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Student-Managed Investment Funds

Student-Managed Investment Funds
Organization, Policy, and Portfolio Management

by Brian Bruce

  • Publisher : Academic Press
  • Release : 2020-07-29
  • Pages : 602
  • ISBN : 0128178671
  • Language : En, Es, Fr & De
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Student-Managed Investment Funds: Organization, Policy, and Portfolio Management, Second Edition, helps students work within a structured investment management organization, whatever that organizational structure might be. It aids them in developing an appreciation for day-to-day fund operations (e.g., how to get portfolio trade ideas approved, how to execute trades, how to reconcile investment performance), and it addresses the management of the portfolio and the valuation/selection process for discriminating between securities. No other book covers the "operational" related issues in SMIFs, like organizations, tools, data, presentation, and performance evaluation. With examples of investment policy statements, presentation slides, and organizational structures from other schools, Student-Managed Investment Funds can be used globally by students, instructors, and administrators alike. Addresses the basics of valuation as well as issues related to maintaining compliance, philosophy, performance measurement, and evaluation Provides explanations and examples about organizing a student-managed fund Reviews fundamental stock valuation approaches like multi-stage DDM, FCF, and price multiples

Trading and Money Management in a Student-Managed Portfolio

Trading and Money Management in a Student-Managed Portfolio
A Book

by Brian Bruce,Jason Greene

  • Publisher : Academic Press
  • Release : 2013-11-01
  • Pages : 504
  • ISBN : 0080911935
  • Language : En, Es, Fr & De
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Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies. Developed specifically for SMIF courses, the book features calculations, examples, and software that help you move from talking about markets to taking positions in them. Methodically summarizes the disciplines and skills necessary for trading Teaches you to build a ranking model for securities and write a research report for a sell-side firm Covers equities, fixed income, derivatives, and hedge funds

Trader Construction Kit

Trader Construction Kit
Fundamental and Technical Analysis, Risk Management, Directional Trading, Spreads, Options, Quantitative Strategies, Execution, Position Management, Data Science and Programming

by Joel Rubano

  • Publisher : Unknown Publisher
  • Release : 2020-01-02
  • Pages : 594
  • ISBN : 9780997629514
  • Language : En, Es, Fr & De
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Trader Construction Kit is a practical guide to developing the skills and techniques employed by professional traders at a bank, hedge fund or financial institution: ? Fundamentally and technically analyzing a market. ? Assessing the volatility and risk characteristics of the market. ? Developing a view, an actionable perspective on the future of price. ? Evaluating directional, spread, option & quantitative trading strategies. ? Weighing the inherent risk and reward in potential positions. ? Efficiently executing trades and managing the resulting exposures. ? New - Data Science & Programming Appendix

The Guru Investor

The Guru Investor
How to Beat the Market Using History's Best Investment Strategies

by John P. Reese,Jack M. Forehand

  • Publisher : John Wiley & Sons
  • Release : 2009-02-04
  • Pages : 336
  • ISBN : 9780470446775
  • Language : En, Es, Fr & De
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Today's investor is faced with a myriad of investment options and strategies. Whether you are seeking someone to manage your money or are a self-directed investor deciding to tackle the market on your own, the options can be overwhelming. In an easy-to-read and simple format, this book will dissect the strategies of some of Wall Street's most successful investment gurus and teach readers how to weed through the all of the choices to find a strategy that works for them. The model portfolio system that author John Reese developed turns each strategy into an actionable system, addressing many of the common mistakes that doom individual investors to market underperformance. This book will focus on the principles behind the author's multi-guru approach, showing how investors can combine the proven strategies of these legendary "gurus" into a disciplined investing system that has significantly outperformed the market. Gurus covered in the book are: Benjamin Graham; John Neff; David Dreman; Warren Buffett; Peter Lynch; Ken Fisher; Martin Zweig; James O'Shaughnessy; Joel Greenblatt; and Joseph Piotroski.

