Back row (left to right): Katerina Khardina, Sam Eisenman, Elijah Joseph, Nate Abel
Two teams of College of Business students met with the College of Business Applied Portfolio Management Program (APMP) advisory board on September 23, 2024.
The APMP program gives students the opportunity to manage and invest approximately $2.5 million dollars of real money in the U.S. stock market.
At the board meeting, each team gave a presentation about their investment philosophy and the plan for implementing that philosophy into a strategy. Following each presentation, questions were taken from the board.
The board members challenged the teams on their philosophy and implementation strategy, which prompted further discussion following the meeting.
Preparation for the board meeting began many days before the actual event. The student teams were responsible for ordering food, reserving a room, providing parking passes, preparing presentation materials, and more.
COB student Marguerite Goldman says that through the preparation process the teams gained a deeper understanding of what is required to host events like this one in industry.
“There was much anticipation leading up to the meeting, but both teams were well-prepared for the event,” says COB student Elijah Joseph.
“Among many other things, we learned how to prepare and give a professional presentation, how to organize a professional meeting, and how to greet our guests and ensure they had a quality experience,” says Goldman. “We also learned how to improve our investment philosophy and presentation skills through feedback and questions from the board members.”
“My personal experience has been fantastic,” says Marguerite “It is incredible to be able to apply classroom knowledge to the management of a real portfolio and engage in intellectual conversation with other bright business students.”
The teams have been involved in the APMP class since May of 2024.