Majestic Pre-College Wall Street Stock Market and Investment Program for High Schoolers in Manhattan, NY

Activities

Financial District Guided Tour ** **Stops include the New York Stock Exchange, Charging Bull, Federal Reserve, Goldman Sachs, AIG, Deutsche Bank, and more. Central Park ** **Take a stroll through Central Park, the most visited city park in the United States as well as one of the most filmed locations in the world. Times Square ** **Explore the liveliest street juncture of New York! Known as “The Crossroads of the World”, keep your eyes peeled for street performers, ABC’s Time Square Studios, Planet Hollywood, MTV headquarters and much more! Top of the Rock ** **See the most breathtaking view of New York City from an observation deck 70 floors high! At the top of Rockefeller Center are three observation decks with unbelievable 360-degree views. Experience a glass ceiling sky shuttle lift you 850 feet into the heavens overlooking all of the city’s attractions and the beautiful skyline. Harbor Boat Ride aboard the BEAST ** **Experience a thrilling speedboat ride that zooms down the Hudson River at speeds up to 45 mph. Zoom within 100 feet of the Statue of Liberty to a rockin’ soundtrack and an awesome and fun interactive captain and crew. The National September 11 Memorial Visit the beautifully designed monument made to commemorate the past as well as inspire hope for the future. The site of Ground Zero draws millions of people and is a must-see to pay tribute when traveling to New York. South Street Seaport ** **This active waterfront location nestled between the Brooklyn Bridge and the canyons of Wall Street is the gateway to Lower Manhattan’s rich maritime history and cultural diversity. Experience exciting entertainment, unique shopping and dining, cultural activities, and much more. Smorgasburg & Brooklyn Flea Market ** **One of the most popular tourist destinations in Brooklyn, The New York Times called Smorgasburg “The Woodstock of Eating.”Smorgasburg & Brooklyn Flea Market features foods, beverages, and treats from 100+ vendors from New York City and across the region. Chinatown Taste the greatest assortment of Chinese delicacies you can imagine. Find the best Dim sum spots; try specialty soups, and devour dumplings while exploring the many cultural and ethnic multiplicities Chinatown has to offer. The High Line A public park built on a historic freight rail line raised above the streets on Manhattan’s West Side, featuring expansive views of the Hudson River, art displays, open-air café’s, as well as numerous culinary delights. Distinct to The High Line are beautiful gardens and overlooks with water features lining the pathway of the park. Chelsea Originally home to warehouses and non-operational railroads, Chelsea has transformed into a contemporary art district and rising hotspot of New York City, with highlights such as the Chelsea market (an indoor marketplace and mecca for gourmet food lovers), and Chelsea Piers (a sports and entertainment complex on the waterfront, featuring a roller rink, ice rink, and bowling alley). Times Square and Midtown West Labeled as “The City That Never Sleeps”, Midtown West is the largest business district in the United States. A melting pot of travel and culture, attractions include the Broadway Theater District, Times Square, The Times Warner Center (a luxury shopping district), Museum of Modern Art, Bryant Park, and Madison Square Garden, a famous arena (home to notable events such as championship boxing, Rangers & Knick’s games and music concerts). Meatpacking District Not to be misled by its name, the meatpacking district is a very trendy neighborhood in Manhattan. Its historical importance as a market-filled industrial center has not been lost, however the district has transformed into a popular nightspot with late-night venues and eateries galore. Greenwich Village One of the oldest and trendiest districts of New York, “the village” as it is referred to, has retained much of its charm and historic character over the years. At the center is Washington Square Park, serving as an unofficial quad for NYU students and a popular hang-out spot. SoHo A bustling neighborhood of Lower Manhattan with art galleries, exclusive boutiques, chic hotels, and stylish restaurants, SoHo is a hub for retail therapy, with a variety of luxury trademark clothing, designers, and trendy bars and restaurants. Brooklyn The second largest city in the United States, Brooklyn is home to many of New York’s top attractions including The Brooklyn Bridge, Botanic Garden in Prospect Park, Flea market, Historical Society, and Coney Island. Little Italy Manhattan’s Little Italy is a haven for family, tradition, community, celebration along with culinary pleasures.

