• Investment Basics and More – Our objective is to not only rehash the material that has been covered but also expose students in the program to an alternative perspective on the core areas of knowledge that every investor must master—Accounting, Finance, Economics, and Capital Markets.
  • Training in Real World Research and Analysis – This is designed to expose the students to all the time-tested tools, processes, and methodologies that professional equity investors have used to manage billions of assets.
  • Equity Research Resource Access – Our intensive research approach to investing is augmented by accessing a repertoire of resources used by investment professionals every day, including access to industry experts, corporate IROs and buy and sell side analysts.
  • Mentorship – Each member is assigned an early-career finance professional, as a mentor, to provide career guidance and academic advice and serve as a sounding board as they navigate their own path in college and beyond.
  • Job Skills Development – We partner with a veteran bank HR executive to provide job coaching and skills workshops, covering such areas as leadership development and emotional intelligence.
  • Networking – We help refine our students’ networking skills and expand their own networks as we introduce them to a wide variety of industry professionals.
  • Professional Development – We believe that there is no better way to understand the various careers within finance than by meeting the practitioners, especially in their environment.  With this goal in mind, our students have been to NYC and this spring to London, meeting a wide variety of investment shops to broaden their understanding of the many different firms and occupations
  • Executive Access – Our C-Suite special lecture series featuring top corporate executives and investment professionals including major corporate CEOs and CFOs from Fortune 500 companies
  • Promoting Teamwork and Community – Knowing our students will be active participants in the program for multiple semesters, teamwork and community-building are vital to our approach, ensuring a cohesive, supportive environment exists for each member to thrive and achieve the best possible outcomes.