Mark Porter '05, Certified Financial Planner
Jan/09 | Thu | 12:30PM-01:30PM | 32-124 |
Jan/15 | Wed | 01:30PM-02:30PM | 32-124 |
Enrollment: Unlimited: Advance sign-up required
Attendance: Repeating event, particpants welcome at any session
Becoming a parent is a joyous and life altering event. It can also have a serious impact on your finances. How can you best protect your children? How can you best plan for their future? Come learn the essentials from Mark Porter '05, certified financial planner, and Brian Mahoney, Esq. on topics such as:
• Wills
• Emergency and Permanent Guardianship Provisions
• Trusts
• Education Savings Options
• Life Insurance
• Disability Insurance
The seminar itself will last 60 minutes and then Brian and Mark will be available for questions.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98-206C, 617 252-1143, EBYRNE@MIT.EDU
Brian Mahoney, Esq., Mark Porter '05, Certified Financial Planner
Jan/09 | Thu | 12:30PM-01:30PM | 32-124 |
Enrollment: Unlimited: Advance sign-up required
10 Things Every Parent Should Know: Protecting and Planning for your Children
Becoming a parent is a joyous and life altering event. It can also have a serious impact on your finances. How can you best protect your children? How can you best plan for their future? Come learn the essentials from Mark Porter '05, certified financial planner, and Brian Mahoney, Esq. on topics such as:
• Wills
• Emergency and Permanent Guardianship Provisions
• Trusts
• Education Savings Options
• Life Insurance
• Disability Insurance
The seminar itself will last 60 minutes and then Brian and Mark will be available for questions.
Register today!
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98, 617-252-1143, ebyrne@mit.edu
BC Krishna SM 94, President and CEO, MineralTree, Inc.
Jan/07 | Tue | 06:00PM-07:30PM | 32-124 |
Enrollment: Unlimited: Advance sign-up required
Modernizing our Payments System: why we have a $100 Billion problem with paper checks, and why it's not going away
In this talk BC will dig into core inefficiencies in our payments system, and shine a light on business payments in particular. Contrary to public perception, business to business payments are made primarily by paper check, and have increased 53% — from 3.9 billion annually to 6.5 billion — in the last 10 years.
Alternatives to paper checks for business payments are generally out of the reach of all except the largest corporations. However, most US businesses are small and medium sized businesses — some 25 million in all — and for these businesses, paper checks are often the only option.
Learn more about how the US payments system works, and what you can do to make it better.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98-206C, 617 252-1143, EBYRNE@MIT.EDU
Casey Rothschild, Assistant Professor
Jan/22 | Wed | 01:00PM-02:30PM | E17-136 |
Enrollment: Unlimited: No advance sign-up
Prereq: none
Prof. Rothschild will discuss how careers at liberal arts colleges differ from careers at research universities.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Robert Gibbons, Roberto Rigobon
Jan/27 | Mon | 01:00PM-02:30PM | E17-136 |
Enrollment: Unlimited: No advance sign-up
This session will discuss how several kinds of economists (in fields such as IO, applied micro, applied theory, macro, and international) have found productive professorial careers in several kinds of faculty groups (including economics, strategy, political economy, and international management) within several kinds of business schools (from Chicago to HBS, and many in between). Of course, a professorial career includes both research and teaching, so we will discuss how both may be somewhat different than in an economics department, but also how in many business schools the differences compared to a department are greater in terms of teaching than research.
Sponsor(s): Economics, Academic Media Production Services
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Ignacio Perez-Arriaga, Visiting Professor, CEEPR, MIT
Enrollment: Unlimited: Advance sign-up required
Sign-up by 01/06
Attendance: Participants asked to attend all sessions; email to discuss exceptions
Prereq: Some familiarity with energy useful but NOT required
More than 1.5 billion people lack access to basic energy services. This is not inherently problematic, as access to energy is not in and of itself a goal of development – rather, we care about improvements to quality of life more broadly. Energy access has, however, been identified as a potentially important component in enabling many essential quality of life improvements, including for example public health, communication, and local business growth.
In a four-day series of lectures, case studies, interactive activities, and the development of an energy access project evaluation strategy, students participating in this course will be exposed to the challenges and opportunities in energy access for the developing world. Lectures will provide working knowledge of the current state of energy access; what it means to provide energy access; a survey of relevant energy technologies; the connection between energy access and poverty alleviation; and financing mechanisms and business models for energy projects in the developing world.
