The Eberhardt School of Business offers a two-term class for undergraduate business students called the Eberhardt Student Investment Fund (SIF). Students are selected through a formal application process and have the ability to manage an investment portfolio currently approaching $4 million dollars.
Faculty Advisor, Student Investment Fund
本杰明·卡尔斯顿博士
Associate Professor of Finance
电子邮件: bcarlston@chinapandatakeoutrestaurant.com
PH: 209.946.2630
Only 2% of business schools worldwide operate a student investment fund. 在Eberhardt SIF中, students do re搜索 and evaluation, 写报告, and make choices regarding where and how to invest the fund's money. This is not a virtual investment or portfolio; this is real money and real investments.
Eberhardt students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. 除了, students learn the finer points of portfolio management by taking responsibility for individual S&P 500 sectors and analyzing allocations and how they fit within the greater portfolio.
The Eberhardt Student Investment Fund also teaches our students the importance of sharing their success with others. 每年, a percentage of the fund's net assets are distributed back to the 正规博彩十大网站 to support the mission and activities of the University. To date, the Eberhardt SIF has returned $1.6 million to the University.
Established in 2007 with a generous $1 million gift from Bank of Stockton 首席执行官, 道格拉斯爱伯哈, the 正规博彩十大网站 Student Investment Fund's major goal is to offer dynamic undergraduate and graduate students the opportunity to gain exposure to the world of investing.
从一开始, the Student Investment Fund has outperformed both the Russell Midcap Index benchmark and S&P 500. The fact that students invest real money means their work produces real results, which is a tremendously satisfying and a very unique experience.
Students learn how to thoroughly analyze potential investments using the same financial techniques professional investors use. 除了, students learn the finer points of portfolio management by taking responsibility for individual S&P 500 sectors and analyzing allocations and how they fit within the greater portfolio.
除了课堂作业, members have the opportunity to speak directly with industry professionals and travel to visit financial institutions in the area. 整个学期, SIF hosts guest speakers including CFA charter holders, 基金经理, and other professionals from both the private and public sectors that provide their valuable personal insight into the investment industry and share their paths to how they got where they are today. Field trips to places such as the Pacific Exchange in San Francisco and to other local student investment organizations expose members to the greater investment community.
Elisa is the 首席执行官 of the fund. She is a 4th year studying accounting and is the Financials analyst. She was the REITs analyst the previous semester.
Alex Delgado三世 is a 4th year Marketing Major. He is Currently a 招聘人员 for the fund.
我是都一个nil Gadre. Currently pursuing master's in finance and 经济学家 of the fund.
Kaur集 is a 4th year 会计 and Finance Major. She is currently the 技术/Communications analyst and a 招聘人员 for the fund.
安德烈Rodeia is a 4th-year Finance Major. He is currently the 技术 and Communications sector analyst and 经济学家 for the fund.
Adam is a senior studying finance. He is the CIO and one of the Industrials analysts. He was the Executive Administrator and Tech analyst in the previous semester
Kai沙利文 is a 4th year Marketing Major. He is currently a Healthcare analyst and the Executive Administrator for the fund.
珠宝特纳 is a 4th-year Finance Major. She is currently the fund's Real Estate sector analyst and Social Media manager.
Dyna is a 4th year undergraduate student who is majoring in Finance and Human Resources. He is currently the Consumer Discretionary Analyst and 投资组合经理 for the Student Investment Fund.
