Davis Center for Portfolio Management - University of Dayton

On October 12th, the Davis Center celebrated its 25th anniversary with the Davis Center Investment Symposium: Celebrating 25 Years of Success! We were excited to welcome back 200+ alumni and guests to engage in discussion panels, to network with current students and faculty, and to commemorate the impact the Center has had on their careers and the School of Business Administration. We extend our gratitude to all our investment panelists, speakers, donors, and alumni. Specifically, we are thankful to Mr. Dick Davis and his wife, Sue Davis, for all their support and trust in our undergraduate students. We began our exciting day by kicking off with a welcome by SBA Dean Collier, as well as opening remarks from our Davis Center Director and UD professor, Dan Kapusta. Throughout the day, we heard from SBA and Davis Center alumni sharing their wisdom and career advice (panels listed below). Finally, UD President Spina began our evening reception with closing remarks. Panel #1: School of Business Administration Alumni? Panel #2: Women in Finance? Panel #3: Chartered Financial Analysts? Panel #4: Ohio Corporate Executives (C-Suite) Currently, the Davis Center handles over $80.2M assets under management. We look forward to what we can do over the next 25 years!

Welcome back, Flyers! This Fall, the Davis Center for Portfolio Management will be looking to add first, second, and third-year students from ANY major interested in investments and equity analysis! The Davis Center for Portfolio Management is the largest student-run, long-only equity fund that invests approximately $80 million of the University’s endowment in the stock market. Davis Center New Members will get the opportunity to be part of an intensive education program culminating in a stock pitch. Upon completion of the program, New Members will have the opportunity to become full-time members of the Davis Center. To assist in the application process, the Davis Center will be hosting several information sessions discussing financial topics. Please see below for the recruiting/application timeline: ? Open Houses: September 3rd & 10th at 7:30pm in the Davis Center (Miriam 118) ? Finance 101 Sessions: September 5th & 12th at 8:30pm in Miriam 119 ? Applications open– August 29th ? Applications due– September 13th at noon in the Davis Center We encourage you to reach out if you have any questions about our recruitment process by stopping by the Davis Center or contacting our ambassadors, Patrick Burns, Hondo Gray, Nick Mulvihill, and Gracie Wolford at their respective emails below: [email protected]? [email protected]? [email protected]? [email protected]

This past week, Anthony DiPaolo, Luke Canan, and Nick Mulvihill represented the Davis Center for Portfolio Management at the Cleveland Research Company Intercollegiate Stock Pitch Competition. The Competition was hosted at Miami University and began weeks prior — with fifty teams submitting long or short pitches on a given stock. The final round of the competition was attended by eight finalists at Miami University’s Farmer School of Business. Participating finalists included Miami of Ohio, the University of Texas (Austin), Dartmouth, Ohio State, and Ohio University. Anthony, Luke, and Nick pitched a long on Procore Technologies (NYSE: PCOR). The team was honored to finish as the 2nd place in the competition! Furthermore, the team received a $1,000 cash prize for their 2nd place finish.

Hey Everyone, to start the new year we have some exciting recruitment events for the Freshman here at UD! This Spring the Davis Center for Portfolio Management will be looking to add first-year students from any major interested in investments and equity analysis! The Davis Center for Portfolio Management is an entirely student-run, long-only equity fund and is one of the flagship experiential learning programs in the School of Business Administration. Founded in 1999, the Davis Center, along with the FIN 493 class, manages the Flyer Investments Fund – the largest student-managed portfolio in the country with assets under management of approximately $72 million. Davis Center interns will get the opportunity to be part of a 10-week internship program culminating in a stock pitch. Upon completion of the program, interns will have the opportunity to become full-time members of the Davis Center. To assist in the application process, the Davis Center will be hosting several information sessions discussing different financial topics Freshman Recruiting Timeline: ? Open Houses #1 – Jan 10 & 11 @6:30pm Miriam 118 ? Finance 101s #2 – Jan 16 & 17 @6:30pm in Miriam 118 ? Friday, January 19: Printed Applications Due in the Davis Center by Noon? ? January 22-29 – First Round and Second interviews Students interested in attending the Finance 101 sessions should fill out the Google form?found here?https://bit.ly/DavisCenter We encourage you to reach out if you have any questions about our recruitment process by stopping by the Davis Center (MH 118) or contacting our New-Member Coordinators,?Megan Ward,?Jaden Dahm, and?Vincent Rullo?at their respective emails below. [email protected] [email protected] [email protected]