The SAGE Handbook of Management Learning, Education and Development

The SAGE Handbook of Management Learning, Education and Development
A Book

by Steven J Armstrong,Cynthia V Fukami

  • Publisher : SAGE
  • Release : 2009-05-07
  • Pages : 600
  • ISBN : 9781446266298
  • Language : En, Es, Fr & De
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The scholarship of management teaching and learning has established itself as a field in its own right and this benchmark handbook is the first to provide an account of the discipline. Original chapters from leading international academics identify the key issues and map out where the discipline is going. Each chapter provides a comprehensive and critical overview of the given topic area, highlights current debates and reviews the emerging research agenda. Chapters embrace the study of organizations as a whole, the concepts of individual and collective learning, the delivery of formal management education and the facilitation of management development. Through consideration of these themes the Handbook analyzes, promotes and critiques the contribution of management learning, education and development to management understanding. It will be an invaluable point of reference for all students and researchers interested in broadening their understanding of this exciting and dynamic new field.

Unconventional Success

Unconventional Success
A Fundamental Approach to Personal Investment

by David F. Swensen

  • Publisher : Simon and Schuster
  • Release : 2005-08-09
  • Pages : 416
  • ISBN : 074327461X
  • Language : En, Es, Fr & De
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The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual-fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual-fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual-fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual-fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.

The Fund Industry, + Website

The Fund Industry, + Website
How Your Money is Managed

by Robert Pozen,Theresa Hamacher,Don T. Phillips

  • Publisher : John Wiley & Sons
  • Release : 2015-02-02
  • Pages : 528
  • ISBN : 1118929942
  • Language : En, Es, Fr & De
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A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.

Sustainable Investing

Sustainable Investing
Revolutions in theory and practice

by Cary Krosinsky,Sophie Purdom

  • Publisher : Taylor & Francis
  • Release : 2016-12-08
  • Pages : 322
  • ISBN : 1317192850
  • Language : En, Es, Fr & De
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A seminal shift has taken place in the world of investing. A clear and overarching reality has emerged which must be solved: financial considerations must factor in sustainability considerations for ongoing societal success, while sustainability issues equally need to be driven by a business case. As a result, investment practices are evolving, especially towards more positive philosophies and frameworks. Sustainable Investing brings the reader up to speed on trends playing out in each region and asset class, drawing on contributions from leading practitioners across the globe. Implications abound for financial professionals and other interested investors, as well as corporations seeking to understand future investment trends that will affect their shareholders’ thinking. Policymakers and other stakeholders also need to be aware of what is happening in order to understand how they can be most effective at helping implement and enable the changes arguably now required for economic and financial success. Sustainable Investing represents an essential overview of sustainable investment practices that will be a valuable resource for students and scholars of sustainable banking and finance, as well as professionals and policymakers with an interest in this fast-moving field.

Millionaire Teacher

Millionaire Teacher
The Nine Rules of Wealth You Should Have Learned in School

by Andrew Hallam

  • Publisher : John Wiley & Sons
  • Release : 2017-01-04
  • Pages : 252
  • ISBN : 1119356296
  • Language : En, Es, Fr & De
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Adopt the investment strategy that turned a school teacher into a millionaire Millionaire Teacher shows you how to achieve financial independence through smart investing — without being a financial wizard. Author Andrew Hallam was a high school English teacher. He became a debt-free millionaire by following a few simple rules. In this book, he teaches you the financial fundamentals you need to follow in his tracks. You can spend just an hour per year on your investments, never think about the stock market's direction — and still beat most professional investors. It's not about get-rich-quick schemes or trendy investment products peddled by an ever-widening, self-serving industry; it's about your money and your future. This new second edition features updated discussion on passive investing, studies on dollar cost averaging versus lump sum investing, and a detailed segment on RoboAdvisors for Americans, Canadians, Australians, Singaporeans and British investors. Financial literacy is rarely taught in schools. Were you shortchanged by your education system? This book is your solution, teaching you the ABCs of finance to help you build wealth. Gain the financial literacy to make smart investment decisions Learn why you should invest in index funds Find out how to find the right kind of financial advisor Avoid scams and flash-in-the-pan trends Millionaire Teacher shows how to build a strong financial future today.

