上海财经大学向复旦大学开放的暑期课程
1. 课程名称: A Taste of Marketing (市场营销前沿)
学时: 16
学分: 1
授课教师：Adel I. El-Ansary
所属机构：北佛罗里达大学
上课地点：一教 204
上课时间：7 月 13 日-22 日
周一至周五 1-2 节
课程简介:
This lecture series provides a taste of marketing for non-marketing students. It explores the nature
and scope of marketing in a global setting. Its foundation is entrepreneurship and innovation. The
dichotomy is macro-micro marketing. The paradigm is marketing functions, tasks, and
relationships. A selection of lecture topics and related literature is presented below：
The Experience Economy The Nature and Scope of Marketing
Philip Kotler on Marketing
Evolving to A New Service Dominant Logic for Marketing
Marketing and the Value of the Firm
E- Marketing Strategy
12 Dimensions of Innovation
Blue Ocean Strategy
Marketing Management: The Big Picture
教师简介:
Adel I. El-Ansary is the Donna L. Harper Professor of Marketing at the University of North
Florida and Distinguished Fellow of the Academy of Marketing Science. He received the State of
Florida University System Professional Excellence Award in 1999 and was named Prime
Osborne, III Distinguished Professor in 2001. Prior to joining the faculty at the University of
North Florida as the First Holder of the Paper and Plastics Educational Research Foundation
Eminent Scholar Chair in Wholesaling, he served as Professor and Chairman of Business
Administration at the George Washington University, Washington, D.C. El-Ansary served on the
Global Council of the American Marketing Association. He is the founding Chairman of the
Special Interest Group in Wholesale Distribution and served as Co-Chairman of the Relationship
Marketing Interest Group of the Academic Council of the American Marketing Association. He is
chartered member of the Academy of Marketing Science since its foundation in 1972 and was
elected member of its Board of Governors, 1994-1998.
2. 课程名称: Enterperneurship and Finance(创业金融)
学时: 16
学分: 1
授课教师：Sanjay Goel
所属机构：明尼苏达大学
上课地点：一教 202
上课时间：7 月 15/16/17/20 日
6-9 节
课程简介:
The Entrepreneurial Finance course is designed to provide an overview of how entrepreneurs
resolve the financial issues of their entrepreneurial idea. The course will cover the following
topics over four sessions of three hours each:
Session 1
Introduction
Describe the differences between entrepreneurial and traditional finance
Types of business models - Knowing your business and yourself
Session 2
Considerations on creating an accurate set of financial forecast scenarios – optimism, pessimism,
and realism
Connecting with and cultivating the financing eco-system - the actors, stakeholders, and
considerations in entrepreneurial finance at different stages
Session 3
Cash flow management issues of an entrepreneurial business – planning and financing growth
Differentiate between the pros and cons of different sources of external debt and equity
financing
Session 4
Understand the holistic nature of starting a new venture and the influence all decisions have on
firm finances
教师简介:
Sanjay Goel,Ph.D., Strategic Management, Arizona State University, 1995.
Dissertation topic: The Role of Managerial Risk Propensity and Corporate Governance Structure
in Firm Strategic Performance.
Now he work for the Department of Management Studies, Labovitz School of Business and
Economics, University Of Minnesota, Duluth.
He is the specialist in the area of strategic management.
3.课程名称：Career Development in an Age of Global Mobility（全球流动时代中的职业发展）
学时：16
学分：1
授课教师：Yukari Matsuzuka
所属机构：一桥大学
上课地点：一教 205
授课时间：7 月 13 日 6-7 节；7 月 14 日 1-2 节；7 月 15 日 3-4 节；7 月 16 日 6-7 节；7 月
17 日 1-2 节；7 月 20 日 3-4 节；7 月 21 日 6-7 节；7 月 22 日 1-2 节
课程简介：
In the current globalized and knowledge-based economy, professional and other skilled workers as
well as students in higher education tend to move frequently across regions and countries. This
trend changes the means and ways of career development. The values of portable skills that can be
productive independent from a specific organization or location tend to become more appreciated
by those who are willing to experience different jobs and training. Meanwhile, higher skilled
occupations have become even more professional and sophisticated in the current ever-changing
technological environment. To be successful in one’s career, we ought to update our skills
constantly while knowing facts and trends in demands in occupations and in skills in need for such
occupations.
