Carlson School of Management

MBA Program Overview

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The Carlson Funds Enterprise was featured in a recent edition of MBA Podcaster. Listen in as student Lisa Wangchuk talks about stock options at the Funds Enterprise Mentor presentation.

The Carlson Funds Enterprise (CFE) is designed for students who are interested in pursuing careers in investment management, corporate finance, and investment banking.

Program Benefits include:

  • Increased job placement opportunities within the Financial Services Industry
  • Stronger network of financial professionals
  • Opportunity to connect with CFE alumni and current graduate students
  • Better understanding of how to use the same online market data tools as investment professionals, such as Bloomberg and FactSet
  • Exercising comprehensive decision making over fund recommendations and applying academic rigor to real world financial management
  • Familiarity with unique business and investment roles

Visit our Student FAQ page for more information.

Program Curriculum

Students in both the Fixed Income Fund and Growth Fund go through an intensive ten credit, three-semester course in which they help manage a live portfolio with investments made by several area companies. Examples of student involvement in the program include the following:

  • Discussing the economy, the markets and their impact on the portfolio
  • Monitoring the fund's existing holdings
  • Researching asset classes to make buy/sell recommendations according to investment guidelines
  • Presenting portfolio recommendations to the Investment Oversight Committee, a panel of industry professionals and faculty advisors
  • Overseeing all operational aspects of their respective fund, including portfolio management, marketing, client relations, media relations and performance reporting

MBA 6401 - Growth Fund

Students gain experience by completing comprehensive analyses of firms, their management, strategies, business processes and performance, the industries in which they operate, their competitive positions within those industries, and the attributes of the securities they issue.

MBA 6502 - Fixed Income Fund

Students gain experience by assuming analyst responsibilities for various sectors within the fixed income market, such as Treasuries, Agencies, Mortgage-Backed Securities, Asset-Backed Securities, and Corporates.

Additional Learning Opportunities

Student analysts learn from experienced professionals by being involved in our additional learning opportunities:

  • Mentor program in which each student is partnered with a money management professional who counsels the student, evaluates his or her investment proposals, and provides helpful feedback
  • Numerous lectures and seminars featuring financial industry speakers
  • Field trips to see fund management, research, trading, and other industry professionals in action in the Twin Cities and in Wall Street

Coursework

Required for all CFE Students
FINA 6241
FINA 6322
FINA 6321

Corporate Finance Analysis and Decisions (4 credits)
Introductory Financial Modeling (2 credits)
Portfolio Analysis & Management (2 credits)


Required for all Fixed Income Students
FINA 6121 Debt Markets, Interest Rates, and Hedging (2 credits)

 

Required for all Growth Fund Students
FINA 6242 Advanced Corporate Financial Statement Analysis (4 credits)

 

Suggested but NOT required courses for CFE Students

ACCT6101
FINA 6323
FINA 6341
FINA 6622
FINA 6541
FINA 6324
FINA 6422

Financial Accounting II (2 credits)*
Advanced Financial Modeling (2 credits)
World Economy (4 credits)
Financial Risk Management (2 credits)
Derivatives, Futures, and Option (2 credits)
Securitization Markets (2 credits)
Mergers & Acquisitions (2 credits)

*ACCT 6100 is an acceptable, equivalent evening course (4 credits)

 

View printable timeline.

 

Suggested timeline:

MBA Class Progression

Timing of Events

Year 1

Timeline-MBA Y1

 

Year 2

Timeline - MBA Y2

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