Lifelong Learning in Higher Education

Lifelong Learning in Higher Education
A Book

by Christopher Knapper,A. J. Cropley

  • Publisher : Psychology Press
  • Release : 2000
  • Pages : 238
  • ISBN : 9780749427948
  • Language : En, Es, Fr & De
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Lifelong Learning in Higher Education examines how universities and colleges can prepare their students for lifelong learning - not just by means of continuing education and specialized courses for adults, but also through mainstream teaching programmes geared to traditional students. Fully revised and published in paperback for the first time, the third edition of this well-known book blends theory with practice and traces the much misunderstood concept of lifelong learning back to its roots. The authors provide a critical overview of the way higher education institutions encourage students to become effective lifelong and life-wide learners. The book draws from a wide range of international sources, with a particular emphasis on educational goals, teaching methods, and organizational structures that foster lifelong learning. This established and authoritative book will be essential reading for academics and educators alike, as well as educational managers, policy makers and indeed anyone with an interest in learning and the future of education.

Value Investing

Value Investing
From Graham to Buffett and Beyond

by Bruce C. Greenwald,Judd Kahn,Paul D. Sonkin,Michael van Biema

  • Publisher : John Wiley & Sons
  • Release : 2004-01-26
  • Pages : 320
  • ISBN : 9780471463399
  • Language : En, Es, Fr & De
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From the "guru to Wall Street's gurus" comes the fundamental techniques of value investing and their applications Bruce Greenwald is one of the leading authorities on value investing. Some of the savviest people on Wall Street have taken his Columbia Business School executive education course on the subject. Now this dynamic and popular teacher, with some colleagues, reveals the fundamental principles of value investing, the one investment technique that has proven itself consistently over time. After covering general techniques of value investing, the book proceeds to illustrate their applications through profiles of Warren Buffett, Michael Price, Mario Gabellio, and other successful value investors. A number of case studies highlight the techniques in practice. Bruce C. N. Greenwald (New York, NY) is the Robert Heilbrunn Professor of Finance and Asset Management at Columbia University. Judd Kahn, PhD (New York, NY), is a member of Morningside Value Investors. Paul D. Sonkin (New York, NY) is the investment manager of the Hummingbird Value Fund. Michael van Biema (New York, NY) is an Assistant Professor at the Graduate School of Business, Columbia University.

The Handbook of Traditional and Alternative Investment Vehicles

The Handbook of Traditional and Alternative Investment Vehicles
Investment Characteristics and Strategies

by Mark J. P. Anson,Frank J. Fabozzi,Frank J. Jones

  • Publisher : John Wiley & Sons
  • Release : 2010-12-03
  • Pages : 528
  • ISBN : 9781118008690
  • Language : En, Es, Fr & De
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A comprehensive volume that covers a complete array of traditional and alternative investment vehicles This practical guide provides a comprehensive overview of traditional and alternative investment vehicles for professional and individual investors hoping to gain a deeper understanding of the benefits and pitfalls of using these products. In it, expert authors Mark Anson, Frank Fabozzi, and Frank Jones clearly present the major principles and methods of investing and their risks and rewards. Along the way, they focus on providing you with the information needed to successfully invest using a host of different methods depending upon your needs and goals. Topics include equities, all types of fixed income securities, investment-oriented insurance products, mutual funds, closed-end funds, investment companies, exchange-traded funds, futures, options, hedge funds, private equity, and real estate Written by the expert author team of Mark Anson, Frank Fabozzi, and Frank Jones Includes valuable insights for everyone from finance professionals to individual investors Many finance books offer collections of expertise on one or two areas of finance, but The Handbook of Traditional and Alternative Investment Vehicles brings all of these topics together in one comprehensive volume.

The Routledge Handbook of Responsible Investment

The Routledge Handbook of Responsible Investment
A Book

by Tessa Hebb,James P. Hawley,Andreas G.F. Hoepner,Agnes L. Neher,David Wood

  • Publisher : Routledge
  • Release : 2015-08-11
  • Pages : 740
  • ISBN : 1136249745
  • Language : En, Es, Fr & De
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The UN-supported Principles for Responsible Investment initiative has led to around a third of the world’s financial assets being managed with a commitment to invest in a way that considers environmental, social or governance (ESG) criteria. The responsible investment trend has increased dramatically since the global financial crisis, yet understanding of this field remains at an early stage. This handbook provides an atlas of current practice in the field of responsible investment. With a large global team of expert contributors, the book explores the impact of responsible investment on key financial actors ranging from mainstream asset managers to religious organizations. Offering students and researchers a comprehensive introduction to current scholarship and international structures in the expanding discipline of responsible investment, this handbook is vital reading across the fields of finance, economics and accounting.