This lecture first introduces the recent trend in the mobility of workers and students in the
globalized economy. We then investigate changes in needs and demands in occupations, skills and
training/education. We will review economic theories that explain the global mobility of skilled
individuals and highly trained students, and the impact of such mobility on economy,
organizations as well as the process of career development. Our investigation will include both
quantitative and qualitative studies by using statistical data as well as case studies from actual
employment settings. Important objective of this course includes to explore what these recent
trends in labor market and skill development implies to us all. We will attempt to apply what we
would have learned in this class to our own plan for career development. Depending on the
interests of students, we will focus on specific regions in the world including the US, Europe, and
Asia.
Couse Plan
(Subject to change depending on the requests and needs of University and students)
1. Introduction: Trend in skill mobility in the global labor market
2. Changes in the types of skills in demand in globalized economy
3. Career development that responds to globalized economy
4. Career development that responds to skills changes
5. Theories that explain skill mobility, demand in skills, and career development
5-1: Globalization theory, theories in global development, etc.
5-2: Economic theories in mobility, self-selection hypothesis, circulation hypothesis, etc.
5-3: Theories in economics of education, theories in education and economic development
5-4: Models of Endogenous Economic Growth, Human capital hypothesis
6. Facts and trends found from statistical analyses
7. Facts and trends found from qualitative studies
8. Regional focus study (eg. US, Europe,or Japan)
9. Explore the implications
10. Apply to your own career development
教师简介：
Yukari Matsuzuka, Ph.D.,Hitotsubashi University,Japan.
Yukari Matsuzuka obtained Ph.D. of Economics of Educationfrom Columbia University, USA.His
Fields of Expertise is Economics of Education,his current Full Time Position is Hitotsubashi
UniversityDr Professor of Department of Social Sciences.And he has gainedmany research grants,
awards, and fellowship and publicated many articles ,papers and books.
He has a great deal of teaching and research experience in many different subjects. Such
as,education and economic development,economics of higher education,introductiontoEU
studies,education and society,etc.He has particular skills in using quantitative methods to make
ananlyses,such as SPSS Data mining, advanced stats, SAS ,QSR NVivo, SPSS Text Anlysis and so
on.
4.课程名称: Introduction to Real Estate（不动产概论）
学时：16
学分：1
授课教师：Abdullah Yavas
所属机构：威斯康辛大学
授课地点：一教 202
授课时间：7 月 27 日至 30 日,上午 2-3 节下午 6-7 节
课程简介：
This course is designed to provide you with the insights into the world of real estate. These
insights will be important for you both in your professional and personal life because: Businesses
regularly make decisions involving millions of dollars worth of real estate, purchasing a house is
the largest single lifetime investment for most people, and you may enter real estate as a business
or profession. We will begin with the role of real estate in the economy, address the question of
how urban areas develop, then move to the economics of land use regulation, market efficiency
and its implications, and property valuation. We will then examine real estate as an investment
instrument and discuss the economics of mortgage financing. We will conclude with a study of the
development process.
教师简介：
Robert E. Has gained Ph.D. (Economics) from the University of Iowa in 1991 and gained B.A.
from Bogazici University, Istanbul, Turkey in 1985 .He is now the chair of the department of Real
Estate and Urban Land Economics.
He has participated many academic Activities and Services ,such as the editor of Real Estate
Economics from January 2015 to January 2018 and served as graduate advisor for PhD students in
Real Estate and Urban Land Economics in University of Wisconsin from 2009. He also publicated
many publications,"Servicers and Mortgage-Backed Securities Default: Theory and
Evidence” ,"Residential Brokerage in Hot and Cold Markets" etc.
