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Terese Kelly Investment Group

This isn’t practice. The money is real. The investors are serious. The decisions are yours.

You are pitching a company to an investment group that is going to decide whether to buy shares for their portfolio.

As you stand in front of the board, looking like the consummate professional in your requisite dark suit, you roll through your analysis: industry factors, revenue growth, direct competition comparison, valuation, key ratios and statistics, growth rates, potential risks and, finally, your recommendation to buy shares at current market price. Your investors grill you on debt-to-equity, competitive landscape and market opportunity, and you field the questions expertly, growing in confidence with each answer.

In the end, you get a unanimous decision from the board to invest. Success! But, really, it’s just a regular day in the life of a student in the Terese Kelly Investment Group.

Graduates who participated in the Terese Kelly Investment Group have garnered roles at top firms, including:

Goldman Sachs

PricewaterhouseCoopers

Deloitte

Bloomberg

Citi

BlackRock

Fitch Rating National Fuel

Gain exposure to executive boardroom meetings during exciting off-campus visits to financial capitals of the world, like New York City, Boston and Chicago, and such firms as:

Gerstein Fisher

Solus Alternative Asset Management

Treasury Partners

Bloomberg LP

Hutchin Hill Capital

Morgan Stanley Wealth Management

Barclays Investment Bank

UBS Financial Services
Charles Schwab & Co.  

The fund is structured as an endowment owned by the Department of Finance, so your investment success translates instantaneously into resources available to you, your faculty and your peers.

How Terese Kelly Investment Group Works

  • The Terese Kelly Investment Group is an independent study course with a full academic year commitment.
  • Membership is by invitation for high-performing students who demonstrate academic success and a commitment to a career in financial markets
  • Students serve in leadership and analyst roles and earn 1.5 elective credits in both the fall and spring semesters. Leaders of the fund gain valuable experience running an investment management company, while analysts focus on conducting detailed valuations of companies in different sectors of the economy with the goal of finding undervalued companies.
  • Investment decisions are up to the students.
  • Twice a year, students present reports to the board about fund performance and rationale for fund decisions and management.

Terese Kelly Investment Group Board of Advisors

  • Terese E. Kelly, BA ’68, MLS ’73
  • Fuoad Azzam, MBA ’99, General Partner, Life Sciences Partners
  • Chris Buonafede, MBA ’96, Portfolio Manager, Hutchin Hill Capital
  • John Canty III, BS ’04, Vice President, Roosevelt & Cross Inc.
  • Mark Collard, EMBA ’05, Managing Partner and Co-founder, Landmark Wealth Management
  • Mary Collins Sanborn, BA ’75, CEL ’98, President and CEO, Collins Advisors
  • Ronald Coombs, BS ’85, Chief Financial Officer, Regional Industrial Development Corp.
  • Brian Laible, CEL ’11, Managing Partner and Founder, Landmark Wealth Management
  • David Wagner, Vice President, Roosevelt & Cross
  • Gregg Fisher, BS ’92, President, Chief Investment Officer and Founder, Gerstein Fisher