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Terese Kelly Investment Group

Real Money, Real Investing

Fall 2011 marked the premier 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 is designed to educate 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, assistant professor of finance and managerial economics 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.

Terese Kelly

Contact Information

Terese Kelly Investment Group
Derek Mohr
Faculty Advisor
Finance and Managerial Economics
School of Management
University at Buffalo
346 Jacobs Management Center
Buffalo, NY 14260-4000

Tel: 716-645-3268