MY RECENT HUMANITY STUDIES in Agile Project Management, Business, Entrepreneurs, Law, Human Rights, Ethics, Economics, and Finance Type Humanities, Details Follow List Below:

• CURRENTLY (See my in progress humanity, as shown in my current learning in progress link: Skills from the Agile Project Management Tutorial NOT Completed Yet


• Justice and Ethical Reasoning


• The Power of Microeconomics: Economic Principles in the Real World


• The Power of Macroeconomics: Economic Principles in the Real World


• Beyond Silicon Valley: Growing Entrepreneurs in Transitioning Economies


• Technical Entrepreneur, 2 courses (Parts 1 and 2)


• European Union (EU) Business Law


• International Human Rights


• International Criminal Law


• US Constitution


• Wiretapping and Surveillance (read book related to online course called "Cellular Convergence and the Death of Privacy" by "Stephen B. Wicker")


• Solving Complex Problems: Professional Group Decision Making Support In Highly Complex Situations (watched videos for online course)


• One Day Courses on Understanding the Role of the Federal Reserve, and Understanding Market Structure

Agile Project Management Topics (In Progress, NOT completed yet, as the rest on this page that follow are):

• Agile Estimation


• Manifesto Principles 1 to 12


• Managing Agile Projects


• Planning Agile Projects


• Scrum and XP (Extreme Programming) Methods


• Team Formation


• Soft Skills and Leadership


• Stakeholder Engagement


• Quality and Earned Value


• Problem Detection


• PMI (Project Management Institute) Code of Conduct


• Continual Improvement


• Communication in Agile Projects

Justice and Ethical Reasoning

Link to Justice and Ethical Reasoning class files

This course was an introduction to moral and political philosophy. It explored classical and contemporary theories of justice, and applies these theories to contemporary legal and political controversies.

Topics include:

• Affirmative action


• Income distribution


• Same sex marriage


• The role of markets


• Debates about rights (human rights and property rights)


• Arguments for and against equality


• Dilemmas of loyalty in public and private life


• The course invited students to subject their own views on these controversies to critical examination.

The principal readings were texts by:

• Aristotle


• John Locke


• Immanuel Kant


• John Stuart Mill


• John Rawls


• We also read some contemporary court cases and articles about political issues that raise philosophical questions.


• We challenged our opinions and developing your moral reasoning.

Course Outline of Topics:

• Doing the Right Thing


• The Lifeboat Case


• Utilitarianism: Jeremy Bentham


• Utilitarianism: J.S. Mill


• Libertarianism: Free-market philosophy


• Libertarianism: Do we own ourselves?


• John Locke: Property rights


• John Locke: Individual rights and majority rule


• Markets and Morals: Military service


• Markets and Morals: Surrogate motherhood


• Immanuel Kant: What is freedom?


• Immanuel Kant: The supreme principle of morality


• Immanuel Kant: A lesson in lying


• The Morality of Consent


• John Rawls: The case for equality


• Distributive Justice: Who deserves what?


• Arguing Affirmative Action


• Aristotle: Justice and virtue


• Aristotle: The good citizen


• Aristotle: Freedom verses fit


• Justice, Community, and Membership


• Dilemmas of Loyalty


• Debating Same Sex Marriage


• Conclusion: Justice and the good life

The Power of Microeconomics: Economic Principles in the Real World

Link to Microeconomics class files

We learned all of the major principles of microeconomics normally taught in a quarter or semester course to college undergraduates or MBA students. Perhaps more importantly, we learned how to apply these principles to a wide variety of real world situations in both our personal and professional lives. In this way, the Power of Microeconomics can help you prosper in an increasingly competitive environment.

