Class Information

The SIM class (BUSFIN 4228/7225) is a 3 credit hour class that is taught every semester on Tuesdays from 6:15pm to 9:30pm. Adam Robertson and Royce West take turns in teaching the class.

Prerequisites for Enrollment:

• MBA students must complete BUSFIN 7210 and BUSFIN 7220.
• Undergraduate students must complete BUSFIN 4211, BUSFIN 4221, and BusMHR 2292, with a GPA of 3.2 or above.
• MAcc students may enroll with permission from the Department of Finance.
• Any other exceptions require approval from the Faculty.

Please note that all prerequisite courses are subject to change. For the latest information, check the Class Search or Course Catalog Search at BuckeyeLink

• Syllabus
• SIM Portfolio Methodology

Requirements

• Sector Presentation Requirements
• Company Presentation Requirements
• Report Requirements

Report examples from previous Rosenfield Winners and Runners-Up

Sector Presentation examples

• Consumer Discretionary
• Communication Services
• Consumer Staples
• Energy
• Financials
• Healthcare
• Industrials
• Information Technology
• Materials

Stock Presentation Examples

• Consumer  Discretionary
• Communication Services
• Consumer Staples
• Energy
• Financials
• Healthcare
• Industrials
• Information Technology
• Materials

Assignments

• Assignment 1
• Assignment 2
• Assignment 3
• Assignment 4

Tools

• Implied PE