Week 1 Trinity
Week 1 started well and despite not attending all lectures (due to an interview) I am happy with my choice of electives. The Media Studies for a Networked World elective looks particularly interesting; the first lecture tracked the structure and history of the internet. Fixed income was very good considering the subject matter (it is, after-all, an elective on bonds). Business in China was a fascinating romp through the Chinese political system and a case study on why a joint venture (in a beer company) failed. In Private equity (which is co-taught by Humphrey Battcock, a Managing Director in Advent Internation), we delved deeper into the world of management fees and carried interest... And learnt that only the top 25% of funds actually beat the stockmarket.
On Wednesday, we were treated to a lecture by Dr Erk Thorsten Heyen from Infineon (used to be Siemens Semiconductors) who talked about "Fundamental structural changes are transforming an industry – Semiconductors". I attended due to a passing curiosity and thoroughly enjoyed it. Actually, as I was leaving the lecture theatre, Murtaza commented that within the space of an hour and a half we had gone from knowing nothing about the industry to actually having a pretty good grasp of it. I couldn't agree more!