Microeconomics Course Topics:

• An Introduction to Microeconomics


• Supply and Demand


• Demand and Consumer Behavior


• Supply and Production Theory


• Perfect Competition


• Monopoly and Monopolistic Competition


• Oligopoly and Strategic Behavior


• Land and Rent


• The Labor Market and Wage Determination


• The Capital Market


• Interest and Profits


• Public Goods and Externalities

The Power of Macroeconomics: Economic Principles in the Real World

Link to Macroeconomics class files

We learned all of the major principles of macroeconomics college undergraduates or MBA students do. We also learned how to apply these principles to a wide variety of situations in both our personal and professional lives. We learned that macroeconomics will help you prosper in an increasingly competitive and globalized environment.

Macroeconomics Course Topics

• An Overview of Modern Macroeconomics


• The Aggregate Supply and Aggregate Demand Model and the Classical Keynesian Debate


• The Keynesian Model and Fiscal Policy


• The Federal Reserve and Monetary Policy


• Unemployment, Inflation, and Stagflation


• The Warring Schools of Macroeconomics


• Economic Growth and Productivity


• Budget Deficits and the Public Debt


• International Trade and Protectionism


• Exchange Rates


• The Balance of Payments


• Trade Deficits


• The Economics of Developing Countries

Beyond Silicon Valley: Growing Entrepreneurs in Transitioning Economies

Link to Beyond Silicon Valley: Growing Entrepreneurs in Transitioning Economies class files

Overview: This course examined economies for start up companies, first looking at Cleveland, OH, since that is where Case Western University is located, and it did not used to have many resources or a good reputation for starting a company there. Each week the course examined the pros and cons of a resource for starting a company outside of venture capital money and then it asked you to examine your own local ecosystem, mine being Boston,MA, to see what resources exist here for start ups.

Beyond Silicon Valley: Growing Entrepreneurs in Transitioning Economies Topics included:

• The role of government for entrepreneurs


• The role of philanthropy for entrepreneurs


• The role of intermediary organizations for entrepreneurs


• The role of anchor institutions for entrepreneurs


• The roles of seed accelerators, angel investors and venture capital for entrepreneurs


• We interviewed entrepreneurs and asked them questions:
  • entrepreneur description of themselves
  
  
  • whom they are
  
  
  • company location
  
  
  • when company started
  
  
  • the company mission
  
  
  • product or service they provide
  
  
  • what resources from their ecosystem they used:
    • government
    
    
    • philanthropy
    
    
    • anchor institution
    
    
    • intermediary organizations
    
    
    • angel investors
    
    
    • venture capital
    
    
    • seed acceleration funding
    
    
  
  
  • The challenges the entrepreneur faced: accessibility for economies of scale (rather than a market analysis for product/service)
  
  
  • Key strategic challenges and tradeoffs
  
  
  • Opportunities that enabled company growth
  
  
  • Supports available to help company succeed
  
  
  • How they measured success
  
  
  • Who were the beneficiaries of their success
  
  
  • We suggested how things could improve in the ecosystem or if our entrepreneur had used other resources in the ecosystem.
  
  

My Entrepreneur Interviews

• Featured Entrepreneur Interview: Oasis Semiconductor, CEO, John Koger, whom I worked for from 2002-2004 Link to Entrepreneur interview with CEO John Koger of Oasis Semiconductor
  


• Future Direction Video Thoughts After Entrepreneur Interview (taken in Derby, England, August 2014) Link to Future Direction Video Thoughts After Entrepreneur Interview (taken in Derby, England, August 2014)
  


• Entrepreneur Interview with Pete Adams, CEO of Noah Precision and SOLX Link to Entrepreneur interview with CEO Pete Adams of Noah Precision and SOLX
  


• Entrepreneur Interview with Jim Shay, CEO of Shay and Glenn Law Firm Link to Entrepreneur interview with CEO Jim Shay of Shay and Glenn Law Firm
  


• Entrepreneur Interview with Marina Kristel, Speech and Language Pathologist Link to Entrepreneur interview with Marina Kristel
  