5.课程名称：Information Dynamics in Social Networks（社会网络中的信息动态）
学时：16
学分：1
授课教师： Dr. Yaron Singer
所属机构：哈佛大学
上课地点：武东路梯十一
授课时间：8 月 3 日-6 日 1-4 节
课程简介：
Overview:
This course will cover algorithms for acquiring, disseminating, and learning information in social
networks. We will discuss mathematical models of networks and information diffusion, algorithms,
and incentives-based mechanisms, all designed for predicting and engineering information
processes in social networks. The material will draw upon topics in sociology, theoretical
computer science, probability theory, machine learning, and microeconomics.
Prerequisites:
undergraduate level calculus, linear algebra, and probability are required. Prior coursework in
algorithms and game theory will be helpful but not necessary. There will be simple programming
exercises for students interested in analysis of network data.
Goals:
The goal of this course is to provide an introduction to social data analysis, and expose the frontier
of research on algorithmic topics in this exciting area. In addition, there will be coverage of
fundamental topics in approximation algorithms, game theory and mechanism design, probability
and combinatorics, and some statistical machine learning.
教师简介：
Yaron Singer is an assistant professor of computer science at HarvardUniversity. He received his
Ph.D. from UC Berkeley, advised by Christos Papadimitriou, and received the Microsoft Research
fellowship and the Facebook fellowship. Before coming to Harvard, He was a postdoc at Google
Research. His main research interests lie in algorithms, mechanisms, and data mining techniques
that guide the design of systems powered by social interactions and data.
6. 课程名称：Foundations in Operations Management（运营管理基础）
学时：16
学分：1
授课教师：Dr. Y. Karen Zheng
所属机构：麻省理工 Sloan 商学院
上课地点：7 月 20 日至 23 日武东路梯九；7 月 24 日 ERP 实验室
授课时间：7 月 20 日至 24 日 周一、周三 1-3；周二、周四 1-4；周五 1-2
课程简介：
Overview:
Operations management focuses on the effective planning, scheduling, and control of
manufacturing and service entities. This course introduces students to a broad range of key issues
in operations management. Topics include forecasting, capacity analysis, production planning,
inventory management, and supply chain management. By the end of this course, you will (i)
develop an understanding of a range of problems faced in operations management; (ii) learn to
develop and apply quantitative models to solve these problems; and (iii) develop an understanding
of strategic, tactical, and operational level decisions, and the appropriate solution methodology to
support each type of decision. Basic knowledge of probability and optimization is required for the
course.
Course Materials
1. Recommended Text:
S. Nahmias. Production and Operations Analysis. 6th Edition. McGraw-Hill/Irwin Series
Operations and Decision Sciences. 2008.
2. Required readings:
a. Case “Massachusetts General Hospital's Pre-Admission Testing Area (PATA)”, accessible (free)
via https://mitsloan.mit.edu/LearningEdge/operationsmanagement/PATA/Pages/default.aspx
b. Case “Hewlett-Packard Co.: DeskJet Printer Supply Chain (A)”, available for purchase
athttps://cb.hbsp.harvard.edu/cbmp/product/GS3A-PDF-ENG
c. Harvard Business Review article “Power of Virtual Integration: An Interview with Dell
Computer's
Michael
Dell”,
available
for
purchase
athttps://cb.hbsp.harvard.edu/cbmp/product/98208-PDF-ENG
d. Procurement Game Instructions, to be distributed by the instructor.
3. Evaluation:
Your course grade will be determined as follows:
Homework Assignments 60%
Case Analysis 30%
Participation 10%
Course Outline
教师简介：
Yanchong Karen Zheng is currently an assistant professor of operations management at the MIT
Sloan School of Management. She received her B.S. and M.S. degrees from TsinghuaUniversity in
China, and her Ph.D. degree from StanfordUniversity. Her research interests include behavioral
operations research, consumer bounded rationality and its implications for revenue management,
sustainability issues in operations management, and experimental economics. Karen recently
extends her research in behavioral operations to consider strategic interactions between firms and
consumers in retail settings. Karen is also interested in studying sustainability issues in operations
management, specifically how consumers' and other external stakeholders' increasing concerns
over health and the environment impact supply chain strategies. Her work has been published in
journals that include Management Science and Manufacturing & Service Operations Management.