Excursions

Financial District Guided Tour ** **Stops include the New York Stock Exchange, Charging Bull, Federal Reserve, Goldman Sachs, AIG, Deutsche Bank, and more. Central Park ** **Take a stroll through Central Park, the most visited city park in the United States as well as one of the most filmed locations in the world. Times Square ** **Explore the liveliest street juncture of New York! Known as “The Crossroads of the World”, keep your eyes peeled for street performers, ABC’s Time Square Studios, Planet Hollywood, MTV headquarters and much more! Top of the Rock ** **See the most breathtaking view of New York City from an observation deck 70 floors high! At the top of Rockefeller Center are three observation decks with unbelievable 360-degree views. Experience a glass ceiling sky shuttle lift you 850 feet into the heavens overlooking all of the city’s attractions and the beautiful skyline. Harbor Boat Ride aboard the BEAST ** **Experience a thrilling speedboat ride that zooms down the Hudson River at speeds up to 45 mph. Zoom within 100 feet of the Statue of Liberty to a rockin’ soundtrack and an awesome and fun interactive captain and crew. The National September 11 Memorial Visit the beautifully designed monument made to commemorate the past as well as inspire hope for the future. The site of Ground Zero draws millions of people and is a must-see to pay tribute when traveling to New York. South Street Seaport ** **This active waterfront location nestled between the Brooklyn Bridge and the canyons of Wall Street is the gateway to Lower Manhattan’s rich maritime history and cultural diversity. Experience exciting entertainment, unique shopping and dining, cultural activities, and much more. Smorgasburg & Brooklyn Flea Market ** **One of the most popular tourist destinations in Brooklyn, The New York Times called Smorgasburg “The Woodstock of Eating.”Smorgasburg & Brooklyn Flea Market features foods, beverages, and treats from 100+ vendors from New York City and across the region. Chinatown Taste the greatest assortment of Chinese delicacies you can imagine. Find the best Dim sum spots; try specialty soups, and devour dumplings while exploring the many cultural and ethnic multiplicities Chinatown has to offer. The High Line A public park built on a historic freight rail line raised above the streets on Manhattan’s West Side, featuring expansive views of the Hudson River, art displays, open-air café’s, as well as numerous culinary delights. Distinct to The High Line are beautiful gardens and overlooks with water features lining the pathway of the park. Chelsea Originally home to warehouses and non-operational railroads, Chelsea has transformed into a contemporary art district and rising hotspot of New York City, with highlights such as the Chelsea market (an indoor marketplace and mecca for gourmet food lovers), and Chelsea Piers (a sports and entertainment complex on the waterfront, featuring a roller rink, ice rink, and bowling alley). Times Square and Midtown West Labeled as “The City That Never Sleeps”, Midtown West is the largest business district in the United States. A melting pot of travel and culture, attractions include the Broadway Theater District, Times Square, The Times Warner Center (a luxury shopping district), Museum of Modern Art, Bryant Park, and Madison Square Garden, a famous arena (home to notable events such as championship boxing, Rangers & Knick’s games and music concerts). Meatpacking District Not to be misled by its name, the meatpacking district is a very trendy neighborhood in Manhattan. Its historical importance as a market-filled industrial center has not been lost, however the district has transformed into a popular nightspot with late-night venues and eateries galore. Greenwich Village One of the oldest and trendiest districts of New York, “the village” as it is referred to, has retained much of its charm and historic character over the years. At the center is Washington Square Park, serving as an unofficial quad for NYU students and a popular hang-out spot. SoHo A bustling neighborhood of Lower Manhattan with art galleries, exclusive boutiques, chic hotels, and stylish restaurants, SoHo is a hub for retail therapy, with a variety of luxury trademark clothing, designers, and trendy bars and restaurants. Brooklyn The second largest city in the United States, Brooklyn is home to many of New York’s top attractions including The Brooklyn Bridge, Botanic Garden in Prospect Park, Flea market, Historical Society, and Coney Island. Little Italy Manhattan’s Little Italy is a haven for family, tradition, community, celebration along with culinary pleasures.

Lesson Plan

Whether you are interested in trading, wealth management, venture capital, hedge funds, private equity, cryptocurrency/blockchain or understanding financial statements, you will find the New York Institute of Finance (NYIF) instructors passionate about what they do and eager to share their industry knowledge with you – the next generation of finance industry professionals. NYIF and Westcoast Connection Teen Summer Programs have collaborated in New York City to provide you with an unparalleled financial educational experience for high school students. You will learn the ins and outs of the financial sector and be inspired by top industry professionals through engaging sessions, collaborative projects and all of the excitement of New York City. Every participant will leave NY with life long friendships, fond memories and practical insights and knowledge of the career choices available in finance.

Finance Curriculum

**Details: **Facilitated by instructors with decades of experience on Wall Street, this 2-week immersive program equips high school students with the knowledge and skills needed to pursue a degree in business or finance.  Students will be introduced to the complex world of finance, providing an invaluable foundation in business and capital markets. Gain hands-on skills and life-long connections through group projects and weekly competitions.  Program topics include:

