
Student Managed Portfolio Outlook & Analysis
Starts December 15, 2021 at 6:30 PM (ET)
Ends December 15, 2021 at 9:30 PM (ET)
Location Center for Communications and Engineering CCE 101 Mt. Carmel Auditorium
Get DirectionsStarts December 15, 2021 at 6:30 PM (ET)
Ends December 15, 2021 at 9:30 PM (ET)
Location Center for Communications and Engineering CCE 101 Mt. Carmel Auditorium
Get DirectionsThe student managed fund is a $4 million value and growth fund run exclusively by undergraduate students majoring in finance. The goal is to outperform the market with a strong return while providing real world, supervised experience in preparation for a career in finance.
Students will report on the holdings, buy/sell decisions and performance metrics. They will present a macro view of the world and how it impacted decisions as well as their asset allocation choices in which they overweight and underweight sectors. Attendees are welcome to ask questions.
This event is hosted by Dean Holly Raider, PhD, and co-hosted by Professor Ted Koly ’06, MBA ’08, Professor Matthew O’Connor, PhD, and Teaching Assistant Caroline King ’21.
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