Aspiring Financiers Steer Real-World Investments
FAU students shine as they present high-stakes investment strategies, leaving a mark on industry leaders.
Every budding financier dreams of the moment when their theories take shape in the real world. At Florida Atlantic University, this dream crystallized into reality as finance students recently dazzled seasoned industry leaders with astute investment strategies.
Bridging Classroom Concepts with Real-World Execution
Under the aegis of their college’s Student Managed Investment Fund, these students transformed theoretical knowledge into actionable investment decisions. Supported by a generous $500,000 foundation, half of which was a gift from Polen Capital, this initiative reshaped the nature of finance education.
The Art of Presenting to Financial Maestros
Students faced industry heavyweights like Chad Delk of JP Morgan, Charles Cartwright of Meridian Wealth Management, and Jacqueline Reeves of Bryn Mawr Trust. Their objective? Present recommendations that align with current investment trends and foresee potential risks.
“The magic of managing real money is unmatchable,” expressed Dr. Anna Pomeranets, a senior finance instructor. This tangible application of classroom techniques equips students with conversation-worthy experiences for future interviews.
Excelling Beyond Expectations
Since its establishment, the fund boasts a remarkable time-weighted rate of return of 47.46%, with an alpha of three. These accolades not only validate the students’ disciplined approach but also position them ahead of benchmarks like the S&P 500. According to Florida Atlantic University, their portfolio’s current value stands impressively at $614,580.
A Launchpad for Future Finance Leaders
Through rigorous three-credit courses, students undergo a selection process, honing skills that pave the way for lucrative internships and esteemed financial roles. This unique synergy of education and experiential learning propels students from theoretical realms to the forefront of finance.
In the hands of determined FAU students, investment management morphs from academic pursuit to a stepping stone into the world of finance—a bridge connecting ambition with opportunity.
