APPLICATIONS NOW OPEN
TO ENROLL IN VALUE INVESTING COURSES (ECONOMICS 167, 168, 169, AND 177 IN THE 2022-2023 ACADEMIC YEAR, YOU WILL NEED TO APPLY FOR AND BE ACCEPTED INTO THIS PROGRAM.
MORE INFORMATION ON THE PROGRAM CAN BE FOUND AT Benjamin Graham Value Investing Program | UCLA Economics
Founded in 2018, the Benjamin Graham Value Investing Program equips undergraduate economics students with an unparalleled education in
finance and investing. Students participating in this two-year program will be able to understand the full set of fundamental economic and strategic forces that favor or disfavor a particular investment opportunity from both a theoretical and practical perspective.
A cohort of 40 students is selected annually to participate in the following sequence:
- Year 1: The Academic Concentration in Value Investing, taking place throughout the 2022-2023 Academic Year, is taught by real-world Practitioners known as “Investors in Residence”. This industry-based curriculum prepares students through applied research projects, financial modeling, and group projects in five core courses:
- EC-167 History of Financial Crises (Fall 2022)
- EC-168 Introduction to Value Investing (Fall 2022)
- EC-169 Applied Value Investing (Winter 2023)
- EC-106S Competitive Strategy (Spring 2023)
- EC-177 Field Projects in Investing (Spring 2023)
- Year 2: The Simon Fellowship Program, taking place throughout the 2023-2024 Academic Year, is a senior-level recruitment platform created to provide exceptional Value Investing Program participants with avenues to explore careers at hedge funds, private equity firms, and other buy-side roles. Simon Fellows participate in year-round career guidance, buy-side firm visits, industry mentorship, and leadership projects. Furthermore, Simon Fellows are eligible for the CFA Institute’s University Affiliation Program, giving Fellows the opportunity to take the Level 1 Exam prior to graduation.
Students who satisfy the following requirements are encouraged to apply:
- Satisfactory completion of the lower division requirements for the Economics, Business Economics, or Mathematics/Economics Majors
- Satisfactory completion of following courses before commencing the concentration in Fall 2022:
- ECON 101: Microeconomic Theory
- MGMT 1A: Principles of Accounting I
- MGMT 1B: Principles of Accounting II
- Non-majors are welcome to apply but are encouraged to complete the above requirements.
If you are interested in becoming a concentrator in the 2022-2023 Benjamin Graham Value Investing Program, we encourage you to Apply Here. The deadline to apply to is June 3, 2022, at 11:59 p.m. PDT.
For any questions regarding the Program’s requirements or eligibility, please contact Humberto Merino-Hernandez (firstname.lastname@example.org).