• What is Wall Street?
• Developing a “Financial Quotient (FQ)”
• Introduction to the Global Financial System
• Private Equity & Venture Capital
• Commercial Banking and Credit
• Ethics in Business and Finance
• Sustainable Finance and ESG and Impact Investing
• Exploring Internships & Job Search Strategies in the Financial Industry
• Fintech and Digital Assets (Cryptocurrency/Blockchain)
• Wealth Management & Building a Portfolio
• Key Concepts of Financial Statements & DCF Modelling
• Communication Skills Workshop for Financial Industry Careers
• Investment and Hedge Funds
• Portfolio Diversification
• Career Paths in the Financial Industry There will be one group project competition each week that will be judged by a panel of industry experts. Week 1 – Sustainable Business Development & Funding Competition

Students will be grouped into small teams and meet with NYIF mentors to create a "pitch" presentation to raise money from a Venture Capital Fund. Each team will:

• Generate ideas for a sustainable business.
• Formulate a business plan highlighting sustainable business practices.
• Present to an expert panel to access funding needs for your business.  Week 2 – Fund Manager Competition After learning the guidelines and best practices for researching and evaluating a stock from a professional portfolio manager, students will be grouped into small teams and will assume the role of equity analysts researching and selecting stocks to develop a winning portfolio. Each team will:
• Pre-screen around 10 companies’ stocks.
• Evaluate each company in detail.
• Develop a portfolio of up to 3 stocks.
• Present findings and recommendations as a portfolio pitch to NYIF experts and the group.

Weekday Schedule:

8:00 AM Wake Up **8:30 AM ** Breakfast **9:30 AM - 12:00 PM **Morning Finance Module **12:00 PM - 2:00 PM **Lunch **2:00 PM - 4:30 PM **Group Project Competition, Guest Speaker or Finance Module **4:30 PM - 6:30 PM **New York City Highlight **7:00 PM - 9:00 PM **Dinner Out in One of NYC’s Most Famous Neighborhoods **9:00 PM - 11:00 PM **Evening Activity

**Guest Speakers: **Gain industry insights and inspirations by meeting with a wealth manager, trader, venture capitalist, financial advisor or performance coach. * Due to the nature of the changing schedules of our industry guest speakers, all speaker commitments are subject to change.

**Prestigious Academic Partner: New York Intitute Of Finance: **

With a history dating back almost 100 years, the New York Institute of Finance (NYIF) is a global leader in training for financial services and related industries. NYIF courses cover everything from investment banking, asset pricing, insurance and market structure to financial modeling, treasury operations, and accounting. The New York Institute of Finance has a faculty of industry leaders and offers a range of program delivery options, including self-study, online courses, and in-person classes. Started by the New York Stock Exchange in 1922, NYIF trains 50,000 professionals online and in class, in over 125 countries each year, whose alumni network includes the legendary investor, Warren Buffett. Its US customers include the SEC, the Treasury, Morgan Stanley, Bank of America, and most leading worldwide banks. NYIF Faculty Learn from senior Wall Street financial experts and business leaders. NYIF Academic Director - Jack Farmer Jack specializes in training and consulting solutions for portfolio risk management, FX and interest rate derivatives and trading, equity index and volatility trading, equity derivatives and structured equity products, financial statement analysis and hedge accounting. Jack also acts as an outside adviser for portfolio managers at significant global investment funds. These funds include emerging markets equity funds and global macro hedge funds.  Prior to his current consulting work, Jack worked as a senior consultant in Accenture's Financial Services Industry group. He then joined a proprietary trading group at Bank of America as a trader, eventually becoming the head trader and chief strategist for its FX and Eurodollar Statistical Arbitrage group. After completing his doctoral studies in finance, he spent two years teaching quantitative finance at the University of Texas at Austin. With the objective of putting his dissertation research to practical use, he moved to New York in 1997 and began working as a quantitative trading and training consultant with proprietary trading groups in New York, London, and Chicago.

Career Insights and Preparation:

As part of this program’s curriculum, each week includes a session dedicated specifically to providing students with tips and insights that will help them reach their career goals. Week 1: Jobs, Internships, & Recruitment Insights Participate in a moderated panel discussion with an HR representative from a large organization, covering the following topics:

• Skills required for 21st-century career climbers.
• Hard and Soft Skills company recruiters seek
• Top Interview Techniques
• Group Exercise: Integrating Empathy, Collaboration, and Communication Skills
• Personal Branding, LinkedIn, and Social Media Considerations Week 2: Career Paths in Finance Industry Led by NYIF instructors, this session’s lecture will cover the following topics:
• An overview of all financial industry related professions
• Skills and knowledge requirements for the main types of finance jobs
• Academic preparation vs. experience buildup
• Case study: Take a look at the several famous leader’s career paths starting as financial professionals

What it’s Like

Explore your interest in markets and investments and enjoy exciting city highlights. The perfect balance of learning, career exploration and unforgettable summer fun.

Age Requirement

Students must be age 15 or older by the start of this program.

Certificate of Completion

Receive a letter certifying the completion of the program. Letters of recommendation are also available.

Engaging Instructors

Sessions led by New York Institute of Finance's world-class faculty.