CLUB FAIR KICKOFF! Visit us in Coray Gym today from 2:00-4:30!
Wheaton College Student-Managed Investment Fund
金融服务
Wheaton，Illinois 247 位关注者
Learning about researching and investing
关于我们
Wheaton College Student-Managed Investment Fund (formerly known as Investment Club) was founded in 2001 and restructured in 2015. The Investment Fund currently holds around $270,000 in endowment funding on behalf of Wheaton College. The Fund has two goals: (I.) Educate members through the training program, stock presentations, and alumni events in order to prepare them for the world of finance and investing. (II.) Achieve above-market returns (S&P 500 is our benchmark). Currently, Student Managed Investment Fund has 40 analysts placed in 5 portfolios. Each portfolio is headed by a portfolio manager who leads the team in researching companies and presenting "buy", "sell", and "hold" pitches each semester to the Fund. The Fund also invites alumni to Fund meetings in order to provide insight to members. We encourage interested students to go to our website at wheatoninvestmentfund.com to learn more about how to get involved.
- 网站
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https://wheatoninvestmentfund.com
Wheaton College Student-Managed Investment Fund的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Wheaton，Illinois
- 类型
- 教育机构
- 创立
- 2001
地点
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主要
获取路线
501 College Ave
US，Illinois，Wheaton，60187
Wheaton College Student-Managed Investment Fund员工
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Robert Teevans
Front-End Developer at Independent
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Caleb Titherington
Business and Economics Student-Athlete at Wheaton College (IL)
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Alden Kruse
Wheaton College Student Athlete | Junior Analyst, Invesco | Portfolio Manager & Senior President, Investment Club
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Noah Fopma
Business/Economics Student at Wheaton College
动态
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Join us this afternoon at 4:30 PM for an exclusive guest speaker event featuring Armin Zerza, the Chief Financial Officer of Activision Blizzard! Dive into the world of finance and gaming as Mr. Zerza shares his insights, experiences, and invaluable knowledge with us. Don't miss out on this incredible opportunity to learn from one of the industry's best. Date: April 23 Time: 4:30 PM Location: Meyer 145
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Huge thanks to all the generous donors who made Giving Day at Wheaton College a phenomenal success! We're thrilled to announce that the Wheaton College Student-Managed Investment Fund had 5 incredible donors contribute, helping us secure the top spot among campus organizations with a total of $14,900 raised. Your support means the world to us and fuels our passion for finance and investing. Thank you for making a difference!
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