Program Overview

Making an Impact

Our goal at the outset was to bring the world of Wall Street closer to more students, with a sharp focus on younger, female, and underrepresented groups.  So far, we have made quite an impact–tripling the ranks of UConn students engaged in this endeavor, while raising female participation fivefold and the participation of the non-senior students nearly 19 times.

Two photos of buildings side-by-side with text "Bridge between Storrs and wall Street"

Origin Story

The UConn Opportunity Fund program was created by Steve Wilson to expand the available opportunities for a more diverse cross section of students to gain exposure to the world of investing through a pragmatic approach. Steve spent 43 years managing smaller cap equity assets for a long list of blue-chip institutions, both in the US and over in Europe.  Having been both a research analyst and portfolio manager all those years including the last 19 running his own firm, Lapides Asset Management, presented him with a unique set of skills and experience when he joined the faculty of the UConn School of Business in the fall of 2023.  Steve received his BS from the Wharton School of Business at the University of Pennsylvania, his MBA from New York University and is a proud graduate of Martin Van Buren HS in Queens NYC.

A World of Experience in Two Courses

The interdisciplinary two-part program begins with the Building Blocks course to establish a baseline of understanding around the core subject matter in Accounting, Economics, Finance and Capital Markets, the centerpieces of investment analysis and research.  Our intent is to construct a sound foundation of understanding of the critical principles, concepts, tools, methodologies, and theories that are used by professional investors every day.  By learning the alphabet of investing, our program participants can then apply this skillset to construct the words, sentences, and paragraphs that are the vocabulary of finance. Once mastered, this opens the doors to multiple key career paths including Investment Management, Commercial Banking, Venture Capital, Private Equity, Investment Banking and Consulting.  By thoroughly understanding these critical building blocks of investing knowledge, we will have prepared our students to write their own career story any way they wish to define their future.  

The Building Blocks course is followed by the Applied Investment Analysis course where program participants are further trained to manage real dollars in the stock market.  There is no substitute for doing it.  Taking all their training and putting the effort in to find the right company at the right price at the right time is no longer a theoretical exercise.  This is the real thing and it’s with real money.  It is a time for students to buckle down and roll up their sleeves because this is the real deal, every second counts, and the university’s money is on the line. Our students are embarking on a next-level experience, one that will require their full effort and attention.  But that is what they have craved all along and we are most pleased to be able to provide it.


Finance 4895: The Building Blocks of Investment Analysis and Research

This is an intensive course covering the foundational principles, concepts, and tools of accounting, finance, economics, and capital markets as utilized by professional equity investors.  Students will learn to work individually and in teams. They will study the language of financial statement analysis, working with financial news, public corporate data, and filings. They will then learn how to organize their thoughts and convey them in written and oral form. In addition, students will develop the skills needed to provide constructive criticism and begin to develop the company research and analytical skills that are essential to participate in the Opportunity Fund. All while gaining critical confidence and relevant experience to enable the pursuit of internships and full-time career opportunities in investment management as well as adjacent fields such as consulting and investment banking. (3 Credits)

Finance 4895: Applied Investment Analysis

In this course, students will learn the skills involved in business model analysis, management assessment, valuation approaches, competitive dynamics, appraisal, financial modeling, preparing a professional quality stock pitch, critiquing and deciding on suitable investments, monitoring holdings, and evaluating sell decisions.  All while gaining critical confidence and relevant experience to enable the pursuit of internships and full-time career opportunities in investment management as well as adjacent fields including venture capital, private equity, consulting, and investment banking. These students will participate in all phases of managing a student-led equity investment fund including learning and implementing processes and procedures for making high-quality long-term investments, working in teams with student peers, and communicating with external constituencies. (3 Credits)