Modern Financial Markets

Modern Financial Markets
Prices, Yields, and Risk Analysis

by David W. Blackwell,Mark D. Griffiths,Drew B. Winters

  • Publisher : Wiley
  • Release : 2006-12-18
  • Pages : 512
  • ISBN : 0470000104
  • Language : En, Es, Fr & De
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Throughout this concise, accessible book, readers will quickly learn the fundamental concepts of managerial finance while discovering how things really work. The material is explained using an intuitive theoretical context, providing them with a richer understanding of the material and better insights into solving problems. Finance concepts are covered in a common sense manner and the use of mathematical jargon is minimized. The unifying theme for the book is the concept of valuation since it is the most fundamental concept in finance. The authors define and discuss value in terms of net present value (NPV).

International Handbook on Teaching and Learning Economics

International Handbook on Teaching and Learning Economics
A Book

by Gail Mitchell Hoyt,KimMarie McGoldrick

  • Publisher : Edward Elgar Publishing
  • Release : 2012
  • Pages : 852
  • ISBN : 1781002452
  • Language : En, Es, Fr & De
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ÔThe International Handbook on Teaching and Learning Economics is a power packed resource for anyone interested in investing time into the effective improvement of their personal teaching methods, and for those who desire to teach students how to think like an economist. It sets guidelines for the successful integration of economics into a wide variety of traditional and non-traditional settings in college and graduate courses with some attention paid to primary and secondary classrooms. . . The International Handbook on Teaching and Learning Economics is highly recommended for all economics instructors and individuals supporting economic education in courses in and outside of the major. This Handbook provides a multitude of rich resources that make it easy for new and veteran instructors to improve their instruction in ways promising to excite an increasing number of students about learning economics. This Handbook should be on every instructorÕs desk and referenced regularly.Õ Ð Tawni Hunt Ferrarini, The American Economist ÔIn delightfully readable short chapters by leaders in the sub-fields who are also committed teachers, this encyclopedia of how and what in teaching economics covers everything. There is nothing else like it, and it should be required reading for anyone starting a teaching career Ð and for anyone who has been teaching for fewer than 50 years!Õ Ð Daniel S. Hamermesh, University of Texas, Austin, US The International Handbook on Teaching and Learning Economics provides a comprehensive resource for instructors and researchers in economics, both new and experienced. This wide-ranging collection is designed to enhance student learning by helping economic educators learn more about course content, pedagogic techniques, and the scholarship of the teaching enterprise. The internationally renowned contributors present an exhaustive compilation of accessible insights into major research in economic education across a wide range of topic areas including: ¥ Pedagogic practice Ð teaching techniques, technology use, assessment, contextual techniques, and K-12 practices. ¥ Research findings Ð principles courses, measurement, factors influencing student performance, evaluation, and the scholarship of teaching and learning. ¥ Institutional/administrative issues Ð faculty development, the undergraduate and graduate student, and international perspectives. ¥ Teaching enhancement initiatives Ð foundations, organizations, and workshops. Grounded in research, and covering past and present knowledge as well as future challenges, this detailed compendium of economics education will prove an invaluable reference tool for all involved in the teaching of economics: graduate students, new teachers, lecturers, faculty, researchers, chairs, deans and directors.

Hedgehogging

Hedgehogging
A Book

by Barton Biggs

  • Publisher : John Wiley & Sons
  • Release : 2011-01-11
  • Pages : 320
  • ISBN : 9781118044810
  • Language : En, Es, Fr & De
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Rare is the opportunity to chat with a legendary financial figure and hear the unvarnished truth about what really goes on behind the scenes. Hedgehogging represents just such an opportunity, allowing you to step inside the world of Wall Street with Barton Biggs as he discusses investing in general, hedge funds in particular, and how he has learned to find and profit from the best moneymaking opportunities in an eat-what-you-kill, cutthroat investment world.