7. 课程名称：Decision Support with Spreadsheets（决策支持）
学时：16
学分：1
授课教师：Yan Huang
所属机构：密歇根大学 Ross 商学院
上课地点：7 月 15/16/26 武东路梯九;7 月 20 日武东路梯六
授课时间：7 月 15/16/20/26 1-4 节
课程简介：
Overview：
The recent explosion of social media and the computerization of every aspect of economic
activities have resulted in the creation of big data: the amount of information generated every day
is continuously growing at an exponential rate. Today, we have the opportunity to reliably collect
huge volumes of data, efficiently analyze them, and extract business relevant information. In this
course, you will learn how to leverage features in spreadsheet software (more specifically,
Microsoft Excel 2013) to perform data analysis and facilitate business decisions: Descriptive
analytics methods for analyzing data and generating meaningful insights will be covered using
PivotTables, PivotCharts and other Excel tools. We will practice using Excel for predictive
analytics by utilizing Excel’s regression tools and other forecasting capabilities. What-if analysis
and other prescriptive analytics tools in Excel will also be introduced. We will cover advanced
Excel functions such as logical functions, financial functions, lookup functions, and Data Tables to
help you unleash the power of Excel as an analytics tool. The use of macros in Excel will also be
discussed. These Excel features will all be illustrated in the context of cases ranging across a wide
variety of business applications.
Syllabus:
Lecture 1: Preliminaries
1. Time and Date Functions
2. Analyzing and Charting Financial Data
3. Managing Multiple Worksheets and Workbooks
Lecture 2: Working with Collections of Records
1. Excel Tables
2. PivotTables and PivotCharts
3. Connecting to External Data
Lecture 3: Working with Advanced Functions
1. Computed Fields and Logical Functions
2. Lookup Tables
3. Financial Functions
4. Macro (Optional)
Lecture 4: What-If Analysis and Optimization
1. Data Tables
2. Scenarios and Scenario Manager
3. Optimization Using Solver
教师简介：
Yan Huang is an assistant professor of technology and operations in the Stephen M. Ross School
of Business at the University of Michigan. She received her Ph.D. in Information Systems and
Management from Carnegie Mellon University and holds a Bachelor’s degree from Tsinghua
University. Yan is interested in studying how firms can use information technology innovatively in
their business processes. She is especially interested in topics related to crowdsourcing, social
media, business analytics, and digital and mobile marketing. Yan's recent research focuses on
addressing the challenges facing practitioners as they leverage crowdsourcing and social media
internally and externally to improve productivity and profitability. In her research, she applies
quantitative methods to analyze the economic processes that shape participants’ behavior in
various forms of enterprise social media and crowdsourcing initiatives, and recommends policies
that should lead to greater effectiveness in enterprise use of social technologies.
8. 课程名称：Social Network and Business Intelligence（社交网络和商业智能）
学时：16
学分：1
授课教师：Dr. Beibei Li
所属机构：卡内基梅隆大学
上课地点：7 月 13/14/17 武东路梯九；7 月 18 日武东路梯五
授课时间：7 月 13/14/17/18 1-4 节
课程简介
Overview:
The course will focus on extracting business intelligence by leveraging firm's business data as
well as online social media content for various applications, including (but not limited to) search
engine marketing, social media and mobile analytics, crowd-sourcing management, market
analysis and demand estimation, social network analysis, large-scale unstructured information
retrieval, customer segmentation, customer relationship management (CRM), financial and health
care management.
The class will be hands-on and the emphasis will be placed on the "know-how" aspect - how to
extract and apply business intelligence and empirical data analytical models to improve business
decision making. We will analyze real-world business data from Fortune 500 companies using
various business intelligence tools, for example SAS Enterprise Miner. Time permits, we will also
introduce some advanced economic and predictive models in analyzing digital markets.
Throughout the class, cutting-edge technology and business insights from several market leaders
such as Google, Facebook, Microsoft, Amazon, Taobao, Travelocity, TripAdvisor, Yelp and
Netflix will be revealed.
Objectives:
This class aims to equip you with highly demanded business analytics knowledge and skills in the
business world.
