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Terese Kelly Investment Group

Real Money, Real Investing

Terese Kelly

Fall 2011 marked the debut of a new, student-run investment group in the School of Management, thanks to a generous lead gift from UB alumna Terese E. Kelly.

The student-run, real-money investment fund educates finance students on the practical aspects of global capital markets, while providing them with real-world learning experiences in investment management. The Terese Kelly Investment Group is an independent study course with a full academic year commitment. Students will serve in leadership and analyst roles and will earn 1.5 credits in both the fall and spring semesters. The leaders of the fund will gain valuable experience running an investment management company, while analysts will focus on conducting detailed valuations of companies in different sectors of the economy with the goal of finding undervalued companies.

Derek Mohr

Derek Mohr, assistant professor of finance in the School of Management, serves as faculty advisor for the fund, and an advisory board made up of eight to 12 business professionals provides leadership and direction to participating students. Investment decisions, however, are up to the students. Twice a year, students will present reports to the board that include fund performance and rationale for fund decisions and management. Any profits will be reinvested into the fund.