Character Counts

Character Counts
A Book

by John C. Bogle

  • Publisher : McGraw Hill Professional
  • Release : 2002-04-15
  • Pages : 304
  • ISBN : 0071418121
  • Language : En, Es, Fr & De
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How John Bogle built Vanguard and transformed the investment worldin his own words Jack Bogle remains one of the titans of the investment world and a hero to the independent investor, as renowned for his influence as he is respected for his accomplishments. Character Counts is the story of how Vanguard was born, why it has flourished, and what leadership principles and management practices fostered its development. Covering the period 19742001, the story is told through the dozens of potent and memorable speeches he has given to Vanguard crew members over the years, interspersed with a narrative that provides context and explanation. This "you are there" approach provides new insights into one of the world's most important financial institutionsand into the mutual fund industry itself. Character Counts paints an indelible portrait of the man Fortune named one of the "four giants of finance" of the 20th century.

Hedge Funds

Hedge Funds
Structure, Strategies, and Performance

by H. Kent Baker,Greg Filbeck

  • Publisher : Oxford University Press
  • Release : 2017-07-26
  • Pages : 704
  • ISBN : 0190607386
  • Language : En, Es, Fr & De
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Hedge Funds: Structure, Strategies, and Performance provides a synthesis of the theoretical and empirical literature on this intriguing, complex, and frequently misunderstood topic. The book dispels some common misconceptions of hedge funds, showing that they are not a monolithic asset class but pursue highly diverse strategies. Furthermore, not all hedge funds are unusually risky, excessively leveraged, invest only in illiquid asses, attempt to profit from short-term market movements, or only benefit hedge fund managers due to their high fees. Among the core issues addressed are how hedge funds are structured and how they work, hedge fund strategies, leading issues in this investment, and the latest trends and developments. The authors examine hedge funds from a range of perspectives, and from the theoretical to the practical. The book explores the background, organization, and economics of hedge funds, as well as their structure. A key part is the diverse investment strategies hedge funds follow, for example some are activists, others focusing on relative value, and all have views on managing risk. The book examines various ways to evaluate hedge fund performance, and enhances understanding of their regulatory environment. The extensive and engaging examination of these issues help the reader understands the important issues and trends facing hedge funds, as well as their future prospects.

The ETF Book

The ETF Book
All You Need to Know About Exchange-Traded Funds

by Richard A. Ferri

  • Publisher : John Wiley & Sons
  • Release : 2011-01-04
  • Pages : 416
  • ISBN : 9781118045091
  • Language : En, Es, Fr & De
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Written by veteran financial professional and experienced author Richard Ferri, The ETF Book gives you a broad and deep understanding of this important investment vehicle and provides you with the tools needed to successfully integrate exchange-traded funds into any portfolio. Each chapter of The ETF Book offers concise coverage of various issues and is filled with in-depth insights on different types of ETFs as well as practical advice on how to select and manage them.

The Business of Investment Banking

The Business of Investment Banking
A Comprehensive Overview

by K. Thomas Liaw

  • Publisher : John Wiley & Sons
  • Release : 2011-10-04
  • Pages : 384
  • ISBN : 111812765X
  • Language : En, Es, Fr & De
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A comprehensive overview of investment banking for professionals and students The investment banking industry has changed dramatically since the 2008 financial crisis. Three of the top five investment banks in the United States have disappeared, while Goldman Sachs and Morgan Stanley have converted to commercial banking charters. This Third Edition of The Business of Investment Banking explains the changes and discusses new opportunities for students and professionals seeking to advance their careers in this intensely competitive field. The recent financial regulation overhaul, including the Dodd-Frank legislation, is changing what investment banks do and how they do it, while the Volcker rule has shaken up trading desks everywhere. This new edition updates investment banking industry shifts in practices, trends, regulations, and statistics Includes new chapters on investment banking in BRIC countries, as Brazil, Russia, India, and China now account for a quarter of the global economy Explains the shift in the listing of securities away from New York to various financial centers around the world, and how major exchanges compete for the same business This new edition, reflecting the current state of the investment banking industry, arrives in time to better serve professionals wanting to advance their careers and students just beginning theirs.