Sponsor(s): Engineering Systems Division, MIT Energy Initiative
Contact: Zachary Accuardi, N52-373, 503-975-7778, ACCUARDI@MIT.EDU
Jan/07 | Tue | 09:00AM-12:00PM | E17-128, A laptop may be useful |
Jan/08 | Wed | 09:00AM-12:00PM | E17-128 |
Jan/09 | Thu | 09:00AM-12:00PM | E17-128, Laptops will be useful |
Jan/10 | Fri | 09:00AM-12:30PM | E17-128 |
Arthur Yip, Michael Davidson
Jan/30 | Thu | 01:00PM-03:00PM | 66-144 |
Enrollment: Unlimited: No advance sign-up
This session will outline how energy use and greenhouse gas emissions are linked to the world economy and the technologies we use, how climate change impacts affect us, and discuss mitigation and adaptation options and instruments. It will also survey policies in place, and major challenges and opportunities as the world works toward coordinated action. One of the presenters attended the recent UN climate talks held in Poland and will reflect on next steps toward a new global climate agreement in 2015.
Sponsor(s): Joint Program/Science and Policy of Global Change
Contact: Robert Morris, E19-411, 617 324-7375, RHGMORR@MIT.EDU
Emily L. Reichert, Executive Director, Mark Vasu, Greentown Labs Advisor
Jan/27 | Mon | 01:00PM-03:00PM | Greentown Labs, Transportation will be provided |
Enrollment: Limited: Advance sign-up required
Limited to 25 participants
Meet some of the coolest energy entrepreneurs in Cambridge and see how you can take an idea from inspiration to implementation. Join MITEI on a personalized tour of Greentown Labs in Somerville, where you'll get to explore their brand new maker-spaces, get an inside look at cutting edge technologies, and meet MIT alumni who are involved in the field of energy.
Transportation will be provided
Sponsor(s): MIT Energy Initiative
Contact: Ethan Feuer, E19-370, 617 452-3199, EFEUER@MIT.EDU
Richard J. Erickson, Certified Financial Planner
Jan/21 | Tue | 12:00PM-01:00PM | 32-124 |
Enrollment: Limited: Advance sign-up required
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no cost, no obligation seminar where you'll learn the basics of estate planning including:
• Why you need an estate plan
• Strategies to plan for incapacity, including special health care directives
• Wills, trusts, and life insurance
• Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu
ellen cushman
Enrollment: Unlimited: No advance sign-up
Attendance: Participants welcome at individual sessions
WORKSHOP 2
o A seminar for investors who want to get more from their bond investing:
o Learn about current key economic and credit market trends
o Dive deeper in bond search and research - going beyond yield
o See how different bond investing strategies can be used to help build your portfolio
Thursday, January 9, 2014 Campus Noon to 1:00 p.m. Student Center (Bldg. W20) Mezzanine
WORKSHOP 3 Confident Investing in Any Market
This workshop is designed to help employees who are ready to take their retirement savings to the next level become more confident investors, understand how the markets may impact their investment strategy, and learn ways to establish and maintain a tax-sensitive savings approach.
Tuesday, January 14, 2014 Campus Noon to 1:00 p.m. Student Center (Bldg. W20) Mezzanine
WORKSHOP 4 Your College Savings Options
In this workshop, you will learn about:
• How much higher education might cost and ways you may need to pay for it
• The differences between the various savings plan options
• How federal tax laws affect college savings and the MEFA® U.Fund® College Investing Plan or your 529 plan in particular
Tuesday, January 21, 2014 Campus Noon to 1:00 PM , Student Center (Bldg W20) Mezzanine
Sponsor(s): MIT Human Resources
Contact: Paul Gunning, E19 215, 617-258-8872, paul.gunning@fmr.com
Alp Simsek, Assistant Professor of Economics
Jan/21 | Tue | 10:30AM-12:00PM | E17-133 |
Enrollment: Unlimited: No advance sign-up
This talk describes some of the mechanisms by which problems in the financial sector can lead to economic crises and recessions, with examples from the recent crises in the US and the Euro zone.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Richard J. Erickson, Certified Financial Planner
Jan/07 | Tue | 12:30PM-01:30PM | 32-124 |
Enrollment: Limited: Advance sign-up required
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no cost, no obligation seminar where you'll learn the basics of financial planning including:
• How to construct a budget and the importance of establishing an emergency fund
• Credit fundamentals
• Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax and tax-deferred investments
• Basic estate planning concepts
Click here to sign up.
Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu
Santosh Raikar, Managing Director, Seabron Adamson, Senior Consultant
Jan/16 | Thu | 12:00PM-02:00PM | E62-223 |
Enrollment: Limited: First come, first served (no advance sign-up)
Limited to 40 participants
Have you ever wondered how capital intensive energy projects are financed? What is non-recourse financing? What is meant by VPPs and tax equity financing? Please join us for an informal lunch and discussion with industry experts in Energy Finance and learn about various aspects of Project Finance including technology choice, legal aspects, and recent market trends.
Sponsor(s): MIT Energy Initiative, Energy Club, Sloan School of Management
Contact: Ethan Feuer, E19-370, 617 452-3199, EFEUER@MIT.EDU
Muhamet Yildiz, Professor of Economics
Jan/14 | Tue | 02:30PM-04:00PM | 66-168 |
Enrollment: Unlimited: No advance sign-up
This lecture is a discussion of what Game Theory is and how it applies to business.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Dave Donaldson, Associate Professor of Economics
Jan/10 | Fri | 04:00PM-05:00PM | E17-136 |
Enrollment: Unlimited: No advance sign-up
This lecture will begin by reviewing recent work in Economics that aims
to estimate the magnitude of the gains from trade, both between and
within countries. We will then turn to recent evidence (from Costinot
and Donaldson, 2012) that uses agronomic data to provide new estimates
of these gains in the context of US agricultural growth from 1880-2002.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Jonathan Piskorowski SM '07
Jan/29 | Wed | 12:00PM-01:30PM | E62-250 |
Enrollment: Unlimited: Advance sign-up required
Alumnus Jonathan Piskorowski SM '07 will present An Introduction to Equity Valuation. Business and finance curriculums usually focus on discounted cash flow (DCF) analysis, but alternative approaches, such as multiple analysis, net asset value and sum-of-the parts valuation, are useful tools to value equities. Several real world examples of how investment professionals value equities across multiple industries will be discussed.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98-206C, 617 252-1143, EBYRNE@MIT.EDU
Ivan Werning, Professor
Jan/24 | Fri | 01:00PM-02:30PM | E17-136 |
Enrollment: Unlimited: No advance sign-up
The US economy is a Liquidity Trap. The 2007-8 crisis in the U.S. led to a steep recession, followed by aggressive policy responses. Monetary policy went full tilt, cutting interest rates rapidly to zero, where they have remained since the end of 2008. Unconventional monetary policies were also pursued, starting with “quantitative easing”, purchases of long-term bonds and other assets. In August 2011, the Federal Reserve’s FOMC statement signaled the intent to keep interest rates at zero until at least mid 2013. These statements have been subsequently renewed and extended.
This talk uses recent research to shed light on the inherent policy challenges of such liquidity trap scenarios. Using a simple macroeconomic model of the economy we will characterize optimal monetary policy responses employing optimal control techniques. The model highlights the importance of communication and commitment, with optimal policies requiring "forward guidance" to maintaing future interest rates at zero.
The results provide insight into current debates and policy decisions regarding monetary policy by the Federal Reserve.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Jonathan Gruber, Professor
Jan/09 | Thu | 01:00PM-02:30PM | 6-120 |
Enrollment: Unlimited: No advance sign-up
This lecture will describe the development of the Affordable Care Act, also known as Obamacare. It will explain how the law functions and its prospects for the future.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Mark Porter '05, Certified Financial Planner
Jan/09 | Thu | 06:00PM-07:00PM | 32-123 |
Enrollment: Unlimited: Advance sign-up required
MIT has done a great job teaching students how to earn money. Unfortunately, no one teaches students what to do with it when they get it!
This hour-long seminar will offer the basics of a financial-planning approach. It will cover definitions and best practices regarding:
• Cash reserves
• Liability management
• Tax planning
• Insurance planning
• Savings vehicles
• Investments
The class will be most useful for those already working or graduating in 2013, but all are welcome.
Taught by Mark Porter ’05, certified financial planner.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98-206C, 617 252-1143, EBYRNE@MIT.EDU
Mark Porter '05
Jan/15 | Wed | 12:00PM-01:00PM | 1-190 |
Enrollment: Unlimited: Advance sign-up required
MIT has done a great job teaching students how to earn money. Unfortunately, no one teaches students what to do with it when they get it!
This hour-long seminar will offer the basics of a financial-planning approach. It will cover definitions and best practices regarding:
• Cash reserves
• Liability management
• Tax planning
• Insurance planning
• Savings vehicles
• Investments
The class will be most useful for those already working or graduating in 2013, but all are welcome.
