Programs included under the Titan Capital Management
Fin 442
Monitor all portfolios managed by the Titan Capital Management program
- Complete the online Bloomberg Market Concepts certificate.
- Act as a TCM portfolio manager or work on the CFA IRC team 2 semesters out of 3.
- Can mix and match roles, semester participation does not need to be consecutive.
- Students authoring trades for FIN 442 that are approved by the TCM Advisory Board will receive credit toward the FIN 443A trade requirement.
- Earn a course grade of ‘B-’ or better (80% of total course points).
Faculty Curriculum Submission (M. Clark ‘2019, M. Lucas ‘2023)
Fin 443A
Actively manage the TCM Bond portfolio and TCM All-Weather portfolio
- Actively participate in an investment-related conference approved by the TCM program.
- One trade recommendation must be approved by the TCM Advisory Board. Trades may be intended for any of the TCM investment portfolios.
- Act as TCM portfolio manager or work on the CFA IRC team 2 semesters out of 3.
- Can mix and match roles. Semester participation does not need to be consecutive.
- CFA IRC students may replace FIN 335 or one of the certificate electives with FIN 495 Independent Study for credit toward the certificate requirements.
Faculty Curriculum Submission (M. Milligan ‘2014, M. Lucas ‘2019, Split to 443A and 443B M. Lucas ‘2023)
Fin 443B
Actively manage the TCM Equity portfolio and President’s Scholars portfolio
- Complete an in-person training program on financial modeling and valuation as arranged by the TCM program administrators. May be completed when taking FIN 341, if desired.
- One trade recommendation must be approved by the TCM Advisory Board. Trades may be intended for any of the TCM investment portfolios.
- Act as a TCM portfolio manager or work on the CFA IRC team 2 semesters out of 3.
Faculty Curriculum Submission (M. Milligan ‘2014, M. Lucas ‘2019, Split to 443A and 443B M. Lucas ‘2023)