• Entrepreneur Interview with Kathy Brown, Freelance Software Consultant in Specific Database Application Environment Link to Entrepreneur interview with Kathy Brown, Freelance Software Consultant in Specific Database Application Environment
  


• Entrepreneur Interview with Sherry Toedt Insurance Agency Link to Entrepreneur interview with Sherry Toedt Insurance Agency
  


• Entrepreneur Interview with Bob Clancy Spiral Design Studio Link to Entrepreneur interview with Bob Clancy Spiral Design Studio
  


• Entrepreneur Interview with Joan Hartel Cabral, President and CEO of Vantel Pearls Link to Entrepreneur interview with Joan Hartel Cabral, President and CEO of Vantel Pearls
  



Technical Entrepreneur, 2 courses, Part 1 and 2:

Link to Technical Entrepreneur Part 1, Fiction Recommender Project, and the Brainstorm of Ideas class files and Part 1 topics




Objective Part 1: fundamentals of technical entrepreneurship, pioneered in Silicon Valley and spreading across the world.

What We Learned:

• We learned the process technical entrepreneurs use to start companies.


• It involved taking a technical idea and finding high potential commercial support, gathering resources such as talent and capital, figuring out how to sell and market the idea, and manage rapid growth.


• It demonstrated the entrepreneurial mind set: where others see insurmountable problems, entrepreneurs look for opportunities in technology and business solutions.


• The idea was that an entrepreneur's perspective is an excellent way of thinking in order to tackle new opportunities in social entrepreneurship, whether with governments or NGO (non-government-organizations).



Part 1 Overview: My team project was with team leader Amber Chang, who came up with a fiction recommender social web site. We each provided brainstorms of ideas, and my list of ideas was included in the provided class files link, but Amber asked me to join her team and I did, rather than pursue mine for this part of the class. I'll list mine below that we did NOT pursue in this class project. We were asked to submit these and mine were from what I thought about through life experience and conversations with others, some are from what the internet search gave me, and some just observations from being out and about. We explored Ambers idea for the class project, but I share mine with you for fun. These are what I had to submit before we did pursue the fiction recommender for the class project.

Brainstorm (for fun) of ideas NOT pursued in this class project setting

• Using an Academics Operating System for Case Study for Real World Consideration for this class project Link to Description of Brainstorm Idea NOT followed of an academic operating system for real world application
  


• Have stores of many kinds that mass produce all sorts of 3D printed designs Link to Description of Brainstorm Idea NOT followed, Have stores of many kinds that mass produce all sorts of 3D printed designs
  


• Simulation of spinal correction with a rod consideration for this class project Link to Description of Brainstorm Idea NOT followed, Simulation Spinal Correction with A rod
  


• Real World Problems: hunger, world peace, cars not dependent on fuel, heating and air conditioning with efficiency and affordability, health care and education Link to Description of Brainstorm Idea NOT followed, Real World Problems: hunger, world peace, cars not dependent on fuel, heating and air conditioning with efficiency and affordability, health care and education
  


• Inspirational and Creative Rock and Roll Band Music Touring Scene Challenges: Link Description of Brainstorm idea NOT followed, the problem of making great rock and roll bands and other inspirational good music affordable and worthwhile again for people with these talents to tour, uniting the world once again, making everyone happy, as they used to more commonly do with so much creativity and effort in my youth!
  


• Healthy Cosmetics, Perfumes, Lotions, Etc: Link Description of Brainstorm idea NOT followed, the idea started at Helsinkis "Slush Fest" for healthy cosmetics expanded to perfumes, lotions and all body toiletries in general.
  


• Efficient Affordable Laundry and Other Similar Tasks We Have to do but do not enjoy doing: Link Description of Brainstorm idea NOT followed, the idea started at Helsinkis "Slush Fest" for making getting your laundry done both efficient and affordable, expanded to other tasks areas we do not like to do that we have to do.
  


• Book Summaries of Skills for the Commuting Market, with the idea of expanding it to other markets where that may be useful: Link Description of Brainstorm idea NOT followed, Book Summaries of Skills Expanded to work in Other markets other than the commuting market.
  