Taught by Mark Porter, CFP® Class of 2005.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98, 617-252-1143, ebyrne@mit.edu
Antonella Sabatini
Jan/06 | Mon | 12:00PM-02:00PM | 32-124 |
Enrollment: Unlimited: No advance sign-up
Prereq: none
A brief review of the most important and widely used state-of-the-art Portfolio Selection Techniques will be presented. Such techniques could be used by capital firm wealth management institutions as well as for a personal financial portfolio. An introduction to some innovative methodologies, including the proprietary novel model as a tactical asset allocation technique, will be illustrated and some working examples will be presented as time allows. Gentle introduction to the subject, specifically targeted at undergraduates in Economics, EECS and other fields with interest in quantitative finance, economics and management; emphasis on innovation and research.
Sponsor(s): Electrical Engineering and Computer Science, Institute of Electrical and Electronic Engineers
Contact: Antonella Sabatini, as@alum.mit.edu
Tracy Licklider, Daniel Vela, Juntong Zheng
Enrollment: Limited: Advance sign-up required
Sign-up by 01/03
Attendance: Participants must attend all sessions
The goal of the course is to provide students with some or no prior experience in C++ with the required resources and guidance to enable them to pursue self-study on their own time after IAP. The course will provide some context as to how C++ is used in practice and what employers would expect of someone who can program in C++. It is organized by the Quant Finance Club at Sloan and examples from Finance will be used wherever possible.
Lectures: Mondays & Wednesdays 6:30pm-8:00pm (6th-29th Jan)
Location: E51-376 (from 01/06 to 01/22) - E51-315 (from 01/27 to 01/29)
Please do not forget to sign up through: https://docs.google.com/forms/d/1i45cKyAsM8lKEXfZvwgTXq2bx_ZTgpcpzoyFu-LNsnE/viewform
Contact: Daniel Ricardo Vela Baron, (617) 710-0840, DVELA@MIT.EDU
Richard J. Erickson, Certified Financial Planner
Jan/14 | Tue | 12:00PM-01:00PM | 32-144 |
Enrollment: Limited: Advance sign-up required
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no-cost, no-obligation seminar where you'll learn the basics of retirement including:
• How to put together a retirement roadmap
• Factors that influence when you should retire and how long your retirement could last
• How to "crunch the numbers" by estimating your retirement expenses and retirement income, while factoring in inflation & taxes
• How to use tax-advantaged savings vehicles like IRAs and 401(k)s
Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu
Mark Porter '05, Certified Financial Planner, Andrew Percey '95, MNG '96, Founder, Prometheus Internet Marketing
Jan/15 | Wed | 06:00PM-07:00PM | 32-144 |
Enrollment: Unlimited: Advance sign-up required
Starting and growing your own business can be tremendously rewarding. But it involves much more than just offering a product or service. How do you manage your personal finances if you haven't received significant funding? What do you need to know about employees and taxes? How do you create an online presence that will drive revenue and growth? Come learn the essentials regarding:
• Taking advantage of changing tax brackets during start-up
• Efficient use of your personal funds
• Managing payroll and taxes
• Building the optimal website for your business
• Attracting your target customers to your website
• Finding the best resources for your web design and marketing
The first half of this seminar will focus on small business finances and is taught by Mark Porter '05, certified financial planner. The second half will focus on promoting your business online and is taught by Andrew Percey of Prometheus Internet Marketing. The seminar will last 60 minutes with Mark and Andrew available afterwards for additional questions.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98-206C, 617 252-1143, EBYRNE@MIT.EDU
Mark Porter '05, Certified Financial Planner, Andrew Percey '95, MNG '96, Founder, Prometheus Internet Marketing
Jan/09 | Thu | 04:30PM-05:30PM | 32-124 |
Enrollment: Limited: Advance sign-up required
Starting and growing your own business can be tremendously rewarding. But it involves much more than just offering a product or service. How do you manage your personal finances if you haven't received significant funding? What do you need to know about employees and taxes? How do you create an online presence that will drive revenue and growth? Come learn the essentials regarding:
• Taking advantage of changing tax brackets during start-up
• Efficient use of your personal funds
• Managing payroll and taxes
• Building the optimal website for your business
• Attracting your target customers to your website
• Finding the best resources for your web design and marketing
The first half of this seminar will focus on small business finances and is taught by Mark Porter '05, certified financial planner. The second half will focus on promoting your business online and is taught by Andrew Percey of Prometheus Internet Marketing. The seminar will last 60 minutes with Mark and Andrew available afterwards for additional questions.
