of AI and ML on the respective outcomes of both professional and personal investors.

Module 8:

Financial Technologies: Past, Present, and Future

Explore the significance of financial technologies (or fintech) in helping to improve financial outcomes for everyday investors. We will examine the opportunities and the risks of 12 fintech solutions that address financial inequality—and seek to level the playing field. This will allow us to analyze the growth strategy of startups in the fintech space and determine which are most suitable for investment.

Module 1:

Fundamentals of Corporate Value Creation

The program begins with an overview of corporate valuation. Investors often seek to identify when a company’s stock price is overvalued or undervalued and why. We will explore the drivers of corporate valuation and the role of financial data analysis in making investment predictions.

Module 5:

Blockchain (R)evolution

Blockchain, the technology behind bitcoins, is changing the world. We apply the fundamentals of blockchain technology to evaluate its applications for corporations and the finance sector. Based on our explorations, we will be able to make informed decisions around investments in corporations and initial coin offerings.

Module 2:

Using Financial Data for Forecasting

Using information from a company’s financial reports, we can assess its past performance. Coupled with forecasts of growth and profitability, investors can make more informed decisions. In this module, you will learn the fundamentals of financial data analysis and analyze how profitability and growth strategies can impact corporate valuation, thereby influencing investor behavior.

Module 6:

Big and Alternative Data

Professional investors and financial analysts are always looking for new and alternative sources of data. Access to and effective analysis of these alternative data sources can give them an edge over other investors. Explore some creative ways to enhance your data sources. Application exercises give you the option to either learn how to analyze crowdfunding data or create a simple visualization that can inform investment decisions.

Module 3:

Financial Engineering

Companies often issue new shares or buy back existing shares. When a stock is overpriced or underpriced, these activities can affect the value of their shares. In this module, you will learn how companies use these issuances and buybacks strategically to engineer value for themselves and their shareholders.

Module 7:

Machine Learning and AI Applications in Finance

ML and AI have made significant inroads into the financial landscape. In this module we present an overview of AI/ML and evaluate some of their applications in the finance arena. Based on this evaluation, we will analyze the impacts of AI and ML on the respective outcomes of both professional and personal investors.

Module 4:

The Long and Short of Financial Data Analysis

Investors often use short selling to speculate when a stock’s price will decrease. However, their opinions on a stock’s price tend to vary. This is when information is power. Explore how real-time investment decision-making helps to level the playing field between Wall Street and Main Street.

Module 8:

Financial Technologies: Past, Present, and Future

Explore the significance of financial technologies (or fintech) in helping to improve financial outcomes for everyday investors. We will examine the opportunities and the risks of 12 fintech solutions that address financial inequality—and seek to level the playing field. This will allow us to analyze the growth strategy of startups in the fintech space and determine which are most suitable for investment.

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Case Studies

To gain a clear understanding of how data analysis and investing actually work in the real world, you will examine the sales growth and profitability of the following companies:

Logo of Tesla

Tesla

Explore how the current market price of Tesla is based on predictions of its future exponential growth and profitability.

Logo of Apple

Apple

Analyze the drivers of profitability that account for Apple’s success in recent years.

Logo of Snapchat

Snapchat

Discuss the implications of Snapchat’s declining growth rates after its intial public offering.

Logo of Tiffany & Co and Blue Nile

Tiffany & Co. versus Blue Nile

Compare two retailers in the same industry and how their relative business strategies might influence their profitability.

Note: All product and company names are trademarks or registered trademarks of their respective holders. The study of these products and/or companies does not imply any affiliation with or endorsement by them.

Program Faculty

Faculty Member Panos N. Patatoukas

Panos N. Patatoukas

Associate Professor | The L.H. Penney Chair in Accounting | Distinguished Teaching Fellow

Panos N. Patatoukas is a tenured associate professor and the L. H. Penney Chair in Accounting at Berkeley-Haas. Panos received his PhD, MPhil, and MA from Yale, his MSc from the London School of Economics, and his BA in accounting and finance (class valedictorian) from Athens University of Economics and Business. Bridging the gap between academics and practitioners, Panos's work focuses on interdisciplinary capital markets research and informs micro-to-macro and macro-to-micro questions. More info

Faculty Member Omri Even-Tov

Omri Even-Tov

Assistant Professor | Distinguished Teaching Fellow

Omri Even-Tov is an assistant professor in the Accounting Group. His research focuses on empirical capital markets and addresses issues related to the information content of earnings, corporate debt, corporate governance, information intermediaries, and mergers and acquisitions. His current research examines investor sentiment, the relation between stock prices and the cost of debt, information leakage prior to credit-rating changes, and the conflict of interest that exists between managers and shareholders over whether to accept acquisition offers. More info

Certificate

Example image of certificate that will be awarded after successful completion of this program

Certificate

Get recognized! Upon successful completion of the program, UC Berkeley Executive Education grants a verified digital certificate of completion to participants. Participants must complete 80% of the required activities including a capstone project (if any) to obtain the certificate of completion. This program also counts toward a Certificate of Business Excellence.

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Note: This program results in a digital certificate of completion and is not eligible for degree credit/CEUs. After successful completion of the program, your verified digital certificate will be emailed to you in the name you used when registering for the program. All certificate images are for illustrative purposes only and may be subject to change at the discretion of UC Berkeley Executive Education.

Example image of UC Berkeley Certificate of Business Excellence

This program counts toward a Certificate of Business Excellence.

Curriculum Days: Two days

Pillar: Finance & Business Acumen

A UC Berkeley Certificate of Business Excellence gives individuals the opportunity to create a personal plan of study structured by our four academic pillars. Participants will earn a mark of distinction with certification from a world-class university and enjoy the flexibility of completing the program in up to three years.

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