• Twitterlike follower bubbal for places expanded for other markets besides people and places: Link Description of Brainstorm idea NOT followed, Twitterlike follower "bubbal" for places expanded for other markets besides people and places
  


• Indoor GPS: Link Description of Brainstorm idea NOT followed, Indoor GPS that works similarly for the indoors as outdoors
  


• Improved Mall and Store Shopping Experiences Through Creativity and Technology, so more people shop in store for social fun rather than more often online: Link Description of Brainstorm idea NOT followed, Indoor GPS that works similarly for the indoors as outdoors
  


• Products that Allow us to Control Whether or Not We Are Eavesdropped Upon in the name of security when we have done nothing wrong! Link Description of Brainstorm idea NOT followed, Products that Allow us to control whether or not we are eavesdropped upon in the name of security when we have done nothing wrong!
  


• Plants in Public that promote good health especially for allergy sufferers Link Description of Brainstorm idea NOT followed, Plants in Public that promote good health especially for allergy sufferers
  


• More Natural Solutions to Health Problems Than Drugs When It Makes Sense Link Description of Brainstorm idea NOT followed, More Natural Solutions to Health Problems Than Drugs When It Makes Sense
  


• Debates Backed By Data Analysis Geared Toward Presenting For Budgets in Economies or Business Link Description of Brainstorm idea NOT followed, Debates Backed By Data Analysis Geared Toward Presenting For Budgets in Economies or Business
  



Fiction Recommender Social Web Site, the project that we pursued instead of the above rather spontaneous brain storm of ideas from me! Lead by Amber Chang, her idea for this class project.

Business Model Canvas For Fiction Recommender Web Site Class Project for Technical Entrepreneur Part 1


Opportunity Analysis Project (OAP) for Technical Entrepreneur Part 1 Class Project, with project survey, project team web site with video of slides and write up analysis of these


You Tube Video of Slides for Low Fidelity FicRec Prototype


FicRec Project Team Web Site With Video of Slides


FicRec Story Board Sketch Plans for Making the Video of Slides


FicRec Potential Customer Survey


FicRec Survey Responses in Pie Chart Summary Style


FicRec Survey Responses From Potential Customers Spread Sheet Style



• For this project, we tested whether the start up we proposed was worth pursuing and if customers would like and agree with the problem we were solving.


• This allowed us to articulate the process for taking this idea and finding high potential commercial application.


• We learned to create and verify a plan for gathering resources such as talent and capital as well as creating and verifying a business model for how to sell and market the idea.


• We learned to generalize the process of the entrepreneur mind set of turning problems into opportunities that can be used in larger companies and other settings.


• An evolutionary idea if successful as a start up would be bought by a larger company.


• A revolutionary idea if successful in a start up would become the next big company.


• Other topics included:
  • frameworks
  
  
  • life cycles
  
  
  • diffusion
  
  
  • university technical transfer
  
  
  • lawyer roles
  
  
  • and customer and entrepreneur interviews.
  
  



Technical Entrepreneur Part 2, the Passport Social Website Geared Toward the Travel Industry

Link to Technical Entrepreneur Part 2, Passport Social Website Project, For the Travel Industry, and the topics covered in Part 2




Objective Part 2: Technical Entrepreneur Part 2 further explored the fundamentals of technology entrepreneurship.

• We learned the process technology entrepreneurs use to take a validated idea to the larger market and scale their startup.


• The class demonstrated the entrepreneurial mindset: where others see insurmountable problems, entrepreneurs look for opportunities in technology and business solutions.


• An entrepreneurial perspective is also a way of thinking in order to tackle new opportunities in social entrepreneurship, whether it is in government or NGOs (non government organizations).


