The Summer Institute is not currently enrolling.
Tracks like this one were its capstone curriculum. This page stays up because the method it describes is still how we work. What is running right now is founder-led college readiness coaching. If you are not sure what fits, tell us the situation and a person will route it.
Pre-Finance / Business Track · Inaugural Summer 2028
Capstone agent · Build analyst AI.
I built an AI agent that pulls 10-Ks, computes financial ratios, and surfaces management's framing changes.
3 weeks · Grades 8–12 · Chicago · Summer 2028 · tuition & scholarships
What your child will build
An agentic system that ingests a public company's annual filings, computes the financial ratios analysts actually run, surfaces year-over-year management framing changes, and produces a one-page investment memo for a portfolio manager.
The 10-K analyst agent
Pre-Finance / Business capstone · illustrative run
Pulls 10-K filings directly from EDGAR for any public ticker
Parses MD&A, risk factors, and financial statements into structured sections
Computes liquidity, leverage, profitability, and efficiency ratios
Diffs management framing year over year — what tone shifted and where
Surfaces undisclosed risks by cross-referencing peer filings
Produces a one-page memo with thesis, ratios, framing changes, and risk callouts
Illustrative run — this is the working agent your child builds, step by step, and ships to a personal URL.
Representative profile · mentor announced pre-seasonCo-Teaching Faculty
Recruiting from · the Booth / Kellogg alumni network
Our pre-finance track will be co-taught by a working analyst — recruited from the Booth, Kellogg, and broader regional finance ecosystem (sell-side research, buy-side equity, or M&A advisory) — alongside a senior software engineer. Your child learns from an analyst who has lived inside the 10-K-to-memo workflow, and who can articulate what a portfolio manager actually wants on their desk before a meeting. The mentor relationship continues past the program: pre-finance students who perform well receive a personal letter of recommendation and direct introductions into the broader practitioner network.
What students leave understanding
Students leave understanding why a memo's first paragraph matters more than its tenth — and how to spot a tone shift in management commentary.
Curriculum Deep-Dive
The pre-finance cohort splits off from the shared Week 1 foundations and works directly with the analyst on filing structure, ratio computation, and the framing-change pattern recognition that turns reports into memos.
Week 1 foundations are shared across all 5 tracksWeek 3 builds + admissions coaching
Sample student work
Sample capstone projects illustrating the scope of Pre-Finance / Business work. Inaugural cohort is Summer 2028 — these are not real-alumni outcomes.
Sample capstone spec — scoped for a rising 12th grader
Built an agent that compares two consecutive 10-Ks for the same company, surfaces material tone shifts in management's discussion, and produces a one-page memo for a portfolio manager.
Sample capstone spec — scoped for a rising 11th grader
Built an agent that pulls 10-Ks for the top five companies in a sector, computes industry-relevant ratios, and produces a comparable-company table with framing notes for an analyst's first meeting.
Why this track wins for admissions
An admissions reader at a top pre-business university — Wharton, Stern, Booth early entry, MIT Sloan early route — is looking for the rare applicant who has done more than win a stock-pitch competition. Most strong pre-finance applicants present DECA wins, finance-club leadership, and trading-game performance — all important, all common. Far fewer can sit across from an interviewer and discuss the design tradeoffs in 10-K automation, the discipline of grounding numerical claims in source filings, or what a portfolio manager actually scans first in an analyst memo. Your child finishes the program with a working 10-K analyst agent at a personal URL, an architecture writeup an admissions reader can verify, and a Common App essay built around the project — a piece of writing that makes their interest in finance specific, technical, and verifiably their own.
— Jinwoong “Peter” Lee, founder · UC Berkeley ’18 · 8 years of software at Amazon & Ring · 11 years in education · 80+ students placed at top universities
Talk through your child’s admissions strategy
Pre-Finance / Business FAQ
Pre-Finance / Business · Selective by design
This track belongs to the Summer Institute, which is planned for 2028 and is not enrolling; no application is being accepted yet. What is running now is founder-led college readiness coaching.