Sponsor(s): Alumni Association
Contact: Elena Byrne, W98-206C, 617 252-1143, EBYRNE@MIT.EDU
Richard J. Erickson, Certified Financial Planner
Jan/28 | Tue | 12:00PM-01:00PM | 32-144 |
Enrollment: Limited: Advance sign-up required
Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. How can you get the most out of your benefits?
Join MIT Federal Credit Union and MITFCU Financial & Retirement Services for a no cost, no obligation seminar that can help you set your financial direction and answer more of your questions:
• What are the rules for starting Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?
Sponsor(s): MIT Federal Credit Union
Contact: Brandy Bernabe, 617-324-7492, bbernabe@mit.edu
Josh Angrist, Professor
Jan/15 | Wed | 10:30AM-12:00PM | E17-136 |
Enrollment: Unlimited: No advance sign-up
Boston's charter high schools have shown themselves to be adept at boosting MCAS scores, the state-mandated assessments used to decide which schools are successful. Have these MCAS gains translated into gains in the outcomes, such as college attendance, that students themselves care about? We use charter school admissions lotteries to answer this question, with some surprising results. Come learn how MIT's School Effectiveness and Inequality Initiative approaches such questions, and how our econometric work has affected social policy in Boston and elsewhere.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Jette Steen Knudsen, Visiting Professor
Enrollment: Unlimited: No advance sign-up
Attendance: Participants welcome at individual sessions
In April 2013 the collapse of the Rana Plaza garment factory in Bangladesh killed more than 1,100 people. The collapse led to heavy criticism of working conditions for garment workers in Bangladesh and to demands that western companies such as H&M and the GAP take increased responsibility for improving social and environmental conditions in supplier factories. Many other sectors such as consumer electronics (Apple) and toys (Mattel) have faced similar challenges.
These examples illustrate a growing trend. Today stakeholders as diverse as investors, employees, the media, NGOs and customers have strong views on how corporations should be run. Firms operating in or sourcing from developing countries are increasingly held responsible for a range of issues that were previously considered the responsibility of public authorities, such as environmental management, labor standards and human rights. Furthermore, several governments have adopted new regulations that require companies to adopt CSR activities (i.e., non-financial reporting requirements; green public procurement; legislation pertaining to anti-corruption). Companies therefore have to consider a wide range of new social issues as a key element of their broader risk management. How can firms best manage and prioritize their social risk management efforts? Which types of regulation (private or public) are most helpful for managing social risks?
Sponsor(s): Political Science
Contact: Jette Steen Knudsen, jettesk@MIT.EDU
Jan/14 | Tue | 10:00AM-12:00PM | E53-438 |
Overview of the development of sustainability as business strategy (also referred to as corporate social responsibility/CSR) and focuses on the impact of globalization. Examines strengths and limitations of sustainability as a business strategy. Is there a business case for sustainability? Which companies gain from having a sustainability strategy? Does society gain from sustainability and if so under what conditions?
Jan/16 | Thu | 10:00AM-12:00PM | E53-438 |
This session examines the changing boundaries between public and private regulation of sustainability. Can governments govern international business? How are boundaries changing between public and private regulation of sustainability?
William Wheaton, Director, Centre for Real Estate
Jan/31 | Fri | 10:30AM-12:00PM | E25-111 |
Enrollment: Unlimited: No advance sign-up
Housing seems to have begun a price/construction recovery. This session will focus on recent research trying to ascertain which markets will recover the most, and how this recovery will position prices relative to 2007 peak values. This analysis takes account of historical statistical analysis as well as several alternative benchmarks useful in ascertaining price movements. In the end the question to be answered is whether this year (or last) is an opportune time to purchase a house.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Abhijit Banerjee, Professor of Economcis
Jan/06 | Mon | 02:30PM-04:00PM | E17-122 |
Enrollment: Unlimited: No advance sign-up
This talk is about who economists are and what they do.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
Bengt Holmstrom, Professor of Economics
Jan/24 | Fri | 01:00PM-02:30PM | E17-122 |
Enrollment: Unlimited: No advance sign-up
Banks have come under heavy criticism in the wake of the financial crisis. We will make the case that much of the criticism, while understandable, is misguided. We need a better foundation for understanding the unique and changing role banking plays in the economy.
This talk is mainly intended for a non-expert audience.
Sponsor(s): Economics
Contact: Linda Woodbury, E18-201D, 617 253-8885, LWOODBUR@MIT.EDU
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