• Part 2 of this class covers an opportunity execution project (OEP), where you test the rest of the aspects of the business model and figure out how to actually commercialize the product or service.
• In Part 2 of Technical Entrepreneur, my partner from Part 1 with whom we did the Fiction Recommender Web Site, did not participate in Part 2, so instead, I joined the Pass Port Social Web Site Team, with Will Bruner whom asked me to join his team and later a side venture start up in wearable computing, although I never did end up joining the real life venture he was investigating at this time.


• Opportunity Execution Project (OEP): The Passport Social Website was similar in many ways to FaceBook, except geared toward the travel industry, with different levels of membership, where you could follow friends as they traveled and be directed to a travel web site if you were interested in a similar vacation.

Link to Technical Entrepreneur Part 2, Passport Social Website Project, For the Travel Industry, and the topics covered in Part 2


Passport Social Website Project Slides For the Travel Industry, How Passport Social Website Works, Membership, Marketing Strategy and Analysis, Sales, Revenue and Costs, and Whether We Concluded It was a Viable Business Worth Pursuing in the Real World


You Tube video of Passports Social Website Slides (18 second version)


You Tube video of Passports Social Website Slides (1.5 minute version)


Passports Social Website Opportunity Execution Project (OEP) Report (note that the links in this are no longer accessible, but shared elsewhere on this web page)


Passports Social Website Market Opportunity Value Proposition


Passports Marketing Page and Sales Experiments Analysis (links no longer work in document, but are shared elsewhere on this web page)


Passports Social Website, 5 Customer Interviews


Passport Social Website Business Canvas Model


Passport Social Website Potential Customer Survey and Responses


Passport Social Website Analysis From Potential Customer Comments


The survey for potential customers of the Passports Social Website, To see it, visit this link(converted to new format for google surveys):


Passports Social Website Survey results (from old format of google surveys):


Tecnical Entrepreneur Part 2 Overview:

• Broadcasting message with effective marketing to reach all potential customers


• Established a sales force to help deliver value to customers


• Leveraged partnerships to reach an even larger slice of the market, to improve offering or cut costs


• Better understanding venture finance and get ready to raise capital to take things further


• Team based and hands on approach which aims at emulating at least partially the dynamics you will encounter in a startup while working on concrete projects.



Technical Entrepreneur Part 2 Topics:

• Acid Test for Entrepreneurs


• Insight from Focal Labs


• How To Start a Start Up


• Interview an Entrepreneur


• Form a Team


• Recruit a Mentor


• Business Models


• Insight: Andy Bechtolsheim


• Insight: David Cheriton


• Create a Business Model Canvas and evaluate 5 of your class mates BMCs


• Market Analysis and Positioning, Marketing, Demand Creation and Entrepreneurial Sales


• Create Your Team Marketing Page and Sales Experiments and evaluation of 5 class mates


• Complete Your Team Marketing Page and Sales Experiments Analysis and evaluation 5 class mates


• Partnerships and Distribution and the example of TrialPay


• Experimenting on someone else's dime


• Financing


• Venture Finance


• Seeking Investors in an Emerging Economy


• Insight: Domainr


• Stanford Commencement with Steve Jobs Speech and also the 2014 Bill and Melinda Gates Speech



European Union (EU) Business Law:

Link to European Business (EU) Business Law Class Files




Overview: Note that this course was taken in 2014, before Brexit. The European Union is one of the world's largest and most important economies. Those interested in doing business with the EU member states must know the rules and the practice of relevant laws. The course was designed to give students the essentials of European Union Business Law. This introductory course provided students with the fundamental tools they need in order to be able to do business with the EU, whether they live in Europe or elsewhere. Students gained an understanding of both the practical and theoretical aspects of European business law and how the EU's Internal Market operates in a global context. The focus was on topics central to business law and to economic analysis, such as free movement law, competition law, environmental law, trade law and state aids law. Students gained a general understanding of the European Union’s legal system and explore the basic constitutional foundations of the European Union. Students learned how to find and use EU legal material. Throughout the course, qualified researchers with experience from working with the courts and institutions of the European Union and in private practice gave lectures.