教师简介：
Beibei Liis an assistant professor of information systems and management at Carnegie Mellon
University. She received her PhD from Leonard N. Stern School of Business, New York
University. Beibei's research interests lie at the intersection between social and technical aspects of
information technology. She is especially interested in topics related to social media, search
engines, multi-channel advertising, and the role of business intelligence in digital marketing. Her
recent interests focus on information technologies and financial innovation, interplay between
search engine and social media,economics of mobile and location-based services, and
user-generated content.
9. 课程名称：Empirical Methods in MIS（MIS 的实证研究方法）
学时：16
学分：1
授课教师：Dr. Yong Tan
所属机构：华盛顿大学 Foster 商学院（MIS）隆大学
上课时间：武东路梯九
授课时间：8 月 3 日至 6 日
1-4 节
课程简介：
Overview:
The objective of this course is to prepare students to be a specialist in advanced empirical methods.
By the end of this course, students are expected to: first, have a solid and critical understanding of
empirical methodologies and a number of advanced models, including but not limited to, latent
class models, hierarchical Bayes models, hidden Markov models; second, start their own empirical
research on management science, information systems, or other related topics; and third, be able to
communicate with the academic community. To this end, we will read and discuss some leading
papers in empirical Industrial Organization, Information Systems, and Marketing fields.
Course Syllabus:
Lecture 1. Fundamentals of Econometric Methods
 Causality
 Model Specification
 Model Identification
 Model Selection
Lecture 2. Estimation
 Maximum Likelihood
 Generalized Method of Moments (GMM)
 Bayesian
Lecture 3. Discrete Choice Models and Mixture Models
 Logit and Probit
 Count Variable Models
 Hierarchical Bayes Models
Lecture 4. Advanced Models
 Latent Class Model
 Hidden Markov Model
 Bayesian Learning
教师简介：
Yong Tan is currently the Neal and Jan Dempsey Professor and chair professor of Information
Systems at Foster School of Business, University of Washington, and was named a Chang Jiang
Scholar by the Chinese Ministry of Education and Hong Kong Li KaShing Foundation. He
received his PhD from University of Washington and holds a Bachelor’s degree from University
of Science and Technology of China. Yong is interested in online social networks, mobile
commerce, digital content distribution channels and information security.
10. 课程名称：Art of Research（研究的艺术）
学时：16
学分：1
授课教师：Dr. Christopher Ryan
所属机构：芝加哥大学 Booth 商学院
上课时间：三教 413
授课时间：7 月 27 日至 30 日
1-4 节
课程简介：
Notes on the workshop:
The sessions will be discussion-based and will likely raise more questions than answers. The
ultimate goal is for the participants to develop their own aesthetic regarding research and build a
foundation for developing indepenent research ideas that are expressive of their genuine interests.
Assigned readings:
"The OR/MS Ecosystem: Strengths, Weaknesses, Opportunities, and Threats" by Sodhi and Tang
"What is interesting in operations management?" by Cachon
"Three Rs of operations management: Research, relevance, and rewards" by van Mieghem
"'Unexpected' results are required ... or not?" by Tang
Optional reading:
A Guide for the Young Economist, by William Thomson
Discussion plan:
I. CONCEPTUAL FRAMEWORK FOR (OM) RESEARCH
A. Why research?
B. The aesthetics of research
C. Research as a social activity
D. OM/OR/MS researc
II. CAPABILITIES OF THE (OM) RESEARCHER
A. Reading papers
B. Listening to research talks
C. Generating research ideas
D. Giving presentations
E. Writing papers
Assignments:
Assignment 1:
Read the assigned readings.
Due: Beginning of Session 1.
Assignment 2:
Write a one page (double-spaced) document that describe something (not necessarily OM research)
that you feel is interesting according to Cachon's criterion.
Due: Beginning of Session 5.
Assignment 3:
Finish the "Reading a paper" assignment
Assignment 4:
Finish the "My research idea" assignment
教师简介：
Chris is currently an assistant professor of operations management at the University of Chicago
Booth School of Business. Chris has two major streams of interest. The first is in optimization
theory and algorithms, including infinite dimensional optimization, algorithmic game theory,
bilevel and discrete optimization. Chris’s second stream of research interest is optimization and
decision-making in interactive entertainment and online services.