Weekly topics:

• Constitutional Foundations and Fundamental Principles


• Economic Freedoms


• Intellectual Property Law


• Competition Law


• State Aid and Public Procurement


• Tax Law and The Financial Market


• Labour Law


• Procedural Law


• Environmental Law


• The External Dimension



International Human Rights:

Link to International Human Rights Class Files




Course topics:

• What are Human Rights


• To What Situations Do Human Rights Apply


• When May Human Rights Be Restricted


• When Must the State Intervene To Protect Human Rights


• How Much Must States Do To Fulfill Human Rights


• What Is Discrimination


• How Are Human Rights Protected At A Domestic Level?


• How Are Human Rights Protected At An International Level?



Overview: International human rights law, unquestionably an exciting field, is also complex and demanding. Professor Olivier de Schutter of the Unviersity of Louvain, Belgium, focused on international human rights law as global legal system, rather than as a collection of different (though related) rights, giving it relevance and immediacy. Drawing on cases and materials from a wide range of sources, he showed how human rights law is used as a tool to address contemporary issues such as counter terrorism, global poverty and religious diversity. Materials were organized thematically, allowing readers to make comparisons and connections between different legal treaties and systems. Students were also easily able to assess how human rights are protected under domestic and international laws. The law was placed in context throughout, ensuring full understanding of why laws exist and how they work.

Contents of the Professor's Book Chapters read during course included:

• Part I. The Sources: Introduction
  • The origins
  
  
  • Human rights as part of public international
  
  
  • State responsibility and jurisdiction
  
  


• Part II. The Substantive Obligations: Introduction
  • The obligation to respect
  
  
  • The obligation to protect
  
  
  • The obligation to fulfill
  
  
  • Derogation in times of public emergency
  
  
  • The prohibition of discrimination
  
  


• Part III. Mechanisms of Protection:
  • Ensuring compliance with international human rights law: the role of national authorities
  
  
  • The United Nations human rights treaties system
  
  
  • The United Nations Charter based monitoring of human rights
  
  
  • Regional mechanisms of protection
  
  



International Criminal Law:

Link to International Criminal Law Class Files




About the Course: From the Nuremberg trial to the case against Saddam Hussein, from the prosecution of Al Qaeda terrorists to the trial of Somali pirates, no area of law is as important to world peace and security as international criminal law. Taught by one of the worlds leading experts in the field, this course educated students about the fundamentals of international criminal law and policy.

We explored the contours of international crimes such as:

• genocide


• war crimes


• terrorism


• and piracy



We examined unique modes of international criminal liability and specialized defenses. And we delved into the challenges of obtaining custody of the accused and maintaining control of the courtroom.




Course Topics: This course comprised eight units. Each included an assigned reading, typically an article or book chapter, as well as a simulation designed to bring the readings to life. Course Units Were:

• History: From Nuremberg to The Hague


• International Crimes Part 1: War Crimes, Genocide, Crimes against Humanity, and Torture


• International Crimes Part 2: Terrorism and Piracy


• Special modes of liability: command responsibility, coperpetration, and incitement


• Special defenses: insanity, obedience to orders, duress, and head of state immunity


• Gaining custody of the accused: extradition, luring, abduction, and targeted killing


• PreTrial Issues: plea bargaining, selfrepresentation, and exclusion of torture evidence


• Maintaining control of the courtroom



US Constitution:

Link to US Constitution Class Files


Link to US Constitution 2nd Amendment Discussion Forum Search for a class mate files




Course Topics: We covered the professor's books, "America's Constitution" and "America's Unwritten Constitution". We covered the articles of the Constitution and all the amendments, and how to read in between the lines to interpret the Constitution. It is a document that changes as time and our countrys needs go on.

Lecture Topics:

• In The Beginning


• New Rules for a New World


• Congressional Powers


• Americas First Officer


• Presidential Powers


• Judges and Juries


• States and Territories


• The Law of the Land


• Making Amends


• A New Birth of Freedom


• Progressive Reforms


• Modern Moves


• Reading Between the Lines


• Heeding the Deed


• Hearing the People


• Confronting Modern Case Law


• Putting Precedent in its Place


• Honoring the Icons


• Remembering the Ladies


• Following Washington's Lead


• Interpreting Government Practices


• Joining the Party


• Doing the Right Thing


• Envisioning the Future



Wiretapping and Surveillance: (read book related to online course called “Cellular Convergence and the Death of Privacy” by Stephen B. Wicker, but have not completed project work related to the course as of yet)

Topics:
• Part 1:
  • Cellular Convergence
  
  
  • The Evolution of a Cellular World
  
  
  • Politics and the Cellular Platform
  
  
  • Surveillance and Control
  
  


• Part 2:
  • Cellular Surveillance
  
  
  • The Origins of Wiretapping
  
  
  • Built in Location Surveillance
  
  
  • Taking it to the Next Level
  
  
  • The Carrier IQ Debacle
  
  


• Cellular Surveillance and the Law



Solving Complex Problems: Professional Group Decision Making Support In Highly Complex Situations (watched videos for online course, but have not read book nor completed project work for it as of yet):

• Part 1: Making a Start
  • Focus on Problem, Rather Than Solutions
  
  
  • Make Problem Explicit and Rationalize Alternatives
  
  


• Part 2: Making Problem Explicit
  • Problem Statement
  
  
  • Criteria for Decision Making: Goal Tree
  
  
  • What Does System Look Like: Causal Diagram
  
  
  • Bringing it All Together: Problem Diagram
  
  


• Part 3: Identifying Alternatives
  • Finding Alternatives Using Causal Diagram
  
  
  • How to Use Your Groups Thinking Ability to Find Alternatives
  
  
  • How to Efficiently Select the Most Promising Alternatives
  
  
  • How to Categorize Alternatives to the Problem Conceptualization
  
  


• Part 4: Dealing With Uncertainty
  • What Uncertainties? :Using the Problem Diagram
  
  
  • What to do with Indentified Uncertainties: Formulating Scenarios
  
  


• Part 5: Rationalizing the Problem
  • How to Present the Results: Impact Table
  
  
  • Estimates
  
  
  • Net Present Value
  
  
  • Causal Diagram Equations
  
  
  • How to Fill the Impact Table
  
  
  • How to Further Support the Decision Making Process: Score Card and SMART (Simple Multi Attribute Rating Technique)
  
  



One Day Course on Understanding the Federal Reserve (from the New York Institute of Finance) and where it fits into the treasury yield curve.

• The Yield Curve is one of the mostly closely scrutinized indicators in the world of finance, whether you are monitoring your own investments and retirement funds, or if you work in this area.


• We were familiarized with the Federal Reserve and recognized how it controls, owns and manipulates the short end of the Yield Curve.


• We can now recognize the role and structure of the Federal Reserve and the Federal Open Market Committee (FOMC).


• We were familiarized with the product called "Repurchase Agreement (REPO)"


• We can now recognize the process by which the Federal Reserve facilitates the fine tuning of cash in the market Repurchase Agreement (REPO).



One Day Course on Fundamentals of Market Structure (from the New York Institute of Finance): a comprehensive study on the impact of technology on financial market systems

There were 3 important lessons in this one day course



• Introduction to Market Structure


• Introduction to Market Structure Science


• Fundamentals of Market Mechanics



What We Learned in this one day course: We can now:

• Recognize markets in general


• Recognize the 2 dimensions of market systems


• Identify the differences between Over The Counter (OTC) and Exchange Systems


• Recognize how to define market participants


• Explain the concept of liquidity


• Identify the key concepts of financial market mechanics


• Recognize how transaction frequency influences market evolution.